Jared Cason is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2019, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its registration as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

William Peerman is a CFP® with 41 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at Commonwealth since 2009 and is also associated with Hillcrest Financial Group. Peerman is the owner and president of Peerman Capital Management, LLC, a private entity managing securities and insurance practices. 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 wealth management, retirement plan consulting, and discretionary model portfolios, while enabling advisors to deliver customized investment solutions.

Alex Hattenhauer is a CFA® charterholder with three years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior experience includes roles at The Colony Group, LLC, InterOcean Capital Group, LLC, and Northern Trust. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and offers a range of specialized investment options and legacy programs.

George Andrews is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 credentials and 27 years of industry experience. His prior roles include positions at Southwestern Investment Advisory Services, Raymond James Financial Services, and LPL Financial. Andrews also has ongoing involvement with the Flautt Wealth Team. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and provides operations, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Ryan Carson is a financial advisor with Valic Financial Advisors in Nashville, TN, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Valic Financial Advisors since 2015 and also operates TennEV LLC, an automotive aftermarket company. Carson serves as a member at large on his neighborhood homeowners association board. Valic Financial Advisors primarily 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.

Paul Johnson is a CFP® with 19 years of industry experience, currently affiliated with Primerica Advisors. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance, and Oakworth Capital Bank, among others. He serves as a board member for Stronger Than My Father, a nonprofit organization. Primerica Advisors is part of a large enterprise serving a diverse retail client base through brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions, utilizing both proprietary and third-party strategies.

Luke Alger is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. He has been associated with SunTrust Investment Services and Suntrust Advisory Services since 2015. Outside of his advisory work, he is a 10% owner of an LLC formed to purchase a vacation home in Seabrook Island, South Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment and manager-selection processes.

Heather Fitch is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. She previously worked at The Connor Group and Wyndham Destinations and has held positions in both hospitality and retail sectors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and it integrates tax, accounting, and family office services alongside its portfolio management capabilities.

Todd Matthews is a CFP® with 13 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2015. Outside of his advisory role, Matthews owns a lake cabin in Smithville, Tennessee, which he plans to outsource for rental management. 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, utilizing third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

Leona Edwards is a CFP® and Series 65-licensed advisor at Mariner with eight years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously spent two years with Snow Creek Wealth Management. Edwards also held roles at Trader Joe's in 2016 and 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm provides customized discretionary portfolios supported by an internal investment team and access to third-party managers, with notable integration of tax and accounting services and family office capabilities.

Peyton Delvendahl is a financial advisor with Valic Financial Advisors in Nashville, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Valic Financial Advisors in 2020, Peyton worked at Arthur J. Gallagher and the University of Tennessee in retirement services and risk management roles. Outside of advisory work, Peyton is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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 and operating at scale with over 1,200 advisors.

Heather Oconnor is a financial advisor with Truist Advisory Services in Nashville, TN, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Bank, and BB&T in various capacities from 2016 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and offers programs like AMC Advantage for clients seeking third-party manager appointments.

Parker Kramlich is a CFP® and Series 65-licensed advisor at Mariner with three years of industry experience. His prior work includes roles at Robert W Baird and various positions outside financial services, including at Sunnyslope Golf Course and Carthage College. Mariner serves a diverse client base, including individuals, pension plans, trusts, and nonprofits, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and combines internal research with third-party managers, also providing integrated tax and accounting services along with unique CFO and financial wellness solutions.

Joshua Embry is a financial advisor at &PARTNERS with 29 years of industry experience. He has been with Wiley Bros. Aintree Capital, LLC since 1997. He holds Series 63 and Series 65 licenses. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative strategies.

Christopher Burgdorf is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Fifth Third Securities, Inc. and Fifth Third Bank, where he has worked since 2016, with prior experience at LPL Financial, Simmons Bank, and Thrivent Financial. Outside of his advisory role, Burgdorf serves as an associate pastor at Hillsboro Baptist Church in Franklin, Tennessee. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering both advisory and brokerage services. The firm utilizes its Passageway Managed Account Program, featuring multiple portfolio management options and tax strategies, supported by its status as a wholly owned subsidiary of Fifth Third Bank.

Nicholas Hershey is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. Prior to joining Creative Planning in 2022, he worked at Keystone Wealth Partners and held roles outside the financial industry including positions at Sundt Construction and Grand Canyon Athletics. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Derek Deguire is a CFP® with 26 years of industry experience, currently serving at Truist Advisory Services. He has held roles at SunTrust Advisory Services since 2016 and Suntrust Securities since 2001. Outside of his advisory work, he is involved in residential real estate, purchasing and renovating properties for resale. 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 a combination of discretionary and non-discretionary strategies supported by AI-enabled research and inter-affiliate integration.

Jennifer Alexander is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with SunTrust Advisory Services since 2014 and has prior experience with SunTrust Bank and Suntrust Investment Services, Inc. Alexander serves on the boards of the Muscle Shoals Songwriters' Foundation and Speedway Children's Charities, contributing to community arts and children's educational initiatives. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, supported by inter-affiliate integration and AI-enabled research tools.

Kaley Idol is a financial advisor at &Partners in Nashville, TN, holding a Series 66 designation with eight years of industry experience. She has worked at WileyBros Aintree Capital LLC since 2018 and previously spent two years at Athens Health and Fitness. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan services through both discretionary and non-discretionary approaches. The firm utilizes a combination of fundamental, technical, and quantitative analysis, with access to proprietary and third-party strategies.

Matthew O'Connor is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Provident Wealth Management, a finance startup, Virtue Capital Management, UBS, and State Street. Focus Partners Wealth serves a broad client base, including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture with a combination of fundamental and quantitative analysis, and offers a wide range of wealth management and advisory services.