Bryan Koppel is a financial advisor with Ameritas Advisory Services, LLC in Hermitage, TN, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes roles at Ameritas Investment Corp, Canvas Financial, Boom Planning, 20/20 Financial Advisers, Paulson Investment Company, and Body Kinetics. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through multiple platforms and a range of investment options, including model portfolios, mutual funds, ETFs, and individual securities.

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 and holds a Series 65 license with 11 years of industry experience. He is currently affiliated with The Colony Group, LLC and InterOcean Capital Group, LLC. 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 emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

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.

Joshua Stander is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked with Foundations since 2020 and has been associated with Capitol Planning Group since 2014. Outside of his advisory roles, he is also involved in insurance sales, working as an insurance agent. Foundations Investment Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management services using a combination of fundamental, technical, and cyclical analysis, supported by a network of affiliated offices and third-party sub-advisers.

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 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.

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 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.

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.