Chelsey Wahlman is a financial advisor at Kestra Advisory with 10 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill and Beacon Capital Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, serving notable clients including large institutional investors and sovereign wealth funds.

John Swanson is a financial advisor at Empower Advisory Group with Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Empower, he worked in the retail and beverage sectors, including positions at Wines Off Wynkoop and Wallaby's Liquor Warehouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to advisor headcount.

Charles Willoughby is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Janney since 2019 and previously worked at J.J.B. Hilliard, W.L. Lyons, LLC from 2015 to 2019. He serves as a board member for Youth Encouragement Services, a non-profit organization in Nashville, Tennessee. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with services including brokerage, financial planning, and advisory programs, supported by a blend of in-house and third-party asset management.

Gabriel Shabat is a financial advisor at NewEdge Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Ameriprise and Deutsche Bank. Outside of his advisory role, Shabat serves as a graduate course facilitator at Boston University and will be an adjunct professor of finance at Belmont University. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Leslie Janssen is a financial advisor with Primerica Advisors based in Franklin, TN, holding a Series 66 designation and four years of industry experience. Prior to joining Primerica, Leslie worked at Peachtree Planning Corporation and has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2020. Outside of her advisory role, she is involved with Compass Executive Consulting and Compass Executive Group, both non-investment-related activities. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across multiple program options.

Ryan Metz is a CFP® with two years of industry experience, currently serving as a financial advisor at NewEdge Advisors. Prior to joining NewEdge, he worked at Ameriprise for three years and at Pennington, Bass & Associates for two years. Ryan’s background includes roles at NewEdge Securities and academic experience at Texas Tech University. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers, utilizing a variety of program structures supported by centralized due diligence and technology tools.

Joe Creecy is a financial advisor at NewEdge Advisors with 26 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise and Ameriprise Financial Services, Inc. for 21 years before joining NewEdge Advisors and NewEdge Securities LLC in 2026. Outside of advisory work, he is a co-owner of Leisure Flight LLC, which owns a private airplane, serves on the board of Freedom Aviation Network, acts as treasurer of a homeowners association, and works as a contract motorcycle riding instructor. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing centralized due diligence, multiple program structures, and technology tools to support advisor and client needs.

Dillon Woodruff is a CFP® with seven years of industry experience, currently affiliated with Brookstone Capital Management LLC. He has worked at Keystone Wealth Alliance and Keystone Financial Resources, and he volunteers as treasurer for Millersburg Baptist Church. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a range of investment strategies, including strategic asset allocation models and options-enhanced strategies.

Christopher Rockwell is a Certified Financial Planner (CFP®) with 14 years of experience in the financial advisory industry. He has been with Janney Montgomery Scott since 2012, where he currently serves clients from the Franklin, TN office. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Jacob Mc Nally is a financial advisor with Ameritas Advisory Services, LLC in Franklin, TN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Ameritas, he has been involved with StewardWell LLC, StewardWell Wealth Partners, and Thompson Financial Group. He also serves as a resident director at Liberty University, overseeing resident assistants and students. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based variable product management, supported by internal and third-party resources to align portfolios with client objectives.

Joseph Carpenter is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has worked at Kestra Investment Services, Partners Securities, and Boone Brandon Johnston & Evans since the mid-1990s. Carpenter is also involved in business development activities related to executive benefits and investment advisory services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Nicholas Stamatis is a Series 66 licensed financial advisor at NewEdge Advisors with 21 years of industry experience. Prior to joining NewEdge in 2026, he worked at Ameriprise and Ameriprise Financial Services from 2005 to 2026. Outside of his advisory role, Stamatis is involved in several business ventures including independent insurance brokering and membership in multiple LLCs related to real estate and wholesale/retail sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs that combine in-house manager selection with third-party strategies and advisor discretion.

Matthew Mikolajewski is a financial advisor with Independent Advisor Alliance, LLC who holds the CFP® designation and has 26 years of industry experience. He has worked previously with LPL Financial and Independent Financial Partners. Mikolajewski is also licensed as a non-variable insurance agent with multiple firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a network model with both discretionary and non-discretionary portfolio management, utilizing model portfolios, sub-advisors, and various analytical approaches supported by technology platforms.

William Gentry is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with SunTrust Advisory Services and related SunTrust entities since 2015. Outside of his advisory work, Gentry volunteers as an adult with the Boy Scouts of America, Middle TN Council Area. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Charles Kirven is a financial advisor at Truist Advisory Services with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Suntrust Advisory Services, Inc. and CNL Securities Corp. Kirven has an ownership interest in a family company used for estate planning purposes but does not have an active role in the business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting supported by third-party platforms and AI-enabled research tools.

Frederick Rich Jr. is a financial advisor with Eagle Strategies (NY Life) based in Franklin, TN, holding a Series 66 designation and over 21 years of industry experience. He has worked with Eagle Strategies since 2013 and is also associated with Falcon Financial And Insurance Solutions, Inc. Outside of his advisory work, he volunteers with a local BNI networking group, assisting with meeting attendance and scheduling. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary management within the New York Life affiliate structure.

Noah Schurman is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential. He has one year of industry experience and previously worked in a variety of roles across different organizations including Ramsey Solutions and Carahsoft. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a range of investment vehicles including ETFs, mutual funds, options-enhanced strategies, and structured notes.

David Hardenbergh is a CFP® professional with six years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has previous experience at firms including Hawsgoodwin Wealth, MML Investors Services, MassMutual Life Insurance, Strategic Financial Partners, and Raymond James Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios through ETFs, index funds, separate account managers, and private funds, alongside specialized offerings such as retirement plan consulting and charitable advisory services.

Angelo Rufino is a financial advisor at Eagle Strategies (NY Life) based in Franklin, TN, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise, U.S. Bancorp Investments, and First Republic Investment Management. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

William Holden is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include eighteen years at Stifel Nicolaus & Co. Inc. and positions at LPL Financial LLC, Powell Johnson, Wells Fargo Clearing, and Prudential Equity Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a variety of investment strategies, often implementing advice through third-party managers and Model Advisory Programs.