Daniel Mills is a financial advisor with Guardian Life and holds the Series 63 designation. He has 31 years of industry experience, including prior roles at Principal Financial Services and The Prudential Insurance Company of America. Mills currently operates out of Brentwood, TN. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individual, corporate, and charitable clients. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services.

James Davis Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and over 50 years of industry experience. Prior to joining Kestra Advisory in 2022, he worked for NBC Securities, Inc. for 22 years. He is also commissioned as a notary public in Brentwood, Tennessee. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, with a focus on serving large institutional investors such as sovereign wealth funds.

Priya Khanna is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2025. Prior to joining Focus Partners, she worked for 18 years at BNY Investments. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

James Murphy Sr. is a financial advisor with TLG Advisors, Inc. based in Nashville, TN, holding a ChFC® designation and Series 63 license. He has 44 years of industry experience, including long tenures at Securities Management & Research, Inc. and American National Insurance Company. He is also involved with Horizon Insurance Group LLC as an independent representative advising securities clients. TLG Advisors, Inc. serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management using a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, with offerings that include a direct-to-consumer digital program called Starlight Portfolios.

William Shallenberger is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Edward Jones and The Prudential Insurance Company of America. Outside of financial services, he has experience providing customer service and servicing air fresheners and deodorizers. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology for client solutions.

Meredith Flautt Jr. is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 44 years of industry experience. His career includes roles at LPL Financial, Raymond James Financial Services, and Commonwealth Financial Network. He is also the owner of Flautt Financial LLC, a private entity facilitating securities, advisory, and insurance business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Jeffrey Arwood is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2006. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm provides ongoing portfolio management with both model and customized portfolios and serves as adviser to the TIAA Donor Advised Fund.

Christopher Trokey is a CFA® charterholder with 24 years of industry experience, currently serving at Truist Advisory Services in Nashville, TN. His prior roles include 13 years at GenSpring Family Offices, LLC and 8 years with Suntrust Investment Services and Suntrust Advisory Services. Outside of finance, he is licensed as an armed security guard and provides contracted security services for nonprofit events. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Stephen Neu is a financial advisor with Steward Partners Investment Advisory, LLC based in Nashville, TN. He holds a Series 66 designation and has five years of industry experience. Prior to joining Steward Partners, he worked at firms including Raymond James Financial Services and Sagespring Wealth Partners. He also serves as an independent contractor mentee with the Aull Wealth Team. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through customized portfolio management and third-party money manager selections.

Dwayne Vick is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2019 and previously with Guardian Life from 2013 to 2019. Outside of advisory services, he is involved in life insurance brokerage and has part-time experience in luxury men's clothing retail. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs and financial planning services. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Dustin Dawes is a financial advisor at Guardian Life with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Dawes has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2010. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to insurance products and alternative investments through its connection with Guardian Life.

Christina Horan is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. Her prior roles include positions at LPL Financial, Commonwealth Financial Network, and MSI Financial Services. Mariner serves a diverse client base including individuals, institutions, and charitable organizations through customized investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Samuel Oliver is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and two years of industry experience. His work history includes roles at Goldman Sachs and United Capital Financial Advisers prior to joining Sanctuary Advisors. Sanctuary Advisors, LLC serves a broad range of clients such as individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers various services including portfolio management, financial planning, and retirement plan consulting, utilizing multiple investment approaches and acting as a fiduciary when engaged under a written advisory agreement.

Rita Pollard is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and with four years of industry experience. She has worked in various roles at Bankers Life entities since 2020 and manages a team of agents focused on retirement insurance planning, including Medicare Supplement and annuity products. Prior to her current role, she had positions in diverse fields including nonprofit work and retail. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across multiple security types, often integrating affiliated broker-dealer and insurance services.

Michael Wood is a Series 66-licensed financial advisor with Truist Advisory Services, bringing four years of industry experience. His career includes roles at Truist Advisory Services since 2022, Truist Investment Services starting in 2021, and Origin Bank from 2017 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by third-party platform partnerships and AI-enabled research tools.

Stephen Enoch is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His career includes roles at firms such as Lion Street Financial, Securities America, and Highland Capital Brokerage. Outside of advisory services, he owns the intellectual property rights of the late Lewis Grizzard and has interests in a family farm. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans, with over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of investment advisory and brokerage services, utilizing discretionary and non-discretionary strategies supported by both in-house and third-party solutions.

Westin Kaser is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Principal Financial Services and has worked at several firms, including LPL Financial and CUNA Brokerage Services. Prior to his financial services career, he was employed by UberEats and worked in the restaurant industry. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, estates, and active-duty U.S. military personnel abroad. The firm specializes in direct advisory programs, financial planning, and access to third-party money manager solutions, offering both adviser and promoter arrangements.

Alexandre Sawyer is a financial advisor with Fifth Third Securities, Inc. in Nashville, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include work with Florida Financial Advisors and positions outside finance such as at the University of Tennessee, Knoxville, and in security and education sectors. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.

Thomas Ennis is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Truist Advisory Services in Nashville, TN, having previously worked at UBS Financial Services and Wileybros Aintree Capital LLC. His credentials also include Series 66 and Series 63 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management strategies, supported by third-party platforms and AI-enabled research tools, to guide its investment and manager selection processes.

David Walker is a financial advisor at Guardian Life with 15 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian since 2013, following a two-year tenure at Merrill. He also consults with prospective business owners through his own company, Walker Consult Co, LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, integrating proprietary programs and third-party platforms to deliver tailored client solutions.