David Pearcy is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and six years of industry experience. He previously worked with AE Wealth Management, Firm Foundation Retirement LLC, and Buffalo Health Advisors, among others. Pearcy is also the owner and agent of Firm Foundation Retirement LLC, which provides insurance sales and services. Sound Income Strategies serves a diverse client base, including individuals, corporations, pension plans, and other advisors, offering asset management, financial planning, ERISA plan services, and insurance planning. The firm’s investment approach focuses on fixed-income and income-oriented strategies, actively managing portfolios through fundamental and technical analysis while incorporating third-party managers and ETF sub-advisory roles.

Terry Robinson is a financial advisor at Brookwood Investment Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Terra Wealth Management, PFS Investments, and Primerica Financial Services. Outside of his advisory work, he is a partner in Buybuyland.com, a venture focused on purchasing and improving land for resale. Brookwood Investment Group serves individual investors, businesses, and retirement plans with customized portfolio management and financial planning services. The firm uses a variety of investment strategies and maintains multiple affiliated businesses and platform relationships to support its advisory services.

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.

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.

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.

Joshua Howard is a financial advisor with Advisory Services Network who holds a Series 65 designation and has been in the industry since 2023. Prior to joining Advisory Services Network in 2025, he worked at Howard Financial Services and has experience in education through roles at Williamson County Schools and Marshall County Schools. Outside of his advisory work, he provides ACT math tutoring and tax preparation services. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting with a focus on customized strategies across various asset classes.

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.

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.

Shawn Villalovos is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has held roles at several companies, including EvoShare Inc., a fintech firm that aggregates rewards and cashback programs into investments and insurance. Villalovos is also involved with HAPPY & STRONG, Inc., where he serves as president. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers for investment implementation.

Steven Haag is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His work history includes roles at Colonial Life & Accident Insurance Company, Cornerstone Benefits Consulting Group, and multiple financial services firms. Outside of advisory duties, he is involved in college loan consulting through Student Optimum Services and provides estate planning education via Inheritguard, LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver investment advisory and brokerage services through multiple program platforms.

Michael Danielski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Hardware Tech Inc. and Sunpro. He is also involved in selling insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Jennifer Lawrence is a financial advisor at Commonwealth Financial Network with a Series 65 designation and over 10 years of industry experience. She has worked as a self-employed contractor since 2015 and was affiliated with Element Financial Group for five years prior to joining Commonwealth in 2026. 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 roughly $212.7 billion in client assets. The firm offers adviser-support platforms, discretionary and nondiscretionary managed-account programs, and access to third-party asset managers and retirement consulting services.

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.

Eric Gilliam is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Fifth Third Bank and ThorSport Farm. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, providing a range of investment options tailored to client risk profiles.

James Ledbetter is a Series 65-licensed financial advisor with Equity Services, Inc. He began his advisory career in 2025 and has prior experience with Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and several regional banks. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently employs third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Gerald Witcher is a financial advisor with Transamerica Financial Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been affiliated with Transamerica Financial Advisors and Gerald L Witcher, LLC since 2017 and has a long-term role as President and CEO of NATIONAL BROKERAGE & SALES, INC., which historically focused on marketing accidental death insurance. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm offers both advisory and broker-dealer services through fee-based wrap programs, model portfolios, and access to third-party money managers, delivering solutions that range from discretionary to non-discretionary management.

Larry Roby is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked at Brookstone Capital Management since 2015 with additional experience at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company. Roby also founded and leads Senior Financial Advisors, Inc., an insurance brokerage focused on life products. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset allocation models and a variety of investment vehicles, operating both as an independent advisor and a sub-advisor to other programs.