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.

John Link IV is a CFA® charterholder with 22 years of industry experience. He has been with Cerity Partners LLC since 2026, following a 29-year tenure at Covenant Partners, LLC. He serves on the Board of Trustees for Millsaps College. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of year-end 2025. The firm employs a customized wealth management approach that integrates proprietary quantitative methods with third-party strategies and direct security selection, offering specialized services such as access to alternative and private market solutions and OCIO services.

Todd Glisson is a CFP® with 23 years of industry experience. He currently works at Cerity Partners LLC since 2026 and previously spent 29 years at Covenant Partners, LLC. Outside of his advisory role, he is a licensed life and disability insurance agent and a 50% owner of Murrah Ventures, LLC, a real estate entity. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services with an investment approach that emphasizes client-specific profiles, asset allocation, and access to alternative and private market solutions.

Michael Hill is a financial advisor with HB Wealth Management, holding Series 63 and Series 65 designations and beginning his advisory career in 2026. He previously worked at Truist from 1999 to 2025. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients and investment companies, offering outsourced chief investment officer (OCIO) and institutional advisory services.

Marshall Alexander is a financial advisor at Corient with a Series 65 designation and one year of industry experience. Prior to joining Corient, he worked for Solid Entertainment and Ericho, Inc. He is based in Nashville, TN. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Rege Eisaman is a CFA® charterholder with 25 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, InterOcean Capital Group, InterOcean Capital, and Morgan Stanley. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Nathan Embry is a financial advisor with Valic Financial Advisors in Nashville, TN, holding a Series 66 designation and 17 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also affiliated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

Adam Smotherman is a CFP® with eight years of industry experience. He is currently with Fifth Third Securities, Inc. in Nashville, TN, where he has worked since 2021. His prior roles include positions at UBS and SunTrust Advisory Services. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, and direct indexing, operating as a wholly owned subsidiary of Fifth Third Bank.

Matthew Beery is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. He also spent three years at the University of Kentucky. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Bhawana Khurana is a CFA® charterholder with seven years of industry experience. She currently works at The Colony Group, LLC and has prior experience at InterOcean Capital Group, LLC, InterOcean Capital, LLC, and The Smart Cube Inc. She is affiliated with Focus Partners Wealth, LLC, a firm that serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Cynthia Durdin is a financial advisor at Corient with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at Northwestern Mutual Wealth Management Company and Music Row Wealth Management. Outside of her advisory work, she is a square dancer at the Grand Ole Opry and serves as a notary public. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings such as family office and corporate trustee services.

Justin Ostrander is a financial advisor at &PARTNERS with five years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Cambridge Investment Research. Outside of finance, he is a recording guitarist and owns a music business based in Madison, Tennessee. &PARTNERS serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing a mix of fundamental, technical, and quantitative analysis with discretionary and non-discretionary account management options.

Michael Stanley II is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He previously worked for Financial Partners Group, LLC for ten years. Mercer Global Advisors offers investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of implementation options and maintaining public content programs and internal initiatives.

Michael Randolph is a financial advisor with Valic Financial Advisors in Nashville, TN. He holds the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has worked at Valic Financial Advisors since 2013 and is also an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Joseph Criscione is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Valic Financial Advisors and Agia, where he is also appointed as an agent to sell non-securities insurance products. His prior experience includes roles at Register Financial Advisors, Truist Advisory Services, AllianceBernstein LLP, and Bank of America. 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.