Jeffrey Arwood is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2006. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm provides ongoing portfolio management with both model and customized portfolios and serves as adviser to the TIAA Donor Advised Fund.

Christopher Trokey is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds the CFA® designation and Series 66 and 63 licenses. His prior work includes 13 years at GenSpring Family Offices, LLC, followed by roles at Suntrust Investment Services and Suntrust Advisory Services since 2018. Outside of finance, Trokey is licensed as an armed security guard and provides contracted security services for nonprofit events. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Stephen Neu is a financial advisor with Steward Partners Investment Advisory, LLC based in Nashville, TN. He holds a Series 66 designation and has five years of industry experience. Prior to joining Steward Partners, he worked at firms including Raymond James Financial Services and Sagespring Wealth Partners. He also serves as an independent contractor mentee with the Aull Wealth Team. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through customized portfolio management and third-party money manager selections.

Dwayne Vick is a financial advisor at Hornor, Townsend & Kent, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Primerica Advisors and Guardian Life Insurance Company. In addition to his advisory role, Vick is active as a life insurance agent for Penn Mutual Life Insurance Company and works part-time in retail sales of luxury men's clothing. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of its assets on a non-discretionary basis.

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 Series 66-licensed financial advisor with Sanctuary Advisors, LLC, based in Brentwood, TN. He has two years of industry experience and has previously worked at Goldman Sachs, United Capital Financial Advisers, and ServisFirst Bank. Oliver also held academic positions at The University of Alabama and its Manderson Graduate School of Business. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a network of independent advisors, affiliated broker-dealer services, and sub-advisors to implement diverse investment strategies.

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.

Drew Hadlock is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Jackson National Life Distributors from 2016 to 2022 and has been with CNR Securities, LLC since 2022. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and institutional investors. The firm employs a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to construct customized portfolios across various asset classes.

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 at &PARTNERS with 42 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Wiley Bros. Aintree Capital, LLC since 1995. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, combining proprietary models with third-party manager solutions and employing a range of analytical approaches within its portfolio management.

Bryan De Cuir is a financial advisor with LPL Financial in Mt. Juliet, TN, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2006 and is also associated with Private Advisor Group, LLC. In addition to his advisory role, he is a licensed attorney and provides estate planning services through Complete Wealth Preservation, LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment models, allowing for tailored strategies that combine advisory and brokerage services.

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.