Samuel Rice is a financial advisor with Steward Partners Investment Advisory, LLC in Nashville, TN, holding Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at Seven Arrows Planning, Steward Partners Investment Solutions, Lighthouse Wealth Group, SageSpring Wealth Partners, Raymond James Financial Services, Exencial Wealth Advisors, Bank of America, Merrill, WestPac Wealth Partners, and Greystar Management Services. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory, financial planning, pension consulting, and managed account programs with both discretionary and non-discretionary portfolio 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® professional with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Brentwood, TN. Her prior experience includes roles at Northwestern Mutual Life Insurance Company and its affiliated entities, where she worked for eight years before joining Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to guide investment recommendations while leaving final trading decisions to clients.

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.

Jonathan Harris is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and bringing 12 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2017 and previously held roles at Waddell & Reed, Inc and various insurance carriers. Outside of his advisory work, Harris is involved with Chef Penelope's Catering as a bartender for weddings in Nashville. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

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 Certified Financial Planner (CFP®) with 35 years of industry experience. He is affiliated with CWM, LLC and has held prior roles at Cetera Advisor Networks, LLC and LPL Financial. Outside of his advisory work, he is an insurance agent specializing in life and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a large network of advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of services including financial planning, retirement-plan consulting, and access to alternative investments.

Jennifer Butterworth is a financial advisor at Truist Advisory Services with a Series 66 designation and just over one year of industry experience. Her prior work includes roles at Truist Bank and State Farm. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting along with third-party platforms and AI-enabled research 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 20 years of industry experience. He holds the Series 66 designation and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Harness is based in Nashville, TN. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides both advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection in its investment approach.

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.

Justin Harding is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at LPL Financial, Minnesota Life Insurance Company, and Securian Financial Services. He is also licensed as an agent selling universal life, term life insurance, and annuities. Private Advisor Group serves a broad mix of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm supports a range of investment programs and utilizes model portfolios from leading strategists such as Fidelity, BlackRock, and Goldman Sachs.

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 credentials and bringing 41 years of industry experience. His prior roles include positions at Raymond James & Associates and multiple Truist-related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Philip Benavides is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he is a joint owner in a family business and a silent partner involved in real estate investment. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports independent advisers in managing portfolios through various programs and utilizes a range of analytical approaches, acting as a fiduciary when agreements are in place.

Andrew Cook is a financial advisor with Focus Partners Wealth, LLC in Nashville, TN. He holds a Series 65 designation and has three years of industry experience. His prior work includes roles at The Colony Group, LLC, InterOcean Capital Group LLC, and Marsh Cook Investment Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Brenton Goers is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Investment Services LLC and Regions. Outside of his advisory role, he owns Brigade Basketball Club in Murfreesboro, TN. Private Advisor Group manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Patrick Snell is a CFA® charterholder with 13 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has served as Chief Investment Officer at M Capital Advisors since 2007. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charities, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

David Howell is a CFP®, ChFC®, and Series 66 licensed advisor with 24 years of industry experience. He is currently with Principal Financial Services and has held roles at Freedom Planning Partners, Freedom Insurance & Financial Group, Marcum Benefit, and Principal Life Insurance Company. Howell also teaches part of the CFP curriculum at Kaplan/Belmont University and serves as a board member for a nonprofit baseball organization. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.