Danny Gordon is a financial advisor with First Advisors National, LLC in Brentwood, TN, holding a Series 65 designation and 13 years of industry experience. He has served as president of iGroup Senior Markets, a services, insurance, and annuity products firm based in Fairfax, VA, since 2016. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and employs tactical and strategic asset allocation with a focus on third-party money manager selection and oversight.

Benjamin Green is a financial advisor with Wealth Watch Advisors, Inc. He holds a Series 65 designation and has been active in the industry since 2023. His work history includes roles at Ready2Retire LLC and Insurance Advantage LLC. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charities, corporations, and financial institutions. The firm provides discretionary and non-discretionary portfolio management using third-party model managers, financial planning, and consulting services, with an investment approach that combines quantitative, qualitative, and technical methods across various asset classes.

Justin Porrett is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and several other financial firms. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Blake Schnell is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and The University of Alabama. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, with services delivered through Empower’s recordkeeping and administrative platforms.

Daniel Mills is a financial advisor with Guardian Life and Park Avenue Securities holding a Series 63 designation and over 31 years of industry experience. His career includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC prior to his current positions since 2020. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using model portfolios from in-house and third-party managers, as well as a digital advisory solution named VestWise™.

James Davis Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and over 50 years of industry experience. Prior to joining Kestra Advisory in 2022, he worked for NBC Securities, Inc. for 22 years. He is also commissioned as a notary public in Brentwood, Tennessee. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, with a focus on serving large institutional investors such as sovereign wealth funds.

Priya Khanna is a CFA® charterholder based in Nashville, TN, with 19 years of industry experience. She has worked at BNY Investments for 18 years before joining Focus Partners Wealth, LLC, where she has been an advisor since 2025. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a broad range of wealth management and advisory services.

James Murphy Sr. is a financial advisor with TLG Advisors, Inc. based in Nashville, TN, holding a ChFC® designation and Series 63 license. He has 44 years of industry experience, including long tenures at Securities Management & Research, Inc. and American National Insurance Company. He is also involved with Horizon Insurance Group LLC as an independent representative advising securities clients. TLG Advisors, Inc. serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management using a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, with offerings that include a direct-to-consumer digital program called Starlight Portfolios.

William Shallenberger is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Edward Jones and The Prudential Insurance Company of America. Outside of financial services, he has experience providing customer service and servicing air fresheners and deodorizers. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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, utilizing discretionary unified managed accounts and centralized technology for client solutions.

Meredith Flautt Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His career includes roles at LPL Financial and Raymond James Financial Services, Inc., as well as ownership of Flautt Financial LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custodial services.

Jeffrey Arwood is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2006. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm provides ongoing portfolio management with both model and customized portfolios and serves as adviser to the TIAA Donor Advised Fund.

Christopher Trokey is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds the CFA® designation and Series 66 and 63 licenses. His prior work includes 13 years at GenSpring Family Offices, LLC, followed by roles at Suntrust Investment Services and Suntrust Advisory Services since 2018. Outside of finance, Trokey is licensed as an armed security guard and provides contracted security services for nonprofit events. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Arthur Creel Jr. is a financial advisor at Farther with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Carmichael Capital, Inc., SS&C Market Services, LLC, and DST Systems Inc. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and utilizes bespoke or algorithmic model portfolios with automatic rebalancing.

Stephen Neu is a financial advisor with Steward Partners Investment Advisory, LLC based in Nashville, TN. He holds a Series 66 designation and has five years of industry experience. Prior to joining Steward Partners, he worked at firms including Raymond James Financial Services and Sagespring Wealth Partners. He also serves as an independent contractor mentee with the Aull Wealth Team. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through customized portfolio management and third-party money manager selections.

Dwayne Vick is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2019 and previously with Guardian Life from 2013 to 2019. Outside of advisory services, he is involved in life insurance brokerage and has part-time experience in luxury men's clothing retail. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs and financial planning services. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Dustin Dawes is a financial advisor with Primerica Advisors based in Brentwood, TN. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 15 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company, where he has been active since 2010. Park Avenue Securities LLC 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 with a variety of proprietary and third-party investment programs, employing a mix of discretionary and non-discretionary management strategies.

Christina Horan is a CFP® professional with 14 years of industry experience, currently advising clients at Mariner Wealth Advisors since 2021. Prior to joining Mariner, she worked at LPL Financial for seven years. She holds a Series 63 license and is based in Nashville, TN. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized, discretionary portfolio management supported by an internal investment committee and integrates tax and accounting services alongside retirement plan consulting and other financial solutions.

Samuel Oliver is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and two years of industry experience. His work history includes roles at Goldman Sachs and United Capital Financial Advisers prior to joining Sanctuary Advisors. Sanctuary Advisors, LLC serves a broad range of clients such as individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers various services including portfolio management, financial planning, and retirement plan consulting, utilizing multiple investment approaches and acting as a fiduciary when engaged under a written advisory agreement.

Rita Pollard is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and with four years of industry experience. She has worked in various roles at Bankers Life entities since 2020 and manages a team of agents focused on retirement insurance planning, including Medicare Supplement and annuity products. Prior to her current role, she had positions in diverse fields including nonprofit work and retail. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across multiple security types, often integrating affiliated broker-dealer and insurance services.

Dillon Lynch is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates. 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 corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with net worth over $20 million.