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 CWM, LLC in Nashville, TN, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Harrison Wallace Financial Group, Ltd and Carson Group, as well as teaching experience at the University of Tampa and several high schools. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary management approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors, and offers a range of retirement plan services and other investment solutions.

Randall Kaune is a financial advisor with Empower Advisory Group in Hendersonville, TN. He holds Series 63 and Series 65 designations and has five years of industry experience. His prior roles include work with GWFS Equities, Inc. and the Colorado County and Officials Retirement Association. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates.

Tory Sherman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior positions include roles at Ameriprise, Comerica, and Wells Fargo Advisors. Sherman serves as Chair of the Sole Hope Board of Directors. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary solutions supported by third-party platforms.

Martin Pyle is a CFP® professional with 20 years of industry experience, currently affiliated with Principal Financial Services. He has previously worked at SunTrust Advisory Services and Suntrust Investment Services. Outside of his financial advisory role, he serves as a preaching minister at Riverwood Church of Christ, where he delivers sermons and teaches weekly classes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize financial planning, retirement consulting, and access to third-party money manager solutions.

Thomas Espy is a financial advisor at &Partners with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wileybros Aintree Capital since 2013. He is also the president of JACKTEN CORP, a dormant holding company. &Partners serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, retirement plan consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis and offers portfolios managed directly by advisors or third-party managers.

Gregory Kirby is a Series 66 licensed advisor with Truist Advisory Services in Nashville, TN, bringing six years of industry experience. He has been affiliated with Truist and its predecessor entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Charles Booth is a financial advisor with Hightower Advisors in Nashville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hightower Advisors, he served in the United States Navy for twelve years. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services that include portfolio management, financial planning, and retirement plan consulting.

James Knight is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and nine years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Co. since 2016. Outside of his advisory role, Knight serves as a church deacon responsible for youth and outreach programs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

Ann Hollis Young is a financial advisor at Sanctuary Advisors, LLC with 18 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2011 and 2007, respectively. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who employ a range of analytical approaches and offer portfolio management through multiple account platforms.

Michael Levine is a financial advisor at Kestra Advisory with 32 years of industry experience. He holds a Series 63 designation and has been affiliated with Kestra Advisory and Kestra Investment Services since 2016. Levine is also the owner of Levine Group Inc, which he has operated since 1987. He serves as a broker of record in insurance sales and is involved with the Professional Advisory Council's Life and Legacy Committee, advising on tax-efficient charitable giving. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Eddie Stewart III is a financial advisor with VOYA Financial Advisors, Inc. in Nashville, TN, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014. Stewart is also an independent insurance agent specializing in the sales of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm utilizes multiple program structures and provides primarily non-discretionary, recommendation-based advice.

Ben Straley is a financial advisor with Empower Advisory Group in Brentwood, TN, holding Series 63, Series 65, and Series 66 credentials. He has 24 years of industry experience, including roles at GWFS Equities, Inc. since 2017 and earlier positions at Raymond James Financial Services Advisors Inc. and Pinnacle Financial Services. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Mackenzie Cunningham is a CFA® charterholder with nine years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners, Cunningham held positions at The Colony Group, InterOcean Capital Group, CAPTRUST, TrustCore, Wedbush Securities, and Avondale Partners. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional investors, offering a range of services such as investment management, financial counseling, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach with an emphasis on enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers and specialized strategies.

Robert Elliott is a CFP® certified financial advisor with 33 years of industry experience. He has worked at Wiley Bros. Aintree Capital, LLC since 1992. Elliott is based in Nashville, TN, and holds Series 63 and Series 65 licenses. He is affiliated with &Partners, an enterprise firm serving a wide range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, employing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios.

Garrett Sorensen is a CFP® professional with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Marcum Wealth, LLC, AAFMAA Wealth Management & Trust, and Abound Wealth Management. Outside of advisory work, he hosts the podcast Operation Veteran Finance, serves as Finance Committee President for the Music City Children’s Museum, and teaches financial education and retirement planning courses. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Jennifer Blackwell is a financial advisor with Sanctuary Advisors, LLC and holds the Series 63 and Series 66 designations. She has 20 years of industry experience, including 15 years at Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a variety of portfolio management options and operates with a fiduciary standard when a written advisory agreement exists.

Heather Beckwith is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. She has 19 years of industry experience, including roles at Raymond James Financial and Wealth Strategies Partners, where she has been associated since 2014. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Atarius Collier is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual and Abbott Diabetes Care. In addition to his advisory work, he is involved in insurance brokerage with Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing over $8 billion in discretionary assets while providing a variety of client-tailored investment solutions.