Jeffrey Lynch is a ChFC® credentialed financial advisor with 39 years of industry experience, currently with On Investment Management CO in Nashville, TN. He has held long-term roles at THE O.N. Equity Sales Company and The Ohio National Life Insurance Company. Outside of his advisory work, he is involved as a partner in a restaurant franchise and participates in residential home renovation projects. Lynch also serves as president and board member of two small nonprofit organizations, Friends of FE Viva and World Promise. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based planning and access to multiple third-party investment platforms, with both discretionary and non-discretionary management options.

Martha Walthall is a financial advisor at Thoroughbred Financial Services, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Thoroughbred Financial Services, she worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Walthall is also involved in insurance sales, focusing on life, disability, medical, and long-term care insurance. Thoroughbred Financial Services provides investment supervisory services to a diverse client base including individuals, trusts, estates, and retirement plans. The firm emphasizes asset allocation in its investment approach and uses a combination of mutual funds, ETFs, individual equities, and fixed income, employing both tactical and strategic management techniques.

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®-designated financial advisor with 20 years of industry experience, currently serving at Stephens. He has been with Stephens continuously since 2012, holding roles within the firm over more than a decade. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm utilizes a committee-based approach for portfolio management and offers a range of services including financial planning, retirement-plan advisory, and institutional equity research.

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 66 and Series 63 licenses and having 21 years of industry experience. He has worked with Compass Advisory Partners LLC since 2015 and has held roles at Lion Street Financial and FSC Securities Corp. Webb 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 clients. The firm employs a combined fundamental and technical analysis approach focused on relative strength and customizes portfolios using discretionary or model-based strategies.

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 at Wealth Watch Advisors, INC, holding a Series 65 designation with one year of industry experience. He previously worked at Ready2Retire LLC and has sixteen years of experience with Insurance Advantage LLC. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical methods and offers discretionary and non-discretionary portfolio management, financial planning, and alternative private placements for accredited investors.

Friend Williams is a financial advisor at AlphaStar Capital Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Centennial Advisors, TD Ameritrade, and Guardian Life Insurance. Outside of his advisory role, he is a co-owner and licensed agent at Riverdog Insurance LLC. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing both model portfolios and custom strategies based on quantitative analysis and tactical asset allocation.

Blake Schnell is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and The University of Alabama. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, with services delivered through Empower’s recordkeeping and administrative platforms.

Daniel Mills is a financial advisor with Guardian Life and Park Avenue Securities holding a Series 63 designation and over 31 years of industry experience. His career includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC prior to his current positions since 2020. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using model portfolios from in-house and third-party managers, as well as a digital advisory solution named VestWise™.

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 based in Nashville, TN, with 19 years of industry experience. She has worked at BNY Investments for 18 years before joining Focus Partners Wealth, LLC, where she has been an advisor since 2025. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a broad range of wealth management and advisory services.

James Murphy Sr. is a financial advisor with TLG Advisors, Inc., holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. His career includes long tenures at Securities Management & Research, Inc. and American National Insurance Company, as well as ongoing involvement with Horizon Insurance Group LLC. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm employs a research-driven approach combining fundamental analysis and Modern Portfolio Theory, offering services such as investment supervisory, portfolio management, and ERISA fiduciary services, alongside its direct-to-consumer Starlight Portfolios program.

William Shallenberger is a Series 66-licensed financial advisor with Valic Financial Advisors in Nashville, TN, and has two years of industry experience. His prior roles include positions at Edward Jones and The Prudential Insurance Company of America. Earlier in his career, he worked as a service representative for Aire Master, a company providing air freshener services. 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 utilizes discretionary unified managed accounts and offers portfolio management and financial planning through a large network of advisors, managing approximately $29.2 billion across nearly 300,000 clients.

Meredith Flautt Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His career includes roles at LPL Financial and Raymond James Financial Services, Inc., as well as ownership of Flautt Financial LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custodial services.