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Samuel D

CFP®, Series 63, Series 66

Brentwood, TN

Truist Advisory Services

Samuel Dudovitz is a CFP® professional with eight years of industry experience. He currently works at Truist Advisory Services and has previously been employed at Ameriprise Financial Services. His work history also includes time at the University of Minnesota. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
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Corey C

Series 63, Series 66

Brentwood, TN

Principal Financial Services

Corey Carney is a financial advisor with Principal Financial Services in Brentwood, TN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Principal Securities Inc. since 2010. Outside of his advisory role, Carney serves as a trustee board member responsible for facilities upkeep and management at Olive Branch Missionary Baptist Church and also participates in football officiating for the TSSAA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Bryton C

Series 66

Franklin, TN

Eagle Strategies (NY Life)

Bryton Czerwinski is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds a Series 66 designation and has worked at Axiom Financial & Insurance Solutions, Eagle Strategies, New York Life Insurance, and Telos Capital Management. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored, non-discretionary advisory solutions and operates within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jeffery K

Series 63, Series 65

Thompsons Station, TN

Farther

Jeffery Kernodle is a financial advisor at Farther with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC, and Kernodle & Katon Asset Management Group, LLC. He is also a licensed insurance agent for life, health, and annuity products. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Jeffrey A

Series 63, Series 65

Brentwood, TN

Truist Advisory Services

Jeffrey Alger is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with SunTrust Advisory Services since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. since 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
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James W

Series 66

Brentwood, TN

Principal Financial Services

James Walton is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Valic Financial Advisors, AXA-Advisors, LLC, and Agia. Outside of his advisory role, he serves as a visitor host for a local networking group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Retired Founder/Business Owner
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Christina D

CFP®, Series 63

Nashville, TN

Commonwealth Financial Network

Christina Downey is a CFP®-certified financial advisor with 26 years of industry experience. She is associated with Commonwealth Financial Network and Hillcrest Financial Group and was previously with Peerman Capital Management LLC. Outside of her advisory role, she provides bookkeeping and accounting services for Williamson County Schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Susan M

CFP®, Series 63, Series 65

Franklin, TN

Private Advisor Group, LLC

Susan Martin is a CFP® professional with 25 years of industry experience, currently affiliated with Private Advisor Group, LLC. Her prior roles include positions at LPL Financial and TIAA. She provides investment advisory services through Private Advisor Group, an independent firm. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Retired Founder/Business Owner
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Victor S

Series 63, Series 66

Nashville, TN

&PARTNERS

Victor Silvestri is a financial advisor with \u0026PARTNERS in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been associated with Wiley Bros-Aintree Capital, LLC since 2006. Outside of his advisory role, Silvestri works as a ride-share driver. \u0026PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a range of investment strategies through proprietary models and third-party managers, and operates with a mix of fee structures and regulatory registrations uncommon among peers.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Samuel M

Series 65

Murfreesboro, TN

Brookstone Capital Management LLC

Samuel Myers is a Series 65-licensed financial advisor with Brookstone Capital Management LLC, based in Murfreesboro, TN. He has one year of industry experience and previously worked in various roles including at Express Employment Professionals and Jim 'N Nicks Bar-B-Q. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through a range of model portfolios and separately managed accounts.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Ashton W

Series 65

Brentwood, TN

Wealth Enhancement Advisory Services, LLC

Ashton Weddington is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and experience beginning in 2022. His background includes roles at USHEALTH Group and the City of Clarksville Parks and Recreation Department. He has worked in the financial services industry since 2022. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Damon B

CFA®, Series 63, Series 65

Nashville, TN

&PARTNERS

Damon Byrd is a CFA® charterholder with 25 years of industry experience. He is currently with \u0026PARTNERS in Nashville, TN and has worked at Wiley Bros, Aintree Capital LLC since 2000. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services alongside financial planning, retirement plan consulting, and investment banking, employing fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Douglas H

CFP®, Series 63, Series 66

Brentwood, TN

Commonwealth Financial Network

Douglas Hardy is a CFP® professional with 22 years of industry experience, currently affiliated with Commonwealth Financial Network and Maryland Farms Wealth Management since 2011. He holds Series 63 and Series 66 licenses. Outside of advisory work, he is involved in fixed insurance sales through Brentwood Financial Partners. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various customized investment solutions, while serving primarily as a platform and operations provider for affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Nolan P

Series 66

Franklin, TN

NEwEdge Advisors

Nolan Phillips is a financial advisor at NewEdge Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Nolan is also a certified notary, providing in-office notary services for client documents. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Adam N

Series 66

Franklin, TN

NEwEdge Advisors

Adam Neelly is a financial advisor at NewEdge Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise for five years. Outside of his advisory role, Neelly serves as treasurer on the board of Wholehearted Counseling and coaches shot put and discus for high school track and field teams with Williamson County Schools. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and centralized due diligence to support client and advisor needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ryan C

Series 66, Series 63

Brentwood, TN

Guardian Life

Ryan Calhoun is a financial advisor at Guardian Life with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Cardinal Financial, LLC and dual positions with Guardian Life and Park Avenue Securities. Outside of his advisory role, he is involved with SongFinch and has worked as a bartender at The Stillery. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Brandon C

Series 63, Series 65

Brentwood, TN

T. Rowe Price Advisory Services, Inc.

Brandon Campbell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 65 licenses and 17 years of industry experience. He has previously worked at firms including Concourse Financial Group Securities Inc, Protective Life Insurance Company, and MassMutual. Outside of his advisory work, he is an owner of B&B Smart Properties LLC, a rental property business in Hot Springs, Arkansas. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households, using model portfolios composed exclusively of T. Rowe Price mutual funds and ETFs. The firm emphasizes goal-based planning, tax-aware rebalancing, and electronic enrollment processes.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Stephen M

Series 66

Nashville, TN

&PARTNERS

Stephen Maggart is a financial advisor at &PARTNERS with 17 years of industry experience. He holds a Series 66 designation and has been with Wileybros Aintree Capital LLC since 2009. &PARTNERS serves a diverse client base including individuals, institutional clients, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory, brokerage, financial planning, retirement plan consulting, and investment banking services, employing a range of strategies and technologies through its dual registration as both an RIA and broker-dealer.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Paul G

CFP®, ChFC®, Series 63, Series 65, Series 66

Brentwood, TN

Guardian Life

Paul Glowienke is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFP® and ChFC® designations with 24 years of industry experience. His prior roles include positions at Northwestern Mutual and its affiliated companies from 2002 to 2017. Outside of advisory work, he serves as executor of a family trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jared C

Series 66

Nashville, TN

FIFTH THIRD SECURITIES, Inc.

Jared Cason is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2019, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its registration as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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