Ryan Metz is a CFP® professional with two years of industry experience, currently serving as a financial advisor at NewEdge Advisors. Prior to joining NewEdge, he worked at Ameriprise and Pennington, Bass & Associates. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Joe Creecy is a financial advisor at NewEdge Advisors with 25 years of industry experience and holds the Series 66 designation. His career includes 15 years at Ameriprise Financial Services, Inc. and six years at Ameriprise before joining NewEdge Advisors in 2026. Outside of his advisory role, he is a co-owner of Leisure Flight LLC, which owns a 1981 Cessna 182R airplane, serves on the board of directors for Freedom Aviation Network, acts as treasurer for Grant Park Homeowners Association, and works as a contract motorcycle riding instructor. NewEdge Advisors serves a diverse client base including individuals, trusts and estates, pension and profit-sharing plans, corporations, charitable organizations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting, utilizing asset allocation across mutual funds, ETFs, and individual securities with periodic rebalancing and quarterly reviews.

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 CFP® professional with 13 years of industry experience. He has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC is a large, dually registered 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 services, financial planning, consulting, and multiple advisory programs.

Jacob Mc Nally is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. He has held roles at StewardWell LLC, Ameritas Life Insurance Corp, and Thompson Financial Group. Outside of his advisory work, he serves as a resident director at Liberty University, overseeing resident assistants and students. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing a mix of in-house and third-party investment strategies.

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 financial advisor at NewEdge Advisors with 20 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services for a combined 21 years. Outside of his advisory role, Stamatis is involved in several business ventures including independent insurance brokering and wholesale and retail sales through Grecian Soap, LLC. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management via a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

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 with Truist Advisory Services, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He previously worked with CNL Securities Corp. and CNL Fund Advisors Company before joining Suntrust Advisory Services in 2019. Kirven has an ownership interest in a family company held for estate planning purposes, but he has no formal role or involvement in its operations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

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 credentials and bringing 26 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc from 2004 to 2022 before joining Private Advisor Group and LPL Financial in 2022. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Katsiaryna Quandt is a financial advisor at Commonwealth Financial Network with nine years of industry experience. She holds the Series 66 designation and has worked at several firms including Chronicle Partners LLC and Raymond James Financial Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice management.

Andrew Britt is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Olympus America. 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 variety of portfolio management and consulting services, combining in-house and third-party strategies with centralized due diligence and technology tools.

David Lenser is a financial advisor with Eagle Strategies (New York Life) who holds a Series 66 designation and has 19 years of industry experience. He has been with Eagle Strategies since 2012 and also owns Shelborne Group Inc., a staff leasing company. Lenser has held principal roles at Lens Financial & Insurance Solutions since 2020 and previously at J. Lens Financial & Insurance Services. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Theodore Macri is a financial advisor at NewEdge Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise and Ameriprise Financial Services, Inc. His other business activities include commercial real estate ownership. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Taylor Huddle is a financial advisor at NewEdge Advisors with a Series 66 credential and one year of industry experience. Prior to joining NewEdge Advisors, Huddle worked at Ameriprise and held roles in various sectors including education and business culture programs. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.