Corey Carney is a financial advisor with Principal Financial Services in Brentwood, TN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Principal Securities Inc. since 2010. Outside of his advisory role, Carney serves as a trustee board member responsible for facilities upkeep and management at Olive Branch Missionary Baptist Church and also participates in football officiating for the TSSAA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

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.

Victor Silvestri is a financial advisor with \u0026Partners in Nashville, TN, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has worked at Wiley Bros-Aintree Capital, LLC since 2006. Outside of his advisory role, he also works as a ride-share driver. \u0026Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through discretionary and non-discretionary approaches, utilizing a mix of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Luke Sanderson is a financial advisor at Mariner holding a Series 65 designation with less than one year of industry experience. Prior to joining Mariner, he held positions at several companies including Cintas and Ohio State University Alumni Association. Mariner serves a diverse client base that includes individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement consulting, tax services, and other financial solutions through discretionary, customized portfolios supported by an internal research and portfolio management team.

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.

Damon Byrd is a CFA® charterholder with 26 years of industry experience. He has worked at Wiley Bros, Aintree Capital LLC since 2000. He is based in Nashville, TN, and holds Series 63 and Series 65 licenses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services, using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Lawrence Sacks is a financial advisor at Mariner Wealth Advisors with 15 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Mariner since 2019, following eight years at Snow Creek Wealth Management. Outside of his advisory role, he serves as Treasurer of Sherith Israel Synagogue and is President of the James W Pickle Charitable Foundation, a nonprofit providing medical equipment. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and family office services. The firm’s investment approach combines discretionary, customized portfolios managed by an internal team and Investment Committee, integrating in-house research with third-party managers and a wide range of strategies, alongside comprehensive tax and accounting services.

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.

Stephen Maggart is a financial advisor with \u0026Partners in Nashville, TN, holding a Series 66 designation and 17 years of industry experience. He has been associated with Wileybros Aintree Capital LLC since 2009. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies.

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.