Jason Beaird is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His career includes prior roles at Kings Point Capital Management LLC and Merrill. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and uses a diversified, risk-class based investment process that combines passive and active strategies overseen by an internal Investment Committee.

Maged Hanna is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank and American Life Insurance Company, and he has experience in education from Metropolitan Nashville Public Schools and Lipscomb University. Outside of finance, he is a self-published author through Kindle Direct Publishing. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs and manages roughly $10.9 billion in assets across more than 900 advisors.

Christopher Blake is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He previously worked for Lazard Asset Management for nearly three decades before joining LPL Financial and later Independent Advisor Alliance. Blake is also involved with CMPD12 Capital in an investment-related capacity. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies along with technology platforms to support portfolio and estate planning services.

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. He holds Series 63 and Series 66 licenses and has six years of industry experience. His career includes roles at Prudential Investment Management Services and The Prudential Insurance Company of America, as well as service in the U.S. Army. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered through a model closely aligned with Empower’s recordkeeping and administrative platforms.

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.

Charles Keene is a CFP® professional with 23 years of experience in the financial services industry. He currently works at Truist Advisory Services and Truist Investment Services, having joined in 2021. His prior experience includes roles at BB&T Securities, Bank of America, Merrill, and Banc of America Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager‑selection programs, utilizing a combination of discretionary and non‑discretionary approaches supported by third‑party research and platform relationships.

Stephen Laughter is a financial advisor with Truist Advisory Services, holding a Series 63 license and bringing 28 years of industry experience. He has worked at Truist Advisory Services since 2016, including a prior tenure with Suntrust Investment Services from 2007 to 2017. Outside of his advisory role, he is a partner in a construction company he formed with his son that builds and rehabs houses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager selection through its AMC Advantage program. The firm combines discretionary manager relationships with consulting services and utilizes AI-enhanced research and integrated inter-affiliate resources to support its investment approach.

Joshua Parker is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Asset Management, Horne Wealth Advisors, Trustcore Financial, and Amsouth Investment Management Company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an “enhanced open architecture” framework that blends active and passive strategies, third-party managers, and private funds.

Jaime Settles is a financial advisor at PNC Wealth Management in Nashville, TN, with 24 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Merrill Lynch Pierce Fenner Smith and Raymond James Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees with PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessments to recommend investment models implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

John Poling is a CFP® professional with 20 years of experience, currently serving at Sanctuary Advisors, LLC since 2019. His prior experience includes roles at Bank of America, Merrill, and Banc Of America Investment Services. He serves on the board of the Tennessee Alzheimer's Association, contributing to event planning, fundraising, and outreach efforts. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent advisers. The firm offers portfolio management, retirement plan consulting, and utilizes various analytical approaches, managing accounts on both discretionary and non-discretionary bases while acting as a fiduciary under written agreements.

Chris Whitman is a ChFC® and Series 66 registered advisor with Primerica Advisors, based in Brentwood, TN, and has 21 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Outside of his advisory work, he serves on the board of Gifts of Grace Inc. and provides business consulting services focused on leadership coaching, marketing and advertising plan design, and operational team development. Primerica Advisors operates within Park Avenue Securities LLC, serving a diverse retail client base through both brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions, utilizing proprietary and third-party strategies across various asset types and account structures.

Ronald Richmond Jr. is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has worked at B. Riley Wealth Advisors, B. Riley Securities, and B. Riley Wealth Management prior to joining Oppenheimer in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and services, including discretionary and non-discretionary investment management, financial planning, and retirement consulting.

Drew Howard is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior work includes roles at Edward Jones and Lincoln Financial Advisors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

James Fredrikson is a CFP® with 35 years of industry experience, currently serving at Fifth Third Securities, Inc. in Nashville, TN. He has been with Fifth Third Securities since 2007, with a brief period of unemployment between 2022 and 2023. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by its affiliation with Fifth Third Bank and a range of platform services.