Brian Huxhold is a CFP® professional with 15 years of industry experience, currently serving at Truist Advisory Services. He previously worked at Charles Schwab and Schwab Private Client Investment Advisory, with a combined tenure of five years before joining SunTrust Advisory Services in 2018. 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 manager selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Justin Harding is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at LPL Financial, Minnesota Life Insurance Company, and Securian Financial Services. He is also licensed as an agent selling universal life, term life insurance, and annuities. Private Advisor Group serves a broad mix of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm supports a range of investment programs and utilizes model portfolios from leading strategists such as Fidelity, BlackRock, and Goldman Sachs.

James Wilson is a CFP® with 39 years of industry experience, currently affiliated with Commonwealth Financial Network and Brentwood Financial Partners, where he has worked since 2007 and 2013, respectively. He serves as president and chief manager of Wilson Financial Group, LLC, which operates Brentwood Financial Partners. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs, including customized portfolio solutions and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Jeffery Factor is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Raymond James & Associates and multiple Truist-related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Philip Benavides is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he is a joint owner in a family business as a silent partner. Sanctuary Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering customized investment programs through various managed account structures. The firm is noted for its integrated affiliate model and recent consolidation activities, supporting a broad range of advisory and brokerage services.

Andrew Cook is a financial advisor with Focus Partners Wealth, LLC in Nashville, TN. He holds a Series 65 designation and has three years of industry experience. His prior work includes roles at The Colony Group, LLC, InterOcean Capital Group LLC, and Marsh Cook Investment Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Frank Bowling is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Partners Group, LLC, MML Investors Services, and MassMutual Life Insurance Company. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and third-party platforms.

Brenton Goers is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Investment Services LLC and Regions. Outside of his advisory role, he owns Brigade Basketball Club in Murfreesboro, TN. Private Advisor Group manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

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, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial and Private Advisor Group since 2016. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers. The firm’s approach includes multiple investment strategies and tools designed to align with client objectives.

Jimmy Barker is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services and related entities since 2021. His prior experience includes roles at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he teaches a weekly group cycling class at Hillwood Country Club in Nashville. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches supported by third-party platforms.

Richard Schmock is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2013 to 2020. Outside of his advisory role, he is involved in managing a rental property business through a family-owned entity. 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 offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to securities transactions, variable insurance products, placement, and investment banking services.

Tanner Wright is a financial advisor at Focus Partners Wealth, LLC in Nashville, TN, holding a Series 65 designation. He has been with Focus Partners Wealth since 2026 and has prior experience in various roles including at Auburn University and Cracker Barrel. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporate and institutional clients, providing investment management, financial counseling, retirement plan fiduciary services, and other wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, and offers a broad range of investment strategies alongside an extensive network of affiliated service companies.

Ezra Moyer is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual and Kracklin' Kirk's Fireworks. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients, offering services integrated with Empower’s recordkeeping and administrative platforms.

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® and Series 65-licensed financial advisor with 11 years of industry experience. She currently works at Creative Planning and has previously been employed at Allworth Financial, Retirement Advisors of America, and Lincoln Financial Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and private market investments.

Hayden Brown is a Series 65-licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Titleist Asset Management, LLC and operated his own financial advising firm, H.B. Brown Financial Advising, LLC. Outside of advising, he is also active as a real estate agent with Keller Williams Legacy. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis alongside third-party managers, offering a wide range of investment and wealth management services.