Lynard Holland is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Fifth Third Securities before joining Truist in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation, fiduciary support, and a manager-selection program that uses both discretionary and non-discretionary strategies supported by AI-enabled research and inter-affiliate integration.

William Barclay Jr. is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at InterOcean Capital Group LLC and John Hancock Investment Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies and offers access to private funds and third-party managers.

Gerald Witcher is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been affiliated with Transamerica Financial Advisors and Gerald L Witcher, LLC since 2017, and also has involvement with National Brokerage & Sales, Inc., where he serves as President and CEO. Outside of advisory services, he has managed renewal revenue from previous mass marketing activities related to accidental death insurance. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Carmen Eastes is a CFP® with 18 years of industry experience, currently serving at Truist Advisory Services since 2016. She has previously worked with SunTrust Investment Services and Truist Investment Services. 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, supported by AI-enabled research tools and inter-affiliate arrangements, to deliver its investment solutions.

Charles Enders is a financial advisor with Eagle Strategies (NY Life) based in Franklin, TN. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including time with NYLIFE Securities LLC and New York Life Insurance Company since 2011. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, working with individual investors, institutional plans, and corporate clients.

Paul Barone is a financial advisor at D.A. Davidson & Co. with 44 years of industry experience. He has been with D.A. Davidson & Co. since 2009 and holds Series 63, Series 65, and Series 66 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Austin Petrovich is a financial advisor with Truist Advisory Services, holding a Series 66 designation and six years of industry experience. His career includes roles at Truist Investment Services and Suntrust Advisory Services. Outside of finance, he has been involved with Uber EATS for six years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and integrated inter-affiliate resources.

Larry Roby is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked at Brookstone Capital Management since 2015 with additional experience at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company. Roby also founded and leads Senior Financial Advisors, Inc., an insurance brokerage focused on life products. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset allocation models and a variety of investment vehicles, operating both as an independent advisor and a sub-advisor to other programs.

Nelson Green Jr. is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds the Series 66 designation and has been with Valic Financial Advisors since 2015. He also holds a position as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors, Inc. 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 discretionary unified managed accounts using a range of model solutions and centralized technology through a large network of advisors.

Robert Dean is a financial advisor with Fifth Third Securities, Inc. in Nashville, TN. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2026. Prior to this, he was employed at Fifth Third Bank and has military experience as a United States Marine Corps Reservist from 2017 to 2023. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a variety of managed account programs on the Passageway platform, combining mutual fund, ETF, and separately managed account strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

Samuel Rice is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 registrations and six years of industry experience. His work history includes roles at Seven Arrows Planning, Steward Partners Investment Solutions, Lighthouse Wealth Group, SageSpring Wealth Partners, Raymond James Financial Services, Exencial Wealth Advisors, Merrill, Bank of America, WestPac Wealth Partners, Greystar Management Services, and the University of Kansas. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions with both discretionary and non-discretionary management options.

Spiro Natsis II is a CFP® with four years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Nashville, TN. His prior work includes roles at Merrill and Truist Investment Services. Outside of finance, he has experience working with the Libertyville Gymnastics Academy. 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 with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support investment decisions.

Christine Harezlak is a CFP® with 22 years of experience in financial services. She is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having joined in 2025. Prior to this, she held various roles at Northwestern Mutual and its affiliated companies, including Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management, from 2010 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with investment management typically implemented through separately managed accounts overseen by third-party or affiliated managers.

Michael Vaught is a Series 65 licensed advisor at Corient with three years of industry experience. Prior to joining Corient, he worked at CapWealth Advisors, LLC for four years. He also has experience outside the financial industry, including a role at Dancing Divas and Dudes in 2021. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies and third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

Patrick Moore is a financial advisor with Guardian Life, holding a ChFC® designation and Series 63 and 65 licenses, and has 48 years of industry experience. His prior roles include positions at Park Avenue Securities, Private Client Services, and Prime Capital Investment Advisors, among others. Outside of his advisory work, he is involved with Hope4America.us and is also an author. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, institutions, and nonprofits. The firm provides tailored investment management solutions through advisor-led discretionary mandates and model-based strategies, along with access to insurance products and alternative investments.

David Dermenjian is a financial advisor with Creative Planning who holds a Series 66 designation and has 24 years of industry experience. Prior to joining Creative Planning in 2023, he worked for Mesirow Financial, Inc. for 21 years. Outside of his advisory role, Dermenjian serves on the boards of several companies, including Olio Health, Inc., an oilfield services firm, an engineering and design company, and an oil and gas business; he also provides consulting support to a natural cattle production enterprise and has held a senior leadership role on the John Hancock Advisory Board. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Zachary Harris is a financial advisor with Truist Advisory Services who holds the Series 66 designation and has 19 years of industry experience. Prior to joining Truist in 2025, he worked for Robert W. Baird for 17 years. Harris is also the owner of a single-family residential property in Nashville, TN. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Austin Farris is a financial advisor with Steward Partners Investment Advisory, LLC in Nashville, TN. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining Steward Partners, he worked in various roles including positions at the United States Soccer Federation and in the hospitality industry. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Faron Daugs is a CFP® professional with 35 years of industry experience, currently serving at CWM, LLC. He has previously worked at Cetera Advisor Networks, LPL Financial, and Harrison Wallace Financial Group. Outside of advising, he is licensed as an insurance agent for life and long-term care products. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored solutions including custom indexing and access to alternative investments.

Jennifer Butterworth is a financial advisor at Truist Advisory Services with a Series 66 designation and just over one year of industry experience. Her prior work includes roles at Truist Bank and State Farm. 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 along with third-party platforms and AI-enabled research tools.