Adam Johnson is a financial advisor at Savvy with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network, Country Trust Bank, Country Capital Management Co, and Country Insurance Affiliates. Outside of advising, he is the founder of Revive Risk Management LLC, which sells home, auto, and commercial insurance, and he is co-trustee and owner of Dills Donuts Inc., a coffee and donut sales business. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach supplemented by active equity portfolios, tax-aware strategies, and technology-driven tools, including third-party sub-advisers and fintech platforms.

Greg Peters is a financial advisor with First Advisors National, LLC and holds a Series 65 designation. He has three years of industry experience and has worked as a quality control engineer at Nissan since 1995. In addition to his advisory role, Peters is a part-time independent insurance agent specializing in life insurance and annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support individual security recommendations.

Cynthia Pillard is a financial advisor at United Advisor Group with nine years of industry experience. She holds Series 66, Series 65, and Series 63 licenses and has worked with multiple firms including Ascension Financial Partners, Hornor, Townsend & Kent LLC, and Principal Securities Inc. In addition to her advisory role, she operates as an independent insurance agent specializing in life insurance brokerage. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base using proprietary model portfolios, third-party sub-advisors, and custom accounts, combining strategic and tactical asset allocation with value investing and various analytical approaches.

Kenneth Sisk is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2017, following six years at Redhawk Wealth Advisors, Inc. He also operates Sisk & Associates, where he serves as an insurance producer. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm supports a large network of advisors through a turnkey asset management platform and offers a range of discretionary investment strategies, including model portfolios and separately managed accounts.

Jay Levy is a CFA® charterholder with 17 years of industry experience. He is currently with Independent Advisor Alliance, LLC and LPL Financial, having previously worked at Lazard Asset Management Securities and CLSA Americas LLC. Outside of his advisory roles, he is a co-owner of Grove Partners LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model combined with technology platforms and a range of analytical strategies to deliver both discretionary and non-discretionary portfolio management.

Jeffery Kernodle is a financial advisor at Farther with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC, and Kernodle & Katon Asset Management Group, LLC. He is also a licensed insurance agent for life, health, and annuity products. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Steven Mathews is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Bolan Capital Management, LLC and Fidelity Brokerage Services LLC. Outside of his advisory work, he also works as an independent contractor driver for a ridesharing service. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services, serving both advisory and product-sponsor roles, including managing a registered mutual fund and multiple private funds.

Andrew Esposito is a financial advisor with Principal Financial Services in College Grove, TN, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior work includes roles at Edward Jones, Suntrust Investment Services, and Raymond James Financial Services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Edward Kaeser III is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds a Series 66 credential and has been with Hornor Townsend & Kent since 2016. In addition to his advisory role, he is active as an insurance agent, providing multi-line insurance sales and service for multiple carriers including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, combining custody, execution, brokerage capabilities, and 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.

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.

Matthew Mikolajewski is a financial advisor with Independent Advisor Alliance, LLC who holds the CFP® designation and has 26 years of industry experience. He has worked previously with LPL Financial and Independent Financial Partners. Mikolajewski is also licensed as a non-variable insurance agent with multiple firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a network model with both discretionary and non-discretionary portfolio management, utilizing model portfolios, sub-advisors, and various analytical approaches supported by technology platforms.

David Lenser is a financial advisor with Eagle Strategies (New York Life) who holds a Series 66 designation and has 19 years of industry experience. He has been with Eagle Strategies since 2012 and also owns Shelborne Group Inc., a staff leasing company. Lenser has held principal roles at Lens Financial & Insurance Solutions since 2020 and previously at J. Lens Financial & Insurance Services. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Jessica Smith is a financial advisor with Integrated Wealth Concepts LLC in Chapel Hill, TN, holding a Series 66 designation and 13 years of industry experience. She has previously worked at Bankers Life and its affiliated entities from 2009 to 2025. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach using mutual funds, ETFs, equities, and fixed income while sponsoring wrap-fee programs and custom portfolio solutions.

Thaddeus Wells is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Wells has worked at several firms, including GWFS Equities, Inc., Money Concepts Capital Corp, and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and 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.

Joe Hollingsworth is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Fisher Investments, Edward Jones, and Nationwide Investment Advisors. Outside of his advisory work, he is also involved as a real estate broker with Luxury Homes International. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, emphasizing strategic allocation with a combination of passive and active management guided by an internal Investment Committee.

Nathan Newman is a CFP®, ChFC®, and Series 65 credentialed advisor with five years of industry experience. He has worked at MAI Capital Management, LLC since 2024 and previously held roles at WCG Wealth Advisors, LLC and Treloar & Heisel, LLC. Newman is also involved in fixed insurance sales through Treloar & Heisel, LLC. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, sports professionals, trusts, and institutional clients. The firm employs a customized approach to portfolio management across various strategies and integrates financial planning and tax services into client relationships.

Kyle Page is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior roles include positions at Edelman Financial Engines, Lyndhurst Financial Management Ltd, and Taylor Wealth Management Ltd. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through more than 1,100 advisors.

Maurice Gelfo is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 40 years of industry experience. He has previously worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of advising, he is a life settlement agent with Ashar Group LLC and is involved in property and casualty insurance sales. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party managers.

Jennifer Feldhaus is a financial advisor at Raymond James Financial with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of her advisory role, she is the president of Feldhaus Investor Services and maintains an active CPA license through her accounting practice, Jenni Feldhaus CPA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting through analytical tools and supports its clients via a broad advisor network and specialized programs.