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 has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is a partner at BooBoo IssKiss, LLC, a firm involved in art and culture as well as 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

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 CFP® with 11 years of industry experience, currently affiliated with Primerica Advisors in Nashville, TN. His prior roles include positions at Guardian Life Insurance Company, Commonwealth Financial Network, and Wells Fargo. Outside of his advisory work, he owns and manages an independent bookkeeping business. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Caleb Sams is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Commonwealth and Brentwood Financial Partners since 2022. Prior to that, he was employed at Thrivent Financial and Thrivent Investment Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a range of managed-account programs and access to third-party asset managers, providing both discretionary and nondiscretionary portfolio management with a mix of investment options and back-office services.

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 in Brentwood, TN, holding a Series 66 designation and 12 years of industry experience. She previously worked at Merrill Lynch from 2005 to 2021 before joining Sanctuary Wealth in 2021. Outside of advisory work, she is involved as a distributor and consultant for personal items. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of independent advisors, sub-advisors, and third-party platforms to implement strategies.

Phillip Cook Jr. is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds a Series 63 designation and has previously worked at Cambridge Investment Research Advisors, INC and InterOcean Capital Group, LLC. Outside of his advisory role, he participates in an investment club and serves as president of a homeowners association in Nashville, TN. 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 that blends active and passive strategies, private funds, and ETFs.

Mark Schmidt is a financial advisor with Primerica Advisors who holds the Series 66 designation and has five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021, with prior experience at Peachtree Planning of Tennessee, Edward Jones, and Carmax. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios, along with financial planning and consulting services.

Austin Lewis is a CFA® charterholder with six years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously held roles at Northwestern Mutual Investment Services LLC, Owen Waldrop, Derek Hamblen, Regions Bank, and 21st Mortgage Corporation. Focus Partners Wealth serves a broad mix of individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach with an enhanced open architecture that integrates fundamental and quantitative analysis across diversified portfolios.

Mary Johnson is a CFP® and Series 66-registered financial advisor with nine years of industry experience. She is currently with CWM, LLC and Northwest Capital Management, having previously worked at Parcion Private Wealth Management, UBS Financial Services, and Charles Schwab. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, typically managing accounts on a discretionary basis with model portfolios overseen by an in-house Investment Committee.

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.

Earl Schreiber is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities, and previously spent over a decade with White Lodging Services. Outside of his advisory role, he owns and manages Foundation Bookkeeping LLC, providing bookkeeping and payroll services. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a range of investment strategies through proprietary models, third-party managers, and digital advice platforms to meet client needs.

Sarah Emmerick is a financial advisor at \u0026PARTNERS with seven 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 in Nashville. \u0026PARTNERS serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment advisory and brokerage services using a combination of proprietary and third-party investment strategies, operating as both a registered investment advisor and broker-dealer.

Johnathon Santopadre is a CFA® charterholder with three years of industry experience. He is currently with Rockefeller Financial LLC and previously worked at Verus Investments and CalPERS. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services and operates as a registered broker-dealer, providing an integrated platform that includes discretionary and non-discretionary investment solutions across multiple asset classes.

Phillip Hall is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at B.Riley Wealth Management, Mbsc Securities Corporation, and Salient Capital Advisors. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm employs diverse investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of December 2025.

Rachel Amos is an advisor at Fifth Third Securities, Inc. She holds Series 65 and Series 63 licenses and has experience working in the financial industry since 2015, including roles at US Bank, Volunteer State Bank, Capstar Bank, Macon Bank & Trust, and Fifth Third Bank. Amos joined Fifth Third Securities in 2026. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers investment advisory and brokerage services through various managed account programs, utilizing third-party portfolio managers and a range of investment strategies on the Passageway platform.

Caleb Staton is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation. He has experience working at Commonwealth Financial Network and Flautt Financial since 2022 and previously served in the United States Air Force from 2011 to 2017. Prior to his advisory roles, he worked at FedEx Ground for five years. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios used by affiliated advisors.

Brian Fricke is a CFP® professional with 34 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022, following a 31-year tenure at Financial Management Concepts. He serves as a board member of the New Smyrna Beach Fire Pension and is a trustee for the LCMS Foundation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach blending passive and active strategies, supported by internal investment oversight and a range of implementation tools.

Clayton Ellis is a financial advisor at Oppenheimer with 15 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Ftn Financial. Outside of his advisory role, he serves on a finance committee involved in budget oversight and financial policy at an educational institution. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches across multiple strategies and manages approximately $36.7 billion in assets as of 2025.