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 a Series 65 designation and two years of industry experience. His prior roles include positions at InterOcean Capital Group LLC and John Hancock Investment Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Scott Paschal is a financial advisor at Mercer Global Advisors Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Financial Partners Group, LLC for 12 years. Outside of advising, he is the managing member of Hickory Hills Farm, LLC, a farming business operating as Cellar 53 Winery. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

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 Series 66-licensed financial advisor with Valic Financial Advisors, based in Nashville, TN, having 11 years of industry experience. He has worked at Valic Financial Advisors since 2015 and also holds a position as an agent with Agia, where he is involved with non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Robert Dean is an advisor at Fifth Third Securities, Inc. in Nashville, TN, holding Series 63 and Series 65 licenses with one year of experience. His prior work includes roles at Fifth Third Bank, Greystar, and service in the United States Marine Corps Reserves. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers a range of investment programs on the Passageway Managed Account platform and operates as a wholly owned subsidiary of Fifth Third Bank.

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 Rhodes is a CFP® and ChFC® with 36 years of industry experience. He is currently with United Planners Financial Services of America and has held prior roles at SCF Investment Advisors, SCF Securities, and Parkland Securities. Rhodes serves as Secretary of the Mt. Juliet Noon Rotary and President of Celebration Lutheran Church, both community organizations in Mt. Juliet, TN. United Planners Financial Services serves a diverse client base that includes individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent Investment Advisor Representatives.

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 CFP®-certified financial advisor with over 34 years of industry experience. He is affiliated with CWM, LLC and has held roles at Cetera Advisor Networks, LPL Financial, and Harrison Wallace Financial Group. In addition to his advisory work, he is licensed as an insurance agent specializing in life and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse clientele including 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 and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Brian Brinson is a financial advisor with Fifth Third Securities, Inc. in Nashville, TN. He holds Series 63 and Series 65 licenses and has five years of industry experience. Brinson has been with Fifth Third Securities since 2020 and has been affiliated with Fifth Third Bancorp since 2015. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to a large bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

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.

Jayson O'Connor is a CFP® with six years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior work includes roles at SCF Securities, Kraft Asset Management, and Independent Financial Group, as well as service in the US Navy. He is also involved in fixed insurance sales in Mount Juliet, TN. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and retirement services through an open-architecture platform with multiple custodians and money managers. The firm operates as both a registered investment adviser and broker-dealer with a network of 477 independent advisors.

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.