Shanan Boyd is a financial advisor with Eagle Strategies (NY Life) based in Franklin, TN. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Company. Boyd has been with Eagle Strategies since 2017. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Kyle Peace is an investment advisor at TLG Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Nationwide Insurance Co. and Nationwide Securities from 2004 to 2020. He is also the owner of Peace of Mind Financial Strategies, where he focuses on long-term care, life insurance, and annuities. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, and ERISA fiduciary services with an investment approach based on fundamental analysis and Modern Portfolio Theory.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.