Gary Fincher is a financial advisor with Cresset Asset Management, LLC, holding a Series 63 designation and over 33 years of industry experience. He has previously worked with firms including True Capital Management, LLC, FS Wealth Sports & Entertainment LLC, and M Holdings Securities, Inc. Fincher serves on the board of directors for Backfield-in-Motion, a charitable organization. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a blend of active and passive strategies across various asset classes.

Christopher Stout is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at True Capital Management, LLC, FS Wealth Sports & Entertainment, and M Holdings Securities, Inc. Stout serves on the Board of Directors for the Peterson Foundation for Parkinson’s. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, providing portfolio management, wealth management, private fund advisory, and family office services with an asset-allocation-focused investment approach.

Paul Urbanek is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over 16 years. Outside of his advisory work, he is a partner in BooBoo IssKiss, LLC, a venture involved in art, culture, and real estate. 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 a range of portfolio management, financial planning, brokerage, and investment banking services, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Troy Campbell is a financial advisor with TIAA-CREF in Nashville, TN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model differentiates between point-in-time planning services and ongoing discretionary management, with offerings including model portfolios and customized portfolios managed under client-approved investment policies.

Garrett Williamson is a financial advisor with Guardian Life, holding the CFP® designation along with Series 63 and 65 licenses, and has 11 years of industry experience. He has worked at Guardian Life since 2018, following prior roles at Commonwealth Financial Network and Wells Fargo. Outside of advising, he owns Foundation Bookkeeping LLC, an independent bookkeeping service. Guardian Life operates through its Park Avenue® Wealth Management subsidiary, providing brokerage and advisory services to individuals, corporations, and nonprofits. The firm offers a range of tailored financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Juliet Capozzi is a financial advisor at Truist Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked previously at RBC Capital Markets and Wells Fargo. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Judy Gray is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2005 to 2021 before joining Sanctuary Wealth in 2021. In addition to her advisory role, she is involved as a distributor and consultant for personal items. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent investment adviser representatives who utilize various investment strategies and analytic approaches, providing both discretionary and non-discretionary account management across multiple platforms.

Phillip Cook Jr. is a financial advisor with Focus Partners Wealth, LLC, holding a Series 63 designation and 24 years of industry experience. He has worked at Focus Partners Wealth since 2024 and previously spent twelve years with Cambridge Investment Research and seven years with Mass Mutual Investors Services. Outside of his advisory role, he serves as president of a homeowners association in Nashville and is a member of an investment club. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and integrates various third-party managers and legacy strategies.

Mark Schmidt is a financial advisor with Guardian Life in Brentwood, TN, holding a Series 66 designation and six years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, Peachtree Planning of Tennessee, Edward Jones, and Carmax. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and consulting, combining advisor-led discretionary management with model-based strategies and access to insurance and alternative investment products.

Garrett Daniel is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He has previously held roles at LPL Financial LLC, Securities America, Inc., and Minnesota Life Insurance Co. Daniel is also involved in non-variable insurance sales and operates an LPL-related business under Solomon Wealth Management, LLC. Cerity Partners advises a diverse client base including individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and alternative investment access for qualified clients.

Amber Dotson is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation and one year of industry experience. Prior to joining Hornor, Townsend & Kent, she worked at Penn Mutual Life Insurance Company and held positions in retail and service industries. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Austin Lewis is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently an advisor at Focus Partners Wealth, LLC, where he has worked since 2025. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Regions Bank, among others. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement consulting, and access to private investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Mary Johnson is a CFP® professional with nine years of experience in financial advising. She is currently with Carson Wealth, part of CWM, LLC, and previously worked at firms including Northwest Capital Management, Parcion Private Wealth Management, UBS Financial Services, and Charles Schwab. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that oversees model portfolios and provides tailored investment solutions.

Susan Moore is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and bringing one year of industry experience. She has also served as an insurance agent with Penn Mutual Life Insurance Company since 2016. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

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 Series 66 credentialed advisor with Guardian Life, bringing four years of industry experience. He has held positions at Guardian Life Insurance Company and Park Avenue Securities since 2021. Outside of his advisory role, Schreiber owns and manages Foundation Bookkeeping LLC, a bookkeeping and payroll service firm. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers a combination of advisor-led management and model-based strategies, along with access to insurance products and alternative investments.

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 licenses and has worked at firms including Morgan Stanley, Citigroup Global Markets, and B.Riley Wealth Management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs and services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.