Colin Cross is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. He has experience at Engineered Wealth Solutions and has worked in roles at Planet Fitness, Lyft, Uber, and as a self-employed professional. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a range of managed-account programs, third-party asset manager access, and comprehensive back-office support for individual and institutional clients.

Bryan Koppel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and totaling nine years of industry experience. His prior work includes roles at 20/20 Financial Advisers and Paulson Investment Company LLC. He is also associated with Boom Planning and Canvas Financial, where he supports administrative aspects of securities and account transfers. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, interval funds, and individual securities to tailor client portfolios.

Nicholas Rounds is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He is currently affiliated with The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

April Binkley is a financial advisor at Steward Partners Investment Advisory, LLC with five years of industry experience. She holds a Series 66 designation and has worked at several firms, including Raymond James Financial Services and Sagespring. Binkley also serves as an independent contractor for Aull Wealth Team in Nashville. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations, offering portfolio management, financial planning, and consulting services through both proprietary and third-party solutions.

Micheal Upshaw Jr. is a CFP® professional affiliated with Focus Partners Wealth, LLC in Nashville, TN, with experience across multiple roles since 2019. His career includes positions at Interocean Capital at The Colony Group, Wood Financial Group, and various financial institutions prior to joining Focus Partners. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, 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 utilizing an enhanced open architecture framework that incorporates active and passive strategies, third-party managers, and private funds.

Aaron Fiske is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, and UBS. Outside of financial services, he is the founder and CEO of DADDY, LLP, a lifestyle brand that includes a clothing line, a tequila brand, and a charitable foundation component. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary management, with notable operations in both custody of client assets and commission-based advisory programs.

Tyler Harrison is a CFP® with 12 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC and Jackson National Life Distributors, LLC. Outside of his advisory role, he is a 50% organizer of an LLC that manages a family-owned beach house rental. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services with a focus on long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies.

Presley Carter Jr. is a ChFC® credentialed financial advisor with 39 years of industry experience. He has been with Principal Securities Inc. since 2006 and Principal Life Insurance Co. since 2004, both based in Nashville, TN. Outside of his advisory role, he serves on the Belle Meade Homeowners Association and Condo Association boards. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically handled on a discretionary basis by those managers.

Jeffrey Camp is a CFA® charterholder with 25 years of industry experience. He is currently an advisor at Focus Partners Wealth, LLC and previously worked at InterOcean Capital Group, LLC, InterOcean Capital, LLC, and Morgan Stanley DW Inc. since 2001. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Chrissoula White is a Series 66-licensed financial advisor at Empower Advisory Group with five years of industry experience. She previously worked at Bank of America and Merrill from 2019 to 2025. Outside of her advisory role, she assists with communication and administrative tasks for Sippin' Mobile Bar LLC, a mobile beverage cart business operated by her spouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to select retail account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Thomas McClendon is a financial advisor with Valic Financial Advisors in Nashville, TN, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Valic Financial Advisors since 2005 and is also affiliated with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Luke Aull is a CFP® professional with 21 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has held roles at several firms, including Raymond James Financial and Southwestern Investment Group. Aull is president of Seven Arrows LLC, an LLC for his financial planning practice. Steward Partners Investment Advisory, LLC is a national enterprise-scale RIA managing approximately $36.7 billion in assets for individuals, institutions, and charitable organizations. The firm offers a range of portfolio management and financial planning services through Steward Partners-branded solutions and third-party managers.

Michael Thompson is a financial advisor at IEQ Capital, LLC in Nashville, TN, holding Series 63 and Series 65 designations with 17 years of industry experience. He previously worked at J.P. Morgan Securities Inc for 15 years before joining IEQ Capital in 2024. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm employs a centralized macroeconomic research-driven investment process, constructing portfolios from liquid strategies, third-party managers, and private alternative investments while offering family-office and administrative services.

Justin Ramey is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc., Hub International, and has experience outside finance with roles at the University of Alabama Recreation and in the food service industry. 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 programs across equity, balanced, and fixed-income portfolios, with services delivered on both discretionary and non-discretionary bases.

Benjamin May is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His career includes roles at Merrill, Avondale, Sun Trust Investment Services, and The Prudential Insurance Company of America. He serves as Treasurer of Montgomery Bell Academy, where he is involved in budgeting and governance of the school's finances. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches, supported by AI-enabled research tools and inter-affiliate resources.

Jon Sanders is a financial advisor at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. before joining Oppenheimer in 2023. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement services.

Whitney Gorham is a financial advisor with VOYA Financial Advisors, Inc. based in Nashville, TN. She holds the Series 63 and Series 65 licenses and has 15 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and related Northwestern Mutual entities. In addition to her advisory work, she operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of representatives and combines in-house and external strategists with technology-enabled tools to implement client portfolios.

Justin Wright is a financial advisor at Oppenheimer with 10 years of industry experience. He holds the Series 66 credential and previously worked at RBC Capital Markets, Cetera, Shoemaker Financial, and Securian Financial Services. Outside of his advisory role, Wright volunteers with the Phoenix Club of Memphis and serves as Co Vice Chair on the advisory board of the Shelby County Young Republicans club. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of investment and retirement services. The firm combines discretionary and non-discretionary account management, offering programs that include asset allocation, manager selection, and personalized consulting.

Jeremy Collins is a financial advisor with Truist Advisory Services in Nashville, TN, holding a Series 66 designation and one year of industry experience. Prior to his current advisory role, he worked within Truist Investment Services and Truist Bank. Outside of finance, he is involved in the music industry as a managing member and recording artist for JACEE Music Group, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and utilizes third-party platforms for manager selection and due diligence.

Jennifer Herendon is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 14 years of industry experience. Her prior positions include roles at SageSpring Wealth Partners, Southwestern Investment Advisory Services, and Raymond James Financial Services. She also works as an independent contractor financial advisor with The Aull Wealth Team. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by offering investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.