Charles Nelson III is a financial advisor with \u0026PARTNERS based in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Wiley Bros. Aintree Capital, LLC for 31 years. \u0026PARTNERS serves a diverse client base including individuals, institutions, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services utilizing the Envestnet platform and employs a mix of proprietary and third-party investment strategies.

Micheal Upshaw Jr. is a CFP® professional currently with Focus Partners Wealth, LLC in Nashville, TN. He has experience working at several financial firms, including Interocean Capital at The Colony Group and Wood Financial Group. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, and institutional clients, offering comprehensive wealth management, retirement plan services, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis alongside a broad range of investment strategies and affiliated service companies.

Graham Mattes is a CFP® professional affiliated with Private Advisor Group, LLC, with 22 years of experience in the financial services industry. He previously worked at Edward Jones and LPL Financial. Mattes manages investment advisory services through Private Advisor Group and is based in Mt. Juliet, Tennessee. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to advisory programs, third-party asset managers, and a proprietary separately managed account program, delivering customized solutions through a broad network of investment adviser representatives.

Aaron Fiske is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and UBS. Outside of finance, he is the founder and CEO of DADDY, LLP, a lifestyle brand that includes a clothing line, a tequila brand, and a charitable foundation. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside various investment products to meet client objectives.

Tyler Harrison is a CFP® with 11 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has worked at The Colony Group, LLC and Jackson National Life Distributors, LLC. Outside of his advisory role, he is a 50% organizer of an LLC that manages a beach house rental property with his sister. 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 using a combination of active and passive strategies within an enhanced open architecture framework.

Cynthia Haddock is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Gwfs Equities, Inc. for the past 10 years. Outside of her advisory role, she operates a small family-run dog sitting business through rover.com. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Presley Carter Jr. is a ChFC® credentialed financial advisor with 39 years of industry experience. He has been with Principal Securities Inc. since 2006 and Principal Life Insurance Co. since 2004, both based in Nashville, TN. Outside of his advisory role, he serves on the Belle Meade Homeowners Association and Condo Association boards. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically handled on a discretionary basis by those managers.

Jeffrey Camp is a CFA® charterholder with 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at InterOcean Capital Group, LLC and InterOcean Capital, LLC. 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, combining active and passive strategies across various asset types.

Chrissoula White is a Series 66-licensed financial advisor at Empower Advisory Group with five years of industry experience. She previously worked at Bank of America and Merrill from 2019 to 2025. Outside of her advisory role, she assists with communication and administrative tasks for Sippin' Mobile Bar LLC, a mobile beverage cart business operated by her spouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to select retail account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Edwin Barton is a financial advisor at Sequoia Financial Group, L.L.C. in Nashville, TN, holding a Series 65 credential with seven years of industry experience. He has been serving as Chief Portfolio Strategist at M Capital Advisors since 1999. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Thomas McClendon is a financial advisor with Valic Financial Advisors in Nashville, TN, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Valic Financial Advisors since 2005 and is also affiliated with Agia, where he works with non-securities insurance products. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Laura Sydenstricker is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at SCF Investment Advisors, SCF Securities, and Mount Juliet Advisors. Outside of advising, she has experience in fixed insurance sales and manages operations for Mt. Juliet Advisors as a marketing entity. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm employs a mix of custodians and third-party managers, focusing primarily on non-discretionary asset management across individual, retirement, corporate, and institutional clients.

Luke Aull is a CFP® professional with 21 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has held roles at several firms, including Raymond James Financial and Southwestern Investment Group. Aull is president of Seven Arrows LLC, an LLC for his financial planning practice. Steward Partners Investment Advisory, LLC is a national enterprise-scale RIA managing approximately $36.7 billion in assets for individuals, institutions, and charitable organizations. The firm offers a range of portfolio management and financial planning services through Steward Partners-branded solutions and third-party managers.

Michael Thompson is a financial advisor at IEQ Capital, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities Inc for 15 years before joining IEQ Capital. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm emphasizes separately managed accounts and family-office services, utilizing a combination of centralized research and alternative investments within a platform managing approximately $35.4 billion.

Justin Ramey is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc., Hub International, and has a background that includes roles at the University of Alabama and Summit Behavioral Healthcare, LLC. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and both commission-based and asset-based fee structures.

Vanessa Newman is a financial advisor with Truist Advisory Services, holding a Series 66 designation and based in Nashville, TN. She has one year of industry experience and has been with Truist Advisory Services and its affiliated entities since 2026. Prior to joining Truist, she was with the Newman Sloane Group for 19 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a broad affiliate network.

Sylvia Menz is a financial advisor with &Partners, holding Series 66 and Series 63 licenses and five years of industry experience. She has worked at WileyBros Aintree Capital LLC since 2020 and has prior experience with FSM Inc, Kore PR, America Swim Inc, and several other organizations. &Partners serves a diverse client base including individual and institutional investors, offering investment advisory and brokerage services, financial planning, retirement plan consulting, and investment banking. The firm employs a range of portfolio management strategies using proprietary and third-party models and operates as both a registered investment adviser and broker-dealer.

Alyson Stevens is a CFP® professional with 18 years of industry experience, currently affiliated with \u0026Partners in Nashville, TN. She has been with Wileybros Aintree Capital LLC since 2007. Alyson serves as a committee member for the FINRA Membership Committee, participating in discussions regarding membership firms and regulation. \u0026Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, combining proprietary models and third-party manager solutions through platforms like Envestnet, and operates uniquely as both a broker-dealer and registered investment advisor with multiple revenue sources.

John Maggart is a financial advisor at &PARTNERS in Nashville, TN, holding Series 63 and Series 65 designations with 49 years of industry experience. He has worked at Wiley Bros. Aintree Capital, LLC since 1994. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering investment advisory and brokerage services alongside financial planning and retirement plan consulting. The firm utilizes a combination of proprietary and third-party investment strategies and operates with multiple regulatory registrations, including as a broker-dealer and municipal advisor.

Clifford Goodwin is a financial advisor with TLG Advisors, Inc. in Hendersonville, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with The Leaders Group, Inc. since 2013 and has worked as a self-employed independent advisor since 1997. Outside of his advisory role, he owns Focus Retirement Solutions, where he provides life, long-term care, and disability insurance services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.