Austin Petrovich is a financial advisor with Truist Advisory Services, holding a Series 66 designation and six years of industry experience. His career includes roles at Truist Investment Services and Suntrust Advisory Services. Outside of finance, he has been involved with Uber EATS for six years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and integrated inter-affiliate resources.

Larry Roby is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, LLC. Roby is also the founder and CEO of Senior Financial Advisors, Inc., an insurance brokerage focused on life products. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform.

Christine Harezlak is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Brentwood, TN. Her prior experience includes roles at Northwestern Mutual Life Insurance Company and its affiliated entities, where she worked for eight years before joining Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to guide investment recommendations while leaving final trading decisions to clients.

Patrick Moore is a financial advisor with Primerica Advisors who holds the ChFC® designation and Series 63 and 65 licenses. He has 47 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Cambridge Investment Research. Outside of advising, he is involved with Hope4America.us and is an author. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Evan Andresen is a financial advisor at NewEdge Advisors with one year of industry experience. He holds a Series 65 credential and previously worked at Midwest Wealth Management and the Dubuque Racing Association. Andresen is also a licensed insurance agent/broker and may offer insurance products as part of his practice. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing both in-house and external strategies supported by technology and centralized due diligence.

Ryan Vorhies is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. Prior to joining Guardian Life and Park Avenue Securities in 2024, he worked at Compass Advisory Group and held roles at Amazon and United Airlines. Outside of his advisory work, Vorhies is a pilot for United Airlines. Park Avenue Securities LLC, part of Guardian Life, serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Laura Stevens is a Series 66-licensed financial advisor with Fifth Third Securities, Inc., where she has worked since 2013. She has 15 years of industry experience. Outside of her advisory role, she is involved in music through her ownership and operation of Laura Kaczor Music Ministries, where she writes, records, performs, and sells original music. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program, offering multiple managed-account options and features such as direct indexing and tax-overlay services.

Brian Huxhold is a CFP® professional with 15 years of industry experience, currently serving at Truist Advisory Services. He previously worked at Charles Schwab and Schwab Private Client Investment Advisory, with a combined tenure of five years before joining SunTrust Advisory Services in 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Calynn Gigant is a financial advisor at NewEdge Advisors with two years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise for four years. Before her advisory career, she held various positions in the restaurant industry. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services and uses multiple program structures supported by centralized due diligence and technology tools.

Alexander Nelson is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at City National Rochdale and CNR Securities. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to create tailored portfolios across multiple asset classes.

James Wilson is a CFP® with 39 years of industry experience, currently affiliated with Commonwealth Financial Network and Brentwood Financial Partners, where he has worked since 2007 and 2013, respectively. He serves as president and chief manager of Wilson Financial Group, LLC, which operates Brentwood Financial Partners. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs, including customized portfolio solutions and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Johanna Mockett is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has held leadership and administrative roles in several entities, including serving as president of Mockett, Inc., and is involved in providing estate planning education and client communications through affiliated companies such as LSPN Pro LLC and Inheritguard, LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily implements its advisory model through proprietary and third-party managed model portfolios, offering a range of investment and retirement-plan services supported by a large advisor network and multiple program platforms.

Justin Sykes is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at The Leaders Group Inc., Millennium Brokerage Group, and Nationwide Securities LLC. Outside of advisory work, he is active as an independent insurance agent, focusing on the sale of individual life insurance, long-term care, and annuities. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Jeffery Factor is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Raymond James & Associates and multiple Truist-related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Philip Benavides is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he is a joint owner in a family business as a silent partner. Sanctuary Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering customized investment programs through various managed account structures. The firm is noted for its integrated affiliate model and recent consolidation activities, supporting a broad range of advisory and brokerage services.

Patrick Snell is a CFA® charterholder with 13 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has served as Chief Investment Officer at M Capital Advisors since 2007. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charities, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

David Howell is a CFP®, ChFC®, and Series 66 licensed advisor with 24 years of industry experience. He is currently with Principal Financial Services and has held roles at Freedom Planning Partners, Freedom Insurance & Financial Group, Marcum Benefit, and Principal Life Insurance Company. Howell also teaches part of the CFP curriculum at Kaplan/Belmont University and serves as a board member for a nonprofit baseball organization. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Richard Schmock is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2013 to 2020. Outside of his advisory role, he is involved in managing a rental property business through a family-owned entity. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to securities transactions, variable insurance products, placement, and investment banking services.

Christopher Gardner is a financial advisor with Janney Montgomery Scott in Franklin, TN, holding Series 66, 63, and 65 licenses and with 25 years of industry experience. His prior experience includes roles at NFP Securities, Taylor Securities, Jackson National Life Distributors, and Cambridge Investment Research. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various wrap/advisory programs.

Jay Levy is a CFA® charterholder with 17 years of industry experience. He is currently with Independent Advisor Alliance, LLC and LPL Financial, having previously worked at Lazard Asset Management Securities and CLSA Americas LLC. Outside of his advisory roles, he is a co-owner of Grove Partners LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model combined with technology platforms and a range of analytical strategies to deliver both discretionary and non-discretionary portfolio management.