David Pearcy is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and six years of industry experience. He previously worked with AE Wealth Management, Firm Foundation Retirement LLC, and Buffalo Health Advisors, among others. Pearcy is also the owner and agent of Firm Foundation Retirement LLC, which provides insurance sales and services. Sound Income Strategies serves a diverse client base, including individuals, corporations, pension plans, and other advisors, offering asset management, financial planning, ERISA plan services, and insurance planning. The firm’s investment approach focuses on fixed-income and income-oriented strategies, actively managing portfolios through fundamental and technical analysis while incorporating third-party managers and ETF sub-advisory roles.

Terry Robinson is a financial advisor at Brookwood Investment Group with 30 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Terra Wealth Management, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory work, Robinson is a partner in Buybuyland.com, a land purchase and resale venture, and refers clients to a CPA for employee retention tax credit programs. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering portfolio management and financial planning using a variety of active, passive, and tactical strategies tailored to client objectives. The firm operates through a network of partner offices and affiliated businesses, managing over $1.25 billion in assets as of 2025.

Samuel Rosner is a financial advisor with Vicus Capital, Inc. He holds a Series 66 designation and has 18 years of industry experience. His work history includes roles at Rosner Financial TN Inc., Rosner Financial Inc., Cetera Wealth Services, LLC, and Vicus Capital, Inc. He is also involved in insurance sales, including life, health, disability, and annuities. Vicus Capital serves a diverse client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and provides fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

Charles Provow is a financial advisor with M Holdings Securities, Inc., holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He has been with M Holdings Securities since 2001 and also maintains long-term involvement with ProVow & Associates and Evergreen Consulting Inc. Outside of his advisory roles, he participates in a property owners association, overseeing community improvements. M Holdings Securities, Inc. serves a diverse client base including individuals, corporate clients, and retirement plans through a nationwide network of independent advisors. The firm offers a range of investment management and advisory services, employing multiple sponsored platforms and custodial providers to support client portfolios and fiduciary oversight.

Nicholas Rothrock is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors since 2025. His prior experience includes roles at Financial & Tax Architects, LLC, and several other firms. Outside of his advisory work, he is an independent life insurance producer with Rothrock Wealth and Retirement Strategies, LLC. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for around 29,615 clients. The firm serves a diverse client base, including individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 investment adviser representatives.

Martin Mcfarlin is a financial advisor at Arkadios Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kalos Management and Kalos Capital. Outside of his advisory work, he is president of Malachi 4 Publishing, focusing on writing, publishing, and public speaking. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports customized investment strategies through its internal portfolio team and offers discretionary management with various analytical approaches.

Elisha Mc Farlin is a financial advisor with Arkadios Wealth Advisors in Murfreesboro, TN. He holds a Series 66 designation and has experience working at multiple firms since 2016, including roles outside the financial sector. Mc Farlin also operates McFarlin Capital, LLC, an investment-related business. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment and wealth management solutions. The firm offers a range of services, including advisor-managed accounts, third-party money manager access, and an internal portfolio team that supports discretionary management across various asset classes.

Joshua Howard is a financial advisor with Advisory Services Network who holds a Series 65 designation and has been in the industry since 2023. Prior to joining Advisory Services Network in 2025, he worked at Howard Financial Services and has experience in education through roles at Williamson County Schools and Marshall County Schools. Outside of his advisory work, he provides ACT math tutoring and tax preparation services. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting with a focus on customized strategies across various asset classes.

Jeffrey Bolling is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2010 to 2017. He is also involved with Bolling Wealth Group LLC, an investment-related business affiliated with B. Riley Wealth Management. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of investment programs and manages over $4 billion in client assets through a team of approximately 173 advisors.

Mark Huhta is a financial advisor at AlphaStar Capital Management with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with multiple firms including Gradient Advisors, Desert Rose Capital Management, and Brookstone Wealth Advisors. Outside of finance, he is also an independent musician involved in recording sessions and live performances. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches using diverse asset types and third-party portfolio construction tools.

