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.

Kim Richardson is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Jack Ricker is a financial advisor at NewEdge Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise, among other positions across various sectors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, using technology and centralized due diligence to support its offerings.

Noah Scott is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Keystone Wealth Alliance and Keystone Financial Resources. Noah is also a licensed Tennessee Life and Health Insurance Agent, assisting with insurance illustrations and sales processes. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers a range of investment strategies through its turnkey asset management platform and serves as a sub-advisor to other advisory programs.

Christopher Blake is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63, 65, and 66 licenses. He has 29 years of industry experience, including a 20-year tenure at Lazard Asset Management Securities LLC. Blake is based in Brentwood, TN. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs discretionary and non-discretionary portfolio management strategies, leveraging technology platforms and a network model of independent advisors affiliated with LPL Financial.

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.

Thomas Sheehan Jr. is a financial advisor at &PARTNERS with 42 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Wiley Bros. Aintree Capital, LLC since 1995. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, combining proprietary models with third-party manager solutions and employing a range of analytical approaches within its portfolio management.

Michael Swann is a CFP® with 30 years of experience in the financial services industry. He has been with Truist Advisory Services since 2016, including its predecessor entities, and currently serves as an advisor at Truist Advisory Services and Truist Investment Services. Outside of his advisory role, he co-owns The Swann Group, LLC, a family business involved in property development and management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary strategies supported by inter-affiliate integration and third-party platforms.

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.

David Wiley III is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and 45 years of industry experience. He has been with Wiley Bros. Aintree Capital, LLC since 1980. Wiley serves on the boards of several organizations, including Ampersand Partners LLC, &Affiliates Capital LLC, and multiple home building companies. &PARTNERS serves a diverse client base including individuals, retirement plans, and institutional entities such as charitable organizations and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing a combination of proprietary and third-party portfolio strategies and a range of analysis techniques.

Matthew Pevahouse is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with Principal Life Insurance Company since 2010 and Principal Securities Inc. since 2016. Pevahouse's professional activities include working with fixed insurance, group benefits, and life-related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Charles Winfrey Jr. is a financial advisor with Brookstone Capital Management LLC in Brentwood, TN, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has been with Brookstone Capital Management since 2015 and is also involved with The Rollover Company Inc, where he serves as an insurance agent specializing in fixed index annuities, disability, health, life, and long-term care insurance. Brookstone Capital Management provides fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis using a variety of strategies and supports a large advisor network with back-office and TAMP services.

Andrew Wood is a CFA® charterholder with six years of industry experience. He is currently an advisor at Cerity Partners LLC, where he has worked since 2026. Prior to this, he was with Covenant Partners, LLC, Bank of America N.A., Merrill, and U.S. Trust Bank of America Private Wealth Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, charitable organizations, foundations, and institutional investors. The firm’s investment approach includes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Jason Youngman is a financial advisor with Fifth Third Securities, Inc. in Murfreesboro, Tennessee. He holds Series 63 and Series 65 credentials and has 14 years of industry experience. He has been with Fifth Third Securities since 2011 and Fifth Third Bank since 2010. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly-owned subsidiary of Fifth Third Bank.

Julia Siterlet is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at UBS Financial Services from 2016 to 2023 before joining Truist Advisory Services and Truist Investment Services in 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Franklin Canales Navas is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds a Series 65 credential and has previously worked at Alphastar Capital Management LLC and Focus Financial Group, LLC. In addition to his advisory role, he serves as an advisory representative involved in group benefits and insurance sales, including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Joseph Affatigato is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes positions at Transamerica Investors Securities, UBS, and New York Life. Outside of financial advising, he is president of Affatigato L.L.C., a retail and wholesale business importing olive oil from his family’s land in Sicily. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary recommendations focused on asset allocation and retirement planning. The firm employs proprietary technology from Morningstar Investment Management and operates primarily at scale, serving over 200,000 clients with a large share of non-discretionary assets.

Corey Creel is a CFP® and ChFC® affiliated with Farther in Nashville, TN, with over eight years of experience in financial services. He previously worked at Omni Wealth Management and Northwestern Mutual. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary private investment fund recommendations. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios with automatic rebalancing and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Jordan Haglin is a financial advisor with Truist Advisory Services holding a Series 66 designation and two years of industry experience. His prior roles include positions at Thrivent Financial and CedarStone Bank. Outside of his advisory work, he has experience with entrepreneurial ventures such as Haglin Technology Innovations and Madden's on Gull Lake. 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 combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

Bryson Hill is a Series 66-credentialed financial advisor with two years of industry experience. He is associated with Eagle Strategies, a New York Life company, and operates under the DBA Pickens Hollow Financial Group, offering New York Life products and services. Prior to his current financial roles, Hill has held positions in various businesses including Atlanta Warehouse Solutions and Bottles and Bones. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, working closely with a diverse range of clients including plan sponsors and charitable organizations.