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.

Kathryn Murphy is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of her advisory role, she is involved with Sound Healthcare, assisting with benefit enrollment in Nashville, TN. Private Advisor Group is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing various investment strategies and supporting held-away account management through technology partnerships.

Jerry Cohoon is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2016. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Heather Beckwith is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. She has 18 years of industry experience, including prior roles at Raymond James Financial and Wealth Strategies Partners. Beckwith is also associated with Wealth Strategies Partners, an affiliated DBA of NewEdge Advisors. 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.

John Link IV is a CFA® charterholder with 22 years of industry experience. He has worked at Cerity Partners LLC since 2026 and previously spent 29 years at Covenant Partners, LLC. He serves on the board of trustees for Millsaps College. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screening alongside third-party managers and individual securities as part of its investment approach.

Todd Glisson is a CFP® with 23 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2026. He previously worked for nearly three decades at Covenant Partners, LLC. Outside of his advisory role, he holds a 50% ownership interest in Murrah Ventures, LLC, a real estate investment company. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, integrating proprietary quantitative screens with third-party managers and individual securities.

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 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies 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® professional with eight years of industry experience, currently serving at Fifth Third Securities, Inc. in Nashville, TN. His prior experience includes roles at Cetera, Regions Bank, SunTrust Investment Services, and UBS. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, with a range of strategies including mutual funds, SMAs, and direct indexing.

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. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and services such as portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to different programs, with approximately $36.7 billion in assets under management as of the end of 2025.

Bhawana Khurana is a CFA® charterholder with six years of industry experience. She is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, LLC, InterOcean Capital Group, LLC, and The Smart Cube Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies alongside various specialized offerings.

Justin Ostrander is a financial advisor at &PARTNERS in Madison, TN, holding a Series 66 designation with five years of industry experience. Prior to joining &PARTNERS in 2025, he worked at Wells Fargo Advisors and Cambridge Investment Research Advisors. Outside of finance, he is also a recording guitarist with a music business. &PARTNERS serves a diverse client base including individual, institutional, and sovereign wealth fund clients. The firm offers investment advisory and brokerage services, employing a range of portfolio management strategies that integrate fundamental, technical, and quantitative analysis.

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.

Alan Thornton Jr. is a financial advisor at Mariner with seven years of industry experience. He holds the Series 65 designation and previously worked at Box Financial Advisors, LLC, and the University of North Texas. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and Core Family Office services, employing discretionary, customized portfolios supported by in-house research and third-party managers.

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.

Allie Long Innes is a financial advisor at &PARTNERS with 14 years of industry experience. She holds the Series 66 designation and has been associated with WileyBros Aintree Capital LLC since 2011. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a combination of brokerage and investment advisory services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary portfolios.

Bradley Watts is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been affiliated with Diversified Investment Advisors and Diversified Investors Securities Corp. since 2006. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education. Their approach relies on proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Gary Fincher is a financial advisor with Cresset Asset Management, LLC, holding a Series 63 designation and over 33 years of industry experience. He has previously worked with firms including True Capital Management, LLC, FS Wealth Sports & Entertainment LLC, and M Holdings Securities, Inc. Fincher serves on the board of directors for Backfield-in-Motion, a charitable organization. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a blend of active and passive strategies across various asset classes.