Michael Post is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 licenses. He has 41 years of industry experience, including over a decade at StoneX Advisors Inc. and StoneX Securities Inc. Outside of his advisory work, he manages Diamond Cowboy LLC, which holds assets for his 401(k) plan. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm employs a variety of investment strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

James Witt Jr. is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at ChangePath, LLC since 2021 and has been owner of Witt and Assoc./First Liberty Financial since 1996, where he spends approximately half of his time managing insurance services. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option strategies, supported by quantitative and fundamental analyses, to deliver tailored investment solutions.

Kathleen Pickler is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. She has been with Commonwealth and Pickler Wealth Advisors since 2019. Outside of her advisory work, she owns Pickler Events, an event planning business based in Germantown, Tennessee. Commonwealth Financial Network is a national registered investment adviser that supports approximately 2,950 advisors and their clients through a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operations, technology, compliance, and investment management support, offering advisors discretion in portfolio construction alongside managed model portfolios.

Jeffrey Boone is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds a Series 63 designation and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager‑selection program that combines discretionary and non‑discretionary approaches.

Barry Brothers is a CFP® professional with 43 years of industry experience, currently serving at VALIC Financial Advisors since 1998. He also holds Series 63 and Series 65 licenses and is an agent for non-securities insurance products with Agia. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Charles Auerbach is a CFP® and ChFC® with 42 years of industry experience. He is currently with TLG Advisors, Inc., where he has worked since 2023. Previously, he held roles at MAS Advisors LLC, LPL Financial, LLC, and Advantage Investment Management LLC. Outside of advising, he is an independent insurance agent specializing in non-variable life and disability insurance. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires for portfolio placement and quarterly reviews.

John Adams is a financial advisor at Mariner Wealth Advisors with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Raymond James & Associates, Hilltop Securities, Truist Securities, and SunTrust Robinson Humphrey. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, offering comprehensive solutions that include tax integration and administrative family office services.

Zackary Vaughn is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing portfolio oversight.

Richard Ditter is a financial advisor at Prime Capital Financial with 19 years of industry experience. He holds a Series 65 credential and has worked at firms including Pier Financial Advisors and United Capital Financial Advisers. Outside of advisory work, he is involved in managing commercial real estate investments through several LLCs focused on net lease properties and self-storage facilities. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and retirement plan administration. The firm employs a range of investment strategies and offers family office services along with an affiliated tax advisory subsidiary.

Wade Winsett is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network and Pickler Wealth Advisors. He has served as General Counsel for The Pickler Law Firm, providing legal counsel to Pickler Wealth Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, offering a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

William Krag is a financial advisor with Principal Financial Services, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions with Principal Securities Inc, Principal Life Insurance Company, and SunTrust Advisory Services. Outside of his advisory work, he is involved in a fixed insurance business focusing on life, annuities, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Matthew Yokie is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 19 years of industry experience. He has been with Brookstone since 2007 and is also the owner of Provident Senior Resources LLC. Yokie holds various insurance licenses and acts as an insurance producer with BlueCross of Tennessee and other firms. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions.

Charlton Gutierrez is a financial advisor at Creative Planning with a Series 66 designation and four years of industry experience. Prior to joining Creative Planning, he worked at Empower Advisory Group, Empower Financial Services, and Thrivent Financial. Before his career in finance, he spent eight years with Memphis Shelby County Schools. Outside of advising, he has occasionally performed pressure washing services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, 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 while offering a range of advisory and fiduciary services.

Bruce Martin is a CFP® with 13 years of industry experience, currently serving as a financial advisor at TLG Advisors, Inc. He previously worked at MAS Advisors, LLC, Advantage Investment Management LLC, and LPL Financial. Outside of his advisory role, Martin is involved as a health and fitness coach with Beach Body and works as an independent insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

John Templeton is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and over 31 years of industry experience. He has worked at Benjamin F. Edwards since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with oversight from an Investment Strategy Committee.

David Pickler is a CFP® and ChFC® with 41 years of industry experience. He is affiliated with Commonwealth Financial Network and has worked with Memphis Divorce Financial Consultants since 2017. In addition to his advisory work, he is president and practicing attorney of The Pickler Law Firm, LLC, and author of the book *Pillars of Purpose*. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, and compliance support to affiliated advisors.

David Schwartz is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He previously worked at Independent Financial Partners and has been associated with LPL Financial for more than 16 years. In addition to his advisory work, he is involved with Champion Adjusters, LLC as an independent adjuster assisting clients with homeowners claims. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary portfolio management using multiple strategies and leverages technology platforms to support asset aggregation and digital estate planning.

Anne Borst is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 25 years of industry experience. She has been with Commonwealth since 2015. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Christopher Murrah is a financial advisor with Commonwealth Financial Network holding a Series 65 designation. He has five years of experience in wealth advisory roles, including his current position at Pickler Wealth Advisors. His prior work includes roles outside finance, such as operating a dessert bar and experience in education. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody/clearing services.

James Evans is a CFP® professional with 28 years of experience in the financial industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a co-trustee for family trusts. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies overseen by an Investment Strategy Committee.