Nathan Dowlen is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Sequent Planning, LLC. In addition to his advisory role, Dowlen is licensed as an attorney and provides legal services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Norman Nuismer Jr. is a financial advisor with \u0026Partners in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wiley Bros Aintree Capital LLC since 2006. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and municipal advisory services through a combination of proprietary and third-party strategies.

Charles White is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Empower Advisory Group and has previously worked at LPL Financial LLC and Trustmark National Bank. Outside of his advisory role, he serves as a Notary Public for Hinds County, Mississippi. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

Francisco Iglesias is a CFP®, ChFC®, and Series 63-licensed financial advisor with 10 years of industry experience. He has worked at firms including Northwestern Mutual and Mariner Wealth Advisors before joining Mariner. Iglesias is based in Nashville, TN. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement discretionary, customized portfolios and provides integrated tax, accounting, and family office services uncommon among firms of its size.

Chadwick (Chad) Copeland is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and possessing 26 years of industry experience. His career includes roles at LPL Financial, Wells Fargo Clearing, Merrill, Charles Schwab, and Banc of America Investment Services. He operates under the DBA Paradigm Wealth Partners, providing investment advisory services through an independent advisor firm. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and leverages technology platforms alongside access to third-party managers and estate-planning resources.

Jay Jamison is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at Merrill and Banc of America Investment Services before joining SunTrust Advisory Services, now part of Truist, where he has worked for over a decade. 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 offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, combining discretionary manager relationships with third-party platform arrangements and AI-enabled research tools.

Carolyn Williams is a Series 66-licensed financial advisor at TIAA-CREF with three years of industry experience. Her prior roles include positions at Charles Schwab, Edward Jones, and PNC Bank. Outside of finance, she has experience in the beauty services industry, including work at Valentina's Beauty Boutique. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management with a fiduciary standard, and it acts as adviser to a donor-advised fund.

Wade Bilbrey is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner since 2025. He previously worked at CapFinancial Partners LLC (CAPTRUST), TrustCore Financial Services, One Trusted Advisor Investments, and Waddell & Reed Inc. Bilbrey is a board member of the Harpeth Heights HOA in Nashville, where he helps create and enforce community rules. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and administrative family office services uncommon at this firm size.

Mary Grace Mamolo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Regions Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Eli Daugs is a financial advisor with Carson Wealth holding a Series 65 designation and two years of industry experience. He has worked with Harrison Wallace Financial Group, Ltd and CWM, LLC since 2024, and was previously affiliated with Carson Group. Prior to entering the financial industry, he spent several years in educational roles. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion across a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach overseen by an Investment Committee and providing access to customized solutions and third-party sub-advisors.

Randall Kaune is a financial advisor with Empower Advisory Group in Hendersonville, TN. He holds Series 63 and Series 65 designations and has five years of industry experience. His prior roles include work with GWFS Equities, Inc. and the Colorado County and Officials Retirement Association. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates.

Tory Sherman is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Ameriprise, Comerica, and Wells Fargo throughout his career. Sherman serves as Chair of the Sole Hope Board of Directors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platform and manager relationships.

Thomas Espy is a financial advisor at &Partners with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wileybros Aintree Capital since 2013. He is also the president of JACKTEN CORP, a dormant holding company. &Partners serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, retirement plan consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis and offers portfolios managed directly by advisors or third-party managers.

Gregory Kirby is a financial advisor with Truist Advisory Services in Nashville, TN, holding a Series 66 designation and six years of industry experience. He has been affiliated with Truist and its predecessor SunTrust since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Charles Booth is a financial advisor with Hightower Advisors in Nashville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hightower Advisors, he served in the United States Navy for twelve years. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services that include portfolio management, financial planning, and retirement plan consulting.

Mackenzie Cunningham is a CFA® charterholder with nine years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, InterOcean Capital Group, CapFinancial Partners LLC (CAPTRUST), TrustCore, Wedbush Securities, Avondale Partners LLC, and &PARTNERS. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Robert Elliott is a CFP® professional with 34 years of industry experience, currently serving at \u0026PARTNERS. He has worked at Wiley Bros. Aintree Capital, LLC since 1992. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and other advisory services through a combination of proprietary and third-party strategies.

Garrett Sorensen is a CFP® professional with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Marcum Wealth, LLC, AAFMAA Wealth Management & Trust, and Abound Wealth Management. Outside of advisory work, he hosts the podcast Operation Veteran Finance, serves as Finance Committee President for the Music City Children’s Museum, and teaches financial education and retirement planning courses. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Jerry Cohoon is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 14 years of industry experience. He previously worked at Waddell & Reed before joining Private Advisor Group and LPL Financial in 2016. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while integrating third-party managers and tactical asset management programs.

Heather Beckwith is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. She has 19 years of industry experience, including roles at Raymond James Financial and Wealth Strategies Partners, where she has been associated since 2014. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.