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.

Christopher Saxon is a financial advisor with Valic Financial Advisors in Nashville, TN. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Saxon is also appointed as an agent to sell non-securities insurance products for AGIA. 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 consulting services through a large network of advisors and utilizes discretionary unified managed accounts with optional tax-aware and ESG overlay services.

Robert Pillow is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His previous roles include positions at Park Avenue Securities and various firms prior to that. Outside of his advisory work, he is also involved in insurance activities outside of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individual, pension, charitable, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm utilizes a range of discretionary and non-discretionary advisory models and offers digital advisory solutions, combining proprietary and third-party investment strategies.

William Barclay Jr. is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at InterOcean Capital Group LLC and John Hancock Investment Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies and offers access to private funds and third-party managers.

Austin Petrovich is a financial advisor with Truist Advisory Services, holding a Series 66 designation and six years of industry experience. His career includes roles at Truist Investment Services and Suntrust Advisory Services. Outside of finance, he has been involved with Uber EATS for six years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and integrated inter-affiliate resources.

Nelson Green Jr. is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds the Series 66 designation and has been with Valic Financial Advisors since 2015. He also holds a position as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors, Inc. 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 using a range of model solutions and centralized technology through a large network of advisors.

Robert Dean is a financial advisor with Fifth Third Securities, Inc. in Nashville, TN. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2026. Prior to this, he was employed at Fifth Third Bank and has military experience as a United States Marine Corps Reservist from 2017 to 2023. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a variety of managed account programs on the Passageway platform, combining mutual fund, ETF, and separately managed account strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

Samuel Rice is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 registrations and six years of industry experience. His work history includes roles at Seven Arrows Planning, Steward Partners Investment Solutions, Lighthouse Wealth Group, SageSpring Wealth Partners, Raymond James Financial Services, Exencial Wealth Advisors, Merrill, Bank of America, WestPac Wealth Partners, Greystar Management Services, and the University of Kansas. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions with both discretionary and non-discretionary management options.

Spiro Natsis II is a CFP® and Series 66-registered advisor with three years of industry experience, currently with Truist Advisory Services. His work history includes roles at Merrill and Truist Investment Services. Outside of finance, he previously worked at Libertyville Gymnastics Academy and in education at Middle School North and Lake Zurich High School. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Christine Harezlak is a CFP® with 22 years of experience in financial services. She is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having joined in 2025. Prior to this, she held various roles at Northwestern Mutual and its affiliated companies, including Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management, from 2010 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with investment management typically implemented through separately managed accounts overseen by third-party or affiliated managers.

David Dermenjian is a financial advisor with Creative Planning who holds a Series 66 designation and has 24 years of industry experience. Prior to joining Creative Planning in 2023, he worked for Mesirow Financial, Inc. for 21 years. Outside of his advisory role, Dermenjian serves on the boards of several companies, including Olio Health, Inc., an oilfield services firm, an engineering and design company, and an oil and gas business; he also provides consulting support to a natural cattle production enterprise and has held a senior leadership role on the John Hancock Advisory Board. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Zachary Harris is a financial advisor with Truist Advisory Services who holds the Series 66 designation and has 19 years of industry experience. Prior to joining Truist in 2025, he worked for Robert W. Baird for 17 years. Harris is also the owner of a single-family residential property in Nashville, TN. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Austin Farris is a financial advisor with Steward Partners Investment Advisory, LLC in Nashville, TN. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining Steward Partners, he worked in various roles including positions at the United States Soccer Federation and in the hospitality industry. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Faron Daugs is a CFP® professional with 35 years of experience in the financial services industry. He is currently with CWM, LLC and previously worked at Cetera Advisor Networks, LPL Financial, and Harrison Wallace Financial Group. In addition to his advisory role, he is licensed as an insurance agent for fixed life and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios supported by an Investment Committee and integrates multiple analytical approaches, third-party sub-advisors, and advanced customization tools.

Earnest Smith III is a CFP®-certified financial advisor with 27 years of industry experience, currently with Truist Advisory Services in Nashville, TN. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2007. Outside of advising, Smith is an author and co-president of the Private Directors Association, a nonprofit focused on education for private directors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, with a focus on manager selection supported by AI-enabled research and inter-affiliate integration.

Joshua Harness is a financial advisor at Oppenheimer with 21 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022. Prior to that, he spent over a decade at B. Riley Wealth Management and B. Riley Wealth Advisors, and also worked at Ameriprise from 2005 to 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Brian Huxhold is a CFP® professional with 15 years of industry experience, currently serving at Truist Advisory Services. He previously worked at Charles Schwab and Schwab Private Client Investment Advisory, with a combined tenure of five years before joining SunTrust Advisory Services in 2018. 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 manager selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

James Wilson is a CFP® with 39 years of industry experience, currently affiliated with Commonwealth Financial Network and Brentwood Financial Partners, where he has worked since 2007 and 2013, respectively. He serves as president and chief manager of Wilson Financial Group, LLC, which operates Brentwood Financial Partners. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs, including customized portfolio solutions and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Jeffery Factor is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes prior roles at Citigroup Global Markets, Morgan Keegan & Company, and Raymond James & Associates. He is based in Brentwood, Tennessee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

Philip Benavides is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at Bank of America, N.A. for 11 years and Merrill for four years. Outside of his advisory role, he is a silent partner in a family business involving real estate investment. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of over 400 independent advisors who deploy various investment strategies through discretionary and non-discretionary accounts, utilizing multiple management platforms and sub-advisers.