Robert Atkinson is a Series 65–licensed financial advisor with one year of industry experience, currently with Financial & Tax Architects, LLC. His prior experience includes roles at Farmers Insurance and various church and university positions. Financial & Tax Architects offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary strategies with exchange-traded funds, individual securities, and monthly rebalancing, and also provides retirement-plan consulting, educational seminars, and sub-advisory services to other registered investment adviser firms.

Chad Hamby is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience in mortgage services and investment-related roles, including with Retirement Income Solutions. Hamby has also worked in various capacities outside of finance, including at Amazon DSP and in real estate-related businesses. Sound Income Strategies is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, trusts, and corporations, and emphasizes customized portfolios with a focus on fixed-income analysis and equity review.

David Pearcy is a Series 65-licensed financial advisor with six years of industry experience. He is currently affiliated with Sound Income Strategies, LLC and Firm Foundation Retirement LLC, where he holds an owner/agent position. Pearcy has also worked with Buffalo Health Advisors as an independent agent, selling Medicare supplement and Advantage plans. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm’s investment approach focuses on fixed-income and income-oriented strategies, utilizing fundamental and technical analysis alongside active portfolio management and third-party manager allocations.

Terry Robinson is a financial advisor at Brookwood Investment Group with 30 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Terra Wealth Management, PFS Investments, and Primerica Financial Services. Outside of his advisory role, he is a partner in Buybuyland.com, a business focused on purchasing and improving land for resale. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and performs ongoing monitoring and due diligence on recommended managers.

Samuel Rosner is a financial advisor with Vicus Capital, Inc. He holds a Series 66 designation and has 18 years of industry experience. His work history includes roles at Rosner Financial TN Inc., Rosner Financial Inc., Cetera Wealth Services, LLC, and Vicus Capital, Inc. He is also involved in insurance sales, including life, health, disability, and annuities. Vicus Capital serves a diverse client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and provides fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

Sue Patrick is a financial advisor at Trustmont Advisory Group, Inc. with 26 years of industry experience and holds a Series 63 designation. She previously worked at Avantax Advisory Services and Avantax Investment Services for over two decades. Outside of her advisory work, she serves on the Cannon County Election Commission board and is involved with the Woodbury Lions Club. Trustmont Advisory Group advises a diverse client base including individuals, institutions, and business entities, offering services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm employs a long-term investment approach drawing on various public research sources and manages approximately $1.3 billion in assets.

Edwin Mcknight is a financial advisor at Silver Oak Securities, Inc. with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Silver Oak in 2023, he worked at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he is involved in farming, volunteers with the Republican Party of Rutherford County, serves on the board of a Christian missions nonprofit, and has experience as an author. Silver Oak Securities, Inc. serves individuals, retirement plans, corporations, trusts, and other entities through a multi-team model, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs that emphasize discretionary, customized investment management tailored to client objectives and risk tolerances.

Nicholas Rothrock is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. His prior experience includes roles at Financial & Tax Architects, LLC, Gosimer LLC, and DTI / EPIQ, as well as self-employment since 2020. He is also an independent life insurance producer through Rothrock Wealth and Retirement Strategies, LLC. Foundations Investment Advisors serves a broad client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach in managing investments.

Martin Mcfarlin is a financial advisor at Arkadios Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kalos Management and Kalos Capital. Outside of his advisory work, he is president of Malachi 4 Publishing, focusing on writing, publishing, and public speaking. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports customized investment strategies through its internal portfolio team and offers discretionary management with various analytical approaches.

Elisha Mc Farlin is a financial advisor with Arkadios Wealth Advisors in Murfreesboro, TN. He holds a Series 66 designation and has experience working at multiple firms since 2016, including roles outside the financial sector. Mc Farlin also operates McFarlin Capital, LLC, an investment-related business. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment and wealth management solutions. The firm offers a range of services, including advisor-managed accounts, third-party money manager access, and an internal portfolio team that supports discretionary management across various asset classes.

Timothy Henderson is a financial advisor at First Advisors National, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at Assurance Financial Partners, Horter Investment Management, First American National Investment Advisors, and Brookstone Capital Management. Outside of his advisory roles, he serves as Marketing Director for CMC Pro, a senior benefits and Medicare business where he advises clients on benefits and manages marketing channels. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s approach includes selecting and monitoring third-party money managers and supplementing with individual securities recommendations.

Jeffrey Bolling is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2010 to 2017. He is also involved with Bolling Wealth Group LLC, an investment-related business affiliated with B. Riley Wealth Management. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of investment programs and manages over $4 billion in client assets through a team of approximately 173 advisors.

Dominic Cespino is a financial advisor at Silver Oak Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at Securities America, Inc. since 2020 and previously at Waddell & Reed Inc. from 2015 to 2019. Outside of his advisory roles, he has been involved with the Catholic Business League since 2018. Silver Oak Securities serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a large network of financial professionals. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Matthew Kennedy is a financial advisor with Virtue Capital Management, LLC in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at Virtue Capital Management and Impact Holdings, LLC since 2020, with prior experience at First Heartland Capital Inc and as a self-employed professional. Outside of advisory work, he founded Impact Holdings, which provides practice management coaching for dentists, and he is involved in coaching insurance advisors and insurance sales through his own firms. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering portfolio management, financial planning, consulting, and third-party due diligence. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates through a multi-team model with a distinctive structure that includes dual registration and affiliated businesses providing a range of investment and insurance services.

Cera Osborne is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and eight years of industry experience. She previously worked at T Rowe Price and Ford Motor Credit Company before joining Empower Advisory Group and GWFS Equities in 2022. Outside of her advisory role, Osborne is involved in aviation training, assisting with plane transports and schedule optimization for Wings of Eagles. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivering services integrated with Empower’s recordkeeping and administrative platforms.

Ryan Marlin is a financial advisor with Empower Advisory Group in Murfreesboro, Tennessee. He holds Series 63 and Series 66 designations and has 14 years of industry experience, including previous roles at Scottrade and GWFS Equities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Jason Youngman is a financial advisor with Fifth Third Securities, Inc. in Murfreesboro, Tennessee. He holds Series 63 and Series 65 credentials and has 14 years of industry experience. He has been with Fifth Third Securities since 2011 and Fifth Third Bank since 2010. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly-owned subsidiary of Fifth Third Bank.

Joseph Affatigato is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior experience includes roles at UBS, New York Life, and Luken Investment Analytics. Outside of his advisory work, he serves as president of Affatigato L.L.C., a retail and wholesale business importing olive oil from his family’s land in Sicily. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Jordan Haglin is a financial advisor with Truist Advisory Services holding a Series 66 designation and two years of industry experience. His prior roles include positions at Thrivent Financial and CedarStone Bank. Outside of his advisory work, he has experience with entrepreneurial ventures such as Haglin Technology Innovations and Madden's on Gull Lake. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, 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.

William Adcock is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Brookstone since 2015. Outside of his advisory role, he is a partner and 50% owner of GAP Financial Partners LLC, which operates TaxPrepMadeEasy.com, and serves as an associate pastor and student leader at Impact Church in Murfreesboro. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and supports a large advisor network with back-office and TAMP services.