Brenton Goers is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Investment Services LLC and Regions. Outside of his advisory role, he owns Brigade Basketball Club in Murfreesboro, TN. Private Advisor Group manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

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, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial and Private Advisor Group since 2016. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers. The firm’s approach includes multiple investment strategies and tools designed to align with client objectives.

Jimmy Barker is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill, Bank of America, BB&T Securities, and Truist Investment Services. Outside of his advisory role, he teaches a weekly group cycling class at Hillwood Country Club in Nashville. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Tanner Wright is a financial advisor at Focus Partners Wealth, LLC in Nashville, TN, holding a Series 65 designation. He has been with Focus Partners Wealth since 2026 and has prior experience in various roles including at Auburn University and Cracker Barrel. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporate and institutional clients, providing investment management, financial counseling, retirement plan fiduciary services, and other wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, and offers a broad range of investment strategies alongside an extensive network of affiliated service companies.

Ezra Moyer is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual and Kracklin' Kirk's Fireworks. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients, offering services integrated with Empower’s recordkeeping and administrative platforms.

Bradley Morrow is a financial advisor at First Command Advisory Services with three years of industry experience. He holds a Series 66 designation and previously served in the United States Army from 2013 to 2017. Outside of his advisory role, he serves as a trustee for a family living trust and works alongside his wife as a local care consultant for Cultural Care Au Pair. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Michelle Yates is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. She currently works at Creative Planning and has previously been employed at Allworth Financial, Retirement Advisors of America, and Lincoln Financial Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and private market investments.

Hayden Brown is a Series 65-licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Titleist Asset Management, LLC and operated his own financial advising firm, H.B. Brown Financial Advising, LLC. Outside of advising, he is also active as a real estate agent with Keller Williams Legacy. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis alongside third-party managers, offering a wide range of investment and wealth management services.

Carol Jackson is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Merrill and Bb&T Securities prior to her current positions at Truist Advisory Services and Truist Investment Services. 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, supported by third-party platform and manager arrangements, with a focus on asset allocation, fiduciary support, and manager selection.

Morgan Shrum is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Truist Advisory Services in 2026, Shrum worked at Truist Bank from 2019 to 2026, Fifth Third Bank from 2017 to 2019, and Rent a Center from 2013 to 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled equity research tools.

Andrew Castleman is a financial advisor with Focus Partners Wealth, LLC in Nashville, TN. He holds a Series 65 designation and has been with Focus Partners Wealth since 2024. Prior to that, he worked at Big John's and Our Place and Wilsons. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, third-party managers, and alternative strategies, and offers a range of services including investment management, financial counseling, and retirement plan fiduciary services.

Christina Downey is a CFP®-certified financial advisor with 26 years of industry experience. She is associated with Commonwealth Financial Network and Hillcrest Financial Group and was previously with Peerman Capital Management LLC. Outside of her advisory role, she provides bookkeeping and accounting services for Williamson County Schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and custody and clearing services.

Victor Silvestri is a financial advisor with \u0026Partners in Nashville, TN, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has worked at Wiley Bros-Aintree Capital, LLC since 2006. Outside of his advisory role, he also works as a ride-share driver. \u0026Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through discretionary and non-discretionary approaches, utilizing a mix of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Xavier Pol is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at AllianceBernstein Investments, Fidelity Brokerage Services, and Ohio National Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and integration with Empower’s recordkeeping and administrative platforms.

John Montgomery is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc for 16 years. Montgomery serves as Treasurer of the Bancroft Home Owners Association in Nashville, Tennessee. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with access to alternative investment vehicles and a consolidated investment platform.

Damon Byrd is a CFA® charterholder with 26 years of industry experience. He has worked at Wiley Bros, Aintree Capital LLC since 2000. He is based in Nashville, TN, and holds Series 63 and Series 65 licenses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services, using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Ashleigh Overly is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 66 and Series 63 credentials and having 14 years of industry experience. She has been with SunTrust-affiliated firms since 2016, including Truist Advisory Services since 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program through third-party relationships and AI-enabled research tools.

Aaron Barranco is a financial advisor at First Command Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has served in the United States Army Reserve since 2005, currently holding the position of Army Officer. Barranco has been with First Command Advisory Services since 2015. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed centrally by its Investment Management Team and Wealth Portfolio Managers.

Alex Davis is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services from 2011 to 2022 before joining Sanctuary Advisors and Sanctuary Securities in 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives through a variety of portfolio management programs and employs multiple analytical approaches while acting as a fiduciary under written agreements.