Jonathan Trusty is a Series 66-licensed financial advisor with Sanctuary Advisors, LLC, based in Brentwood, TN. He has 14 years of industry experience, including seven years at Merrill and ongoing service at Bank of America, N.A. since 2011. Outside of advisory work, he owns rental properties. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, offering a range of portfolio management and consulting solutions through a network of over 400 independent representatives.

Erin Arnett is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. She previously worked at Jackson National Life Distributors LLC for ten years before joining Kestra in 2021. Outside of her advisory role, she serves as a City Ambassador and chapter host for a local women's networking group in Tennessee and is the owner and financial expert of an online training course focused on the financial aspects of divorce. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, managing approximately $79.8 billion in assets.

Katherine Fowler is a financial advisor at Brookstone Capital Management LLC with 19 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Wealth Access, United Income, Inc., and Envision Wealth Planning. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through various account types and model portfolios, supporting a large advisor network with back-office and turnkey asset management platform services.

Thomas Lazenby II is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 designations. He has 27 years of industry experience, including 18 years at Stifel Nicolaus & Co Inc and prior roles at Powell Johnson, Wells Fargo Clearing, and Prudential Equity Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, leveraging technology platforms and offering a range of investment approaches and third-party manager options.

Andrew Barron is an advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Keller Williams, Floor & Decor, and AT&T. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Darrell Dawes is a financial advisor at Guardian Life with 43 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Peachtree Planning Advisors, Inc. and New England Securities. Guardian Life, through its wholly owned subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning, advisory, and consulting services, combining advisor-led management with model-based strategies and a variety of proprietary and third-party programs.

Charles Bagley is a financial advisor with Empower Advisory Group in Franklin, TN, holding ChFC® and Series 63 designations and bringing 34 years of industry experience. His prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc, and Mutual of America Securities Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders, delivering integrated services tied to Empower’s recordkeeping and administrative platforms.

Jeffrey Nicholson is a financial advisor at NewEdge Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Ameriprise, Southern Medical Technologies, AT&T, and held teaching positions at The University of Alabama and Jasper High School. 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 investment adviser representatives. The firm offers a wide range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party management with technology-supported solutions.

William Swafford is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and over 11 years of industry experience. He has been with Bankers Life and its affiliated entities since 2011, managing a team of agents and overseeing hiring and training. In addition to advising, he is involved in insurance sales including Medicare Supplement, annuities, life, health, and long-term care products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients' goals and risk tolerances.

Basil Lamastus is a CFP® certificant with 29 years of industry experience. He is currently with NewEdge Advisors and NewEdge Securities LLC, having joined in 2026. His prior experience includes roles at Ameriprise Financial Services and Wells Fargo Clearing. 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 investment adviser representatives. The firm offers a variety of portfolio management and consulting services, employing multiple program structures and centralized due diligence, with recent use of artificial intelligence in some business operations.

Ethan White is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has one year of industry experience and has previously worked at Morgan Stanley and Windrose Advisors. Ethan has also spent time at Northeastern University in various capacities. Guardian Life's subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to various proprietary and third-party platforms.

George Myers is a financial advisor at Money Concepts Capital Corp with 31 years of industry experience. He holds the Series 65 and Series 63 designations and serves as president of Premier Capital Management, a role he has held since 1997. Myers has worked with Money Concepts Capital Corp since 2015 and continues to lead Premier Capital Management. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches across multiple portfolio programs and integrates third-party managers and platforms such as Envestnet to support its advisory services.

Courtney Boatright is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has four years of industry experience. Prior to her current role, she worked at Williamson Medical Center and in local government. In addition to her advisory work, she is also an agent for Bankers Life and Casualty Company, writing 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 emphasizes customized asset allocation, tax efficiency, and a mix of fundamental, technical, and cyclical analysis to guide investment decisions.

Michael Shahan is a CFP® professional at Corient with seven years of industry experience. He has worked at several firms including CapWealth Advisors, SageSpring Wealth Partners, and Raymond James Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Joshua Levine is a financial advisor with Money Concepts Capital Corp in Franklin, TN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been affiliated with Palms Casino Resort since 2005. Outside of his advisory role, Levine serves on the board of directors for a travel baseball organization and acts as a pitching coordinator for a related charity. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages assets through a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

Paul Urbanek is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over 16 years. Outside of his advisory work, he is a partner in BooBoo IssKiss, LLC, a venture involved in art, culture, and real estate. 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, financial planning, brokerage, and investment banking services, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Gregory Lynch is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and previously worked at Foundations Investment Advisors, LLC for 11 years. Outside of his advisory role, he owns and operates Pivotal Financial and Insurance Services, providing insurance and non-legal estate planning administrative services. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by various investment strategies and serves approximately 127,000 clients through a standardized platform approach.

Todd Carpenter is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica in various roles since 2003. Outside of his advisory work, he has been involved with Artisan Signs and Graphics and Artisan Direct. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Garrett Williamson is a financial advisor with Guardian Life, holding the CFP® designation along with Series 63 and 65 licenses, and has 11 years of industry experience. He has worked at Guardian Life since 2018, following prior roles at Commonwealth Financial Network and Wells Fargo. Outside of advising, he owns Foundation Bookkeeping LLC, an independent bookkeeping service. Guardian Life operates through its Park Avenue® Wealth Management subsidiary, providing brokerage and advisory services to individuals, corporations, and nonprofits. The firm offers a range of tailored financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Syed Masood is an investment advisor with FIFTH THIRD SECURITIES, Inc. based in Franklin, TN. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Guidance Residential LLC and various financial institutions, including Fifth Third Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base that includes individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, providing clients access to a range of investment strategies and third-party portfolio managers.