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.

Cera Osborne is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and eight years of industry experience. She previously worked at T Rowe Price and Ford Motor Credit Company before joining Empower Advisory Group and GWFS Equities in 2022. Outside of her advisory role, Osborne is involved in aviation training, assisting with plane transports and schedule optimization for Wings of Eagles. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivering services integrated with Empower’s recordkeeping and administrative platforms.

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.

Michael Wood is a Series 66-licensed financial advisor with Truist Advisory Services, bringing four years of industry experience. His career includes roles at Truist Advisory Services since 2022, Truist Investment Services starting in 2021, and Origin Bank from 2017 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by third-party platform partnerships and AI-enabled research tools.

Stephen Enoch is a financial advisor at Integrity Alliance, LLC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lion Street Advisors and Highland Capital Brokerage. Outside of his advisory role, he owns the intellectual property of the late Lewis Grizzard and is involved in life insurance and annuities sales through Bluffview Insurance Group. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, and retirement plan consulting through a network of 164 independent advisors, utilizing a variety of portfolio management approaches and custodial platforms.

Alexandre Sawyer is a financial advisor with Fifth Third Securities, Inc. in Nashville, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include work with Florida Financial Advisors and positions outside finance such as at the University of Tennessee, Knoxville, and in security and education sectors. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.

Bruce Beyer is a financial advisor with Prime Capital Financial and holds a Series 63 designation. He has 34 years of industry experience, including roles at Private Client Services, Lawing Financial, and Cambridge Investment Research. Outside of advising, he oversees financial matters for Wakemaxx Watersports, a marine sales and service business. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth clients—trusts, corporations, and retirement plans. The firm offers a broad range of services such as asset management, financial planning, family office services, and retirement plan support, employing a variety of investment strategies and maintaining an affiliated tax advisory subsidiary.

Thomas Ennis is a CFP® professional with nine years of industry experience, currently serving at Truist Advisory Services in Nashville, TN. His prior roles include positions at Suntrust Investment Services, Suntrust Advisory Services, Wileybros Aintree Capital LLC, and UBS Financial Services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm provides a range of solutions including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by inter-affiliate integration.

Drew Hadlock is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Jackson National Life Distributors from 2016 to 2022 and has been with CNR Securities, LLC since 2022. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and institutional investors. The firm employs a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to construct customized portfolios across various asset classes.

David Walker is a financial advisor with Primerica Advisors, holding a Series 66 designation and 14 years of industry experience. He has worked at Park Avenue Securities and Guardian since 2013. Outside of his advisory role, he consults with prospective business owners through Walker Consult Co, LLC. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and business consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Brian Reichenbach is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network in Franklin, TN. His career includes roles at Maple Grove Wealth Advisory, Chronicle Partners, LLC, and Raymond James Financial Services Advisors. He is a co-owner of Chronicle Partners, LLC, a private entity focused on securities, advisory, and insurance services. 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 comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custodial services.

Christian Bulla is a financial advisor at D.A. Davidson & Co. with six years of industry experience and a Series 66 designation. Before joining D.A. Davidson in 2026, he worked at Arete Wealth, Inc. and Center Street Securities, Inc. He also has a role as an actor with Lifeway Christian Resources in Murfreesboro, TN. D.A. Davidson & Co. provides investment advisory and brokerage services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.