Kenneth Sisk is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2017, following six years at Redhawk Wealth Advisors, Inc. He also operates Sisk & Associates, where he serves as an insurance producer. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm supports a large network of advisors through a turnkey asset management platform and offers a range of discretionary investment strategies, including model portfolios and separately managed accounts.

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.

Jeffery Kernodle is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Goldman Sachs Personal Financial Management, United Capital Financial Advisers, Kernodle & Katon Asset Management Group, Wells Fargo Advisors, and Edward Jones. Kernodle is also a licensed insurance agent for life, health, and annuity products. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles, supplemented with AI tools under internal controls.

Steven Mathews is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Bolan Capital Management, LLC and Fidelity Brokerage Services LLC. Outside of his advisory work, he also works as an independent contractor driver for a ridesharing service. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services, serving both advisory and product-sponsor roles, including managing a registered mutual fund and multiple private funds.

James Davis Jr. is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has previously worked with LPL Financial and IFP Securities, and maintains roles outside of advising, including serving on the finance committee for Zion Presbyterian Church and teaching geometry at Zion Christina Academy. He is also involved as an owner of Grow Live Give, a firm providing financial education, advice, and investment management. Independent Financial Partners is a nationwide enterprise serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model. The firm offers a range of investment, financial planning, trust, and retirement-plan services, with notable capabilities in retirement-plan advisory and pension consulting.

Bradden Kimes is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including prior roles at Harvest Wealth Management, LPL Financial, Next Financial Group, and Edward Jones. In addition to his advisory work, he is a licensed notary public. 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 model combining client goal assessment with a range of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Gregory Hood is a financial advisor with Private Advisor Group, LLC in Columbia, Tennessee. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2021, he worked at Edward Jones and Polyguard Products, Inc. He is also a commissioned Notary Public for the state of Tennessee. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary advisory model that incorporates multiple investment strategies and third-party managers.

James Griffin is a financial advisor with Fifth Third Securities, Inc. in Spring Hill, Tennessee. He holds the Series 63 and Series 65 designations and has four years of industry experience. His prior work includes roles at Marshall Brown State Farm and Fifth Third Bank. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, offering both advisory and brokerage services through multiple investment programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to various portfolio management strategies, including mutual funds, SMAs, and direct indexing.

Samantha Dwyer is a CFP® professional with 11 years of industry experience, currently advising at Empower Advisory Group. Her prior roles include positions at Personal Capital Advisors Corporation and Robert W. Baird & Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Matthew Mikolajewski is a financial advisor with Independent Advisor Alliance, LLC who holds the CFP® designation and has 26 years of industry experience. He has worked previously with LPL Financial and Independent Financial Partners. Mikolajewski is also licensed as a non-variable insurance agent with multiple firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a network model with both discretionary and non-discretionary portfolio management, utilizing model portfolios, sub-advisors, and various analytical approaches supported by technology platforms.

David Lenser is a financial advisor with Eagle Strategies (New York Life) who holds a Series 66 designation and has 19 years of industry experience. He has been with Eagle Strategies since 2012 and also owns Shelborne Group Inc., a staff leasing company. Lenser has held principal roles at Lens Financial & Insurance Solutions since 2020 and previously at J. Lens Financial & Insurance Services. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Jessica Smith is a financial advisor with Integrated Wealth Concepts LLC in Chapel Hill, TN, holding a Series 66 designation and 13 years of industry experience. She has previously worked at Bankers Life and its affiliated entities from 2009 to 2025. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach using mutual funds, ETFs, equities, and fixed income while sponsoring wrap-fee programs and custom portfolio solutions.

Thaddeus Wells is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Wells has worked at several firms, including GWFS Equities, Inc., Money Concepts Capital Corp, and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and 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.

Joe Hollingsworth is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Fisher Investments, Edward Jones, and Nationwide Investment Advisors. Outside of his advisory work, he is also involved as a real estate broker with Luxury Homes International. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, emphasizing strategic allocation with a combination of passive and active management guided by an internal Investment Committee.

Nathan Newman is a CFP®, ChFC®, and Series 65 credentialed advisor with five years of industry experience. He has worked at MAI Capital Management, LLC since 2024 and previously held roles at WCG Wealth Advisors, LLC and Treloar & Heisel, LLC. Newman is also involved in fixed insurance sales through Treloar & Heisel, LLC. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, sports professionals, trusts, and institutional clients. The firm employs a customized approach to portfolio management across various strategies and integrates financial planning and tax services into client relationships.

Teddy Choate is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gwfs Equities, Inc., Principal Securities INC, PRINCIPAL LIFE INSURANCE COMPANY, and Vanderbilt Legends Club. 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 retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Kyle Page is a financial advisor with Creative Planning holding a Series 65 credential and one year of industry experience. He previously worked at Edelman Financial Engines and Lyndhurst Financial Management Ltd. Creative Planning provides wealth management and financial planning services to individuals, retirement plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Maurice Gelfo is a financial advisor with Equitable Advisors holding a Series 66 designation and 40 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Signator Investors. Outside of advising, he works as a life settlement agent and a property and casualty insurance agent. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives utilizing both proprietary and third-party investment programs.

Rafal Fidowicz is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and 66 licenses and has worked at Morgan Stanley since 2018, following two years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Laura Tomlin is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 credential and has worked at OSAIC since 2025. Prior to this, she has been involved with Williamson County Schools since 2017. Tomlin is also licensed as an insurance agent offering accident, health, disability insurance, fixed and indexed annuities, and traditional life insurance. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a range of program options including advisor-managed portfolios and third-party money manager strategies.