Adam Johnson is a financial advisor with Savvy, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Commonwealth Financial Network and Country Capital Management Co. Johnson is the founder of Revive Risk Management LLC, which focuses on insurance sales, and is co-trustee and owner of Dills Donuts Inc., a coffee and donut business. Savvy provides investment and financial planning services for individuals, trusts, businesses, and charitable organizations. The firm employs a primarily index-based, long-term investment approach combined with active equity portfolios and tax-aware strategies, utilizing third-party sub-advisers and technology platforms to tailor investment plans to client objectives.

Dominic Cespino is a financial advisor at Silver Oak Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at Securities America, Inc. since 2020 and previously at Waddell & Reed Inc. from 2015 to 2019. Outside of his advisory roles, he has been involved with the Catholic Business League since 2018. Silver Oak Securities serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a large network of financial professionals. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Matthew Kennedy is a financial advisor with Virtue Capital Management, LLC in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at Virtue Capital Management and Impact Holdings, LLC since 2020, with prior experience at First Heartland Capital Inc and as a self-employed professional. Outside of advisory work, he founded Impact Holdings, which provides practice management coaching for dentists, and he is involved in coaching insurance advisors and insurance sales through his own firms. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering portfolio management, financial planning, consulting, and third-party due diligence. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates through a multi-team model with a distinctive structure that includes dual registration and affiliated businesses providing a range of investment and insurance services.

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 with United Advisor Group, holding Series 63, 65, and 66 credentials and nine years of industry experience. Her prior roles include positions at Hornor, Townsend & Kent LLC, Principal Securities Inc, and Shoemaker Financial. She is also an independent insurance agent specializing in life insurance brokerage. United Advisor Group provides investment management, financial planning, and consulting services to individuals, small businesses, trusts, and charities. The firm serves both non‑high‑net‑worth and high‑net‑worth clients, employing a combination of strategic and tactical asset allocation with value investing, using proprietary models, sub‑advisors, and customized accounts.

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.

Ryan Marlin is a financial advisor with Empower Advisory Group in Murfreesboro, Tennessee. He holds Series 63 and Series 66 designations and has 14 years of industry experience, including previous roles at Scottrade and GWFS Equities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Eric Gilliam is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Fifth Third Bank and ThorSport Farm. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, providing a range of investment options tailored to client risk profiles.

James Ledbetter is a Series 65-licensed financial advisor with Equity Services, Inc. He began his advisory career in 2025 and has prior experience with Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and several regional banks. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently employs third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Larry Roby is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked at Brookstone Capital Management since 2015 with additional experience at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company. Roby also founded and leads Senior Financial Advisors, Inc., an insurance brokerage focused on life products. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset allocation models and a variety of investment vehicles, operating both as an independent advisor and a sub-advisor to other programs.

Jay Levy is a CFA® charterholder with 18 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and has prior experience at Lazard Asset Management and CLSA Americas. He is also co-owner of Grove Partners LLC, a non-investment related business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering comprehensive asset management, financial planning, and retirement consulting services. The firm employs a network model with a broad range of portfolio management strategies and leverages technology platforms for asset aggregation and estate planning.

Samuel Myers is a Series 65-licensed financial advisor with Brookstone Capital Management LLC, based in Murfreesboro, TN. He has one year of industry experience and previously worked in various roles including at Express Employment Professionals and Jim 'N Nicks Bar-B-Q. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through a range of model portfolios and separately managed accounts.

Laura Free is a financial advisor with Equity Services, Inc. She holds a Series 66 designation and has 25 years of industry experience. Her prior work includes roles at Truist Advisory Services, Truist Investment Services, and LPL Financial. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, and it utilizes a network of investment adviser representatives and third-party asset managers.

James Henry is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Advisors, OneDigital Investment Advisors LLC, Empower, and SageView Advisory Group. Outside of his advisory role, he is an independent insurance agent focused on life insurance and fixed annuity contracts. 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 diverse range of strategies and integrates financial planning and tax services, serving both as a product sponsor and adviser to mutual funds and private investment vehicles.

Edward Kaeser III is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Hornor, Townsend & Kent Inc and Penn Mutual Life Insurance Co since 2016. Outside of his advisory role, he is involved in a multi-line insurance brokerage under the name 1847FINANCIAL. 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, with a unique dual registration and affiliation with Penn Mutual, overseeing over $8 billion in discretionary assets as of 2025.

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.

Nicholas Rothrock is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. His prior experience includes roles at Financial & Tax Architects, LLC, Gosimer LLC, and DTI / EPIQ, as well as self-employment since 2020. He is also an independent life insurance producer through Rothrock Wealth and Retirement Strategies, LLC. Foundations Investment Advisors serves a broad client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach in managing investments.

John Helms is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the CFP®, PFS™, and Series 65 credentials. Prior to joining Commonwealth and Provident Financial Planning & Investment Management in 2024, he spent eight years at Hull Wealth Management. Outside of his advisory role, Helms provides tax preparation and general accounting services through his own business, John G Helms. 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 their clients. The firm offers a broad range of managed-account programs, third-party asset management access, retirement consulting, and custody services.

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.

Mitchell Lightfoot is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. His prior work includes roles in animal control and the food service industry. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform.