Leona Edwards is a CFP® and Series 65-licensed advisor at Mariner with eight years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously spent two years with Snow Creek Wealth Management. Edwards also held roles at Trader Joe's in 2016 and 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm provides customized discretionary portfolios supported by an internal investment team and access to third-party managers, with notable integration of tax and accounting services and family office capabilities.

Peyton Delvendahl is a financial advisor with Valic Financial Advisors in Nashville, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Valic Financial Advisors in 2020, Peyton worked at Arthur J. Gallagher and the University of Tennessee in retirement services and risk management roles. Outside of advisory work, Peyton is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Heather Oconnor is a financial advisor with Truist Advisory Services in Nashville, TN, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Bank, and BB&T in various capacities from 2016 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and offers programs like AMC Advantage for clients seeking third-party manager appointments.

Parker Kramlich is a CFP® and Series 65-licensed advisor at Mariner with three years of industry experience. His prior work includes roles at Robert W Baird and various positions outside financial services, including at Sunnyslope Golf Course and Carthage College. Mariner serves a diverse client base, including individuals, pension plans, trusts, and nonprofits, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and combines internal research with third-party managers, also providing integrated tax and accounting services along with unique CFO and financial wellness solutions.

Joshua Embry is a financial advisor at &PARTNERS with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wiley Bros. Aintree Capital, LLC since 1997. &PARTNERS serves a diverse range of clients, including individuals, institutions, retirement plans, and sovereign wealth funds. The firm provides investment advisory and brokerage services, utilizing a mix of proprietary models and third-party manager solutions across fundamental, technical, and quantitative strategies.

Nicholas Hershey is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. Prior to joining Creative Planning in 2022, he worked at Keystone Wealth Partners and held roles outside the financial industry including positions at Sundt Construction and Grand Canyon Athletics. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Derek Deguire is a CFP® with 26 years of industry experience, currently serving at Truist Advisory Services. He has held roles at SunTrust Advisory Services since 2016 and Suntrust Securities since 2001. Outside of his advisory work, he is involved in residential real estate, purchasing and renovating properties for resale. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by AI-enabled research and inter-affiliate integration.

Jennifer Alexander is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with SunTrust Advisory Services since 2014 and has prior experience with SunTrust Bank and Suntrust Investment Services, Inc. Alexander serves on the boards of the Muscle Shoals Songwriters' Foundation and Speedway Children's Charities, contributing to community arts and children's educational initiatives. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, supported by inter-affiliate integration and AI-enabled research tools.

Kaley Idol is a financial advisor at &PARTNERS with eight years of industry experience. She holds a Series 66 designation and has worked at WileyBros Aintree Capital LLC since 2018. Prior to that, she was employed at Athens Health and Fitness for two years. &PARTNERS serves a diverse client base including individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both advisory and brokerage services, combining proprietary and third-party investment strategies through the Envestnet platform.

Jason Holland is a financial advisor with Fifth Third Securities, Inc. in Gallatin, TN, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He has been with Fifth Third Securities since 2021 and has worked at Fifth Third Bank since 2015. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank with multiple regulatory registrations.

Matthew O'Connor is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Provident Wealth Management, a finance startup, Virtue Capital Management, UBS, and State Street. Focus Partners Wealth serves a broad client base, including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture with a combination of fundamental and quantitative analysis, and offers a wide range of wealth management and advisory services.

Vivian Houghland is a financial advisor with Valic Financial Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Valic Financial Advisors since 2011 and also serves as an agent with Agia for non-securities insurance products. Outside of her advisory role, she is the treasurer for the 2200 Harding Place Homeowners' Association and acts as a notary public. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs and other financial services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jeffry Drott is a financial advisor at Mariner with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at National Securities Corporation for 23 years before joining Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party investment platforms and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Daniel Wilson is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Hornor, Townsend & Kent since 2018, with a one-year tenure at Main Street Investors, LLC. Wilson also holds roles at Penn Mutual Life Insurance and PS&G Financial Partners. Outside of advising, he works as an insurance agent handling Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

John Clinard is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Fifth Third Securities before joining Truist in 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches with a focus on inter-affiliate integration.

Martin Motnik is a financial advisor with Money Concepts Capital Corp in Nashville, TN, holding a Series 65 credential and one year of industry experience. Prior to his advisory role, he has worked as a freelance musician since 2008, performing and recording as an independent bass player. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs model-driven and asset-allocation strategies and operates as part of an enterprise managing approximately $4.07 billion in client assets through a large network of advisors and various portfolio programs.

David Miller is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Raymond James Financial Services, Southwestern Investment Group, and Thrivent Financial. In addition to his advisory work, he serves as an independent contractor financial advisor for Aull Wealth Team in Nashville, TN. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of portfolio management and financial planning services through both proprietary and third-party investment solutions.

Clayton Borders is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds a Series 66 credential and has been with TIAA-CREF and its related entities since 2016. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management using model or customized portfolios.

Kurt Le Fevre is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial and Mariner Independent Advisor Network, LLC. Private Advisor Group serves a broad mix of clients including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to multiple third-party asset managers and proprietary advisory programs.

Sandra Kane is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at BB&T Securities, LLC, and various SunTrust investment and advisory services from 2013 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager‑selection programs. The firm integrates discretionary and non‑discretionary manager relationships and utilizes third‑party platforms and AI‑enabled research tools to support its investment process.