Austin Lewis is a CFA® charterholder with six years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously held roles at Northwestern Mutual Investment Services LLC, Owen Waldrop, Derek Hamblen, Regions Bank, and 21st Mortgage Corporation. Focus Partners Wealth serves a broad mix of individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach with an enhanced open architecture that integrates fundamental and quantitative analysis across diversified portfolios.

Mary Johnson is a CFP® and Series 66-registered financial advisor with nine years of industry experience. She is currently with CWM, LLC and Northwest Capital Management, having previously worked at Parcion Private Wealth Management, UBS Financial Services, and Charles Schwab. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, typically managing accounts on a discretionary basis with model portfolios overseen by an in-house Investment Committee.

Jared Mc Coy is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra, he worked at Edward Jones for five years and Bankers Life and Casualty for three years. He also spent seven years with Hair Family Farms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and employs due diligence-supported investment recommendations across multiple management platforms.

Ronan Murphy is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and has prior experience at HBKS Wealth Advisors and Penn State University. Outside of finance, he has been involved with Johnson Estate Winery. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines customized discretionary portfolios with extensive tax and accounting integration, along with operational CFO capabilities and a Financial Wellness Platform for employer clients.

Earl Schreiber is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities, and previously spent over a decade with White Lodging Services. Outside of his advisory role, he owns and manages Foundation Bookkeeping LLC, providing bookkeeping and payroll services. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a range of investment strategies through proprietary models, third-party managers, and digital advice platforms to meet client needs.

Sarah Emmerick is a financial advisor at &Partners with eight years of industry experience. She holds a Series 66 designation and previously worked at Wiley Bros.-Aintree Capital, LLC and Medtronic. Outside of her advisory role, she coaches middle school girls' basketball at local schools in Nashville. &Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, and nonprofit organizations. The firm offers investment management and consulting services using a blend of fundamental, technical, and quantitative analysis, with portfolios managed directly or through third-party managers.

Johnathon Santopadre is a CFA® charterholder with three years of industry experience, currently advising clients at Rockefeller Financial LLC. His prior roles include positions at Verus Investments and CalPERS. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Phillip Hall is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at B.Riley Wealth Management, Mbsc Securities Corporation, and Salient Capital Advisors. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm employs diverse investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of December 2025.

Rachel Amos is an advisor at Fifth Third Securities, Inc. She holds Series 65 and Series 63 licenses and has experience working in the financial industry since 2015, including roles at US Bank, Volunteer State Bank, Capstar Bank, Macon Bank & Trust, and Fifth Third Bank. Amos joined Fifth Third Securities in 2026. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers investment advisory and brokerage services through various managed account programs, utilizing third-party portfolio managers and a range of investment strategies on the Passageway platform.

Caleb Staton is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation. He has experience working at Commonwealth Financial Network and Flautt Financial since 2022 and previously served in the United States Air Force from 2011 to 2017. Prior to his advisory roles, he worked at FedEx Ground for five years. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios used by affiliated advisors.

Brian Fricke is a CFP® professional with 34 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022, following a 31-year tenure at Financial Management Concepts. He serves as a board member of the New Smyrna Beach Fire Pension and is a trustee for the LCMS Foundation. 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 uses a diversified, risk-class based investment approach blending passive and active strategies, supported by internal investment oversight and a range of implementation tools.

Clayton Ellis is a financial advisor at Oppenheimer with 15 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Ftn Financial. Outside of his advisory role, he serves on a finance committee involved in budget oversight and financial policy at an educational institution. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches across multiple strategies and manages approximately $36.7 billion in assets as of 2025.

David Janczewski is a CFP® and CFA® affiliated with Focus Partners Wealth, LLC with six years of industry experience. He previously worked at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, and institutions, offering a range of wealth management and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment strategy that incorporates fundamental and quantitative analysis, third-party managers, and alternative investment options.

Samantha Bell is a CFP® and Series 65 credential holder affiliated with Wealth Enhancement Advisory Services, LLC. She has experience working at Kings Point Capital Management LLC from 2016 to 2022 and has been with Wealth Enhancement and its affiliate since 2022. Samantha is based in Brentwood, TN. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network, offering diversified investment solutions that combine passive and active managers with oversight from an internal Investment Committee.

Jared Peters is a CFP®-certified financial advisor with four years of industry experience. He joined Mariner in 2026 after roles at LPL Financial, Commonwealth Financial Network, and Truist Financial Corp. In addition to his advisory work, Peters is an author. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by internal research and third-party managers, along with integrated tax and accounting services uncommon among firms of its size.

Robert Yarbrough is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. His career includes roles at Truist Investment Services, Southern Heritage Bank, and the University of Tennessee. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management through a range of third-party platform and manager arrangements, supported by AI-enabled research tools and inter-affiliate integration.

Gary Goff is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential. He has been with the firm since 2025 and has prior experience at Think2Perform and AdvoCare. Outside of advising, he owns Lake Harriet Fitness, where he develops virtual golf fitness programs through an app. Wealth Enhancement Advisory Services is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a blend of passive and active investment strategies guided by an internal Investment Committee.

Bryan Koppel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at 20/20 Financial Advisers and Paulson Investment Company LLC. He is also involved with Boom Planning and Canvas Financial as an Associate Financial Planner and Financial Services Associate. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing in-house model portfolios, third-party managers, and a platform that integrates with Ameritas affiliates and financial institutions.

Amy Lindsey is a Series 66-credentialed financial advisor with 11 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having worked at these and related firms since 2016, including Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment approach.

Nicholas Rounds is a CFA® charterholder with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies along with various specialized offerings.