Harrison Holder is a CFP® and Series 66-licensed financial advisor with three years of industry experience. He has worked at SageSpring Wealth Partners since 2022 and previously at Raymond James Financial Services and Ernst & Young. Holder is also involved with the Sircy-Hurd Wealth Team in a financial advisor capacity. SageSpring Wealth Partners serves a diverse clientele including individual, institutional, and plan sponsor clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm combines multi-team scale with a broad range of investment strategies and oversight capabilities, managing approximately $8.5 billion for over 11,500 clients.

Alexander Jones is a CFP® and ChFC® with 16 years of experience in the financial advisory industry. He currently works at Kingswood Wealth Advisors, LLC and has previously held roles at Eudaimonia Partners, Guardian Wealth Solutions, Guardian Financial, and LPL Financial. Outside of advisory work, he is an investor and minority owner in Aperio Path Software LLC, a company focused on developing software for risk management and increasing enterprise value for business owners. Kingswood Wealth Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform using both affiliated and unaffiliated third-party managers and integrates insurance-linked account management within its operational model.

Lee Handley III is a financial advisor with Prospera Financial Services, Inc. in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial and Ek Riley Investments, LLC. Handley also owns Handley Enterprises, a business entity used for managing business expenses and payroll. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Cynthia Pillard is a financial advisor with United Advisor Group, holding Series 66, Series 65, and Series 63 licenses and nine years of industry experience. She has worked at multiple firms including Principal Securities Inc., Hornor, Townsend, & Kent LLC, and Shoemaker Financial. In addition to her advisory role, she is an independent insurance agent specializing in life insurance brokerage. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage clients. The firm serves both non-high-net-worth and high-net-worth clients, employing a combination of strategic and tactical asset allocation along with value investing and various analytical methods to tailor portfolios.

Michael Hibsch is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Calton & Associates, Triad Advisors, First Horizons Advisors, FTB Advisors, and Invesco Distributors. He is also a licensed insurance agent, assisting clients with coverage needs. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisors. The firm offers portfolio management, financial planning, and consulting services, utilizing a range of investment strategies and implementation options tailored to client objectives.

Danny Gordon is a financial advisor with First Advisors National, LLC in Brentwood, TN, holding a Series 65 designation and 13 years of industry experience. He has served as president of iGroup Senior Markets, a services, insurance, and annuity products firm based in Fairfax, VA, since 2016. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and employs tactical and strategic asset allocation with a focus on third-party money manager selection and oversight.

Justin Porrett is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and several other financial firms. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Daniel Mills is a financial advisor with Guardian Life and holds the Series 63 designation. He has 31 years of industry experience, including prior roles at Principal Financial Services and The Prudential Insurance Company of America. Mills currently operates out of Brentwood, TN. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individual, corporate, and charitable clients. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services.

James Davis Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and over 50 years of industry experience. Prior to joining Kestra Advisory in 2022, he worked for NBC Securities, Inc. for 22 years. He is also commissioned as a notary public in Brentwood, Tennessee. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, with a focus on serving large institutional investors such as sovereign wealth funds.

Shawn Villalovos is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been with Transamerica since 2012 and is also involved with EvoShare Inc., a fintech company focused on integrating rewards and cashback programs into investments. His prior roles include work with several organizations such as Debtmerica and All for One, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Meredith Flautt Jr. is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 44 years of industry experience. His career includes roles at LPL Financial, Raymond James Financial Services, and Commonwealth Financial Network. He is also the owner of Flautt Financial LLC, a private entity facilitating securities, advisory, and insurance business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Hillary Stalker is a CFP® professional with nine years of industry experience, currently serving as an advisor at Corient. She has worked at several firms, including CapWealth Advisors, LLC, and The O.N. Equity Sales Company. Hillary is also involved with a vested fixed life book related to non-variable insurance renewals. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house and third-party strategies, along with risk management tools and alternative investment options.

Arthur Creel Jr. is a financial advisor at Farther with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Carmichael Capital, Inc., SS&C Market Services, LLC, and DST Systems Inc. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and utilizes bespoke or algorithmic model portfolios with automatic rebalancing.

Dwayne Vick is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2019 and previously with Guardian Life from 2013 to 2019. Outside of advisory services, he is involved in life insurance brokerage and has part-time experience in luxury men's clothing retail. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs and financial planning services. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Dustin Dawes is a financial advisor at Guardian Life with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Dawes has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2010. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to insurance products and alternative investments through its connection with Guardian Life.

Christina Horan is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. Her prior roles include positions at LPL Financial, Commonwealth Financial Network, and MSI Financial Services. Mariner serves a diverse client base including individuals, institutions, and charitable organizations through customized investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Jason Krueger is a CFP® and Series 65 licensed advisor at Corient with five years of industry experience. He previously worked at CapWealth Advisors, LLC for six years and UBS for three years. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, with continuous portfolio monitoring and risk management.

Samuel Oliver is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and two years of industry experience. His work history includes roles at Goldman Sachs and United Capital Financial Advisers prior to joining Sanctuary Advisors. Sanctuary Advisors, LLC serves a broad range of clients such as individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers various services including portfolio management, financial planning, and retirement plan consulting, utilizing multiple investment approaches and acting as a fiduciary when engaged under a written advisory agreement.

Steven Haag is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with multiple firms, including Colonial Life & Accident Insurance Company and Cornerstone Benefits Consulting Group, focusing on supplemental benefits and employee workplace benefits. Haag is also involved in estate planning education through Inheritguard, LLC, and refers clients for college loan consulting via Student Optimum Services. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services that include proprietary and third-party model portfolios, fee-based wrap programs, and commission-based insurance and brokerage products. The firm provides discretionary and non-discretionary investment management and supports pension plans, trusts, estates, charitable organizations, and corporations.

Rita Pollard is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and with four years of industry experience. She has worked in various roles at Bankers Life entities since 2020 and manages a team of agents focused on retirement insurance planning, including Medicare Supplement and annuity products. Prior to her current role, she had positions in diverse fields including nonprofit work and retail. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across multiple security types, often integrating affiliated broker-dealer and insurance services.