David Gerkin is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 15 years of industry experience. He has worked at LPL Financial and Private Advisor Group since 2016. Outside of advising, he has served as a Notary Public for the State of Tennessee since 2014 and has been involved with local community organizations. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, employing a variety of investment strategies and providing access to multiple advisory platforms and third-party asset managers.

Benjamin May is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Sun Trust Investment Services and The Prudential Insurance Company of America. He serves as treasurer for Montgomery Bell Academy, where he assists with budgeting and financial governance. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Jon Sanders is a financial advisor with Oppenheimer in Nashville, TN. He holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a variety of investment approaches tailored to different programs and advisors, with approximately $36.7 billion in assets under management as of December 31, 2025.

Matthew Malone is a financial advisor with Sequoia Financial Group, L.L.C. in Nashville, TN, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at TBH Global Asset Management, Key Capital Management, US Bank Private Wealth, Bank of America, Merrill, and TIAA-CREF. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management, utilizing mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers, with investment decisions based on fundamental, technical, and cyclical analysis supported by ongoing due diligence.

Whitney Gorham is a financial advisor with Voya Financial Advisors, Inc. in Nashville, TN, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. Prior to joining Voya in 2018, Whitney worked at Northwestern Mutual in various capacities from 2010 to 2018. Whitney also operates as an independent insurance agent, specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves individual and institutional clients, offering financial planning, portfolio management, and brokerage and insurance products. The firm uses a combination of affiliated and third-party strategies, delivering advice mainly on a non-discretionary basis with an emphasis on model portfolios and retirement plan services.

Justin Wright is a financial advisor with Oppenheimer in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. Prior to joining Oppenheimer in 2026, he worked at RBC Capital Markets, Cetera, Shoemaker Financial, and Securian Financial Services. Outside of his advisory role, Wright is active in community outreach as a volunteer with the Phoenix Club of Memphis and serves as Co-Vice Chair of the Shelby County YR Club. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management and financial planning. The firm employs strategic and tactical asset allocation and offers both commission-based and asset-based fee programs, managing approximately $36.7 billion in assets as of the end of 2025.

Jeremy Collins is a financial advisor with Truist Advisory Services in Nashville, TN, holding a Series 66 designation and one year of industry experience. Prior to his current advisory role, he worked within Truist Investment Services and Truist Bank. Outside of finance, he is involved in the music industry as a managing member and recording artist for JACEE Music Group, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and utilizes third-party platforms for manager selection and due diligence.

Ryan Scott is a financial advisor with Private Advisor Group, LLC and holds a Series 66 credential. He has 26 years of industry experience, including 20 years at LPL Financial. Outside of his advisory work, Scott serves as a coach and board member for Tennessee Heat Sports, a nonprofit sports program for homeschool athletes. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and retirement consulting services through a network of investment adviser representatives, providing access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.

Jennifer Herendon is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 14 years of industry experience. Her prior positions include roles at SageSpring Wealth Partners, Southwestern Investment Advisory Services, and Raymond James Financial Services. She also works as an independent contractor financial advisor with The Aull Wealth Team. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by offering investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

Elizabeth Kiper is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and is based in Nashville, TN. Prior to joining Truist, her work history includes roles at several organizations such as Slade and Collins Insurance, University of Kentucky, and YMCA of Central Kentucky. 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, investment policy analysis, fiduciary support, and a manager-selection program through both discretionary and non-discretionary arrangements, supported by advanced research tools and inter-affiliate integration.

Marc Goodner is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at multiple Transamerica-related entities since 2018 and previously spent 12 years with Diversified Investors Securities Corp. and Diversified Investment Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services supported by Morningstar Investment Management’s technology and portfolio oversight. The firm manages a large client base with a focus on non-discretionary asset management and does not target high-net-worth or corporate clients.

Erik Larson is a CFA® charterholder with 11 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, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Mechel Frost is a financial advisor with &PARTNERS in Nashville, TN, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Since 2012, he has worked at Wileybros Aintree Capital. Outside of his advisory role, he is a partner and owner of HW and EB Swindoll Legacy LLC, which manages hunting rights on land registered with the Department of Agriculture's Conservation Reserve Program, and he also consults on estate asset management. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds, providing investment advisory and brokerage services alongside financial planning and consulting. The firm combines multiple roles as a registered investment advisor, broker-dealer, and municipal advisor, employing a range of fundamental, technical, and quantitative investment strategies.

Alanna Jacobson is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill Lynch and Raymond James & Associates. Outside of her advisory role, she teaches dance part-time at the Fellowship School of Creative Arts and Studio 1:16. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals.

Michael Baron is a financial advisor at Raymond James Financial with 15 years of industry experience and a Series 66 designation. His prior roles include positions at ACUFF & Associates / JULY Services and Massachusetts Mutual Life Insurance Company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers customized solutions such as its SIMPLE IRA Employer Advisory & Consulting Services program and conducts risk-based reviews and manager due diligence to tailor recommendations.

Stephen Elliott is a financial advisor with LPL Financial in Nashville, TN, holding a Series 63 designation and bringing 38 years of industry experience. He has been affiliated with Linsco Private Ledger Corp since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives, offering a wide range of advisory programs and financial planning services.

Antwun Fleming is a Series 66-licensed financial advisor with UBS Financial Services in Nashville, TN, with one year of industry experience. Before joining UBS, he worked at Amazon and Target. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a futures commission merchant and providing underwriting and principal trading activities.

Christopher Rittenberry is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at First Freedom Bank and has experience as the owner and CEO of Ritt's Woodworking, a carpentry and woodworking business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Albert Rush is a financial advisor at Edward Jones in Nashville, TN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016 and also maintains an ongoing role at SIB Development & Consulting, Inc. since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Barnes is a financial advisor with Primerica Advisors in Mount Juliet, TN, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Primerica Financial Services and the Tennessee Department of Transportation, as well as experience in government relations. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options under a wrap-fee structure.