Bryton Czerwinski is a financial advisor at Eagle Strategies (NY Life) based in Franklin, TN, with two years of industry experience. He holds the Series 66 designation and has prior experience with firms including Telos Capital Management and New York Life. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

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.

Jeffrey Alger is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with SunTrust Advisory Services since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. since 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

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 Walton is a financial advisor with Principal Financial Services holding a Series 66 credential and 11 years of industry experience. He previously worked at Valic Financial Advisors and AXA-Advisors, LLC. Outside of his advisory work, he participates as a visitor host in a local networking group and is involved in the sales and service of fixed life insurance and related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

Susan Martin is a Certified Financial Planner (CFP®) with 26 years of industry experience. She is currently affiliated with Private Advisor Group, LLC and has worked previously at LPL Financial and TIAA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management, financial planning, and consulting services. The firm employs a fiduciary-based advisory model that utilizes technology platforms and third-party managers to implement diversified investment strategies.

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.

Ashton Weddington is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and experience beginning in 2022. His background includes roles at USHEALTH Group and the City of Clarksville Parks and Recreation Department. He has worked in the financial services industry since 2022. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, overseen by an internal Investment Committee.

Nolan Phillips is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 12 years. Additionally, he is a certified notary, providing notarization services for client documents as needed without charge. 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 investment adviser representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Scott Treloar is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of advisory, he has engaged in part-time work as a porter for LAZ Parking and as a retail cashier for Red Dog Wine & Spirits. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, integrating discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Timothy Pagliara is an advisor with Corient, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Capwealth Insights, CapWealth Advisors, Lanark Financial, and CapTrust Financial Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Adam Neelly is a financial advisor at NewEdge Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise. Outside of his advisory role, Neelly serves as treasurer on the board of Wholehearted Counseling and coaches shot put and discus for high school track and field teams in Williamson County Schools. 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 representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party model portfolios and advisor discretion.

Ryan Calhoun is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has two years of industry experience and previously worked at Cardinal Financial, LLC. Outside of his advisory role, he is involved with SongFinch, a non-investment business. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with additional services including financial planning, ongoing consulting, and access to insurance and alternative investment products.

Brandon Campbell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 65 licenses and 17 years of industry experience. He has previously worked at firms including Concourse Financial Group Securities Inc, Protective Life Insurance Company, and MassMutual. Outside of his advisory work, he is an owner of B&B Smart Properties LLC, a rental property business in Hot Springs, Arkansas. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households, using model portfolios composed exclusively of T. Rowe Price mutual funds and ETFs. The firm emphasizes goal-based planning, tax-aware rebalancing, and electronic enrollment processes.

Paul Glowienke is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2017 and 2018 respectively, following prior roles at Northwestern Mutual from 2002 to 2017. Outside of his advisory work, he provides health and dental insurance products through a separate business. Paul works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America that serves individuals, plan sponsors, charitable organizations, and businesses. The firm offers brokerage and advisory services combining advisor-led discretionary management with model-based strategies, along with access to insurance and alternative investment products.

Shanan Boyd is a financial advisor with Eagle Strategies (NY Life) based in Franklin, TN. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Company. Boyd has been with Eagle Strategies since 2017. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Kyle Peace is an investment advisor at TLG Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Nationwide Insurance Co. and Nationwide Securities from 2004 to 2020. He is also the owner of Peace of Mind Financial Strategies, where he focuses on long-term care, life insurance, and annuities. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, and ERISA fiduciary services with an investment approach based on fundamental analysis and Modern Portfolio Theory.

George Andrews is a financial advisor at Independent Financial Partners with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Commonwealth Financial Network, Southwestern Investment Advisory Services, Raymond James Financial Services, and LPL Financial. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Paul Johnson is a CFP®-certified financial advisor with 20 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2023. His prior roles include positions at Oakworth Capital Bank, Platinum Music Management, and Cetera Investment Advisors LLC. Johnson serves as a board member of the nonprofit Stronger Than My Father. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management under Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through a combination of discretionary management, model-based strategies, proprietary programs, and third-party platforms.

Luke Alger is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. He has been associated with SunTrust Investment Services and Suntrust Advisory Services since 2015. Outside of his advisory work, he is a 10% owner of an LLC formed to purchase a vacation home in Seabrook Island, South Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment and manager-selection processes.