Mark Scherba is a financial advisor at Packerland Brokerage Services, Inc. with 23 years of industry experience. He holds the ChFC® designation and the Series 63 license. Prior to joining Packerland in 2019, he worked at Questar Asset Management and Questar Capital from 2011 to 2019. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements on the Hilltop/Envestnet platform. The firm offers both brokerage and advisory services, combining individualized financial planning with discretionary or non-discretionary account management.

Daniel Browne is a CFP® with eight years of experience in financial advising, currently with Brighton Jones LLC. His prior roles include positions at Sagespring Wealth Partners, Raymond James Financial Services, and Northwestern Mutual. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach with discretionary investment authority and access to an affiliated ecosystem including private investment funds, a trust company, and legal services.

Michael Mercurio is a financial advisor at The Fiduciary Alliance in Nashville, TN, holding a Series 65 designation. He has been with The Fiduciary Alliance since 2026 and previously worked at Stephens & Associates starting in 2015. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, retirement plans, and other advisers. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and manages accounts with an emphasis on tax-efficient strategies and rebalancing.

Amber Moser is a CFP® professional with 11 years of industry experience, currently serving at Winthrop Wealth. She previously worked at Private Advisor Group, LPL Financial, and Tribune Wealth Management. Amber maintains active involvement with Keel Financial Partners. Winthrop Wealth offers discretionary and non-discretionary investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm applies a four-step investment process focusing on prudence and a long-term approach, combining in-house management with third-party sub-advisers to implement diverse strategies.

Scott Winters is a financial advisor with IPI Wealth Management, Inc. in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with IPI Wealth Management since 2000 and is also associated with Investment Planners, Inc. since 1996. Outside of advisory work, he is involved in tax preparation through Investment Planners, PLLC. IPI Wealth Management serves a diverse client base that includes individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an investment committee framework, offering a range of portfolio management and financial planning services.

Caroline Dougher is a CFP®-certified financial advisor with 21 years of industry experience, currently with Aprio Wealth Management, LLC. Her prior roles include positions at Mercer Global Advisors, HawsGoodwin Wealth, and Purshe Kaplan Sterling Investments. She is also involved in insurance sales through Aprio Risk Management, LLC. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of strategies including asset allocation, technical analysis, and options-based portfolios, and is known for its multi-team structure and affiliation with a pension consulting business.

Benjamin Romine is a financial advisor with Good Life Advisors, LLC in Nashville, TN. He holds Series 63 and Series 65 designations and has one year of industry experience. Before joining Good Life Advisors, he worked at Ocean Park Asset Management and Universal Music Publishing Group among other roles. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers. Their investment process combines fundamental, technical, and cyclical analysis with continuous account monitoring and rebalancing, utilizing a mix of direct management, model portfolios, and third-party platforms.

Robert Caldwell is a financial advisor at Lifeworks Advisors, LLC in Nashville, TN, holding a Series 65 credential with eight years of industry experience. He previously worked at Greensview Wealth Management and Morningstar, Inc. Caldwell is also licensed to conduct insurance sales, dedicating a small portion of his time to insurance-related research and sales. Lifeworks Advisors serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, retirement plans, and businesses. The firm employs both planning-based and traditional risk-based investment strategies, utilizes a combination of low-cost funds, individual securities, options, and third-party managers, and integrates tax and accounting capabilities within its multi-team platform.

Jeffrey Lynch is a financial advisor with ON Investment Management CO in Nashville, TN, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including over three decades with The O.N. Equity Sales Company and The Ohio National Life Insurance Company. Outside of his advisory role, Lynch is a partner in a restaurant franchise and active in charitable work, serving as president of two nonprofit organizations. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary strategies and access to third-party investment programs.

Martha Walthall is a financial advisor at Thoroughbred Financial Services, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. In addition to her advisory role, she is engaged as an insurance agent selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services provides investment supervisory services to a range of clients including individuals, trusts, estates, and retirement plans. The firm emphasizes asset allocation as the primary driver of its investment approach, utilizing mutual funds, ETFs, and individual securities while tailoring portfolios to client objectives and risk tolerances.

Erin Thomas is a financial advisor with New Edge Wealth in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. Prior to joining New Edge Wealth in 2026, Erin worked for UBS Financial Services from 2014 to 2026. New Edge Wealth primarily serves ultra-high-net-worth individuals and institutional clients, offering advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary investment solutions supplemented by AI-assisted analytics.

John Hansen is a financial advisor with John Hancock Personal Financial Services, LLC in Nashville, TN. He holds the Series 66 designation and has 15 years of industry experience. Hansen has been affiliated with Manulife Asset Management (US) LLC, John Hancock Distributors LLC, and John Hancock since 2012. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model that delivers generally framed written recommendations, with implementation at the client’s discretion.

Thomas Zeuthen Jr. is a CFP® professional affiliated with Stephens, bringing 20 years of industry experience. His career includes roles at Morgan Stanley and Citigroup Global Markets before joining Stephens in 2012, where he has worked in various capacities. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets for individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Cameron Weddington is a financial advisor at Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 66 designation with nine years of industry experience. He has been with Thoroughbred Financial Services since 2017 and previously worked at Guyliano Mortgage Inc. He is also a co-host of The Turkey Hunter Podcast, a non-investment-related activity. Thoroughbred Financial Services provides investment supervisory services to a variety of clients, including individuals, trusts, and charitable organizations, managing approximately $4.04 billion in assets. The firm emphasizes asset allocation and uses a combination of mutual funds, ETFs, and individual securities while employing both tactical and strategic management approaches.

Judson Pyatt is a CFP® with 16 years of industry experience, currently affiliated with Sound Income Strategies, LLC. His prior experience includes roles at MassMutual Investors Services, Guardian Life Insurance, and New York Life Insurance Company. Outside of his advisory work, he is involved in a leadership coaching and support role with the BNI Networking Group. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse clientele including individuals, pension plans, trusts, and corporations. The firm focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and affiliated business lines.

Jimmy Orman is a financial advisor at Thoroughbred Financial Services, LLC with 52 years of industry experience. He holds a Series 63 designation and has been with Thoroughbred Financial Services since 2000. Outside of advising, he is involved in managing a farm for hay production and hunting in Dickson, TN. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, and organizations. The firm emphasizes asset and sector allocation using diversified portfolios primarily composed of mutual funds and ETFs, while also evaluating outside managers and conducting regular portfolio reviews.

William Webb is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior work includes roles at Lion Street Financial, Compass Advisory Partners, FSC Securities Corporation, and Edward Jones. He also serves on the board of directors for the Awakening Foundation, a charitable organization. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment approach combines fundamental and technical analysis with a relative strength methodology and a top-down market, sector, manager, and risk framework, offering customized portfolio management through discretionary or model-based allocations.

Michael Hibsch is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Calton & Associates, Triad Advisors, First Horizons Advisors, FTB Advisors, and Invesco Distributors. He is also a licensed insurance agent, assisting clients with coverage needs. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisors. The firm offers portfolio management, financial planning, and consulting services, utilizing a range of investment strategies and implementation options tailored to client objectives.

Danny Gordon is a financial advisor with First Advisors National, LLC in Brentwood, TN, holding a Series 65 designation and 13 years of industry experience. He has served as president of iGroup Senior Markets, a services, insurance, and annuity products firm based in Fairfax, VA, since 2016. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and employs tactical and strategic asset allocation with a focus on third-party money manager selection and oversight.

Benjamin Green is a financial advisor with Wealth Watch Advisors, Inc. He holds a Series 65 designation and has been active in the industry since 2023. His work history includes roles at Ready2Retire LLC and Insurance Advantage LLC. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charities, corporations, and financial institutions. The firm provides discretionary and non-discretionary portfolio management using third-party model managers, financial planning, and consulting services, with an investment approach that combines quantitative, qualitative, and technical methods across various asset classes.