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.

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 with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities Inc for 15 years before joining IEQ Capital. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm emphasizes separately managed accounts and family-office services, utilizing a combination of centralized research and alternative investments within a platform managing approximately $35.4 billion.

Samuel Smith is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Raymond James Financial Services, Sagespring Wealth Partners, and Ramsey Solutions. Outside of finance, he owns Samuel Fine Art, creating and selling paintings through online platforms. 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, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing both proprietary and third-party investment solutions.

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 a background that includes roles at the University of Alabama and Summit Behavioral Healthcare, LLC. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and both commission-based and asset-based fee structures.

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 credentials and having 10 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of his advisory role, he owns and manages an auto service station and is a partner in an automotive sales business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

Brandon Lewis is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 65 credential and experience beginning in 2022. Prior to joining Hornor, Townsend & Kent in 2025, he worked at Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in insurance brokerage activities through his agent positions with Lewis-Aird & Associates and 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight rather than routine discretionary trading.

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.

Jon Sanders is a financial advisor with Oppenheimer in Nashville, TN. He holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a variety of investment approaches tailored to different programs and advisors, with approximately $36.7 billion in assets under management as of December 31, 2025.

Whitney Gorham is a financial advisor with Voya Financial Advisors, Inc. in Nashville, TN, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. Prior to joining Voya in 2018, Whitney worked at Northwestern Mutual in various capacities from 2010 to 2018. Whitney also operates as an independent insurance agent, specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves individual and institutional clients, offering financial planning, portfolio management, and brokerage and insurance products. The firm uses a combination of affiliated and third-party strategies, delivering advice mainly on a non-discretionary basis with an emphasis on model portfolios and retirement plan services.

Justin Wright is a financial advisor with Oppenheimer in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. Prior to joining Oppenheimer in 2026, he worked at RBC Capital Markets, Cetera, Shoemaker Financial, and Securian Financial Services. Outside of his advisory role, Wright is active in community outreach as a volunteer with the Phoenix Club of Memphis and serves as Co-Vice Chair of the Shelby County YR Club. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management and financial planning. The firm employs strategic and tactical asset allocation and offers both commission-based and asset-based fee programs, managing approximately $36.7 billion in assets as of the end of 2025.

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.

Erik Larson is a CFA® charterholder with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at InterOcean Capital Group, LLC, and InterOcean Capital, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

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 and a Series 66 designation. His prior roles include positions at ACUFF & Associates / JULY Services and Massachusetts Mutual Life Insurance Company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers customized solutions such as its SIMPLE IRA Employer Advisory & Consulting Services program and conducts risk-based reviews and manager due diligence to tailor recommendations.

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.

Robert Mc Mahan is a financial advisor with Merrill in Nashville, TN, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill since 1998 and concurrently with Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

James Pettigrew Jr. is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Sinor Marcum Group, Joshua Marcum, Thomas Sinor Jr., Waddell & Reed, Inc., and various insurance carriers. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and services with both discretionary and non-discretionary management supported by extensive research and technology.

Cody Tellis is a Senior Financial Advisor with Merrill Lynch Wealth Management and the founder of The Tellis Group, established to provide a unified source for comprehensive wealth management. With over 25 years of experience across the private and public sectors, Cody's professional background combines business ownership, banking, tax planning, and law. This diverse experience equips him to address the unique opportunities and challenges associated with significant wealth. Cody holds a Juris Doctorate Degree from Trinity Law School and a Master’s Degree from St. Thomas University, enhancing his ability to offer informed financial insights to his clients. His areas of focus include tax-sensitive trust and estate planning services, financial services for nonprofits, business succession planning, individual and corporate captive insurance, college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, and tax minimization. Cody does not provide legal or tax advice in his role with Merrill and advises clients to consult appropriate professionals for these services. Outside of his professional life, Cody enjoys music, spending time with his family, and traveling.