Jared Cason is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2019, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its registration as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Alex Hattenhauer is a CFA® charterholder with four years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, InterOcean Capital Group, LLC, and Northern Trust. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework and includes financial planning, family office services, and access to private funds.

Felipe Gonzalez is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Gallatin, Tennessee. He holds Series 65 and Series 63 licenses and has four years of industry experience. His work history includes roles at Fifth Third Bank, Fifth Third Securities, and JP Morgan Securities. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining advisor-directed models with third-party portfolio management and specialized strategies such as tax-loss harvesting and direct indexing.

Ryan Carson is a financial advisor with Valic Financial Advisors in Nashville, TN, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Valic Financial Advisors since 2015 and also operates TennEV LLC, an automotive aftermarket company. Carson serves as a member at large on his neighborhood homeowners association board. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Todd Matthews is a CFP® with 13 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2015. Outside of his advisory role, Matthews owns a lake cabin in Smithville, Tennessee, which he plans to outsource for rental management. 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, utilizing third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

Peyton Delvendahl is a financial advisor with Valic Financial Advisors in Nashville, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Valic Financial Advisors in 2020, Peyton worked at Arthur J. Gallagher and the University of Tennessee in retirement services and risk management roles. Outside of advisory work, Peyton is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Heather Oconnor is a financial advisor with Truist Advisory Services in Nashville, TN, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Bank, and BB&T in various capacities from 2016 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and offers programs like AMC Advantage for clients seeking third-party manager appointments.

Jason Macher is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at RBC Capital Markets and SunTrust. Outside of his advisory work, he is involved in farming and property management, operating a farm and managing rental properties in Tennessee. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Joshua Embry is a financial advisor at &PARTNERS with 29 years of industry experience. He has been with Wiley Bros. Aintree Capital, LLC since 1997. He holds Series 63 and Series 65 licenses. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative strategies.

Nicholas Hershey is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. Prior to joining Creative Planning in 2022, he worked at Keystone Wealth Partners and held roles outside the financial industry including positions at Sundt Construction and Grand Canyon Athletics. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Derek Deguire is a CFP® professional with 27 years of industry experience, currently serving at Truist Advisory Services in Nashville, TN. He has worked at SunTrust Advisory Services and SunTrust Securities for over 20 years. In addition to his advisory work, he is involved in renovating and reselling residential real estate properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships, non-discretionary consulting, and third-party platform arrangements.

Jennifer Alexander is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with SunTrust Advisory Services since 2014 and has prior experience with SunTrust Bank and Suntrust Investment Services, Inc. Alexander serves on the boards of the Muscle Shoals Songwriters' Foundation and Speedway Children's Charities, contributing to community arts and children's educational initiatives. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, supported by inter-affiliate integration and AI-enabled research tools.

Kaley Idol is a financial advisor at &Partners in Nashville, TN, holding a Series 66 designation with eight years of industry experience. She has worked at WileyBros Aintree Capital LLC since 2018 and previously spent two years at Athens Health and Fitness. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan services through both discretionary and non-discretionary approaches. The firm utilizes a combination of fundamental, technical, and quantitative analysis, with access to proprietary and third-party strategies.

Jason Holland is a financial advisor with Fifth Third Securities, Inc. based in Gallatin, TN. He holds Series 63 and Series 65 licenses and has five years of industry experience, including his current role at Fifth Third Securities since 2021 and prior experience with Fifth Third Bank from 2015. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers access to multiple investment programs on the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Matthew O'Connor is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and four years of industry experience. He previously worked at Provident Wealth Management, a finance startup, Virtue Capital Management, UBS, and State Street. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework and offers access to private funds and specialized portfolio management tools.

Vivian Houghland is a financial advisor with Valic Financial Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Valic Financial Advisors since 2011 and also serves as an agent with Agia for non-securities insurance products. Outside of her advisory role, she is the treasurer for the 2200 Harding Place Homeowners' Association and acts as a notary public. 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 and other financial services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jeffry Drott is a financial advisor at Mariner with three years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Mariner, he worked at National Securities Corporation for 23 years. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, Core Family Office services, and employer financial-wellness tools, with customized portfolios overseen by an Investment Committee and supported by an internal research and portfolio management team.

Daniel Wilson is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Hornor, Townsend & Kent in multiple periods since 2018, as well as Main Street Investors, LLC and Penn Mutual Life Insurance. Outside of advisory work, he is also active as an insurance agent focusing on Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes third-party asset managers and offers both discretionary and non-discretionary account options. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing a broad range of financial planning, advisory programs, and brokerage services.

John Clinard is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Fifth Third Securities before joining Truist in 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches with a focus on inter-affiliate integration.

Martin Motnik is a financial advisor with Money Concepts Capital Corp in Nashville, TN, holding a Series 65 credential and one year of industry experience. Prior to his advisory role, he has worked as a freelance musician since 2008, performing and recording as an independent bass player. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs model-driven and asset-allocation strategies and operates as part of an enterprise managing approximately $4.07 billion in client assets through a large network of advisors and various portfolio programs.