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 15 years of industry experience. She holds a Series 66 designation and has worked at WileyBros Aintree Capital LLC since 2011. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

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.

Christopher Stout is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at True Capital Management, LLC, FS Wealth Sports & Entertainment, and M Holdings Securities, Inc. Stout serves on the Board of Directors for the Peterson Foundation for Parkinson’s. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, providing portfolio management, wealth management, private fund advisory, and family office services with an asset-allocation-focused investment approach.

Troy Campbell is a financial advisor with TIAA-CREF in Nashville, TN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model differentiates between point-in-time planning services and ongoing discretionary management, with offerings including model portfolios and customized portfolios managed under client-approved investment policies.

Juliet Capozzi is a financial advisor at Truist Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked previously at RBC Capital Markets and Wells Fargo. 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 platforms and AI-enabled research tools.

Phillip Cook Jr. is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds a Series 63 designation and has previously worked at Cambridge Investment Research Advisors, INC and InterOcean Capital Group, LLC. Outside of his advisory role, he participates in an investment club and serves as president of a homeowners association in Nashville, TN. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that blends active and passive strategies, private funds, and ETFs.

Austin Lewis is a CFA® charterholder with six years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously held roles at Northwestern Mutual Investment Services LLC, Owen Waldrop, Derek Hamblen, Regions Bank, and 21st Mortgage Corporation. Focus Partners Wealth serves a broad mix of individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach with an enhanced open architecture that integrates fundamental and quantitative analysis across diversified portfolios.

Mary Johnson is a CFP® and Series 66-registered financial advisor with nine years of industry experience. She is currently with CWM, LLC and Northwest Capital Management, having previously worked at Parcion Private Wealth Management, UBS Financial Services, and Charles Schwab. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, typically managing accounts on a discretionary basis with model portfolios overseen by an in-house Investment Committee.

Sarah Emmerick is a financial advisor at &Partners with eight years of industry experience. She holds a Series 66 designation and previously worked at Wiley Bros.-Aintree Capital, LLC and Medtronic. Outside of her advisory role, she coaches middle school girls' basketball at local schools in Nashville. &Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, and nonprofit organizations. The firm offers investment management and consulting services using a blend of fundamental, technical, and quantitative analysis, with portfolios managed directly or through third-party managers.

Phillip Hall is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at B.Riley Wealth Management, Mbsc Securities Corporation, and Salient Capital Advisors. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm employs diverse investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of December 2025.

Rachel Amos is an advisor at Fifth Third Securities, Inc. She holds Series 65 and Series 63 licenses and has experience working in the financial industry since 2015, including roles at US Bank, Volunteer State Bank, Capstar Bank, Macon Bank & Trust, and Fifth Third Bank. Amos joined Fifth Third Securities in 2026. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers investment advisory and brokerage services through various managed account programs, utilizing third-party portfolio managers and a range of investment strategies on the Passageway platform.

Brian Fricke is a CFP® professional with 34 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022, following a 31-year tenure at Financial Management Concepts. He serves as a board member of the New Smyrna Beach Fire Pension and is a trustee for the LCMS Foundation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach blending passive and active strategies, supported by internal investment oversight and a range of implementation tools.

Clayton Ellis is a financial advisor at Oppenheimer with 15 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Ftn Financial. Outside of his advisory role, he serves on a finance committee involved in budget oversight and financial policy at an educational institution. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches across multiple strategies and manages approximately $36.7 billion in assets as of 2025.

David Janczewski is a CFP® and CFA® affiliated with Focus Partners Wealth, LLC with six years of industry experience. He previously worked at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, and institutions, offering a range of wealth management and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment strategy that incorporates fundamental and quantitative analysis, third-party managers, and alternative investment options.

Robert Yarbrough is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. His career includes roles at Truist Investment Services, Southern Heritage Bank, and the University of Tennessee. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management through a range of third-party platform and manager arrangements, supported by AI-enabled research tools and inter-affiliate integration.

Joshua Willard is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 credentials and seven years of industry experience. His prior work includes roles at JP Morgan Securities LLC, Jackson National Life Distributors LLC, and GWFS Equities, Inc. He is also appointed as an agent to sell non-securities insurance products for AGIA. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with programs that provide managed advice and investment education, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm operates at scale with a focus on non-discretionary assets and does not target high-net-worth or corporate clients.

Bryan Koppel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at 20/20 Financial Advisers and Paulson Investment Company LLC. He is also involved with Boom Planning and Canvas Financial as an Associate Financial Planner and Financial Services Associate. 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 in-house model portfolios, third-party managers, and a platform that integrates with Ameritas affiliates and financial institutions.

Nicholas Rounds is a CFA® charterholder with 10 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 within an enhanced open architecture framework that combines active and passive strategies along with various specialized offerings.