Elliott Peigen is a financial advisor with Infinity Financial Services Advisory, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has been with Infinity Financial Services Advisory since 2020 and with Infinity Financial Services since 2016. Outside of advising, he works as an independent insurance agent specializing in fixed annuities and life insurance. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients, offering portfolio management, financial planning, adviser selection, and pension consulting through a diverse investment approach that includes both long- and short-term strategies and the use of complex products such as options.

James Graham is a CFP®-credentialed financial advisor with 42 years of industry experience. He has been with M Holdings Securities, Inc. since 2001 and is also involved with Evergreen Management and Royal Financial. Outside of his advisory roles, he serves as Vice President of Evergreen Consulting, focusing on the sales of variable insurance and securities, and is engaged in outside insurance sales. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual and corporate clients through a nationwide network of financial professionals. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Bobby Futch is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and 14 years of industry experience. He has worked previously at Patton Albertson Miller Group, LLC for nine years and joined Foundations Investment Advisors and Guardian Investment Advisors in 2024. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing a range of investment products and a network of affiliated service providers.

Ricky Hughes is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Impact Partnership Wealth, LLC and has previously worked at American Retirement Institute, EP Cloud d/b/a Hughes Retirement Group, Tri State Education Center, and Retirement Wealth Advisors. Outside of his advisory role, Hughes is involved in insurance sales and facilitates estate planning document services. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

Jamie Peak is a financial advisor at Impact Partnership Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Hughes Retirement Group, Brookstone Wealth Advisors, LPL Financial, and Wells Fargo Advisors. Outside of his advisory role, he is a commissioned notary. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, operating primarily on a discretionary basis within a wrap-fee platform.

Timothy Mc Dermott is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and eight years of industry experience. He has worked at several firms including Guardian Investment Advisors, AE Wealth Management, and Peak Alpha Wealth Management. Outside his advisory roles, he is involved in insurance sales and financial advisory services through Guardian Investment Advisors, LLC. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm serves individuals, trusts, estates, and registered investment companies with portfolio management, financial planning, retirement-plan support, and sub-advisory services delivered by a large network of investment adviser representatives.

Debra Howard is a financial advisor with StoneX Advisors Inc. in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with StoneX Advisors since 2016 and concurrently with StoneX Securities since 2015. Outside of her advisory role, she is a partner at Lifescope Financial Advisors. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services. The firm employs a range of investment strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers to implement client portfolios.

John Moore is a financial advisor at M Holdings Securities, Inc. with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with M Holdings since 2001. In addition to his advisory role, Moore serves as Executive Vice President on the board of the Tennessee State Soccer Association and as Senior Vice Commander of the Military Order of The Loyal Legion of the U.S. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of independent firms. The firm offers a range of advisory and sub-advisory services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance-contract advisory services.

Roger Davis is a financial advisor at Sound Income Strategies, LLC with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Concourse Financial Group Securities and Lincoln Financial Securities Corporation. Outside of his advisory work, he serves as chairperson of the board for the nonprofit Volunteers in Medicine and is a member of the school board for Silverdale Baptist Academy. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and allocation to third-party managers.

Rae Haulk Davis is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 66 designations and over 31 years of industry experience. Her career includes roles at multiple firms and dba entities, including Davis Wealth Partners and Concourse Financial Group Securities. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, pension plans, and other advisors. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers services such as financial planning, ERISA plan management, and ETF sub-advisory.

James Satterfield is a financial advisor at StoneX Advisors Inc. with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Cetera Investment Services LLC and Regions Bank. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and an in-house Private Client Group to implement strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

James Spann is a financial advisor at IP Financial Advisory Services LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, Spann is involved in managing family commercial real estate through a general partnership and operates an accounting services business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and utilizes a range of analyses while also coordinating with third-party investment advisors.

Sara Di Ruscio is a Certified Financial Planner (CFP®) with eight years of industry experience. She is currently with Dynamic and has previously worked at Bank of America. Her tenure at Dynamic includes roles with both Dynamic Wealth Advisors and Prioritas Financial Advisors. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio approach and provides a range of services such as discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and support for other advisers through sub-advisory and technology platforms.

Bradley Church is a Series 66-licensed financial advisor with Advisory Services Network in Chattanooga, TN, where he has worked since 2016. He has 25 years of industry experience. Outside of his advisory role, he is involved in providing and selling non-variable insurance products through Private Ridge Risk Management. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets across a range of investment strategies.

John Maloney is a Series 65 licensed financial advisor with Mercer Global Advisors Inc. in Ooltewah, Tennessee, and has five years of industry experience. Prior to joining Mercer, he worked at Fisher Investments and held positions at Daimler Trucks North America and Willamette University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory and employs a variety of investment vehicles including low-cost ETFs, index funds, and separate account managers.

Heather Rogers is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Truist in various roles since 2019. Prior to her current position, she was employed at Thirty One Gifts in 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christopher Gaither is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and seven years of industry experience. He previously worked at Raymond James Financial Services and Freedom Street Partners. Outside of his advisory role, he is an independent contractor with Covenant Wealth Advisors. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through both in-house and third-party solutions.

Zachariah Robertson is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2020. He also has experience in insurance sales through AmeriLife, where he has worked since 2012. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities, utilizing a range of strategic asset-allocation models and investment strategies.

Virginia Owens is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021, following roles at BB&T Investments and BB&T Securities. Owens serves as treasurer and volunteer for The Ark of Cleveland, a nonprofit animal shelter. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, combining discretionary manager relationships with non-discretionary consulting and utilizing AI-enabled research tools to support investment decisions.

Janai Rider is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and four years of industry experience. She has previously worked at Bank of America, Merrill, PJ United, and Enterprise Holdings Inc. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs providing managed and non-discretionary investment advice, relying on Morningstar Investment Management for portfolio construction and ongoing oversight.