Alex Hattenhauer is a CFA® charterholder with four years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, InterOcean Capital Group, LLC, and Northern Trust. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework and includes financial planning, family office services, and access to private funds.

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.

Ryan Carson is a financial advisor with Valic Financial Advisors in Nashville, TN, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Valic Financial Advisors since 2015 and also operates TennEV LLC, an automotive aftermarket company. Carson serves as a member at large on his neighborhood homeowners association board. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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.

Heather Fitch is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. She previously worked at The Connor Group and Wyndham Destinations and has held positions in both hospitality and retail sectors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and it integrates tax, accounting, and family office services alongside its portfolio management capabilities.

Todd Matthews is a CFP® with 13 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2015. Outside of his advisory role, Matthews owns a lake cabin in Smithville, Tennessee, which he plans to outsource for rental management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, 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.

Leona Edwards is a CFP® and Series 65-licensed advisor at Mariner with eight years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously spent two years with Snow Creek Wealth Management. Edwards also held roles at Trader Joe's in 2016 and 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm provides customized discretionary portfolios supported by an internal investment team and access to third-party managers, with notable integration of tax and accounting services and family office capabilities.

Peyton Delvendahl is a financial advisor with Valic Financial Advisors in Nashville, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Valic Financial Advisors in 2020, Peyton worked at Arthur J. Gallagher and the University of Tennessee in retirement services and risk management roles. Outside of advisory work, Peyton is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Heather Oconnor is a financial advisor with Truist Advisory Services in Nashville, TN, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Bank, and BB&T in various capacities from 2016 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and offers programs like AMC Advantage for clients seeking third-party manager appointments.

Parker Kramlich is a CFP® and Series 65-licensed advisor at Mariner with three years of industry experience. His prior work includes roles at Robert W Baird and various positions outside financial services, including at Sunnyslope Golf Course and Carthage College. Mariner serves a diverse client base, including individuals, pension plans, trusts, and nonprofits, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and combines internal research with third-party managers, also providing integrated tax and accounting services along with unique CFO and financial wellness solutions.

Joshua Embry is a financial advisor at &PARTNERS with 29 years of industry experience. He has been with Wiley Bros. Aintree Capital, LLC since 1997. He holds Series 63 and Series 65 licenses. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative strategies.

Christopher Burgdorf is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, where he has worked since 2016 in various roles. His prior experience includes positions at LPL Financial and Simmons Bank. Outside of his advisory work, Burgdorf serves as an Associate Pastor at Hillsboro Baptist Church. Fifth Third Securities, Inc. serves a broad mix of individual, high-net-worth, and institutional clients through both investment advisory and brokerage channels. The firm offers multiple program types via its Passageway Managed Account Platform, combining third-party portfolio managers and advisor-directed strategies.

Nicholas Hershey is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. Prior to joining Creative Planning in 2022, he worked at Keystone Wealth Partners and held roles outside the financial industry including positions at Sundt Construction and Grand Canyon Athletics. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Derek Deguire is a CFP® professional with 27 years of industry experience, currently serving at Truist Advisory Services in Nashville, TN. He has worked at SunTrust Advisory Services and SunTrust Securities for over 20 years. In addition to his advisory work, he is involved in renovating and reselling residential real estate properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships, non-discretionary consulting, and third-party platform arrangements.

Jennifer Alexander is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with SunTrust Advisory Services since 2014 and has prior experience with SunTrust Bank and Suntrust Investment Services, Inc. Alexander serves on the boards of the Muscle Shoals Songwriters' Foundation and Speedway Children's Charities, contributing to community arts and children's educational initiatives. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, supported by inter-affiliate integration and AI-enabled research tools.

Kaley Idol is a financial advisor at &Partners in Nashville, TN, holding a Series 66 designation with eight years of industry experience. She has worked at WileyBros Aintree Capital LLC since 2018 and previously spent two years at Athens Health and Fitness. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan services through both discretionary and non-discretionary approaches. The firm utilizes a combination of fundamental, technical, and quantitative analysis, with access to proprietary and third-party strategies.

Matthew O'Connor is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and four years of industry experience. He previously worked at Provident Wealth Management, a finance startup, Virtue Capital Management, UBS, and State Street. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework and offers access to private funds and specialized portfolio management tools.

Timothy Giarra is a CFP®-designated financial advisor with eight years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes multiple roles at these firms since 2017. Outside of advisory work, he serves with the Ankerberg Theological Research Institute and the Cooper Trooper Foundation. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base including individuals, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning and consulting, combining advisor-led discretionary management with proprietary and third-party investment strategies.

Vivian Houghland is a financial advisor with Valic Financial Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Valic Financial Advisors since 2011 and also serves as an agent with Agia for non-securities insurance products. Outside of her advisory role, she is the treasurer for the 2200 Harding Place Homeowners' Association and acts as a notary public. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs and other financial services, utilizing Envestnet-developed UMA models for portfolio construction and management.