Jaime Villalovos is a financial advisor with Transamerica Financial Advisors in Franklin, TN, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has served as an officer and owner of TEAM REVOLUTION INC. (Revolution Financial Management) since 2004. He is also vice president and author at Happy & Strong, Inc., a role he has held since 2021, and serves on the board of directors for All For One, Inc. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, employing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

William Steih is a financial advisor at Prime Capital Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Private Client Services and Cambridge Investment Research. Outside of his advisory role, Steih serves as board treasurer for Discovery Place Inc. and owns a tax business, Stewardship Partners. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan sponsor and trustee services, and family office solutions, utilizing a mix of discretionary and non-discretionary investment strategies.

Blake Harrison is a PFS™ credentialed financial advisor at Corient with one year of industry experience. Prior to joining Corient in 2026, he worked at CapWealth Advisors and LBMC, PC, where he spent ten years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and incorporates risk management and alternative investments when appropriate.

Bennett Walker is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and UBS Financial Services. Walker has been with Janney Montgomery Scott since 2017. 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Jesse Haverstock is a CFP® professional with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2017. Prior to joining Mercer, he worked at Freestone Capital Management, LLC from 2012 to 2017. Mercer Global Advisors provides investment advisory, financial, tax, retirement, estate planning, and family office services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios with low-cost funds, separate account managers, and specialized products.

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.

Robert Pagliarini is a CFP® with 28 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Financial Management Network, Inc., Pacifica Wealth Advisors, Inc., and Allied Consulting Group. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a range of clients including individuals, corporations, and institutional investors. The firm employs both active and passive strategies across public and private asset classes and acts as general partner for proprietary private funds while offering portfolio management and performance reporting services.

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.

John Hare is a financial advisor with Independent Financial Partners and holds Series 63 and Series 66 licenses. He has 36 years of experience, including prior roles at LPL Financial and Valic Financial Advisors. In addition to his advisory work, he owns Fiduciary Impact LLC, which provides fiduciary consulting and expert witness services. Independent Financial Partners offers 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 comprehensive retirement-plan advisory and pension consulting services.

Matthew Rodriguez Nelson is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and has two years of industry experience. His prior work includes roles at Empower Financial Services, MongoDB Inc, and service in the Tennessee Army National Guard. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Roy St John is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and over 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and previously spent eight years with Debtmerica. Outside of his advisory role, he serves as president of St. John Real Estate Investments. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary model portfolios and third-party managers, providing both discretionary and non-discretionary program options.

Warren Goodwin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Hawsgoodwin Investment Management, LLC for 13 years. Outside of his advisory role, he is a partner and part-owner of HG Main Street Partners, a real estate investment company. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and financial planning services.

Samuel Uselton is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Bank and Applied Industries. Outside of his advisory role, he is a sales representative for Jos. A. Bank men's clothing. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, combining advisor-directed and third-party portfolio management 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.

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.

Thomas Doerfler is a CFP® professional with 17 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Raymond James Financial and Lighthouse Wealth Group, which he has been associated with since 2012. Doerfler also maintains ownership of Lighthouse Wealth Group as a DBA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and trusts, offering a range of portfolio management and financial planning services through both in-house and third-party solutions.

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.

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.

Edward Kaeser III is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Hornor, Townsend & Kent Inc and Penn Mutual Life Insurance Co since 2016. Outside of his advisory role, he is involved in a multi-line insurance brokerage under the name 1847FINANCIAL. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a unique dual registration and affiliation with Penn Mutual, overseeing over $8 billion in discretionary assets as of 2025.

Jennifer Horton is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Corient. She previously worked at Capwealth Advisors for 16 years before joining Corient and Corient Services LLC in 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments when appropriate.