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.

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.

Arthur Creel Jr. is a financial advisor at Farther with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Carmichael Capital, Inc., SS&C Market Services, LLC, and DST Systems Inc. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and utilizes bespoke or algorithmic model portfolios with automatic rebalancing.

Bryan Thompson is a financial advisor with Ameritas Advisory Services, LLC in Franklin, TN, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked with Ameritas Advisory Services since 2019 and leads Thompson Financial Group, where he serves as CEO, providing financial services and payroll processing. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients through a platform that includes discretionary and non-discretionary programs, model portfolios, and third-party subadvisers.

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 with Primerica Advisors based in Brentwood, TN. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 15 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company, where he has been active since 2010. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a variety of proprietary and third-party investment programs, employing a mix of discretionary and non-discretionary management strategies.

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.

Dillon Lynch is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with net worth over $20 million.

Bruce Beyer is a financial advisor with Prime Capital Financial and holds a Series 63 designation. He has 34 years of industry experience, including roles at Private Client Services, Lawing Financial, and Cambridge Investment Research. Outside of advising, he oversees financial matters for Wakemaxx Watersports, a marine sales and service business. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth clients—trusts, corporations, and retirement plans. The firm offers a broad range of services such as asset management, financial planning, family office services, and retirement plan support, employing a variety of investment strategies and maintaining an affiliated tax advisory subsidiary.

David Walker is a financial advisor with Primerica Advisors, holding a Series 66 designation and 14 years of industry experience. He has worked at Park Avenue Securities and Guardian since 2013. Outside of his advisory role, he consults with prospective business owners through Walker Consult Co, LLC. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and business consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Brian Reichenbach is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network in Franklin, TN. His career includes roles at Maple Grove Wealth Advisory, Chronicle Partners, LLC, and Raymond James Financial Services Advisors. He is a co-owner of Chronicle Partners, LLC, a private entity focused on securities, advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custodial services.

Christian Bulla is a financial advisor at D.A. Davidson & Co. with six years of industry experience and a Series 66 designation. Before joining D.A. Davidson in 2026, he worked at Arete Wealth, Inc. and Center Street Securities, Inc. He also has a role as an actor with Lifeway Christian Resources in Murfreesboro, TN. D.A. Davidson & Co. provides investment advisory and brokerage services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Brent Whiddon is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 31 years of industry experience. His prior roles include positions at OneAscent Wealth Management, Cetera Advisor Networks, CWM, LLC, Whiddon Wealth Management, LLC, and LPL Financial. Outside of advising, he is involved in farming as an owner of PSA 121, LLC, and participates in financial education as a speaker for World Equity Group, Inc. and a member of The Society for Financial Awareness. Private Advisor Group serves a diverse client base, including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to multiple advisory programs and third-party asset managers, with model portfolios supported by firms such as Fidelity, BlackRock, and Goldman Sachs.

Jason Beaird is a CFA® charterholder with 14 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022, following eight years at Kings Point Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad mix of clients, including individuals, trusts and estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Claud Haws Sr. is a CFP® professional with 29 years of industry experience, currently with Mercer Global Advisors Inc. He previously worked at Hawsgoodwin Investment Management, LLC, and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory role, he is a partner and part-owner of HG Main Street Partners, a real estate investment company. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

John Stover is a CFP® with 33 years of experience in financial advising. He is currently with Hornor, Townsend & Kent, LLC and previously held positions at AlphaStar Capital Management, World Equity Group, TCM Securities, and Penn Mutual Life Insurance Company. In addition to his advisory work, he is involved in insurance brokerage activities through his ownership and agent roles at related firms. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with a range of advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services and broker-dealer capabilities, overseeing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Kim Richardson is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at Janney Montgomery Scott since 2017 and previously held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage and advisory services supported by both in-house and third-party portfolio management.

Jack Ricker is a financial advisor at NewEdge Advisors with three years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise. His background includes roles outside finance, such as positions at D.P. Dough and Lifetime Fitness. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers diverse portfolio management and consulting services, employing multiple program structures including advisor-managed accounts and model-based strategies, supported by centralized due diligence and technology tools.