Christopher Rockwell is a Certified Financial Planner (CFP®) with 14 years of experience in the financial advisory industry. He has been with Janney Montgomery Scott since 2012, where he currently serves clients from the Franklin, TN office. Janney Montgomery Scott LLC is a large 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Drew O'Connor is a CFP® and CFA® professional with 10 years of industry experience. He currently works at Corient and previously held roles at CapWealth Advisors, LLC and UBS Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach incorporating both in-house strategies and third-party managers, with continuous portfolio monitoring and risk management.

Anthony Duncan is a financial advisor with Transamerica Financial Advisors in Franklin, TN, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has also been associated with World Financial Group since 2006. His other business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Samantha Bell is a CFP® and Series 65 credential holder affiliated with Wealth Enhancement Advisory Services, LLC. She has experience working at Kings Point Capital Management LLC from 2016 to 2022 and has been with Wealth Enhancement and its affiliate since 2022. Samantha is based in Brentwood, TN. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network, offering diversified investment solutions that combine passive and active managers with oversight from an internal Investment Committee.

Jared Peters is a CFP®-certified financial advisor with four years of industry experience. He joined Mariner in 2026 after roles at LPL Financial, Commonwealth Financial Network, and Truist Financial Corp. In addition to his advisory work, Peters is an author. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by internal research and third-party managers, along with integrated tax and accounting services uncommon among firms of its size.

Joseph Carpenter is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds Series 65 and Series 63 credentials and has a longstanding history with Kestra Investment Services, LLC, Partners Securities, Inc., and Boone Brandon Johnston & Evans dating back to 1996. Outside of advisory services, he is involved in business development activities through NFP Executive Benefits. 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 including fiduciary consulting, plan design and compliance testing, employee education, and access to multiple management platforms and third-party managed solutions.

Nicholas Stamatis is a Series 66 licensed financial advisor at NewEdge Advisors with 21 years of industry experience. Prior to joining NewEdge in 2026, he worked at Ameriprise and Ameriprise Financial Services from 2005 to 2026. Outside of his advisory role, Stamatis is involved in several business ventures including independent insurance brokering and membership in multiple LLCs related to real estate and wholesale/retail sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs that combine in-house manager selection with third-party strategies and advisor discretion.

Matthew Mikolajewski is a financial advisor with Independent Advisor Alliance, LLC who holds the CFP® designation and has 26 years of industry experience. He has worked previously with LPL Financial and Independent Financial Partners. Mikolajewski is also licensed as a non-variable insurance agent with multiple firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a network model with both discretionary and non-discretionary portfolio management, utilizing model portfolios, sub-advisors, and various analytical approaches supported by technology platforms.

Gary Goff is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential. He has been with the firm since 2025 and has prior experience at Think2Perform and AdvoCare. Outside of advising, he owns Lake Harriet Fitness, where he develops virtual golf fitness programs through an app. Wealth Enhancement Advisory Services is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a blend of passive and active investment strategies guided by an internal Investment Committee.

William Gentry is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with SunTrust Advisory Services and related SunTrust entities since 2015. Outside of his advisory work, Gentry volunteers as an adult with the Boy Scouts of America, Middle TN Council Area. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Charles Kirven is a financial advisor at Truist Advisory Services with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Suntrust Advisory Services, Inc. and CNL Securities Corp. Kirven has an ownership interest in a family company used for estate planning purposes but does not have an active role in the business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting supported by third-party platforms and AI-enabled research tools.

Frederick Rich Jr. is a financial advisor with Eagle Strategies (NY Life) based in Franklin, TN, holding a Series 66 designation and over 21 years of industry experience. He has worked with Eagle Strategies since 2013 and is also associated with Falcon Financial And Insurance Solutions, Inc. Outside of his advisory work, he volunteers with a local BNI networking group, assisting with meeting attendance and scheduling. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary management within the New York Life affiliate structure.

Noah Schurman is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential. He has one year of industry experience and previously worked in a variety of roles across different organizations including Ramsey Solutions and Carahsoft. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a range of investment vehicles including ETFs, mutual funds, options-enhanced strategies, and structured notes.

Amy Lindsey is a Series 66-credentialed financial advisor with 11 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having worked at these and related firms since 2016, including Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, 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 its investment approach.

David Hardenbergh is a CFP® professional with six years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has previous experience at firms including Hawsgoodwin Wealth, MML Investors Services, MassMutual Life Insurance, Strategic Financial Partners, and Raymond James Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios through ETFs, index funds, separate account managers, and private funds, alongside specialized offerings such as retirement plan consulting and charitable advisory services.

Angelo Rufino is a financial advisor at Eagle Strategies (NY Life) based in Franklin, TN, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise, U.S. Bancorp Investments, and First Republic Investment Management. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

William Holden is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include eighteen years at Stifel Nicolaus & Co. Inc. and positions at LPL Financial LLC, Powell Johnson, Wells Fargo Clearing, and Prudential Equity Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a variety of investment strategies, often implementing advice through third-party managers and Model Advisory Programs.

Lindsay Marriott is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation and no prior industry experience. Before joining HTK in 2025, Marriott worked in academic and research settings, including Fisk University and Beezer Labs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, managing billions in discretionary and non-discretionary assets.

Charles Nelson III is a financial advisor with \u0026Partners in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Wiley Bros. Aintree Capital, LLC since 1995. \u0026Partners serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services using a variety of analytical approaches and both proprietary and third-party strategies.

Andrew Britt is a financial advisor with NewEdge Advisors in Franklin, TN, holding a Series 66 designation and 14 years of industry experience. He previously worked at Ameriprise and Olympus America. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, using a combination of in-house manager selection, third-party model portfolios, and advisor discretion.