Ayushi Patel is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and two years of industry experience. She has held previous roles at several firms, including SEP Ventures and Finnacle. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth and family office clients, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers, while offering a broad range of wealth and investment management services.

Kevin Higdon is a financial advisor at United Planners' Financial Services of America with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His work history includes roles at Roy Matlock Jr. Business Services and Business Solutions, as well as managing his own independent insurance agency. He is involved in business development and referral services outside of his advisory role. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banks. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Brian Miller is a financial advisor at Hightower Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Hightower in 2021, Miller worked at AllianceBernstein Investments Inc., Kemberton Healthcare, and with the Tampa Bay Rays. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Nathan Dowlen is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 65 designation. He has three years of industry experience and has also been involved with Sequent Planning, LLC and operates a legal practice as an attorney. In addition to his advisory work, he practices law and offers insurance services, dedicating part of his professional time to these roles. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through comprehensive financial planning and advisory programs. The firm combines advisory and broker-dealer services with a model that includes third-party asset manager relationships and offers both discretionary and non-discretionary account options.

Norman Nuismer Jr. is a financial advisor at &PARTNERS based in Nashville, TN, holding Series 63 and Series 65 credentials with 43 years of industry experience. He has worked at Wiley Bros Aintree Capital LLC since 2006. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds, offering a range of services such as investment advisory, brokerage, financial planning, and retirement plan consulting. The firm employs a combination of proprietary and third-party investment strategies and operates as both a registered investment adviser and broker-dealer.

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® and ChFC® with 10 years of industry experience. He is currently with Mariner Wealth Advisors and Msec, LLC, where he has worked since 2017. Previously, he was employed at Northwestern Mutual in various capacities between 2015 and 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and access to multiple investment vehicles. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services.

Chadwick (Chad) Copeland is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and with 26 years of industry experience. He has worked at Independent Advisor Alliance and LPL Financial since 2016 and previously was with Wells Fargo Advisors from 2009 to 2016. Independent Advisor Alliance serves a broad mix of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes a network model of advisory representatives and employs various portfolio management strategies supported by technology platforms.

Jay Jamison is a financial advisor with Truist Advisory Services in Nashville, TN, holding a Series 66 designation and 21 years of industry experience. He has been with SunTrust Advisory Services and its related entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

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 CWM, LLC in Nashville, TN, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Harrison Wallace Financial Group, Ltd and Carson Group, as well as teaching experience at the University of Tampa and several high schools. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary management approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors, and offers a range of retirement plan services and other investment solutions.

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 with Truist Advisory Services, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior positions include roles at Ameriprise, Comerica, and Wells Fargo Advisors. Sherman serves as Chair of the Sole Hope Board of Directors. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary solutions supported by third-party platforms.

Thomas Espy is a financial advisor at &PARTNERS with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wileybros Aintree Capital since 2013. He is also the president of a dormant holding company, JACKTEN CORP. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, utilizing a combination of proprietary and third-party strategies through platforms like Envestnet.

Gregory Kirby is a Series 66 licensed advisor with Truist Advisory Services in Nashville, TN, bringing six years of industry experience. He has been affiliated with Truist and its predecessor entities 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 platform and manager arrangements.

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.

Eddie Stewart III is a financial advisor at VOYA Financial Advisors, Inc. with 42 years of industry experience. He holds the ChFC® and Series 63 designations and has been with VOYA since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and investment solutions delivered through both discretionary and non-discretionary approaches.

Mackenzie Cunningham is a CFA® charterholder with nine years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners, Cunningham held positions at The Colony Group, InterOcean Capital Group, CAPTRUST, TrustCore, Wedbush Securities, and Avondale Partners. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional investors, offering a range of services such as investment management, financial counseling, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach with an emphasis on enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers and specialized strategies.

Robert Elliott is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has worked at Wiley Bros. Aintree Capital, LLC since 1992. He is based in Nashville, TN, and holds Series 63 and Series 65 licenses. He is an advisor at &PARTNERS, an enterprise firm serving a diverse client base that includes individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary models and third-party managers through platforms like Envestnet.