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 a financial advisor at Cerity Partners LLC, having previously worked at Covenant Partners, Bank of America N.A., Merrill, and U.S. Trust Bank of America Private Wealth Management. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of December 31, 2025. The firm employs a customized wealth management approach centered on client-specific investment profiles and asset allocation, with access to alternative and private market solutions for qualified clients.

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 licenses and three years of industry experience. His prior experience includes roles at UBS, New York Life, and Luken Investment Analytics. Outside of his advisory work, he serves as 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 through managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

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.

Justin Druckenmiller is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes roles at LPL Financial and Waddell & Reed, Inc., as well as experience with various insurance carriers through W & R Insurance Agencies. He provides investment advisory services primarily through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that utilizes technology platforms and third-party managers.

Chris Whitman is a financial advisor with Guardian Life in Brentwood, TN, holding the ChFC® and Series 66 designations and having 21 years of industry experience. He has been with Guardian Life since 2012 and previously worked at Ameriprise for one year. Outside his advisory role, Whitman serves on the board of Gifts of Grace Inc. and provides business consulting focused on leadership coaching, marketing, and operational development. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes both discretionary advisor-led management and model-based strategies, with access to proprietary programs, third-party advisory solutions, and integrated lending and alternative investment options.

Brandon Edwards is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and Waddell & Reed. Outside of his advisory work, he is involved with the Starfish Infertility Foundation and the Brandywine Pointe Dock Association. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates both proprietary and third-party investment strategies, utilizing multiple investment approaches and technology platforms.

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.

Andrew Shea is a financial advisor with Principal Financial Services in Brentwood, TN, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors. He also works as a broker and agent in the insurance sector, focusing on fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jeremy Newgard is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Thrivent Financial, Hartford Funds Distributors, Ivy Funds Distributor, and Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model, utilizing a range of investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

Joshua Grogan is a financial advisor at Private Advisor Group, LLC, with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and American HomePride prior to joining Private Advisor Group and LPL Financial in 2021. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

Christopher Saxon is a financial advisor with Valic Financial Advisors in Nashville, TN. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Valic Financial Advisors, he was associated with Trinity Wealth Securities and Tristate Financial Advisors. He is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs through a large network of advisors and employs a technology-driven, model-based investment approach.