Roy St John is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 11 years of industry experience. He previously worked at Debtmerica for eight years and has been affiliated with World Financial Group since 2010. Outside of his advisory role, he is president of St. John Real Estate Investments. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory strategies and offers a range of platform programs such as Transamerica ONE and TFA365.

Warren Goodwin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Hawsgoodwin Investment Management, LLC for 13 years. Outside of his advisory role, he is a partner and part-owner of HG Main Street Partners, a real estate investment company. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and financial planning services.

Kevin Higdon is a financial advisor at United Planners' Financial Services of America with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His work history includes roles at Roy Matlock Jr. Business Services and Business Solutions, as well as managing his own independent insurance agency. He is involved in business development and referral services outside of his advisory role. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banks. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Samuel Uselton is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fifth Third Securities in 2023, he worked at Wells Fargo Bank and Applied Industries. Outside of his advisory role, he is a sales representative for Jos. A. Bank men's clothing. 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 features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Norman Nuismer Jr. is a financial advisor at &PARTNERS based in Nashville, TN, holding Series 63 and Series 65 credentials with 43 years of industry experience. He has worked at Wiley Bros Aintree Capital LLC since 2006. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds, offering a range of services such as investment advisory, brokerage, financial planning, and retirement plan consulting. The firm employs a combination of proprietary and third-party investment strategies and operates as both a registered investment adviser and broker-dealer.

Jeremy Hannah is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Valic Financial Advisors. Hannah’s background also includes a role at Hannah Motorsports. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates rather than short-term forecasts.

Alissa Bender is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of her advisory role, she owns Bender Services LLC. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

James Henry is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Advisors, OneDigital Investment Advisors LLC, Empower, and SageView Advisory Group. Outside of his advisory role, he is an independent insurance agent focused on life insurance and fixed annuity contracts. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and integrates financial planning and tax services, serving both as a product sponsor and adviser to mutual funds and private investment vehicles.

Thomas Doerfler is a CFP® professional with 17 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Raymond James Financial and Lighthouse Wealth Group, which he has been associated with since 2012. Doerfler also maintains ownership of Lighthouse Wealth Group as a DBA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and trusts, offering a range of portfolio management and financial planning services through both in-house and third-party solutions.

Shannon Hughes is a financial advisor at Kestra Advisory with seven years of industry experience. Hughes holds the Series 66 designation and has worked at various firms, including Kestra Advisory Services LLC and Kestra Investment Services LLC since 2021. Outside of finance, Hughes works as a part-time delivery driver for Shipt several nights per week. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Benjamin Stansfield is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked in various roles at Bankers Life and its affiliates since 2014, including sales and recruiting as a Unit Sales Manager. Outside of advising, he is the sole member and president of a real estate group focused on property acquisition and development. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

Robert Yerkey is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 credentials and one year of industry experience. His prior career includes over two decades of service in the U.S. Army and roles at Amazon and various insurance and advisory firms. He also serves as an insurance agent involved in brokerage activities related to Penn Mutual Life Insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, combining custody, execution, and brokerage services with third-party asset manager relationships.

Martin Pyle is a CFP® professional with 20 years of industry experience, currently affiliated with Principal Financial Services. He has previously worked at SunTrust Advisory Services and Suntrust Investment Services. Outside of his financial advisory role, he serves as a preaching minister at Riverwood Church of Christ, where he delivers sermons and teaches weekly classes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize financial planning, retirement consulting, and access to third-party money manager solutions.

Thomas Espy is a financial advisor at &PARTNERS with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wileybros Aintree Capital since 2013. He is also the president of a dormant holding company, JACKTEN CORP. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, utilizing a combination of proprietary and third-party strategies through platforms like Envestnet.

Matthew Robins is a financial advisor at NewEdge Advisors with 22 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. He serves on the board of directors for Forever Story, a nonprofit organization. NewEdge Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Jeffrey Czerwinski is a financial advisor with Eagle Strategies (NY Life) in Franklin, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Eagle Strategies since 2002 and holds ongoing roles with New York Life and its affiliated entities. Outside of advisory services, he is involved in property and casualty sales and is a shareholder in an insurance-related holding company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tara Carlson is a CFP®-certified financial advisor with 11 years of industry experience, currently with Kestra Advisory Services, LLC. Her prior experience includes roles at Bank of America and Merrill from 2018 to 2025, as well as Waddell & Associates from 2016 to 2018. She serves as a board member and financial committee participant for the nonprofit Renewal House. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

William Scott is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at Keystone Financial Resources since 2010 and has been with Brookstone Capital Management since 2017. Outside of advisory work, he is involved with Heritage Ventures LLC, an insurance sales business related to family real estate investment. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and offers a range of investment strategies through its turnkey asset management platform and wrap-fee program.

Jarrod Tipton is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Bankers Life, he worked at Fifth Third Securities and Fifth Third Bank. He is also a licensed insurance agent authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and uses a blend of fundamental and technical analysis to guide investment decisions.

Tracey Binkley is a CFP® with 26 years of industry experience, currently advising at Janney Montgomery Scott since 2025. Prior to this, she was with Morgan Stanley in various capacities from 2009 to 2025. She serves on several nonprofit and community boards, including Greenhouse Ministries and the Rutherford County Industrial Development Board. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a diverse client base with brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.