Micheal Upshaw Jr. is a CFP® professional affiliated with Focus Partners Wealth, LLC in Nashville, TN, with experience across multiple roles since 2019. His career includes positions at Interocean Capital at The Colony Group, Wood Financial Group, and various financial institutions prior to joining Focus Partners. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing an enhanced open architecture framework that incorporates active and passive strategies, third-party managers, and private funds.

Jerry Rainey is a financial advisor with TLG Advisors, Inc. in Brentwood, TN. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with The Leaders Group, Inc. since 1999 and with TLG Advisors, Inc. since 2004. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Aaron Fiske is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, and UBS. Outside of financial services, he is the founder and CEO of DADDY, LLP, a lifestyle brand that includes a clothing line, a tequila brand, and a charitable foundation component. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary management, with notable operations in both custody of client assets and commission-based advisory programs.

Tyler Harrison is a CFP® with 12 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC and Jackson National Life Distributors, LLC. Outside of his advisory role, he is a 50% organizer of an LLC that manages a family-owned beach house rental. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services with a focus on long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies.

Jonathan Sowa is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Csenge Advisory Group, LLC, Lion Street Financial, and FSC Securities Corporation. He has provided retirement education through seminar teaching and consults on insurance products for financial planning purposes. Integrity Alliance is a large advisory firm serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing diverse investment strategies and platforms, and operates as both a registered investment adviser and broker-dealer.

John Navin is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at several firms including his own entities, The Navin Group and John Navin & Associates, and contributes as an author of a financial book. Outside of advising, he serves on the boards of 50 Forward and the Nashville Wine Auction and is involved in financial education through the American Financial Education Alliance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and utilizes a range of investment strategies, serving approximately 127,213 clients with a focus on standardized model and platform services.

Presley Carter Jr. is a ChFC® credentialed financial advisor with 39 years of industry experience. He has been with Principal Securities Inc. since 2006 and Principal Life Insurance Co. since 2004, both based in Nashville, TN. Outside of his advisory role, he serves on the Belle Meade Homeowners Association and Condo Association boards. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically handled on a discretionary basis by those managers.

Jeffrey Camp is a CFA® charterholder with 25 years of industry experience. He is currently an advisor at Focus Partners Wealth, LLC and previously worked at InterOcean Capital Group, LLC, InterOcean Capital, LLC, and Morgan Stanley DW Inc. since 2001. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Edwin Barton is a financial advisor with Sequoia Financial Group, L.L.C. He holds a Series 65 designation and has 8 years of industry experience. Prior to joining Sequoia in 2023, he has been the Chief Portfolio Strategist at M Capital Advisors since 1999. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with various investment vehicles and employs fundamental, technical, and cyclical analysis in its decision-making process.

Thomas McClendon is a financial advisor with Valic Financial Advisors in Nashville, TN, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Valic Financial Advisors since 2005 and is also affiliated with Agia, where he works with non-securities insurance products. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Rodney Morgan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at WealthWave and Team Referral Network, among others. He serves as president and director of Real Wealth Creations, Inc., a corporation originally focused on real estate investment development. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party investment models.

Luke Aull is a CFP® professional with 21 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has held roles at several firms, including Raymond James Financial and Southwestern Investment Group. Aull is president of Seven Arrows LLC, an LLC for his financial planning practice. Steward Partners Investment Advisory, LLC is a national enterprise-scale RIA managing approximately $36.7 billion in assets for individuals, institutions, and charitable organizations. The firm offers a range of portfolio management and financial planning services through Steward Partners-branded solutions and third-party managers.

Michael Thompson is a financial advisor at IEQ Capital, LLC in Nashville, TN, holding Series 63 and Series 65 designations with 17 years of industry experience. He previously worked at J.P. Morgan Securities Inc for 15 years before joining IEQ Capital in 2024. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm employs a centralized macroeconomic research-driven investment process, constructing portfolios from liquid strategies, third-party managers, and private alternative investments while offering family-office and administrative services.

Justin Ramey is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc., Hub International, and has experience outside finance with roles at the University of Alabama Recreation and in the food service industry. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs across equity, balanced, and fixed-income portfolios, with services delivered on both discretionary and non-discretionary bases.

Marcus Henderson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior affiliations include Royal Alliance Associates, Inc. and Signator Investors, Inc. Henderson serves as CFO and Treasurer, as well as a board member for the AME Church, reflecting involvement in nonprofit financial management. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs both firm- and third-party investment models, emphasizing strategic asset allocation and ongoing portfolio monitoring across passive and active strategies.

John Spann IV is a CFP® professional with 17 years of experience, currently serving at Guardian Life. He has been with Guardian Life in various capacities since 2016 and also manages Spann Insurance, Inc., a business he founded in 1998. Outside of his advisory role, he is the managing member of Atlas Holdings LLC and operates Spann Benefits, an independent insurance business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, retirement plans, and charitable organizations. The firm provides tailored financial planning and investment management solutions through a combination of advisor-led discretionary management and model-based strategies utilizing proprietary programs and third-party platforms.

Vanessa Newman is a financial advisor with Truist Advisory Services, holding a Series 66 designation and based in Nashville, TN. She has one year of industry experience and has been with Truist Advisory Services and its affiliated entities since 2026. Prior to joining Truist, she was with the Newman Sloane Group for 19 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a broad affiliate network.

Susanne Reseland is a Series 66-credentialed financial advisor at Kestra Advisory with 21 years of industry experience. She worked for NBC Securities, Inc. from 2004 to 2022 before joining Kestra Advisory and Kestra Investment Services in 2022. Reseland is also a licensed CPA and notary public. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional clients, and individuals. The firm offers fiduciary consulting, plan design, employee education, and various managed account solutions, serving a broad client base that includes large institutional investors and sovereign wealth funds.

Amir Barsoum is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. His work history includes roles at Fifth Third Bank, Hermitage Discount Tobacco, AESC, and British American Tobacco. He holds Series 63 and Series 65 licenses. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with Fifth Third Bank.

Sylvia Menz is a financial advisor at &Partners in Nashville, TN, holding Series 63 and Series 66 licenses with five years of industry experience. Her work history includes roles at WileyBros Aintree Capital LLC and FSM Inc, among others. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies, with investment management available on discretionary and non-discretionary bases.