Jonathan Sowa is a financial advisor with Integrity Alliance, LLC, holding a Series 66 credential and 20 years of industry experience. His prior work includes seven years at both Csenge Advisory Group, LLC and Lion Street Financial, as well as six years with FSC Securities Corporation. He also consults on retirement education through seminars. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets across a network of over 300 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers through platforms like Envestnet and AssetMark.

John Navin is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at several firms including his own entities, The Navin Group and John Navin & Associates, and contributes as an author of a financial book. Outside of advising, he serves on the boards of 50 Forward and the Nashville Wine Auction and is involved in financial education through the American Financial Education Alliance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and utilizes a range of investment strategies, serving approximately 127,213 clients with a focus on standardized model and platform services.

Taylor Huddle is a financial advisor at NewEdge Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Walgreens Boots Alliance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that combine in-house manager selection with third-party models and direct advisor discretion.

Kyatt Byrd is a CFP® with three years of industry experience, currently with NewEdge Advisors. His prior experience includes roles at Ameriprise and Edward Jones. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Wyatt England is a financial advisor at Sanctuary Advisors, LLC with 10 years of industry experience and holds a Series 66 designation. His prior work includes roles at Sanctuary Wealth, The Leaders Group Inc, Synergy Life Brokerage, Elmhurst Capital Partners, and Elmhurst Enterprise Solutions. Outside of advisory work, he serves as an independent contractor advising the board of ValidSoft on business and marketing strategies. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisers. The firm offers a range of portfolio management and consulting services using various analytical approaches and acts as a fiduciary when a written advisory agreement is in place.

Thomas Wellborn is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist Investment Services since 1997 and at Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program. The firm combines discretionary and non-discretionary approaches and utilizes AI-enabled research tools alongside inter-affiliate integration within the Truist network.

David Wuller is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 21 years at Ameriprise and its affiliates before joining NewEdge Advisors in 2026. Outside of his advisory role, he serves as co-treasurer of the Middle TN Tennis League, assisting with the collection of annual league dues. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of services including portfolio management, financial planning, and access to third-party managers, utilizing technology and centralized due diligence in its investment approach.

Samuel Smith is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked at several firms, including Raymond James Financial Services, Inc., Seven Arrows, LLC, and Ramsey Solutions. Outside of finance, he owns Samuel Fine Art, where he paints and sells artwork online. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

John Spann IV is a CFP® professional with 17 years of experience, currently serving at Guardian Life. He has been with Guardian Life in various capacities since 2016 and also manages Spann Insurance, Inc., a business he founded in 1998. Outside of his advisory role, he is the managing member of Atlas Holdings LLC and operates Spann Benefits, an independent insurance business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, retirement plans, and charitable organizations. The firm provides tailored financial planning and investment management solutions through a combination of advisor-led discretionary management and model-based strategies utilizing proprietary programs and third-party platforms.

Amir Barsoum is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. His work history includes roles at Fifth Third Bank, Hermitage Discount Tobacco, AESC, and British American Tobacco. He holds Series 63 and Series 65 licenses. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with Fifth Third Bank.

Jegir Salman is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of his advisory role, Salman owns and manages an auto service station and is a partner in an auto sales business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Brandon Lewis is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 65 credential and one year of industry experience. He previously worked at Penn Mutual Life Insurance Company and has experience in volunteer vegetation management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Adam Helm is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Principal Securities Inc. and Principal Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that offer managed portfolios, non-discretionary recommendations, and investment education services. The firm’s approach relies on Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance.

Randall Whitman is a CFP® and ChFC® with 19 years of industry experience, currently affiliated with Guardian Life through Park Avenue Securities. He has worked with Guardian Life, Park Avenue Securities, and Peachtree Planning of Tennessee since 2006. Outside of his advisory role, he co-moderates the WDW4Families podcast, which discusses topics related to family visits to Walt Disney World. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers both discretionary and model-based investment management, alongside financial planning and consulting services tailored to various client needs.

Melody Pinkston is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. She holds a Series 65 designation and has worked at Brookstone Capital Management and Hornor, Townsend & Kent LLC. She is also the Chief Operating Officer at Senior Financial Advisors, Inc., where she manages business operations and client services. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Michael Baron is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at ACUFF & Associates / JULY Services, MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional consulting services.

Randall Wilson is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a nationwide network of more than 23,700 financial advisors.

James Pettigrew Jr. is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 license and 17 years of industry experience. His prior roles include positions at Sinor Marcum Group, Joshua Marcum, Thomas Sinor Jr., Waddell & Reed, Inc., and the W&R Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Craig Burgess is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Waddell & Reed, Inc and various insurance carriers over 19 years, as well as a brief period running the Heirloom Shop. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Phillip Knight is a CFP® professional based in Brentwood, TN, with 26 years of industry experience. He currently works at LPL Financial and has prior experience with Ftb Advisors, Inc. and First Tennessee Brokerage. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through its network of over 22,800 advisors.