Adam Johnson is a financial advisor at Savvy with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network, Country Trust Bank, Country Capital Management Co, and Country Insurance Affiliates. Outside of advising, he is the founder of Revive Risk Management LLC, which sells home, auto, and commercial insurance, and he is co-trustee and owner of Dills Donuts Inc., a coffee and donut sales business. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach supplemented by active equity portfolios, tax-aware strategies, and technology-driven tools, including third-party sub-advisers and fintech platforms.

Matthew Kennedy is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at First Heartland Capital Inc and founded Impact Holdings, LLC, where he provides practice management coaching for dentists. In addition to his advisory role, he is involved in insurance sales and coaching insurance advisors through several business ventures. Virtue Capital Management, LLC is an SEC-registered enterprise adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of active tactical, strategic, and quantitative strategies to tailor portfolios and offers discretionary and non-discretionary management, financial planning, and educational programs such as Retirement Answers 101.

Greg Peters is a financial advisor with First Advisors National, LLC and holds a Series 65 designation. He has three years of industry experience and has worked as a quality control engineer at Nissan since 1995. In addition to his advisory role, Peters is a part-time independent insurance agent specializing in life insurance and annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support individual security recommendations.

Cynthia Pillard is a financial advisor at United Advisor Group with nine years of industry experience. She holds Series 66, Series 65, and Series 63 licenses and has worked with multiple firms including Ascension Financial Partners, Hornor, Townsend & Kent LLC, and Principal Securities Inc. In addition to her advisory role, she operates as an independent insurance agent specializing in life insurance brokerage. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base using proprietary model portfolios, third-party sub-advisors, and custom accounts, combining strategic and tactical asset allocation with value investing and various analytical approaches.

Shawn Villalovos is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has held roles at several companies, including EvoShare Inc., a fintech firm that aggregates rewards and cashback programs into investments and insurance. Villalovos is also involved with HAPPY & STRONG, Inc., where he serves as president. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers for investment implementation.

Bryan Thompson is a financial advisor with Ameritas Advisory Services, LLC in Franklin, TN, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked with Ameritas Advisory Services since 2019 and leads Thompson Financial Group, where he serves as CEO, providing financial services and payroll processing. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients through a platform that includes discretionary and non-discretionary programs, model portfolios, and third-party subadvisers.

Steven Haag is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His work history includes roles at Colonial Life & Accident Insurance Company, Cornerstone Benefits Consulting Group, and multiple financial services firms. Outside of advisory duties, he is involved in college loan consulting through Student Optimum Services and provides estate planning education via Inheritguard, LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver investment advisory and brokerage services through multiple program platforms.

Michael Danielski is a financial advisor with Transamerica Financial Advisors in Murfreesboro, TN. He holds Series 63 and Series 65 credentials and has three years of industry experience. Outside of advisory work, he is a project assistant at Hardware Tech Inc., where he manages tasks related to door frames and hardware. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm delivers a range of advisory and broker-dealer services through proprietary and third-party models, offering both discretionary and non-discretionary program options.

John Stover is a CFP® with 32 years of industry experience and is currently with Hornor, Townsend & Kent, LLC. His prior roles include positions at AlphaStar Capital Management, World Equity Group, TCM Securities, and Penn Mutual Life Insurance Company. He is also involved in insurance brokerage through his ownership and agent roles at Focus Financial Group and PS&G Financial Partners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through non-discretionary third-party asset manager platforms, financial planning, and retirement plan consulting. The firm combines asset allocation, diversification, and fundamental and technical analysis in its investment approach, and operates as both an SEC-registered investment adviser and broker-dealer.

Jennifer Lawrence is a financial advisor at Commonwealth Financial Network with a Series 65 designation and over 10 years of industry experience. She has worked as a self-employed contractor since 2015 and was affiliated with Element Financial Group for five years prior to joining Commonwealth in 2026. 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 roughly $212.7 billion in client assets. The firm offers adviser-support platforms, discretionary and nondiscretionary managed-account programs, and access to third-party asset managers and retirement consulting services.