Carol Jackson is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Merrill and Bb&T Securities prior to her current positions at Truist Advisory Services and Truist Investment Services. 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, supported by third-party platform and manager arrangements, with a focus on asset allocation, fiduciary support, and manager selection.

Jeffrey Alger is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with SunTrust Advisory Services since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. since 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Andrew Castleman is a financial advisor with Focus Partners Wealth, LLC in Nashville, TN. He holds a Series 65 designation and has been with Focus Partners Wealth since 2024. Prior to that, he worked at Big John's and Our Place and Wilsons. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, third-party managers, and alternative strategies, and offers a range of services including investment management, financial counseling, and retirement plan fiduciary services.

James Walton is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Valic Financial Advisors, AXA-Advisors, LLC, and Agia. Outside of his advisory role, he serves as a visitor host for a local networking group. 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. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Christina Downey is a CFP®-certified financial advisor with 26 years of industry experience. She is associated with Commonwealth Financial Network and Hillcrest Financial Group and was previously with Peerman Capital Management LLC. Outside of her advisory role, she provides bookkeeping and accounting services for Williamson County Schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and custody and clearing services.

Victor Silvestri is a financial advisor with \u0026Partners in Nashville, TN, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has worked at Wiley Bros-Aintree Capital, LLC since 2006. Outside of his advisory role, he also works as a ride-share driver. \u0026Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through discretionary and non-discretionary approaches, utilizing a mix of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Luke Sanderson is a financial advisor at Mariner holding a Series 65 designation with less than one year of industry experience. Prior to joining Mariner, he held positions at several companies including Cintas and Ohio State University Alumni Association. Mariner serves a diverse client base that includes individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement consulting, tax services, and other financial solutions through discretionary, customized portfolios supported by an internal research and portfolio management team.

Ashton Weddington is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and experience beginning in 2022. His background includes roles at USHEALTH Group and the City of Clarksville Parks and Recreation Department. He has worked in the financial services industry since 2022. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, overseen by an internal Investment Committee.

Xavier Pol is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at AllianceBernstein Investments, Fidelity Brokerage Services, and Ohio National Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and integration with Empower’s recordkeeping and administrative platforms.

John Montgomery is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc for 16 years. Montgomery serves as Treasurer of the Bancroft Home Owners Association in Nashville, Tennessee. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with access to alternative investment vehicles and a consolidated investment platform.

Damon Byrd is a CFA® charterholder with 26 years of industry experience. He has worked at Wiley Bros, Aintree Capital LLC since 2000. He is based in Nashville, TN, and holds Series 63 and Series 65 licenses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services, using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Ashleigh Overly is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 66 and Series 63 credentials and having 14 years of industry experience. She has been with SunTrust-affiliated firms since 2016, including Truist Advisory Services since 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program through third-party relationships and AI-enabled research tools.

Douglas Hardy is a CFP® professional with 22 years of industry experience, currently affiliated with Commonwealth Financial Network and Maryland Farms Wealth Management since 2011. He holds Series 63 and Series 66 licenses. Outside of advisory work, he is involved in fixed insurance sales through Brentwood Financial Partners. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various customized investment solutions, while serving primarily as a platform and operations provider for affiliated advisors.

Lawrence Sacks is a financial advisor at Mariner Wealth Advisors with 15 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Mariner since 2019, following eight years at Snow Creek Wealth Management. Outside of his advisory role, he serves as Treasurer of Sherith Israel Synagogue and is President of the James W Pickle Charitable Foundation, a nonprofit providing medical equipment. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and family office services. The firm’s investment approach combines discretionary, customized portfolios managed by an internal team and Investment Committee, integrating in-house research with third-party managers and a wide range of strategies, alongside comprehensive tax and accounting services.

Alex Davis is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services from 2011 to 2022 before joining Sanctuary Advisors and Sanctuary Securities in 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives through a variety of portfolio management programs and employs multiple analytical approaches while acting as a fiduciary under written agreements.

Ryan Calhoun is a financial advisor at Guardian Life with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Cardinal Financial, LLC and dual positions with Guardian Life and Park Avenue Securities. Outside of his advisory role, he is involved with SongFinch and has worked as a bartender at The Stillery. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Brandon Campbell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 65 licenses and 17 years of industry experience. He has previously worked at firms including Concourse Financial Group Securities Inc, Protective Life Insurance Company, and MassMutual. Outside of his advisory work, he is an owner of B&B Smart Properties LLC, a rental property business in Hot Springs, Arkansas. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households, using model portfolios composed exclusively of T. Rowe Price mutual funds and ETFs. The firm emphasizes goal-based planning, tax-aware rebalancing, and electronic enrollment processes.

Stephen Maggart is a financial advisor with \u0026Partners in Nashville, TN, holding a Series 66 designation and 17 years of industry experience. He has been associated with Wileybros Aintree Capital LLC since 2009. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies.

Martin Simmons is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 14 years of industry experience. He has worked at SunTrust Advisory Services and related SunTrust entities since 2011. Outside of his advisory role, Simmons serves as Vice President of Administration for Chopin Oil & Gas Company, a family-owned business with timber and mineral rights leases. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Paul Glowienke is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFP® and ChFC® designations with 24 years of industry experience. His prior roles include positions at Northwestern Mutual and its affiliated companies from 2002 to 2017. Outside of advisory work, he serves as executor of a family trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.