Dustin Sutton is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at OneAmerica Securities and American United Life. Outside of his advisory role, he is the president of Silver Key Benefits, an insurance sales and services company. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses a range of investment strategies implemented primarily through discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing services.

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.

Felipe Gonzalez is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Gallatin, Tennessee. He holds Series 65 and Series 63 licenses and has four years of industry experience. His work history includes roles at Fifth Third Bank, Fifth Third Securities, and JP Morgan Securities. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining advisor-directed models with third-party portfolio management and specialized strategies such as tax-loss harvesting and direct indexing.

Jason Macher is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at RBC Capital Markets and SunTrust. Outside of his advisory work, he is involved in farming and property management, operating a farm and managing rental properties in Tennessee. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Jason Holland is a financial advisor with Fifth Third Securities, Inc. based in Gallatin, TN. He holds Series 63 and Series 65 licenses and has five years of industry experience, including his current role at Fifth Third Securities since 2021 and prior experience with Fifth Third Bank from 2015. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers access to multiple investment programs on the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Daniel Wilson is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Hornor, Townsend & Kent in multiple periods since 2018, as well as Main Street Investors, LLC and Penn Mutual Life Insurance. Outside of advisory work, he is also active as an insurance agent focusing on Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes third-party asset managers and offers both discretionary and non-discretionary account options. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing a broad range of financial planning, advisory programs, and brokerage services.

Jerry Cohoon is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 14 years of industry experience. He previously worked at Waddell & Reed before joining Private Advisor Group and LPL Financial in 2016. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while integrating third-party managers and tactical asset management programs.

Michael Stanley II is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He previously worked for Financial Partners Group, LLC for ten years. Mercer Global Advisors offers investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of implementation options and maintaining public content programs and internal initiatives.

Brian Fricke is a CFP® professional with 34 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022, following a 31-year tenure at Financial Management Concepts. He serves as a board member of the New Smyrna Beach Fire Pension and is a trustee for the LCMS Foundation. 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 uses a diversified, risk-class based investment approach blending passive and active strategies, supported by internal investment oversight and a range of implementation tools.

Joshua Willard is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at GWFS Equities, Jackson National Life Distributors LLC, and JP Morgan Securities LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed advice and investment education services, utilizing Morningstar Investment Management’s proprietary software and portfolio oversight to provide both discretionary and non-discretionary guidance.

Colby Long is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and six years of industry experience. His prior roles include positions at LPL Financial LLC, Securian Financial Services, Shoemaker Financial, and Minnesota Life Insurance Company. Outside of his advisory work, he has been involved with Oakley CPA, PLLC in a non-investment capacity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of advisory services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes technology platforms and third-party managers to deliver tailored investment solutions.

Graham Mattes is a financial advisor with Private Advisor Group, LLC, holding CFP® certification and Series 65 and 66 licenses. He has 22 years of industry experience and has worked at firms including Edward Jones, Waddell & Reed, and TD Ameritrade. Mattes is involved in managing investment advisory services through Private Advisor Group and also serves as a managing partner in insurance-related ventures. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms, and provides access to both proprietary and third-party managed account solutions.

Scott Pries is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Principal Securities since 2016 and has a 20-year tenure with Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Cynthia Haddock is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Gwfs Equities, Inc. for the past 10 years. Outside of her advisory role, she operates a small family-run dog sitting business through rover.com. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Laura Sydenstricker is a financial advisor at United Planners Financial Services of America with eight years of industry experience. She holds a Series 66 designation and has worked with firms including SCF Investment Advisors, SCF Securities, and operates under Mt. Juliet Advisors. Outside of her advisory role, she has experience in fixed insurance sales. United Planners Financial Services is a national wealth-management enterprise with over 350 advisors and approximately $12.77 billion in assets under management. The firm serves a diverse client base, providing advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers to implement investment strategies.

Dylan Kasper is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 65 credential and one year of industry experience. Prior to joining Hornor, Townsend & Kent, he held various roles at HCA, TQL, Towne Park, Middle Tennessee State University, and Mount Juliet High School. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets as of the end of 2025.

David Gerkin is a financial advisor at Private Advisor Group, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Waddell & Reed. Gerkin also serves as a Notary Public for the State of Tennessee. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model, employing both discretionary and non-discretionary strategies and utilizes technology platforms alongside third-party managers and TAMPs.

Ryan Scott is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 27 years of industry experience. His career includes roles at LPL Financial, LLC and Synovus Securities, Inc. Outside of his advisory work, Ryan serves as a board member and coach for Tennessee Heat Sports, a non-profit sports program for homeschool athletes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm offers managed account solutions and employs a fiduciary-based advisory model that utilizes various strategies and technology platforms to tailor investment approaches.

Marc Goodner is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at multiple Transamerica-related entities since 2018 and previously spent 12 years with Diversified Investors Securities Corp. and Diversified Investment Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services supported by Morningstar Investment Management’s technology and portfolio oversight. The firm manages a large client base with a focus on non-discretionary asset management and does not target high-net-worth or corporate clients.

Christopher Rittenberry is a Series 66-licensed financial advisor with Edward Jones and has three years of industry experience. Prior to joining Edward Jones, he worked at First Freedom Bank and has entrepreneurial experience as the owner and CEO of Ritt's Woodworking, a carpentry business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.