David Miller is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Raymond James Financial Services, Southwestern Investment Group, and Thrivent Financial. In addition to his advisory work, he serves as an independent contractor financial advisor for Aull Wealth Team in Nashville, TN. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of portfolio management and financial planning services through both proprietary and third-party investment solutions.

Clayton Borders is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds a Series 66 credential and has been with TIAA-CREF and its related entities since 2016. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management using model or customized portfolios.

Kurt Le Fevre is a CFA® charterholder with 17 years of experience in the financial industry. He is currently with Private Advisor Group, LLC and has held roles at LPL Financial, Mariner Independent Advisor Network, Ameriprise, and Edward Jones. Le Fevre is also involved with Mariner Independent Advisor Network, where he provides investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model and employs a variety of investment strategies, often implementing advice through third-party managers and technology platforms.

Sandra Kane is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at BB&T Securities, LLC, and various SunTrust investment and advisory services from 2013 to the present. 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 manager‑selection programs. The firm integrates discretionary and non‑discretionary manager relationships and utilizes third‑party platforms and AI‑enabled research tools to support its investment process.

Ayushi Patel is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 designation. She began her career in 2022 and joined Focus Partners Wealth in 2024. Patel's prior experience includes roles at SEP Ventures, Finnacle, and other firms. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Kevin Higdon is a financial advisor with United Planners' Financial Services of America and holds Series 63, 65, and 66 licenses. He has 30 years of industry experience and has been with United Planners since 2012. Outside of advisory work, he is involved in business development roles and serves as a management consultant in real estate and bookkeeping. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm employs a mix of custodians and third-party managers, offering primarily non-discretionary account management through its network of independent representatives.

Brian Miller is a financial advisor with Hightower Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at AllianceBernstein Investments Inc., Kemberton Healthcare, and with the Tampa Bay Rays. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Norman Nuismer Jr. is a financial advisor with \u0026Partners in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wiley Bros Aintree Capital LLC since 2006. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and municipal advisory services through a combination of proprietary and third-party strategies.

Jeremy Hannah is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Valic Financial Advisors. Hannah’s background also includes a role at Hannah Motorsports. 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 offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates rather than short-term forecasts.

Charles White is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Empower Advisory Group and has previously worked at LPL Financial LLC and Trustmark National Bank. Outside of his advisory role, he serves as a Notary Public for Hinds County, Mississippi. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

Francisco Iglesias is a CFP®, ChFC®, and Series 63-licensed financial advisor with 10 years of industry experience. He has worked at firms including Northwestern Mutual and Mariner Wealth Advisors before joining Mariner. Iglesias is based in Nashville, TN. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement discretionary, customized portfolios and provides integrated tax, accounting, and family office services uncommon among firms of its size.

Alissa Bender is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of her advisory role, she owns Bender Services LLC. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Chadwick (Chad) Copeland is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and possessing 26 years of industry experience. His career includes roles at LPL Financial, Wells Fargo Clearing, Merrill, Charles Schwab, and Banc of America Investment Services. He operates under the DBA Paradigm Wealth Partners, providing investment advisory services through an independent advisor firm. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and leverages technology platforms alongside access to third-party managers and estate-planning resources.

Shannon Hughes is a financial advisor at Kestra Advisory with seven years of industry experience. Hughes holds the Series 66 designation and has worked at various firms, including Kestra Advisory Services LLC and Kestra Investment Services LLC since 2021. Outside of finance, Hughes works as a part-time delivery driver for Shipt several nights per week. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Jay Jamison is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at Merrill and Banc of America Investment Services before joining SunTrust Advisory Services, now part of Truist, where he has worked for over a decade. 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 manager selection programs, combining discretionary manager relationships with third-party platform arrangements and AI-enabled research tools.

Benjamin Stansfield is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked in various roles at Bankers Life and its affiliates since 2014, including sales and recruiting as a Unit Sales Manager. Outside of advising, he is the sole member and president of a real estate group focused on property acquisition and development. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

Carolyn Williams is a Series 66-licensed financial advisor at TIAA-CREF with three years of industry experience. Her prior roles include positions at Charles Schwab, Edward Jones, and PNC Bank. Outside of finance, she has experience in the beauty services industry, including work at Valentina's Beauty Boutique. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management with a fiduciary standard, and it acts as adviser to a donor-advised fund.

Wade Bilbrey is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner since 2025. He previously worked at CapFinancial Partners LLC (CAPTRUST), TrustCore Financial Services, One Trusted Advisor Investments, and Waddell & Reed Inc. Bilbrey is a board member of the Harpeth Heights HOA in Nashville, where he helps create and enforce community rules. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and administrative family office services uncommon at this firm size.

Mary Grace Mamolo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Regions Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Eli Daugs is a financial advisor with Carson Wealth holding a Series 65 designation and two years of industry experience. He has worked with Harrison Wallace Financial Group, Ltd and CWM, LLC since 2024, and was previously affiliated with Carson Group. Prior to entering the financial industry, he spent several years in educational roles. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion across a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach overseen by an Investment Committee and providing access to customized solutions and third-party sub-advisors.