Robert Dean is a financial advisor at Fifth Third Securities, Inc. based in Nashville, TN. He holds Series 65 and Series 63 credentials and has been with Fifth Third Securities since 2026. His prior work experience includes roles at Fifth Third Bank and several other companies across diverse industries. Dean also served in the United States Marine Corps Reserves from 2017 to 2023. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, combining third-party portfolio managers and advisor-directed investment models.

Samuel Rice is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 66 and Series 63 licenses and six years of industry experience. His career includes roles at firms such as Raymond James Financial Services, Exencial Wealth Advisors, and Bank of America. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory services and portfolio management solutions through both proprietary and third-party strategies.

Spiro Natsis II is a CFP® with four years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Nashville, TN. His prior work includes roles at Merrill and Truist Investment Services. Outside of finance, he has experience working with the Libertyville Gymnastics Academy. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support investment decisions.

David Rhodes is a CFP® and ChFC® with 36 years of industry experience. He is currently with United Planners Financial Services of America and has held prior roles at SCF Investment Advisors, SCF Securities, and Parkland Securities. Rhodes serves as Secretary of the Mt. Juliet Noon Rotary and President of Celebration Lutheran Church, both community organizations in Mt. Juliet, TN. United Planners Financial Services serves a diverse client base that includes individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent Investment Advisor Representatives.

David Dermenjian is a financial advisor with Creative Planning who holds a Series 66 designation and has 24 years of industry experience. Prior to joining Creative Planning in 2023, he worked for Mesirow Financial, Inc. for 21 years. Outside of his advisory role, Dermenjian serves on the boards of several companies, including Olio Health, Inc., an oilfield services firm, an engineering and design company, and an oil and gas business; he also provides consulting support to a natural cattle production enterprise and has held a senior leadership role on the John Hancock Advisory Board. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Zachary Harris is a financial advisor with Truist Advisory Services who holds the Series 66 designation and has 19 years of industry experience. Prior to joining Truist in 2025, he worked for Robert W. Baird for 17 years. Harris is also the owner of a single-family residential property in Nashville, TN. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Jonathan Harris is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2017, and also operates a catering business as a bartender for weddings. Prior to that, he worked with Waddell & Reed and various insurance carriers from 2013 to 2017. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside both proprietary and third-party managed account solutions.

Austin Farris is a financial advisor with Steward Partners Investment Advisory, LLC in Nashville, TN. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining Steward Partners, he worked in various roles including positions at the United States Soccer Federation and in the hospitality industry. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Faron Daugs is a financial advisor at Carson Wealth with 35 years of industry experience and holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Cetera Advisor Networks, LPL Financial, and Harrison Wallace Financial Group. Outside of advising, he is an insurance agent specializing in life and long-term care insurance. CWM, LLC is an SEC-registered investment adviser managing over $50 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process and tailored portfolio solutions including alternative investments and third-party sub-advisors.

Brian Brinson is a financial advisor with Fifth Third Securities, Inc. in Nashville, TN. He holds Series 63 and Series 65 licenses and has five years of industry experience. Brinson has been with Fifth Third Securities since 2020 and has been affiliated with Fifth Third Bancorp since 2015. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to a large bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Jennifer Butterworth is a financial advisor at Truist Advisory Services with a Series 66 designation and just over one year of industry experience. Her prior work includes roles at Truist Bank and State Farm. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting along with third-party platforms and AI-enabled research tools.

Jayson O'Connor is a CFP®-credentialed financial advisor with six years of industry experience. He is affiliated with United Planners' Financial Services of America as a Limited Partner and has held roles at multiple firms including Premier Wealth Advisors and SCF Securities. O'Connor also operates Mt. Juliet Advisors, a marketing name under which he provides financial planning services. United Planners Financial Services is a national wealth-management enterprise serving a broad range of clients including individuals, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent representatives and is notable for its limited-partnership ownership structure and emphasis on non-discretionary account management.

Earnest Smith III is a CFP®-certified financial advisor with 27 years of industry experience, currently with Truist Advisory Services in Nashville, TN. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2007. Outside of advising, Smith is an author and co-president of the Private Directors Association, a nonprofit focused on education for private directors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, with a focus on manager selection supported by AI-enabled research and inter-affiliate integration.

Joshua Harness is a financial advisor at Oppenheimer with 21 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022. Prior to that, he spent over a decade at B. Riley Wealth Management and B. Riley Wealth Advisors, and also worked at Ameriprise from 2005 to 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Justin Harding is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has six years of industry experience, including roles at LPL Financial, Minnesota Life Insurance Company, and Securian Financial Services. Harding is also licensed to sell non-variable insurance products such as universal life, term life, and annuities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions. The firm follows a fiduciary-based advisory model that incorporates a variety of investment strategies and utilizes technology platforms to implement advice through third-party managers and TAMPs.

Andrew Cook is a financial advisor at Focus Partners Wealth, LLC in Nashville, TN, holding a Series 65 credential with three years of industry experience. His prior roles include positions at The Colony Group, LLC and InterOcean Capital Group LLC, as well as a five-year tenure at the University of Iowa. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Frank Bowling is a financial advisor with Mercer Global Advisors Inc. in Gallatin, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior career includes long-term roles with Financial Partners Group, MML Investors Services, and MassMutual Life Insurance Company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services plus financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, separate account managers, and other strategies.

Brenton Goers is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at LPL Financial, Cetera Investment Services, and Principal Financial Services. Outside of his advisory work, he owns Brigade Basketball Club in Murfreesboro, TN. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap and non-wrap advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Patrick Snell is a CFA® charterholder with 13 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has served as Chief Investment Officer at M Capital Advisors since 2007. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charities, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Martin Porter is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 17 years of industry experience, previously working at Waddell & Reed from 2009 to 2016 before joining Private Advisor Group and LPL Financial LLC in 2016. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary advisory model using a variety of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.