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.

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 at Integrity Alliance, LLC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lion Street Advisors and Highland Capital Brokerage. Outside of his advisory role, he owns the intellectual property of the late Lewis Grizzard and is involved in life insurance and annuities sales through Bluffview Insurance Group. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, and retirement plan consulting through a network of 164 independent advisors, utilizing a variety of portfolio management approaches and custodial platforms.

Westin Kaser is a financial advisor at Principal Financial Services with five years of industry experience. He holds the Series 66 designation and has worked at multiple firms including LPL Financial and CUNA Brokerage Services. Outside of finance, he previously worked in the food service industry. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory 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® professional with nine years of industry experience, currently serving at Truist Advisory Services in Nashville, TN. His prior roles include positions at Suntrust Investment Services, Suntrust Advisory Services, Wileybros Aintree Capital LLC, and UBS Financial Services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm provides a range of solutions including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by inter-affiliate integration.

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.

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.

Maged Hanna is an advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Fifth Third Bank, American Life Insurance Company, World Financial Group, and Metropolitan Nashville Public Schools. Outside the firm, he is involved in online publishing through Kindle Direct Publishing. Fifth Third Securities, Inc. serves a diverse client base, including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services. The firm sponsors the Passageway Managed Account Program, providing a range of portfolio management options through Fidelity’s Managed Account Xchange platform.

Christopher Blake is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63, 65, and 66 licenses. He has 29 years of industry experience, including a 20-year tenure at Lazard Asset Management Securities LLC. Blake is based in Brentwood, TN. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs discretionary and non-discretionary portfolio management strategies, leveraging technology platforms and a network model of independent advisors affiliated with LPL Financial.

Thomas Sheehan Jr. is a financial advisor with \&PARTNERS in Nashville, TN, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Wiley Bros. Aintree Capital, LLC since 1995. \&PARTNERS serves a broad client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and consulting services through a mix of proprietary and third-party strategies.

Clarence Hoskins III is a financial advisor with Empower Advisory Group in Nashville, TN, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and service in the U.S. Army from 2016 to 2020. 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 emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Eric Cornell is a financial advisor at Valic Financial Advisors in Nashville, TN, holding a Series 66 designation with six years of industry experience. His career includes prior roles at Bank of America, Merrill, and other financial firms. Outside of advisory work, he is involved in managing a personal business as a general partner and managing member of Cornell Properties 10X. 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 offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging technology and third-party model managers to support a high client-to-advisor ratio.

David Wiley III is a financial advisor with &PARTNERS in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been affiliated with Wiley Bros. Aintree Capital, LLC since 1980. Wiley serves on the boards of several companies, including Ampersand Partners LLC, &Affiliates Capital LLC, Saussy Burbank Homes, and Turnberry Homes. &PARTNERS serves a broad client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA consulting services. The firm employs fundamental, technical, and quantitative analysis combined with model portfolios and third-party strategies to manage accounts on both discretionary and non-discretionary bases.

Matthew Pevahouse is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with Principal Life Insurance Company since 2010 and Principal Securities Inc. since 2016. Pevahouse's professional activities include working with fixed insurance, group benefits, and life-related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Charles Winfrey Jr. is a financial advisor with Brookstone Capital Management LLC in Brentwood, TN, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has been with Brookstone Capital Management since 2015 and is also involved with The Rollover Company Inc, where he serves as an insurance agent specializing in fixed index annuities, disability, health, life, and long-term care insurance. Brookstone Capital Management provides fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis using a variety of strategies and supports a large advisor network with back-office and TAMP services.

Andrew Wood is a CFA® charterholder with six years of industry experience. He is currently an advisor at Cerity Partners LLC, where he has worked since 2026. Prior to this, he was with Covenant Partners, LLC, Bank of America N.A., Merrill, and U.S. Trust Bank of America Private Wealth Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, charitable organizations, foundations, and institutional investors. The firm’s investment approach includes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Richard Lunsford is a CFP® and ChFC® with 20 years of industry experience. He joined Mariner Wealth in 2024 and previously worked at Financial Engines Advisors, Schwab Private Client Investment Advisory, Creative Planning, and USAA financial planning services. Outside of advising, he is a partner in an Amazon storefront business. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with notable integration of tax and accounting services.

Julia Siterlet is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at UBS Financial Services from 2016 to 2023 before joining Truist Advisory Services and Truist Investment Services in 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Joseph Affatigato is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes positions at Transamerica Investors Securities, UBS, and New York Life. Outside of financial advising, he is president of Affatigato L.L.C., a retail and wholesale business importing olive oil from his family’s land in Sicily. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary recommendations focused on asset allocation and retirement planning. The firm employs proprietary technology from Morningstar Investment Management and operates primarily at scale, serving over 200,000 clients with a large share of non-discretionary assets.