Katsiaryna Quandt is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and 10 years of industry experience. Her career includes roles at Maple Grove Wealth, Chronicle Partners LLC, Southwestern Investment Advisory Services, Raymond James Financial Services, and Credit Union Investment Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options including internally managed model portfolios.

Andrew Britt is a financial advisor with NewEdge Advisors in Franklin, TN, holding a Series 66 designation and 14 years of industry experience. He previously worked at Ameriprise and Olympus America. 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 investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, using a combination of in-house manager selection, third-party model portfolios, and advisor discretion.

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 with NewEdge Advisors in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes six years at Ameriprise and seven years at Ameriprise Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence, with recent integration of artificial intelligence in certain operations.

Taylor Huddle is a financial advisor at NewEdge Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Walgreens Boots Alliance. 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 advisers. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that combine in-house manager selection with third-party models and direct advisor discretion.

Sarah Terrell is a financial advisor at SPC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Commonwealth Financial Network, Kraft Asset Management, and Raymond James Financial Services. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network serving over 30,000 clients and offers tailored, discretionary investment advice through programs such as SIGMA Managed Account and the Axis Platform.

Solomon Kafoure is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory work, he is involved with Compass Executive Consulting and Compass Executive Group, which are non-investment-related business activities. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering a range of brokerage and advisory services supported by proprietary programs and third-party investment platforms.

Zachary Giltner is a CFP® affiliated with Mercer Global Advisors Inc. in Franklin, TN, with one year of industry experience. His prior roles include positions at Abound Wealth Management, Community Services Financial Bank, and Baird. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through various methods, including low-cost ETFs, index funds, and separate account managers.

Kyatt Byrd is a CFP® with three years of industry experience, currently with NewEdge Advisors. His prior experience includes roles at Ameriprise and Edward Jones. 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 broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Wyatt England is a financial advisor at Sanctuary Advisors, LLC with 10 years of industry experience and holds a Series 66 designation. His prior work includes roles at Sanctuary Wealth, The Leaders Group Inc, Synergy Life Brokerage, Elmhurst Capital Partners, and Elmhurst Enterprise Solutions. Outside of advisory work, he serves as an independent contractor advising the board of ValidSoft on business and marketing strategies. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisers. The firm offers a range of portfolio management and consulting services using various analytical approaches and acts as a fiduciary when a written advisory agreement is in place.

Phillip Pizzuti is a CFP® professional with 17 years of industry experience, currently serving at Creative Planning since 2013. He holds the Series 66 designation and is based in Franklin, Tennessee. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced techniques such as direct indexing and tax-loss harvesting.

David Wuller is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 21 years at Ameriprise and its affiliates before joining NewEdge Advisors in 2026. Outside of his advisory role, he serves as co-treasurer of the Middle TN Tennis League, assisting with the collection of annual league dues. 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 advisers. The firm offers a broad range of services including portfolio management, financial planning, and access to third-party managers, utilizing technology and centralized due diligence in its investment approach.

Joel Van Belkom is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, where he has worked since 2025. Prior to that, he held roles at Cetera, Regions Bank, AE Wealth Management, The Navin Group, Fifth Third Bank and Securities, and TD Ameritrade. 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 retail brokerage clients. The firm’s integrated services emphasize long-term portfolio returns and include both point-in-time financial plans and optional managed account solutions.

Samuel Smith is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Raymond James Financial Services, Sagespring Wealth Partners, and Ramsey Solutions. Outside of finance, he owns Samuel Fine Art, creating and selling paintings through online platforms. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing both proprietary and third-party investment solutions.

William Jenkins is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked within various Capital Group entities since 2015, most recently joining Capital Group Private Client Services in 2025. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach based on rigorous fundamental research and long-term strategies. The firm utilizes separately managed accounts, affiliated mutual funds, and alternative investment vehicles to construct client portfolios.

Brian Peters is a CFP® and CFA® with 10 years of experience in financial advising. He has been with Creative Planning since 2017 and previously worked at Congress Wealth Management LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Thaddeus Wells is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Wells has worked at several firms, including GWFS Equities, Inc., Money Concepts Capital Corp, and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Joe Hollingsworth is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Fisher Investments, Edward Jones, and Nationwide Investment Advisors. Outside of his advisory work, he is also involved as a real estate broker with Luxury Homes International. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, emphasizing strategic allocation with a combination of passive and active management guided by an internal Investment Committee.

Elizabeth Hall is a CFP® professional with 12 years of experience in the financial services industry. She currently works at Empower Advisory Group and has prior experience with Fidelity Investments, Morgan Stanley, Bank of America, and Merrill. Outside of her advisory role, she owns a small business creating and selling crafts and woodwork on Etsy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Nathan Newman is a CFP®, ChFC®, and Series 65 credentialed advisor with five years of industry experience. He has worked at MAI Capital Management, LLC since 2024 and previously held roles at WCG Wealth Advisors, LLC and Treloar & Heisel, LLC. Newman is also involved in fixed insurance sales through Treloar & Heisel, LLC. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, sports professionals, trusts, and institutional clients. The firm employs a customized approach to portfolio management across various strategies and integrates financial planning and tax services into client relationships.