Robert Yerkey is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience including roles at Penn Mutual Life Insurance Company, First Command Insurance Services, Bankers Life, Amazon, and the U.S. Army. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning and retirement consulting. The firm operates both advisory and broker-dealer services, managing billions in assets under management, and collaborates with third-party asset managers to offer tailored investment solutions.

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.

James Griffin is a financial advisor with Fifth Third Securities, Inc. in Spring Hill, Tennessee. He holds the Series 63 and Series 65 designations and has four years of industry experience. His prior work includes roles at Marshall Brown State Farm and Fifth Third Bank. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, offering both advisory and brokerage services through multiple investment programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to various portfolio management strategies, including mutual funds, SMAs, and direct indexing.

Matthew Robins is a financial advisor at NewEdge Advisors with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. Robins serves on the board of directors for Forever Story, a nonprofit organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing centralized due diligence and technology-driven tools.

Jeffrey Czerwinski is a financial advisor with Eagle Strategies (NY Life) in Franklin, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Eagle Strategies since 2002 and holds ongoing roles with New York Life and its affiliated entities. Outside of advisory services, he is involved in property and casualty sales and is a shareholder in an insurance-related holding company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tara Carlson is a CFP®-certified financial advisor with 11 years of industry experience, currently with Kestra Advisory Services, LLC. Her prior experience includes roles at Bank of America, Merrill, and Waddell & Associates. She serves on the board of Renewal House, a nonprofit organization, contributing to both development and financial committees. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and advisor-managed accounts, serving a diverse client base that includes large institutional investors.

William Scott is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at Keystone Financial Resources since 2010 and has been with Brookstone Capital Management since 2017. Outside of advisory work, he is involved with Heritage Ventures LLC, an insurance sales business related to family real estate investment. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and offers a range of investment strategies through its turnkey asset management platform and wrap-fee program.

Jarrod Tipton is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Bankers Life, he worked at Fifth Third Securities and Fifth Third Bank. He is also a licensed insurance agent authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and uses a blend of fundamental and technical analysis to guide investment decisions.

Tracey Binkley is a CFP® with 26 years of industry experience, currently advising at Janney Montgomery Scott since 2025. Prior to this, she was with Morgan Stanley in various capacities from 2009 to 2025. She serves on several nonprofit and community boards, including Greenhouse Ministries and the Rutherford County Industrial Development Board. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a diverse client base with brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Keenan Zehner is a financial advisor with Money Concepts Capital Corp in Franklin, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Money Concepts Capital Corp since 2010 and also owns and operates Zehrer and Associates, LLC, as well as Zehrer Management & Consulting, LLC. Outside of finance, he is involved with Southern Cultured Foods, LLC, a company that manufactures and sells cultured foods. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients through a team of about 431 advisors.

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.

Samantha Dwyer is a CFP® professional with 11 years of industry experience, currently advising at Empower Advisory Group. Her prior roles include positions at Personal Capital Advisors Corporation and Robert W. Baird & Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Ann Hollis Young is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Bank of America, N.A. since 2011 and previously at Merrill from 2007 to 2019. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of investment strategies through a network of over 400 independent advisors and offers various account management options and fiduciary services.

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.

Phoebe Venable is a CFA® charterholder and holds a Series 66 license, with 23 years of experience in the financial services industry. She has been with Corient since 2026, following 15 years at CapWealth Advisors, LLC, and prior roles at GFO Advisory Services, LLC and Truist Investment Services, Inc. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and offers specialized services through affiliates such as family office, tax, and trustee services.

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.

Glenn Price Jr. is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Brookstone Capital Management since 2017 and Keystone Financial Resources, LLC since 2010. Outside of his advisory roles, he is the owner of Keystone Financial Group, which conducts insurance services, client seminars, and reviews. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform, utilizing strategic asset-allocation models, a variety of investment strategies, and both proprietary and external sub-advisors.

Billy Lynch Jr. is a financial advisor at D.A. Davidson & Co. with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked for Raymond James & Associates. Outside of advising, he is involved in a partnership that purchases residential properties to sell or rent. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, modular and comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jennifer Blackwell is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Merrill from 2011 to 2019 and Woodbury Financial Services from 2007 to 2011. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who offer a range of portfolio management and consulting services, employing multiple analytical approaches and acting as fiduciaries under advisory agreements.

Atarius Collier is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Abbott Diabetes Care. Collier is also actively involved as an insurance agent with 1847Financial, focusing on insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisors, offering financial planning, advisory programs, and retirement plan consulting. The firm operates a dual-registered platform providing both advisory and broker-dealer services, with a focus on tailored investment strategies supported by third-party asset managers.