Shanan Boyd is a financial advisor with Eagle Strategies (NY Life) based in Franklin, TN. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Company. Boyd has been with Eagle Strategies since 2017. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

William Peerman is a CFP® with 41 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at Commonwealth since 2009 and is also associated with Hillcrest Financial Group. Peerman is the owner and president of Peerman Capital Management, LLC, a private entity managing securities and insurance practices. 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 wealth management, retirement plan consulting, and discretionary model portfolios, while enabling advisors to deliver customized investment solutions.

Kyle Peace is an investment advisor at TLG Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Nationwide Insurance Co. and Nationwide Securities from 2004 to 2020. He is also the owner of Peace of Mind Financial Strategies, where he focuses on long-term care, life insurance, and annuities. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, and ERISA fiduciary services with an investment approach based on fundamental analysis and Modern Portfolio Theory.

George Andrews is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 credentials and 27 years of industry experience. His prior roles include positions at Southwestern Investment Advisory Services, Raymond James Financial Services, and LPL Financial. Andrews also has ongoing involvement with the Flautt Wealth Team. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and provides operations, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Paul Johnson is a CFP® with 19 years of industry experience, currently affiliated with Primerica Advisors. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance, and Oakworth Capital Bank, among others. He serves as a board member for Stronger Than My Father, a nonprofit organization. Primerica Advisors is part of a large enterprise serving a diverse retail client base through brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions, utilizing both proprietary and third-party strategies.

Luke Alger is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. He has been associated with SunTrust Investment Services and Suntrust Advisory Services since 2015. Outside of his advisory work, he is a 10% owner of an LLC formed to purchase a vacation home in Seabrook Island, South Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment and manager-selection processes.

Jaime Villalovos is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several business activities, including serving as Vice President of Happy & Strong, Inc. and authoring the book "Happy and Strong." He is also on the board of directors for All For One, Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm utilizes a network of advisors and multiple program platforms, implementing its advisory model primarily through model portfolios and third-party managers.

William Steih is a financial advisor at Prime Capital Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Private Client Services and Cambridge Investment Research. Outside of his advisory role, Steih serves as board treasurer for Discovery Place Inc. and owns a tax business, Stewardship Partners. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan sponsor and trustee services, and family office solutions, utilizing a mix of discretionary and non-discretionary investment strategies.

Andrew Esposito is a financial advisor with Principal Financial Services in College Grove, TN, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior work includes roles at Edward Jones, Suntrust Investment Services, and Raymond James Financial Services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Bennett Walker is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 2017, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities. The firm offers brokerage, financial planning, and advisory services through a combination of in-house portfolio management and third-party managers across various wrap programs and model portfolios.

Jesse Haverstock is a CFP® professional with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2017. Prior to joining Mercer, he worked at Freestone Capital Management, LLC from 2012 to 2017. Mercer Global Advisors provides investment advisory, financial, tax, retirement, estate planning, and family office services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios with low-cost funds, separate account managers, and specialized products.

Joshua Embry is a financial advisor at &PARTNERS with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wiley Bros. Aintree Capital, LLC since 1997. &PARTNERS serves a diverse range of clients, including individuals, institutions, retirement plans, and sovereign wealth funds. The firm provides investment advisory and brokerage services, utilizing a mix of proprietary models and third-party manager solutions across fundamental, technical, and quantitative strategies.

Christopher Burgdorf is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Fifth Third Securities, Inc. and Fifth Third Bank, where he has worked since 2016, with prior experience at LPL Financial, Simmons Bank, and Thrivent Financial. Outside of his advisory role, Burgdorf serves as an associate pastor at Hillsboro Baptist Church in Franklin, Tennessee. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering both advisory and brokerage services. The firm utilizes its Passageway Managed Account Program, featuring multiple portfolio management options and tax strategies, supported by its status as a wholly owned subsidiary of Fifth Third Bank.

Robert Pagliarini is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has prior experience at Financial Management Network, Inc. and Pacifica Wealth Advisors, Inc. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Kaley Idol is a financial advisor at &PARTNERS with eight years of industry experience. She holds a Series 66 designation and has worked at WileyBros Aintree Capital LLC since 2018. Prior to that, she was employed at Athens Health and Fitness for two years. &PARTNERS serves a diverse client base including individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both advisory and brokerage services, combining proprietary and third-party investment strategies through the Envestnet platform.

Timothy Giarra is a CFP® professional with eight years of industry experience, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. He has held positions at both firms since 2018. Outside of his advisory role, Giarra is involved with the Cooper Trooper Foundation and the Ankerberg Theological Research Institute, serving in non-compensated capacities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage, financial planning, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including proprietary and third-party model portfolios.

John Clinard is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Fifth Third Securities before joining Truist in 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches with a focus on inter-affiliate integration.

Christopher White is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and over 18 years of industry experience. His prior roles include positions at Harvest Wealth Partners, Chronicle Partners LLC, and Raymond James Financial. Outside of advising, he is involved with Flag Stop Acres Airbnb. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support, including investment management, compliance, and practice management services.

John Hare is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 credentials and 35 years of industry experience. He previously worked at LPL Financial and has been with Independent Financial Partners and its affiliated entities since 2016. Outside of his advisory role, he owns Fiduciary Impact LLC, a fiduciary consulting and expert witness service. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Matthew Rodriguez Nelson is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at MongoDB Inc and served six years in the Tennessee Army National Guard. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.