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 licenses and bringing 37 years of industry experience. He has been associated with Wiley Bros-Aintree Capital, LLC since 2006. Outside of his advisory role, Silvestri works as a ride-share driver. \u0026PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a range of investment strategies through proprietary models and third-party managers, and operates with a mix of fee structures and regulatory registrations uncommon among peers.

Luke Sanderson is a financial advisor at Mariner holding a Series 65 designation with less than one year of industry experience. Prior to joining Mariner, he held positions at several companies including Cintas and Ohio State University Alumni Association. Mariner serves a diverse client base that includes individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement consulting, tax services, and other financial solutions through discretionary, customized portfolios supported by an internal research and portfolio management team.

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 Series 63 and Series 65 licenses 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 ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and is known for its institutional ownership structure and its role as a distributor and placement agent for private funds.

Damon Byrd is a CFA® charterholder with 25 years of industry experience. He is currently with \u0026PARTNERS in Nashville, TN and has worked at Wiley Bros, Aintree Capital LLC since 2000. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services alongside financial planning, retirement plan consulting, and investment banking, employing fundamental, technical, and quantitative analysis through both 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.

Lawrence Sacks is a financial advisor at Mariner Wealth Advisors with 15 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Mariner since 2019, following eight years at Snow Creek Wealth Management. Outside of his advisory role, he serves as Treasurer of Sherith Israel Synagogue and is President of the James W Pickle Charitable Foundation, a nonprofit providing medical equipment. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and family office services. The firm’s investment approach combines discretionary, customized portfolios managed by an internal team and Investment Committee, integrating in-house research with third-party managers and a wide range of strategies, alongside comprehensive tax and accounting services.

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 at UBS Financial Services from 2011 to 2022 before joining Sanctuary Advisors in 2022. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and employs a network of independent advisors along with affiliated broker-dealer services.

Brandon Whittaker is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has six years of experience at First Command in advisory, insurance, and brokerage services, following prior roles including law enforcement with the Metro Nashville Police Department and work at Bethal University. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Stephen Maggart is a financial advisor at &PARTNERS with 17 years of industry experience. He holds a Series 66 designation and has been with Wileybros Aintree Capital LLC since 2009. &PARTNERS serves a diverse client base including individuals, institutional clients, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory, brokerage, financial planning, retirement plan consulting, and investment banking services, employing a range of strategies and technologies through its dual registration as both an RIA and broker-dealer.

Martin Simmons is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 14 years of industry experience. He has worked at SunTrust Advisory Services and related SunTrust entities since 2011. Outside of his advisory role, Simmons serves as Vice President of Administration for Chopin Oil & Gas Company, a family-owned business with timber and mineral rights leases. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

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.

William Peerman is a CFP® with 41 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at Commonwealth since 2009 and is also associated with Hillcrest Financial Group. Peerman is the owner and president of Peerman Capital Management, LLC, a private entity managing securities and insurance practices. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and discretionary model portfolios, while enabling advisors to deliver customized investment solutions.

Alex Hattenhauer is a CFA® charterholder with three years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior experience includes roles at The Colony Group, LLC, InterOcean Capital Group, LLC, and Northern Trust. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including 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 and offers a range of specialized investment options and legacy programs.

Felipe Gonzalez is a financial advisor with Fifth Third Securities, Inc. in Gallatin, TN, holding Series 65 and Series 63 licenses and having four years of industry experience. His prior work includes roles at JP Morgan Chase Bank, N.A. and JP Morgan Securities, LLC. Fifth Third Securities, Inc. serves a diverse clientele including individual, high-net-worth, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, utilizing third-party portfolio managers and strategies ranging from mutual fund and ETF models to separately managed accounts 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.

Heather Fitch is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. She previously worked at The Connor Group and Wyndham Destinations and has held positions in both hospitality and retail sectors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and it integrates tax, accounting, and family office services alongside its portfolio management capabilities.

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.