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.

April Binkley is a financial advisor at Steward Partners Investment Advisory, LLC with five years of industry experience. She holds a Series 66 designation and has worked at several firms, including Raymond James Financial Services and Sagespring. Binkley also serves as an independent contractor for Aull Wealth Team in Nashville. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations, offering portfolio management, financial planning, and consulting services through both proprietary and third-party solutions.

Lindsay Marriott is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation and no prior industry experience. Before joining HTK in 2025, Marriott worked in academic and research settings, including Fisk University and Beezer Labs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, managing billions in discretionary and non-discretionary assets.

Charles Nelson III is a financial advisor with \u0026Partners in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Wiley Bros. Aintree Capital, LLC since 1995. \u0026Partners serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services using a variety of analytical approaches and both proprietary and third-party strategies.

Micheal Upshaw Jr. is a CFP® professional currently with Focus Partners Wealth, LLC in Nashville, TN. He has experience working at several financial firms, including Interocean Capital at The Colony Group and Wood Financial Group. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, and institutional clients, offering comprehensive wealth management, retirement plan services, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis alongside a broad range of investment strategies and affiliated service companies.

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 at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and UBS. Outside of finance, he is the founder and CEO of DADDY, LLP, a lifestyle brand that includes a clothing line, a tequila brand, and a charitable foundation. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside various investment products to meet client objectives.

Tyler Harrison is a CFP® with 11 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has 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 beach house rental property with his sister. 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 using a combination of active and passive strategies within an enhanced open architecture framework.

Jonathan Sowa is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Csenge Advisory Group, LLC, Lion Street Financial, and FSC Securities Corporation. Outside of his primary advisory role, he teaches retirement information through seminars and consults in the insurance sector as an independent agent. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and access to third-party managers through various platforms, employing diverse allocation strategies across discretionary and non-discretionary accounts.

John Navin is a financial advisor at AE Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including his own Navin Group and ECO, where he focused on coaching and speaking workshops. Outside of advisory roles, he is an author of a financial book and serves on the boards of 50 Forward and the Nashville Wine Auction. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion across more than 127,000 clients.

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 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at InterOcean Capital Group, LLC and InterOcean Capital, LLC. 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, combining active and passive strategies across various asset types.

Chrissoula White is a Series 66-licensed financial advisor at Empower Advisory Group with five years of industry experience. She previously worked at Bank of America and Merrill from 2019 to 2025. Outside of her advisory role, she assists with communication and administrative tasks for Sippin' Mobile Bar LLC, a mobile beverage cart business operated by her spouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to select retail account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Edwin Barton is a financial advisor at Sequoia Financial Group, L.L.C. in Nashville, TN, holding a Series 65 credential with seven years of industry experience. He has been serving as Chief Portfolio Strategist at M Capital Advisors since 1999. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

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.