Jay Levy is a CFA® charterholder with 17 years of industry experience. He is currently with Independent Advisor Alliance, LLC and LPL Financial, having previously worked at Lazard Asset Management Securities and CLSA Americas LLC. Outside of his advisory roles, he is a co-owner of Grove Partners LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model combined with technology platforms and a range of analytical strategies to deliver both discretionary and non-discretionary portfolio management.

Jeffery Kernodle is a financial advisor at Farther with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC, and Kernodle & Katon Asset Management Group, LLC. He is also a licensed insurance agent for life, health, and annuity products. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

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.

Andrew Esposito is a financial advisor with Principal Financial Services in College Grove, TN, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior work includes roles at Edward Jones, Suntrust Investment Services, and Raymond James Financial Services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Bradden Kimes is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Harvest Wealth Management and LPL Financial. He is also a commissioned notary public. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs through a variety of strategies and platforms.

Gregory Hood is a Series 66-licensed advisor with Private Advisor Group, LLC, based in Columbia, TN, and has eight years of industry experience. He previously worked at Edward Jones and Polyguard Products, Inc. Hood is also a licensed Notary Public in Tennessee and is employed part-time at Destiny Church. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

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.

Jacob Mc Nally is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. He has held roles at StewardWell LLC, Ameritas Life Insurance Corp, and Thompson Financial Group. Outside of his advisory work, he serves as a resident director at Liberty University, overseeing resident assistants and students. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing a mix of in-house and third-party investment strategies.

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 with Empower Advisory Group in Columbia, TN, holding Series 63 and Series 65 designations and having 11 years of industry experience. His prior roles include positions 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 certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering financial plans that emphasize long-term returns, annual rebalancing, and savings rates.

Kyle Page is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior roles include positions at Edelman Financial Engines, Lyndhurst Financial Management Ltd, and Taylor Wealth Management Ltd. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through more than 1,100 advisors.

Maurice Gelfo is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 40 years of industry experience. He has previously worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of advising, he is a life settlement agent with Ashar Group LLC and is involved in property and casualty insurance sales. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party managers.

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.