Joseph Affatigato is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes positions at Transamerica Investors Securities, UBS, and New York Life. Outside of financial advising, he is president of Affatigato L.L.C., a retail and wholesale business importing olive oil from his family’s land in Sicily. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary recommendations focused on asset allocation and retirement planning. The firm employs proprietary technology from Morningstar Investment Management and operates primarily at scale, serving over 200,000 clients with a large share of non-discretionary assets.

Jordan Haglin is a financial advisor with Truist Advisory Services holding a Series 66 designation and two years of industry experience. His prior roles include positions at Thrivent Financial and CedarStone Bank. Outside of his advisory work, he has experience with entrepreneurial ventures such as Haglin Technology Innovations and Madden's on Gull Lake. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

Kevyn Bowling is a CFP® certificant and Series 66 registered advisor with six years of industry experience. He is currently affiliated with TLG Advisors, Inc. and The Leaders Group Inc. Prior to his financial advisory career, he worked in freelance film production for four years. TLG Advisors, Inc. serves a diverse clientele including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and portfolio monitoring using fundamental analysis and Modern Portfolio Theory, and offers both advisor-managed and digital investment solutions.

Charles Keene is a CFP® professional with 23 years of experience in the financial services industry. He currently works at Truist Advisory Services and Truist Investment Services, having joined in 2021. His prior experience includes roles at BB&T Securities, Bank of America, Merrill, and Banc of America Investment Services. 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 manager‑selection programs, utilizing a combination of discretionary and non‑discretionary approaches supported by third‑party research and platform relationships.

Stephen Laughter is a financial advisor with Truist Advisory Services, holding a Series 63 license and bringing 28 years of industry experience. He has worked at Truist Advisory Services since 2016, including a prior tenure with Suntrust Investment Services from 2007 to 2017. Outside of his advisory role, he is a partner in a construction company he formed with his son that builds and rehabs houses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager selection through its AMC Advantage program. The firm combines discretionary manager relationships with consulting services and utilizes AI-enhanced research and integrated inter-affiliate resources to support its investment approach.

Joshua Parker is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Asset Management, Horne Wealth Advisors, Trustcore Financial, and Amsouth Investment Management Company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an “enhanced open architecture” framework that blends active and passive strategies, third-party managers, and private funds.

Jaime Settles is a financial advisor at PNC Wealth Management in Nashville, TN, with 24 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Merrill Lynch Pierce Fenner Smith and Raymond James Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees with PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessments to recommend investment models implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

John Poling is a CFP® professional with 20 years of experience, currently serving at Sanctuary Advisors, LLC since 2019. His prior experience includes roles at Bank of America, Merrill, and Banc Of America Investment Services. He serves on the board of the Tennessee Alzheimer's Association, contributing to event planning, fundraising, and outreach efforts. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent advisers. The firm offers portfolio management, retirement plan consulting, and utilizes various analytical approaches, managing accounts on both discretionary and non-discretionary bases while acting as a fiduciary under written agreements.

Justin Skoglund is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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 processes.

Chris Whitman is a financial advisor with Guardian Life in Brentwood, TN, holding the ChFC® and Series 66 designations and having 21 years of industry experience. He has been with Guardian Life since 2012 and previously worked at Ameriprise for one year. Outside his advisory role, Whitman serves on the board of Gifts of Grace Inc. and provides business consulting focused on leadership coaching, marketing, and operational development. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes both discretionary advisor-led management and model-based strategies, with access to proprietary programs, third-party advisory solutions, and integrated lending and alternative investment options.

William Adcock is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Brookstone since 2015. Outside of his advisory role, he is a partner and 50% owner of GAP Financial Partners LLC, which operates TaxPrepMadeEasy.com, and serves as an associate pastor and student leader at Impact Church in Murfreesboro. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and supports a large advisor network with back-office and TAMP services.

Ronald Richmond Jr. is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has worked at B. Riley Wealth Advisors, B. Riley Securities, and B. Riley Wealth Management prior to joining Oppenheimer in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and services, including discretionary and non-discretionary investment management, financial planning, and retirement consulting.

Drew Howard is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior work includes roles at Edward Jones and Lincoln Financial Advisors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

James Fredrikson is a CFP® with 35 years of industry experience, currently serving at Fifth Third Securities, Inc. in Nashville, TN. He has been with Fifth Third Securities since 2007, with a brief period of unemployment between 2022 and 2023. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by its affiliation with Fifth Third Bank and a range of platform services.

Andrew Shea is a financial advisor with Principal Financial Services in Brentwood, TN, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors. He also works as a broker and agent in the insurance sector, focusing on fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. 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 military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Eric Gilliam is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Fifth Third Bank and ThorSport Farm. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, providing a range of investment options tailored to client risk profiles.

Jacqueline Budd is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has two years of industry experience, including previous work with LPL Financial. Prior to entering the financial services field, her background includes roles in education and food service. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm uses a network model of independent advisory representatives and leverages technology platforms alongside a range of portfolio management techniques.

Christopher Saxon is a financial advisor with Valic Financial Advisors in Nashville, TN. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Saxon is also appointed as an agent to sell non-securities insurance products for AGIA. 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 consulting services through a large network of advisors and utilizes discretionary unified managed accounts with optional tax-aware and ESG overlay services.

Robert Pillow is a financial advisor with Guardian Life, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. He is also involved in an insurance activity outside of Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, 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 and investment solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party programs.

James Ledbetter is a Series 65-licensed financial advisor with Equity Services, Inc. He began his advisory career in 2025 and has prior experience with Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and several regional banks. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently employs third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.