Robert Pagliarini is a CFP® with 28 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Financial Management Network, Inc., Pacifica Wealth Advisors, Inc., and Allied Consulting Group. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a range of clients including individuals, corporations, and institutional investors. The firm employs both active and passive strategies across public and private asset classes and acts as general partner for proprietary private funds while offering portfolio management and performance reporting services.

Christopher White is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and over 18 years of industry experience. His prior roles include positions at Harvest Wealth Partners, Chronicle Partners LLC, and Raymond James Financial. Outside of advising, he is involved with Flag Stop Acres Airbnb. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support, including investment management, compliance, and practice management services.

John Hare is a financial advisor at Independent Financial Partners with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial. Outside of his advisory work, Hare owns Fiduciary Impact LLC, where he provides fiduciary consulting and expert witness services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with specialized capabilities in retirement-plan advisory and pension consulting.

Matthew Rodriguez Nelson is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at MongoDB Inc and served six years in the Tennessee Army National Guard. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Warren Goodwin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Hawsgoodwin Investment Management, LLC for 13 years. Outside of his advisory role, he is a partner and part-owner of HG Main Street Partners, a real estate investment company. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and financial planning services.

Samuel Uselton is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fifth Third Securities in 2023, he worked at Wells Fargo Bank and Applied Industries. Outside of his advisory role, he is a sales representative for Jos. A. Bank men's clothing. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Alissa Bender is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of her advisory role, she owns Bender Services LLC. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Thomas Doerfler is a CFP® professional with 17 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Raymond James Financial and Lighthouse Wealth Group, which he has been associated with since 2012. Doerfler also maintains ownership of Lighthouse Wealth Group as a DBA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and trusts, offering a range of portfolio management and financial planning services through both in-house and third-party solutions.

Benjamin Stansfield is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked in various roles at Bankers Life and its affiliates since 2014, including sales and recruiting as a Unit Sales Manager. Outside of advising, he is the sole member and president of a real estate group focused on property acquisition and development. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

Daniel Greer is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for eight years before joining Kestra in 2021. Outside of his advisory work, Greer co-owns a property management company with his sister. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Robert Yerkey is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and bringing one year of industry experience. His prior work includes roles at Penn Mutual Life Insurance Company, First Command Insurance and Advisory Services, Bankers Life, and Amazon, along with 21 years of service in the U.S. Army. Outside of his advisory duties, he is involved in insurance brokerage activities through his roles with 1847Financial and Focus Financial Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

James Griffin is a financial advisor with Fifth Third Securities, Inc. in Spring Hill, Tennessee. He holds the Series 63 and Series 65 designations and has four years of industry experience. His prior work includes roles at Marshall Brown State Farm and Fifth Third Bank. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, offering both advisory and brokerage services through multiple investment programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to various portfolio management strategies, including mutual funds, SMAs, and direct indexing.

Matthew Robins is a financial advisor with NewEdge Advisors in Franklin, TN, holding a Series 66 designation and 22 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services from 2005 to 2026. Robins serves on the board of directors for Forever Story, a nonprofit organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of portfolio management and consulting services and employs multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Jeffrey Czerwinski is a financial advisor with Eagle Strategies (NY Life) in Franklin, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Eagle Strategies since 2002 and holds ongoing roles with New York Life and its affiliated entities. Outside of advisory services, he is involved in property and casualty sales and is a shareholder in an insurance-related holding company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tara Carlson is a CFP®-certified financial advisor with 11 years of industry experience, currently with Kestra Advisory Services, LLC. Her prior experience includes roles at Bank of America and Merrill from 2018 to 2025, as well as Waddell & Associates from 2016 to 2018. She serves as a board member and financial committee participant for the nonprofit Renewal House. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

William Scott is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at Keystone Financial Resources since 2010 and has been with Brookstone Capital Management since 2017. Outside of advisory work, he is involved with Heritage Ventures LLC, an insurance sales business related to family real estate investment. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and offers a range of investment strategies through its turnkey asset management platform and wrap-fee program.

Jarrod Tipton is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Bankers Life, he worked at Fifth Third Securities and Fifth Third Bank. He is also a licensed insurance agent authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and uses a blend of fundamental and technical analysis to guide investment decisions.

Tracey Binkley is a CFP® with 26 years of industry experience, currently advising at Janney Montgomery Scott since 2025. Prior to this, she was with Morgan Stanley in various capacities from 2009 to 2025. She serves on several nonprofit and community boards, including Greenhouse Ministries and the Rutherford County Industrial Development Board. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a diverse client base with brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Keenan Zehner is a financial advisor with Money Concepts Capital Corp in Franklin, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Money Concepts Capital Corp since 2010 and also owns and operates Zehrer and Associates, LLC, as well as Zehrer Management & Consulting, LLC. Outside of finance, he is involved with Southern Cultured Foods, LLC, a company that manufactures and sells cultured foods. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients through a team of about 431 advisors.

Samantha Dwyer is a CFP® professional with 11 years of industry experience, currently advising at Empower Advisory Group. Her prior roles include positions at Personal Capital Advisors Corporation and Robert W. Baird & Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model aligned with Empower’s recordkeeping and administrative platforms.