Austin Petrovich is a financial advisor with Truist Advisory Services, holding a Series 66 designation and six years of industry experience. His career includes roles at Truist Investment Services and Suntrust Advisory Services. Outside of finance, he has been involved with Uber EATS for six years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and integrated inter-affiliate resources.

Christine Harezlak is a CFP® with 22 years of experience in financial services. She is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having joined in 2025. Prior to this, she held various roles at Northwestern Mutual and its affiliated companies, including Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management, from 2010 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with investment management typically implemented through separately managed accounts overseen by third-party or affiliated managers.

Michael Vaught is a Series 65 licensed advisor at Corient with three years of industry experience. Prior to joining Corient, he worked at CapWealth Advisors, LLC for four years. He also has experience outside the financial industry, including a role at Dancing Divas and Dudes in 2021. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies and third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

Patrick Moore is a financial advisor with Guardian Life, holding a ChFC® designation and Series 63 and 65 licenses, and has 48 years of industry experience. His prior roles include positions at Park Avenue Securities, Private Client Services, and Prime Capital Investment Advisors, among others. Outside of his advisory work, he is involved with Hope4America.us and is also an author. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, institutions, and nonprofits. The firm provides tailored investment management solutions through advisor-led discretionary mandates and model-based strategies, along with access to insurance products and alternative investments.

Evan Andresen is a financial advisor at NewEdge Advisors with one year of industry experience. He holds a Series 65 credential and has previously worked at Midwest Wealth Management and the Dubuque Racing Association. Andresen is also a licensed insurance agent and may offer insurance products as part of his services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology solutions to support advisor and client needs.

Laura Stevens is a Series 66-licensed financial advisor with Fifth Third Securities, Inc., where she has worked since 2013. She has 15 years of industry experience. Outside of her advisory role, she is involved in music through her ownership and operation of Laura Kaczor Music Ministries, where she writes, records, performs, and sells original music. 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, offering multiple managed-account options and features such as direct indexing and tax-overlay services.

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.

Calynn Gigant is a financial advisor at NewEdge Advisors with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining NewEdge Advisors in 2026, she worked at Ameriprise for four years and has experience in the restaurant industry. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing a variety of program structures and centralized due diligence.

Alexander Nelson is a CFA® charterholder with 11 years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at CNR Securities, LLC, City National Rochdale, and Fisher Investments. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, pension plans, and government entities. The firm employs an active, multi-strategy investment process that combines quantitative screening and fundamental analysis, utilizing proprietary tools and working with sub-advisors to tailor portfolios across various asset classes.

Johanna Mockett is a financial advisor with Transamerica Financial Advisors in Franklin, TN, holding Series 63 and Series 65 credentials and 19 years of industry experience. Her professional background includes roles at multiple entities such as Mockett, Inc., LSPN Pro LLC, and Inheritguard, LLC, where she provides client education and services focused on estate planning. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers both advisory and broker-dealer services with various fee-based and commission-based programs, utilizing a mix of proprietary and third-party model portfolios.

Justin Sykes is a financial advisor at TLG Advisors, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nationwide Securities LLC and Millennium Brokerage Group. In addition to his advisory role, he works as an independent insurance agent, focusing on the sale of individual life insurance, long-term care, and annuities. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, charitable organizations, and institutional investors. The firm uses a manager selection process grounded in fundamental analysis and Modern Portfolio Theory to construct diversified portfolios and offers services such as investment supervision, financial planning, and fiduciary management for ERISA-qualified retirement plans.

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.

Matthew Eckberg is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 63 registrations and six years of industry experience. Prior to joining Steward Partners, he worked at Merrill, UBS Financial Services, and Ameriprise Financial Services. Outside of his advisory role, he is involved with Edleys BBQ. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals—including high-net-worth clients—corporations, pension plans, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions.

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.

Caleb Alexander is a financial advisor at Corient in Franklin, TN, holding a Series 65 designation and beginning his tenure with the firm in 2026. He has a background that includes six years at CapWealth Advisors, LLC, and prior experience with LBMC and Wiatr & Associates. Corient offers investment advisory and financial planning services to a diverse range of clients including individuals, high-net-worth clients, trusts, and institutional entities. The firm uses a goals-based, team investment approach integrating in-house strategies, third-party managers, and risk management tools, along with access to affiliated private fund platforms.

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.

Ryan Guerra is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. He has experience at Transamerica dating back to 2012 and has worked with multiple organizations including Forged Man Collective and Net Law Group Inc. Outside of his advisory work, he is involved with the Forged Man Collective. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing access to proprietary and third-party model portfolios with discretionary and non-discretionary investment options.

Christopher Gardner is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses. Gardner has previously worked at NFP Securities, Jackson National Life Distributors, Taylor Securities, and Cambridge Investment Research. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate plans, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

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.