Keenan Zehner is a financial advisor with Money Concepts Capital Corp in Franklin, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Money Concepts Capital Corp since 2010 and also owns and operates Zehrer and Associates, LLC, as well as Zehrer Management & Consulting, LLC. Outside of finance, he is involved with Southern Cultured Foods, LLC, a company that manufactures and sells cultured foods. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients through a team of about 431 advisors.

James Knight is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds the Series 66 designation and has been with Hornor, Townsend & Kent since 2016. Outside of his advisory role, Knight serves as a deacon at Sycamore Chapel Church of Christ, where he is responsible for youth and outreach programs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services delivered via third-party asset manager platforms, financial planning, and consulting. The firm’s approach emphasizes client-directed implementation and oversight, managing the majority of its assets on a non-discretionary basis.

Samantha Dwyer is a CFP® professional with 11 years of industry experience, currently advising at Empower Advisory Group. Her prior roles include positions at Personal Capital Advisors Corporation and Robert W. Baird & Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Ann Hollis Young is a financial advisor with Sanctuary Advisors, LLC in Brentwood, TN, holding a Series 66 designation and 18 years of industry experience. She has worked at Bank of America since 2011 and Merrill since 2007. 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 utilizes sub-advisors and third-party model platforms to implement diverse investment strategies.

Michael Levine is a financial advisor at Kestra Advisory with 32 years of industry experience. He holds a Series 63 designation and has been affiliated with Kestra Advisory and Kestra Investment Services since 2016. Levine is also the owner of Levine Group Inc, which he has operated since 1987. He serves as a broker of record in insurance sales and is involved with the Professional Advisory Council's Life and Legacy Committee, advising on tax-efficient charitable giving. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Ben Straley is a financial advisor with Empower Advisory Group in Brentwood, TN, holding Series 63, Series 65, and Series 66 credentials. He has 24 years of industry experience, including roles at GWFS Equities, Inc. since 2017 and earlier positions at Raymond James Financial Services Advisors Inc. and Pinnacle Financial Services. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Robert Elliott is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has worked at Wiley Bros. Aintree Capital, LLC since 1992. He is based in Nashville, TN, and holds Series 63 and Series 65 licenses. He is an advisor at &PARTNERS, an enterprise firm serving a diverse client base that includes individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary models and third-party managers through platforms like Envestnet.

Glenn Price Jr. is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Brookstone Capital Management since 2017 and Keystone Financial Resources, LLC since 2010. Outside of his advisory roles, he is the owner of Keystone Financial Group, which conducts insurance services, client seminars, and reviews. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform, utilizing strategic asset-allocation models, a variety of investment strategies, and both proprietary and external sub-advisors.

Billy Lynch Jr. is a financial advisor at D.A. Davidson & Co. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates. Outside of his advisory role, he is involved in a partnership focused on purchasing residential properties for sale or rent. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm provides comprehensive financial planning, equity research, and specialized wealth management programs under a fiduciary standard.

Jennifer Blackwell is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2011. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a range of sub-advisors and third-party model platforms to implement strategies.

Atarius Collier is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has previous experience with Northwestern Mutual and Penn Mutual Life Insurance Company. Outside of advising, he is also involved in insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, managing a multi-billion-dollar asset portfolio and offering customized investment strategies via a network of advisers and third-party asset managers.

Jonathan Trusty is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. Outside of advising, he owns rental properties. Sanctuary Advisors serves a diverse client base including individuals, corporations, and charitable organizations, providing customized investment programs and financial planning through a large network of independent advisors and affiliated broker-dealer services.

Erin Arnett is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. She previously worked at Jackson National Life Distributors LLC for ten years before joining Kestra in 2021. Outside of her advisory role, she serves as a City Ambassador and chapter host for a local women's networking group in Tennessee and is the owner and financial expert of an online training course focused on the financial aspects of divorce. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, managing approximately $79.8 billion in assets.

Katherine Fowler is a financial advisor at Brookstone Capital Management LLC with 19 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Wealth Access, United Income, Inc., and Envision Wealth Planning. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through various account types and model portfolios, supporting a large advisor network with back-office and turnkey asset management platform services.

John Link IV is a CFA® charterholder with 22 years of industry experience. He has worked at Cerity Partners LLC since 2026 and previously spent 29 years at Covenant Partners, LLC. He serves on the board of trustees for Millsaps College. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screening alongside third-party managers and individual securities as part of its investment approach.

John Helms is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the CFP®, PFS™, and Series 65 credentials. Prior to joining Commonwealth and Provident Financial Planning & Investment Management in 2024, he spent eight years at Hull Wealth Management. Outside of his advisory role, Helms provides tax preparation and general accounting services through his own business, John G Helms. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm offers a broad range of managed-account programs, third-party asset management access, retirement consulting, and custody services.

Thomas Lazenby II is a financial advisor with Private Advisor Group, LLC in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior work includes 18 years at Stifel Nicolaus & Co Inc and concurrent roles at LPL Financial and Private Advisor Group since 2022. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives using varied investment strategies and multiple custodial and platform options.

Todd Glisson is a CFP® with 23 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2026. He previously worked for nearly three decades at Covenant Partners, LLC. Outside of his advisory role, he holds a 50% ownership interest in Murrah Ventures, LLC, a real estate investment company. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, integrating proprietary quantitative screens with third-party managers and individual securities.

Andrew Barron is a financial advisor at Fifth Third Securities, Inc. in Franklin, TN, holding Series 63 and Series 65 credentials with two years of industry experience. His prior work experience includes roles at Keller Williams and AT&T. Fifth Third Securities serves a diverse client base that includes individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party portfolio managers with advisor-directed models and strategies such as tax-overlay and direct indexing.

Darrell Dawes is a financial advisor with Primerica Advisors in Brentwood, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including roles at Primerica Advisors and Guardian Life Insurance Co. since 2016. Primerica Advisors serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, managing approximately $15 billion in regulatory assets under management.