Jeffrey Mcnaney is a financial advisor at NWF Advisory Services Inc with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Principal Securities INC and The Ameriflex Group. Mcnaney has also been involved with Studio 9 Financial & Insurance Services since 2012. NWF Advisory Services manages approximately $6.4 billion in client assets across a network of over 100 advisors, serving primarily individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting through various program structures.

Jennifer Brunotts is a financial advisor with B. Riley Wealth Advisors, Inc. She holds Series 63, 65, and 66 licenses and has 21 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2023, she worked at PRGX Global for 11 years. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers various programs such as Advisor-as-Portfolio-Manager, third-party managed accounts through Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Kyler Spencer is a CFP® with nine years of industry experience, currently serving as an advisor at AssuredPartners Investment Advisors. He previously worked at Kestra Advisory Services and Kestra Investment Services and is involved as Secretary and Grand Treasurer on the board of the National Association of Insurance and Financial Advisors Illinois Chapter. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities through a multi-office team managing several billion in assets.

Jeremiah Threlkeld is a financial advisor at Virtue Capital Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Virtue Capital Management since 2017. Prior to that, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also an independent insurance agent for various companies. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, and third-party manager selection, employing quantitative models and an active, model-driven investment approach.

Terri Ward is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. She holds a Series 63 license and is also a licensed insurance agent for life, health, and annuity products. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers access to third-party managers, alternative investments, and customized portfolio options including ESG and faith-based preferences.

Allen Mc Croskey is a financial advisor at AlphaStar Capital Management with a Series 65 credential and has been in the industry for less than one year. He is also involved with the LegacyTree Foundation, where he has contributed for eight years. AlphaStar Capital Management serves individual and corporate clients, including high-net-worth individuals and retirement plans, providing discretionary investment management, financial planning, and subadvisory services. The firm uses model portfolios and advisor-directed strategies combining strategic and tactical approaches, employing various investment vehicles and third-party portfolio technology.

Bart Jones is a financial advisor with IPI Wealth Management, Inc. in Brentwood, TN, holding a Series 63 designation and 26 years of industry experience. He has worked with Ipi Asset Management, Inc. since 2002 and Investment Planners, Inc. since 2000. Outside of advisory work, he provides tax preparation services through a separate business. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an outsourced-agent model for operational functions.

Scott Greenameyer is a financial advisor at RedHawk Wealth Advisors, Inc. with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including Atlas Wealth Management and William Jordan Investments. Outside of his advisory role, he is CEO of Spectrum College Funding, a company providing fee-based college planning services. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, using a documented due-diligence process guided by a weekly investment committee and third-party risk tools.

Brian Carden is a financial advisor at Wealth Watch Advisors, INC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Madison Avenue Securities, Stewardship Private Wealth Management, and Guardian Life Insurance Company of America. Outside of advising, he is an author and occasionally engages in speaking events related to his book. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm uses a model-driven investment approach implemented through approved sub-advisors and SAM programs, with a focus on mutual funds, ETFs, and select option strategies.

Henry Parrott Jr. is a financial advisor at Virtue Capital Management, LLC with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Virtue Capital Management since 2023. He is also the president of Estate & Financial Strategies, Inc., where he has worked since 2000. Outside of advisory roles, Parrott hosts a television show called The Retirement Report, a radio show, and is the author of *7 Steps to Financial Freedom in Retirement*. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets across about 90 advisors for more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and ERISA and qualified plan consulting, utilizing a model-driven investment approach that emphasizes economic data inputs and incorporates strategic, tactical, and dynamic strategies.

Nathaniel Willson is a CFP® and Series 66 licensed advisor at The Burney Company with one year of industry experience. Prior to joining The Burney Company, he worked at GreerWalker LLP and Grant Thornton LLP. The Burney Company advises primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages discretionary equity portfolios using a combination of proprietary fundamental and quantitative models and offers customized account options along with tax preparation services through an affiliated CPA firm.

Lindsey Cotter is a Series 65-licensed financial advisor with eight years of industry experience, currently with Sound Income Strategies, LLC. She has held roles at Retirement Income Solutions, LLC and LMC Insurance LLC. Outside of her advisory work, Cotter is a passive owner of a dog grooming business. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4 billion in client assets for individuals, pension plans, trusts, corporations, and other advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, alongside a scalable advisor network supported by affiliated business lines and specialized services.

Christopher Jones is a financial advisor at Silver Oak Securities, Incorporated with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Vision Asset Management LLC and Vision401K. In addition to his advisory work, he is a managing partner and insurance agent at Vision Financial LLC, providing insurance services alongside investment advice. Silver Oak Securities serves individual and institutional clients through a broad network of financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs that tailor investment management to client objectives and risk tolerances, combining discretionary portfolio management with operational features such as ongoing model monitoring and automatic investment processes.

John Bornstein is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 licenses and has 31 years of industry experience. He has worked at Calton & Associates since 2024 and has been with Advisory Services Network since 2012, including a prior role at Triad Advisors, Inc. from 2012 to 2024. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment consulting, and retirement-plan services using a variety of investment strategies and account management options.

Heather Hale is a CFP® with 23 years of industry experience and is currently with Thoroughbred Financial Services, LLC. She has worked at several firms including Peak Financial Planning, Nashville Private Wealth Management, and Cambridge Investment Research Advisors. Hale also serves as Secretary and Treasurer for Diversified Partners, Inc., a registered investment advisor. Thoroughbred Financial Services provides investment supervisory services to a broad client base including individuals, trusts, estates, and retirement plans. The firm emphasizes asset allocation in its investment process and employs a combination of fundamental and statistical analysis with both tactical and strategic management techniques.

Jeffrey Green is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 66 designation and six years of industry experience. Before joining Silver Oak in 2023, he worked at Mass Mutual Investors Services and MassMutual Life Insurance, and he has owned a wholesale fine art business since 2004. He is also the founder and owner of Nexus Wealth Strategies, a fee-based financial planning and asset management firm. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets through a network of more than 100 financial professionals. The firm offers individualized portfolio management, unified managed accounts using outside strategists, and comprehensive financial planning tailored to clients’ objectives and risk tolerances.

Jake Kosmala is a financial advisor with Stratos Wealth Advisors LLC holding a Series 65 designation and one year of industry experience. His prior roles include positions at Flagship Financial Advisors, Heartland Bank and Trust Company, and Taiber Kosmala & Associates, LLC. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of supervised investment advisory representatives using both bespoke and model portfolios.

Craig Lodge is a CFP® professional with 26 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. since 2022. He has been associated with B. Riley Wealth Management since 2016. B. Riley Wealth Advisors delivers investment advice and portfolio management services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $4.21 billion in assets across multiple advisory programs and strategies.

John Bayrd II is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Nashville, TN, holding a Series 66 credential and five years of industry experience. Prior to joining LaSalle St., he worked at CVS, Elevation Ventures LLC, ODEM SA, and Excelorators Inc. He serves on the board of Excelorators Inc. and is the owner of ODEM SA, an education technology company, both without compensation and with minimal time commitment during business hours. Additionally, he teaches a Retirement Planning Today course for LaSalle St. Investment Advisors. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary asset management programs, emphasizing a predominance of non-discretionary assets, and utilizes a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and options.

Christopher Nickoloff is a financial advisor at The Mather Group, LLC with 14 years of industry experience. He holds Series 65, Series 63, and Series 66 designations. His prior work includes positions at Peterson Tool Company, Safe-T-Cover, and Independent Financial Partners. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable risk-based allocation models and incorporates AI and machine-learning tools alongside human oversight.