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 at Focus Partners Wealth, LLC with a Series 65 designation. He joined the firm in 2024 and has prior work experience at Big John's and Our Place and Wilsons. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing 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 within an enhanced open architecture framework.

James Walton is a financial advisor with Principal Financial Services holding a Series 66 credential and 11 years of industry experience. He previously worked at Valic Financial Advisors and AXA-Advisors, LLC. Outside of his advisory work, he participates as a visitor host in a local networking group and is involved in the sales and service of fixed life insurance and related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

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 licenses and possessing 14 years of industry experience. She has worked at various SunTrust entities since 2016, including Truist Advisory Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate resources.

Aaron Barranco is a financial advisor at First Command Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has served in the United States Army Reserve since 2005, currently holding the position of Army Officer. Barranco has been with First Command Advisory Services since 2015. First Command Advisory Services is an SEC-registered investment 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 wrap-fee asset management programs using model portfolios managed centrally by its Investment Management Team and Wealth Portfolio Managers.

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 with Guardian Life and holds Series 63 and Series 66 licenses. He has two years of industry experience and previously worked at Cardinal Financial, LLC. Outside of his advisory role, he is involved with SongFinch, a non-investment business. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with additional services including financial planning, ongoing consulting, and access to insurance and alternative investment products.

Brandon Whittaker is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and previously worked for the Metro Nashville Police Department for 13 years. Outside of his advisory role, he manages a sole proprietorship in real estate as a landlord. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

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 CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2017 and 2018 respectively, following prior roles at Northwestern Mutual from 2002 to 2017. Outside of his advisory work, he provides health and dental insurance products through a separate business. Paul works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America that serves individuals, plan sponsors, charitable organizations, and businesses. The firm offers brokerage and advisory services combining advisor-led discretionary management with model-based strategies, along with access to insurance and alternative investment products.

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.