Dillon Lynch is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with net worth over $20 million.

Bruce Beyer is a financial advisor with Prime Capital Financial and holds a Series 63 designation. He has 34 years of industry experience, including roles at Private Client Services, Lawing Financial, and Cambridge Investment Research. Outside of advising, he oversees financial matters for Wakemaxx Watersports, a marine sales and service business. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth clients—trusts, corporations, and retirement plans. The firm offers a broad range of services such as asset management, financial planning, family office services, and retirement plan support, employing a variety of investment strategies and maintaining an affiliated tax advisory subsidiary.

David Walker is a financial advisor at Guardian Life with 15 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian since 2013, following a two-year tenure at Merrill. He also consults with prospective business owners through his own company, Walker Consult Co, LLC. Park Avenue Securities, a subsidiary of The 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, integrating proprietary programs and third-party platforms to deliver tailored client solutions.

Michael Danielski is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 credentials and three years of industry experience. Prior to his current role, he has held positions at several companies including Hardware Tech Inc. and Sunpro. Outside of financial advising, he has worked as a project assistant counting and pricing jobs related to door frames and hardware. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporate and charitable entities, offering both advisory and broker-dealer services with proprietary and third-party investment models, including discretionary and non-discretionary program options.

Christian Bulla is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds a Series 66 designation and previously worked at Arete Wealth, Inc. and Center Street Securities, Inc. Outside of investment advisory, he is involved in acting for Lifeway Christian Resources on film projects. D.A. Davidson & Co. provides a range of investment advisory and brokerage services to employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services including retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Brent Whiddon is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 credentials. He has 31 years of industry experience with prior roles at OneAscent Wealth Management, Cetera Advisor Networks, CWM, LLC, Whiddon Wealth Management, LPL Financial, and Edward Jones. Outside of advising, he engages in farming as an owner of PSA 121, LLC, and participates as a speaker in financial education seminars and organizations. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model utilizing a combination of in-house and third-party portfolio strategies and technology platforms.

Jason Beaird is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His career includes prior roles at Kings Point Capital Management LLC and Merrill. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and uses a diversified, risk-class based investment process that combines passive and active strategies overseen by an internal Investment Committee.

Claud Haws Sr. is a CFP® professional with 29 years of industry experience, currently with Mercer Global Advisors Inc. He previously worked at Hawsgoodwin Investment Management, LLC, and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory role, he is a partner and part-owner of HG Main Street Partners, a real estate investment company. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

John Stover is a CFP® with 33 years of experience in financial advising. He is currently with Hornor, Townsend & Kent, LLC and previously held positions at AlphaStar Capital Management, World Equity Group, TCM Securities, and Penn Mutual Life Insurance Company. In addition to his advisory work, he is involved in insurance brokerage activities through his ownership and agent roles at related firms. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with a range of advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services and broker-dealer capabilities, overseeing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Kim Richardson is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Janney since 2017, following roles at Wells Fargo Clearing and Morgan Stanley Dw Inc. 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, offering brokerage services, financial planning, and advisory programs, with a mix of in-house and third-party portfolio management.

Jack Ricker is a financial advisor at NewEdge Advisors with three years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise. His background includes roles outside finance, such as positions at D.P. Dough and Lifetime Fitness. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers diverse portfolio management and consulting services, employing multiple program structures including advisor-managed accounts and model-based strategies, supported by centralized due diligence and technology tools.

Noah Scott is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and two years of industry experience. He has worked at Keystone Wealth Alliance and Keystone Financial Resources, where he is also a licensed Tennessee Life and Health Insurance Agent assisting with insurance sales and illustrations. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey platform and sub-advisory relationships.

Thomas Sheehan Jr. is a financial advisor with \&PARTNERS in Nashville, TN, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Wiley Bros. Aintree Capital, LLC since 1995. \&PARTNERS serves a broad client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and consulting services through a mix of proprietary and third-party strategies.

Michael Swann is a CFP® with 30 years of experience in the financial services industry. He has been with Truist Advisory Services since 2016, including its predecessor entities, and currently serves as an advisor at Truist Advisory Services and Truist Investment Services. Outside of his advisory role, he co-owns The Swann Group, LLC, a family business involved in property development and management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary strategies supported by inter-affiliate integration and third-party platforms.

David Wiley III is a financial advisor with &PARTNERS in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been affiliated with Wiley Bros. Aintree Capital, LLC since 1980. Wiley serves on the boards of several companies, including Ampersand Partners LLC, &Affiliates Capital LLC, Saussy Burbank Homes, and Turnberry Homes. &PARTNERS serves a broad client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA consulting services. The firm employs fundamental, technical, and quantitative analysis combined with model portfolios and third-party strategies to manage accounts on both discretionary and non-discretionary bases.

Matthew Pevahouse is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with Principal Life Insurance Company since 2010 and Principal Securities Inc. since 2016. Pevahouse's professional activities include working with fixed insurance, group benefits, and life-related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

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.

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.

Franklin Canales Navas is a Series 65–licensed financial advisor with five years of industry experience. He is currently with Hornor, Townsend & Kent, LLC and has previously worked at Alphastar Capital Management LLC and Focus Financial Group, LLC. In addition to his advisory role, he is involved in group benefits insurance sales and service, including products from Penn Mutual Life. Hornor, Townsend & Kent (HTK) serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, combining custody, execution, and brokerage services with investment advice.