Justin Harding is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has six years of industry experience, including roles at LPL Financial, Minnesota Life Insurance Company, and Securian Financial Services. Harding is also licensed to sell non-variable insurance products such as universal life, term life, and annuities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions. The firm follows a fiduciary-based advisory model that incorporates a variety of investment strategies and utilizes technology platforms to implement advice through third-party managers and TAMPs.

Jeffery Factor is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes prior roles at Citigroup Global Markets, Morgan Keegan & Company, and Raymond James & Associates. He is based in Brentwood, Tennessee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

Philip Benavides is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at Bank of America, N.A. for 11 years and Merrill for four years. Outside of his advisory role, he is a silent partner in a family business involving real estate investment. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of over 400 independent advisors who deploy various investment strategies through discretionary and non-discretionary accounts, utilizing multiple management platforms and sub-advisers.

Andrew Cook is a financial advisor at Focus Partners Wealth, LLC in Nashville, TN, holding a Series 65 credential with three years of industry experience. His prior roles include positions at The Colony Group, LLC and InterOcean Capital Group LLC, as well as a five-year tenure at the University of Iowa. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brenton Goers is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at LPL Financial, Cetera Investment Services, and Principal Financial Services. Outside of his advisory work, he owns Brigade Basketball Club in Murfreesboro, TN. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap and non-wrap advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

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.

Martin Porter is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 17 years of industry experience, previously working at Waddell & Reed from 2009 to 2016 before joining Private Advisor Group and LPL Financial LLC in 2016. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary advisory model using a variety of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Jimmy Barker is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, BB&T Securities, and Truist Investment Services. Outside of his advisory role, he teaches a weekly cycling class at Hillwood Country Club in Nashville. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business 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, to deliver its investment solutions.

Richard Schmock is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory work, he is involved in managing a rental property through a family-run structure. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of investment management and financial planning services, operating under a Private Advisor model with a consolidated platform offering discretionary and non-discretionary solutions across multiple asset classes.

James Hackney is a CFP® professional with 24 years of experience in financial advisory roles. He is currently with Corient and has previously worked at MRWM Capital Management, LLC and Northwestern Mutual. Outside of his advisory work, he co-hosts Songwriter Soup LLC, a podcast focused on music industry songwriters and professionals. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes proprietary risk management tools and alternative investment options.

Tanner Wright is a financial advisor at Focus Partners Wealth, LLC in Nashville, TN, holding a Series 65 credential. He began his advisory career in 2026 and has experience working at Focus Partners Wealth as well as varied roles prior to entering the industry. Tanner’s background includes positions at Cracker Barrel and Governors Club, along with academic experience at Auburn University. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm applies a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private fund access within an enhanced open architecture framework.

Ezra Moyer is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 designations and previously worked at Northwestern Mutual and Kracklin' Kirk's Fireworks. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management integrated with Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Samuel Dudovitz is a CFP® professional with eight years of industry experience. He currently works at Truist Advisory Services and has previously been employed at Ameriprise Financial Services. His work history also includes time at the University of Minnesota. 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 and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platforms and AI-enabled research tools.

Bradley Morrow is a financial advisor at First Command Advisory Services with three years of industry experience. He holds a Series 66 designation and previously served in the United States Army from 2013 to 2017. Outside of his advisory role, he serves as a trustee for a family living trust and works alongside his wife as a local care consultant for Cultural Care Au Pair. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Corey Carney is a financial advisor with Principal Financial Services in Brentwood, TN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Principal Securities Inc. since 2010. Outside of his advisory role, Carney serves as a trustee board member responsible for facilities upkeep and management at Olive Branch Missionary Baptist Church and also participates in football officiating for the TSSAA. 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 consulting, and access to third-party money managers through various advisory and promoter arrangements.

Michelle Yates is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Allworth Financial, Retirement Advisors of America, Lincoln Financial Advisors Corporation, and Maslow Wealth Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Hayden Brown is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Titleist Asset Management, LLC and Keller Williams Legacy. Outside of advising, he has maintained a role as a real estate agent with Keller Williams Legacy since 2025. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Carol Jackson is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Merrill, Banc of America Investment Services, BB&T Securities, and Truist Investment Services. Jackson is based in Nashville, TN. 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 a manager-selection program, implementing advice through discretionary and non-discretionary approaches with oversight from its Equity Research and Investment Advisory teams.

Morgan Shrum is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Truist Advisory Services in 2026, Shrum worked at Truist Bank from 2019 to 2026, Fifth Third Bank from 2017 to 2019, and Rent a Center from 2013 to 2017. 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 platform arrangements and AI-enabled equity research tools.