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.

Corey Creel is a CFP® and ChFC® affiliated with Farther in Nashville, TN, with over eight years of experience in financial services. He previously worked at Omni Wealth Management and Northwestern Mutual. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary private investment fund recommendations. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios with automatic rebalancing and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Bryson Hill is a Series 66-credentialed financial advisor with two years of industry experience. He is associated with Eagle Strategies, a New York Life company, and operates under the DBA Pickens Hollow Financial Group, offering New York Life products and services. Prior to his current financial roles, Hill has held positions in various businesses including Atlanta Warehouse Solutions and Bottles and Bones. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, working closely with a diverse range of clients including plan sponsors and charitable organizations.

Kevyn Bowling is a financial advisor with TLG Advisors, Inc. in Franklin, TN, holding a Series 66 designation and five years of industry experience. Prior to joining TLG Advisors, he worked at The Leaders Group Inc. and TPG Financial Inc. Bowling also has a background in freelance film work. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers services including portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Joshua Parker is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Asset Management, Horne Wealth Advisors, Trustcore Financial, and Amsouth Investment Management Company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an “enhanced open architecture” framework that blends active and passive strategies, third-party managers, and private funds.

John Poling is a CFP® professional with 20 years of experience, currently serving at Sanctuary Advisors, LLC since 2019. His prior experience includes roles at Bank of America, Merrill, and Banc Of America Investment Services. He serves on the board of the Tennessee Alzheimer's Association, contributing to event planning, fundraising, and outreach efforts. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent advisers. The firm offers portfolio management, retirement plan consulting, and utilizes various analytical approaches, managing accounts on both discretionary and non-discretionary bases while acting as a fiduciary under written agreements.

Justin Skoglund is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2016. 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 with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment processes.

Kenneth Sisk is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2017, following six years at Redhawk Wealth Advisors, Inc. He also operates Sisk & Associates, where he serves as an insurance producer. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm supports a large network of advisors through a turnkey asset management platform and offers a range of discretionary investment strategies, including model portfolios and separately managed accounts.

Chris Whitman is a ChFC® and Series 66 registered advisor with Primerica Advisors, based in Brentwood, TN, and has 21 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Outside of his advisory work, he serves on the board of Gifts of Grace Inc. and provides business consulting services focused on leadership coaching, marketing and advertising plan design, and operational team development. Primerica Advisors operates within Park Avenue Securities LLC, serving a diverse retail client base through both brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions, utilizing proprietary and third-party strategies across various asset types and account structures.

Ian Ritchie is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. His career includes roles at Private Advisor Group, LPL Financial, Heritage Holding, JP Morgan, and Baroo. He provides administrative support to Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a fiduciary-based advisory model and a variety of investment strategies and technology platforms.

Drew Howard is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior work includes roles at Edward Jones and Lincoln Financial Advisors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

James Fredrikson is a CFP® with 35 years of industry experience, currently serving at Fifth Third Securities, Inc. in Nashville, TN. He has been with Fifth Third Securities since 2007, with a brief period of unemployment between 2022 and 2023. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by its affiliation with Fifth Third Bank and a range of platform services.

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.

Jacqueline Budd is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has two years of industry experience, including previous work with LPL Financial. Prior to entering the financial services field, her background includes roles in education and food service. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm uses a network model of independent advisory representatives and leverages technology platforms alongside a range of portfolio management techniques.

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.

Robert Nurse is a CFP®-credentialed financial advisor with nine years of industry experience. He has worked with Mercer Global Advisors since 2021 and previously held roles at HawsGoodwin Wealth and The Vanguard Group. Nurse is based in Franklin, TN. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds, complemented by educational programs and integrated service lines.

Lynard Holland is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Fifth Third Securities before joining Truist in 2022. 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, fiduciary support, and a manager-selection program that uses both discretionary and non-discretionary strategies supported by AI-enabled research and inter-affiliate integration.