Phillip Cook Jr. is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds a Series 63 designation and has previously worked at Cambridge Investment Research Advisors, Inc. and Mass Mutual Investors Services. Outside of his advisory role, he is involved in an investment club and serves as president of a homeowners association. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Austin Lewis is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently an advisor at Focus Partners Wealth, LLC, where he has worked since 2025. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Regions Bank, among others. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement consulting, and access to private investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Mary Johnson is a CFP® and Series 66-registered financial advisor with nine years of industry experience. She is currently with CWM, LLC and Northwest Capital Management, having previously worked at Parcion Private Wealth Management, UBS Financial Services, and Charles Schwab. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, typically managing accounts on a discretionary basis with model portfolios overseen by an in-house Investment Committee.

Phillip Hall is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Citigroup Global Markets, and B.Riley Wealth Management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs and services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Rachel Amos is an advisor at Fifth Third Securities, Inc. She holds Series 65 and Series 63 licenses and has experience working in the financial industry since 2015, including roles at US Bank, Volunteer State Bank, Capstar Bank, Macon Bank & Trust, and Fifth Third Bank. Amos joined Fifth Third Securities in 2026. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers investment advisory and brokerage services through various managed account programs, utilizing third-party portfolio managers and a range of investment strategies on the Passageway platform.

Brian Fricke is a CFP® professional with 34 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022, following a 31-year tenure at Financial Management Concepts. He serves as a board member of the New Smyrna Beach Fire Pension and is a trustee for the LCMS Foundation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach blending passive and active strategies, supported by internal investment oversight and a range of implementation tools.

Clayton Ellis is a financial advisor at Oppenheimer with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and FTN Financial. Ellis serves on the finance committee of a nonprofit school, contributing to budget development and financial oversight. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary services, spanning equity, balanced, and fixed-income portfolios with strategic asset allocation and manager selection.

David Janczewski is a CFP® and CFA® affiliated with Focus Partners Wealth, LLC, with six years of industry experience. He previously worked at The Colony Group, LLC and has been associated with InterOcean Capital Group, LLC and InterOcean Capital, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Robert Yarbrough is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. His career includes roles at Truist Investment Services, Southern Heritage Bank, and the University of Tennessee. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management through a range of third-party platform and manager arrangements, supported by AI-enabled research tools and inter-affiliate integration.

Joshua Willard is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at GWFS Equities, Jackson National Life Distributors LLC, and JP Morgan Securities LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed advice and investment education services, utilizing Morningstar Investment Management’s proprietary software and portfolio oversight to provide both discretionary and non-discretionary guidance.

Colin Cross is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. He has experience at Engineered Wealth Solutions and has worked in roles at Planet Fitness, Lyft, Uber, and as a self-employed professional. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a range of managed-account programs, third-party asset manager access, and comprehensive back-office support for individual and institutional clients.

Bryan Koppel is a financial advisor with Ameritas Advisory Services, LLC in Hermitage, TN. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior work includes roles at 20/20 Financial Advisers and Paulson Investment Company LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and ongoing consulting, supporting both discretionary and non-discretionary advisory relationships.

Nicholas Rounds is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He is currently affiliated with The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

April Binkley is a financial advisor at Steward Partners Investment Advisory, LLC with five years of industry experience. She holds a Series 66 designation and has worked at several firms, including Raymond James Financial Services and Sagespring. Binkley also serves as an independent contractor for Aull Wealth Team in Nashville. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations, offering portfolio management, financial planning, and consulting services through both proprietary and third-party solutions.

Colby Long is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and six years of industry experience. His prior roles include positions at LPL Financial LLC, Securian Financial Services, Shoemaker Financial, and Minnesota Life Insurance Company. Outside of his advisory work, he has been involved with Oakley CPA, PLLC in a non-investment capacity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of advisory services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes technology platforms and third-party managers to deliver tailored investment solutions.

Micheal Upshaw Jr. is a CFP® professional affiliated with Focus Partners Wealth, LLC in Nashville, TN, with experience across multiple roles since 2019. His career includes positions at Interocean Capital at The Colony Group, Wood Financial Group, and various financial institutions prior to joining Focus Partners. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing an enhanced open architecture framework that incorporates active and passive strategies, third-party managers, and private funds.

Graham Mattes is a financial advisor with Private Advisor Group, LLC, holding CFP® certification and Series 65 and 66 licenses. He has 22 years of industry experience and has worked at firms including Edward Jones, Waddell & Reed, and TD Ameritrade. Mattes is involved in managing investment advisory services through Private Advisor Group and also serves as a managing partner in insurance-related ventures. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms, and provides access to both proprietary and third-party managed account solutions.

Aaron Fiske is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, and UBS. Outside of financial services, he is the founder and CEO of DADDY, LLP, a lifestyle brand that includes a clothing line, a tequila brand, and a charitable foundation component. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary management, with notable operations in both custody of client assets and commission-based advisory programs.

Tyler Harrison is a CFP® with 12 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC and Jackson National Life Distributors, LLC. Outside of his advisory role, he is a 50% organizer of an LLC that manages a family-owned beach house rental. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services with a focus on long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies.

Cynthia Haddock is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Gwfs Equities, Inc. for the past 10 years. Outside of her advisory role, she operates a small family-run dog sitting business through rover.com. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.