Atarius Collier is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Abbott Diabetes Care. Collier is also actively involved as an insurance agent with 1847Financial, focusing on insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisors, offering financial planning, advisory programs, and retirement plan consulting. The firm operates a dual-registered platform providing both advisory and broker-dealer services, with a focus on tailored investment strategies supported by third-party asset managers.

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.

John Link IV is a CFA® charterholder with 22 years of industry experience. He has been with Cerity Partners LLC since 2026, following a 29-year tenure at Covenant Partners, LLC. He serves on the Board of Trustees for Millsaps College. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of year-end 2025. The firm employs a customized wealth management approach that integrates proprietary quantitative methods with third-party strategies and direct security selection, offering specialized services such as access to alternative and private market solutions and OCIO services.

Todd Glisson is a CFP® with 23 years of industry experience. He currently works at Cerity Partners LLC since 2026 and previously spent 29 years at Covenant Partners, LLC. Outside of his advisory role, he is a licensed life and disability insurance agent and a 50% owner of Murrah Ventures, LLC, a real estate entity. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services with an investment approach that emphasizes client-specific profiles, asset allocation, and access to alternative and private market solutions.

Michael Hill is a financial advisor with HB Wealth Management, holding Series 63 and Series 65 designations and beginning his advisory career in 2026. He previously worked at Truist from 1999 to 2025. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients and investment companies, offering outsourced chief investment officer (OCIO) and institutional advisory services.

Marshall Alexander is a financial advisor at Corient with a Series 65 designation and one year of industry experience. Prior to joining Corient, he worked for Solid Entertainment and Ericho, Inc. He is based in Nashville, TN. 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 corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Rege Eisaman is a CFA® charterholder with 25 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, InterOcean Capital Group, InterOcean Capital, and Morgan Stanley. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. 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.

Nathan Embry is a financial advisor with Valic Financial Advisors in Nashville, TN, holding a Series 66 designation and 17 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also affiliated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

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.

Adam Smotherman is a CFP® with eight years of industry experience. He is currently with Fifth Third Securities, Inc. in Nashville, TN, where he has worked since 2021. His prior roles include positions at UBS and SunTrust Advisory Services. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, and direct indexing, operating as a wholly owned subsidiary of Fifth Third Bank.

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. He also spent three years at the University of Kentucky. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Bhawana Khurana is a CFA® charterholder with seven years of industry experience. She currently works at The Colony Group, LLC and has prior experience at InterOcean Capital Group, LLC, InterOcean Capital, LLC, and The Smart Cube Inc. She is affiliated with Focus Partners Wealth, LLC, a firm that serves individuals, high-net-worth families, family offices, 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 within an enhanced open architecture framework.

Cynthia Durdin is a financial advisor at Corient with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at Northwestern Mutual Wealth Management Company and Music Row Wealth Management. Outside of her advisory work, she is a square dancer at the Grand Ole Opry and serves as a notary public. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings such as family office and corporate trustee services.

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 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.

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.