Adam Smotherman is a CFP® professional with eight years of industry experience, currently serving at Fifth Third Securities, Inc. in Nashville, TN. His prior experience includes roles at Cetera, Regions Bank, SunTrust Investment Services, and UBS. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, with a range of strategies including mutual funds, SMAs, and direct indexing.

Matthew Beery is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and services such as portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to different programs, with approximately $36.7 billion in assets under management as of the end of 2025.

Bhawana Khurana is a CFA® charterholder with six years of industry experience. She is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, LLC, InterOcean Capital Group, LLC, and The Smart Cube Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies alongside various specialized offerings.

Justin Ostrander is a financial advisor at &PARTNERS with five years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Cambridge Investment Research. Outside of finance, he is a recording guitarist and owns a music business based in Madison, Tennessee. &PARTNERS serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing a mix of fundamental, technical, and quantitative analysis with discretionary and non-discretionary account management options.

Ethan White is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses. He has experience working at multiple firms including Morgan Stanley and Windrose Advisors. Ethan also has academic experience at Northeastern University. Park Avenue Securities LLC, where Ethan works, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of financial planning and investment advisory services.

Alan Thornton Jr. is a financial advisor at Mariner with seven years of industry experience. He holds the Series 65 designation and previously worked at Box Financial Advisors, LLC, and the University of North Texas. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and Core Family Office services, employing discretionary, customized portfolios supported by in-house research and third-party managers.

Michael Randolph is a financial advisor with Valic Financial Advisors in Nashville, TN. He holds the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has worked at Valic Financial Advisors since 2013 and is also an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Joseph Criscione is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Valic Financial Advisors and Agia, where he is also appointed as an agent to sell non-securities insurance products. His prior experience includes roles at Register Financial Advisors, Truist Advisory Services, AllianceBernstein LLP, and Bank of America. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Allie Long Innes is a financial advisor at &PARTNERS with 15 years of industry experience. She holds a Series 66 designation and has worked at WileyBros Aintree Capital LLC since 2011. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Bradley Watts is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been affiliated with Diversified Investment Advisors and Diversified Investors Securities Corp. since 2006. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education. Their approach relies on proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Gary Fincher is a financial advisor with Cresset Asset Management, LLC, holding a Series 63 designation and over 33 years of industry experience. He has previously worked with firms including True Capital Management, LLC, FS Wealth Sports & Entertainment LLC, and M Holdings Securities, Inc. Fincher serves on the board of directors for Backfield-in-Motion, a charitable organization. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a blend of active and passive strategies across various asset classes.

Christopher Stout is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at True Capital Management, LLC, FS Wealth Sports & Entertainment, and M Holdings Securities, Inc. Stout serves on the Board of Directors for the Peterson Foundation for Parkinson’s. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, providing portfolio management, wealth management, private fund advisory, and family office services with an asset-allocation-focused investment approach.

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.

Troy Campbell is a financial advisor with TIAA-CREF in Nashville, TN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model differentiates between point-in-time planning services and ongoing discretionary management, with offerings including model portfolios and customized portfolios managed under client-approved investment policies.

Garrett Williamson is a CFP® with 11 years of industry experience, currently affiliated with Primerica Advisors in Nashville, TN. His prior roles include positions at Guardian Life Insurance Company, Commonwealth Financial Network, and Wells Fargo. Outside of his advisory work, he owns and manages an independent bookkeeping business. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Caleb Sams is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Commonwealth and Brentwood Financial Partners since 2022. Prior to that, he was employed at Thrivent Financial and Thrivent Investment Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a range of managed-account programs and access to third-party asset managers, providing both discretionary and nondiscretionary portfolio management with a mix of investment options and back-office services.

Juliet Capozzi is a financial advisor at Truist Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked previously at RBC Capital Markets and Wells Fargo. 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 platforms and AI-enabled research tools.

Judy Gray is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2005 to 2021 before joining Sanctuary Wealth in 2021. In addition to her advisory role, she is involved as a distributor and consultant for personal items. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent investment adviser representatives who utilize various investment strategies and analytic approaches, providing both discretionary and non-discretionary account management across multiple platforms.

Phillip Cook Jr. is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds a Series 63 designation and has previously worked at Cambridge Investment Research Advisors, INC and InterOcean Capital Group, LLC. Outside of his advisory role, he participates in an investment club and serves as president of a homeowners association in Nashville, TN. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that blends active and passive strategies, private funds, and ETFs.

Mark Schmidt is a financial advisor with Primerica Advisors who holds the Series 66 designation and has five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021, with prior experience at Peachtree Planning of Tennessee, Edward Jones, and Carmax. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios, along with financial planning and consulting services.