David Lenser is a financial advisor with Eagle Strategies (New York Life) who holds a Series 66 designation and has 19 years of industry experience. He has been with Eagle Strategies since 2012 and also owns Shelborne Group Inc., a staff leasing company. Lenser has held principal roles at Lens Financial & Insurance Solutions since 2020 and previously at J. Lens Financial & Insurance Services. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Jerry Rainey is a financial advisor with TLG Advisors, Inc. in Brentwood, TN. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with The Leaders Group, Inc. since 1999 and with TLG Advisors, Inc. since 2004. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Theodore Macri is a financial advisor with NewEdge Advisors in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes six years at Ameriprise and seven years at Ameriprise Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence, with recent integration of artificial intelligence in certain operations.

Jonathan Sowa is a financial advisor with Integrity Alliance, LLC, holding a Series 66 credential and 20 years of industry experience. His prior work includes seven years at both Csenge Advisory Group, LLC and Lion Street Financial, as well as six years with FSC Securities Corporation. He also consults on retirement education through seminars. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets across a network of over 300 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers through platforms like Envestnet and AssetMark.

John Navin is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at several firms including his own entities, The Navin Group and John Navin & Associates, and contributes as an author of a financial book. Outside of advising, he serves on the boards of 50 Forward and the Nashville Wine Auction and is involved in financial education through the American Financial Education Alliance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and utilizes a range of investment strategies, serving approximately 127,213 clients with a focus on standardized model and platform services.

Taylor Huddle is a financial advisor at NewEdge Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Walgreens Boots Alliance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that combine in-house manager selection with third-party models and direct advisor discretion.

Sarah Terrell is a financial advisor at SPC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Commonwealth Financial Network, Kraft Asset Management, and Raymond James Financial Services. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network serving over 30,000 clients and offers tailored, discretionary investment advice through programs such as SIGMA Managed Account and the Axis Platform.

Solomon Kafoure is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has served at Park Avenue Securities and Guardian Life since 2008. Outside of his advisory role, he is involved with Compass Executive Consulting and Compass Executive Group, two non-investment-related ventures. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm’s investment approach combines advisor-led discretionary management with model-based strategies and offers access to proprietary programs, third-party solutions, and integrated lending options.

Zachary Giltner is a CFP® affiliated with Mercer Global Advisors Inc. in Franklin, TN, with one year of industry experience. His prior roles include positions at Abound Wealth Management, Community Services Financial Bank, and Baird. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through various methods, including low-cost ETFs, index funds, and separate account managers.

Kyatt Byrd is a CFP® with three years of industry experience, currently with NewEdge Advisors. His prior experience includes roles at Ameriprise and Edward Jones. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Wyatt England is a financial advisor at Sanctuary Advisors, LLC with 10 years of industry experience and holds a Series 66 designation. His prior work includes roles at Sanctuary Wealth, The Leaders Group Inc, Synergy Life Brokerage, Elmhurst Capital Partners, and Elmhurst Enterprise Solutions. Outside of advisory work, he serves as an independent contractor advising the board of ValidSoft on business and marketing strategies. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisers. The firm offers a range of portfolio management and consulting services using various analytical approaches and acts as a fiduciary when a written advisory agreement is in place.

Phillip Pizzuti is a CFP® professional with 17 years of industry experience, currently serving at Creative Planning since 2013. He holds the Series 66 designation and is based in Franklin, Tennessee. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced techniques such as direct indexing and tax-loss harvesting.

Rodney Morgan is a financial advisor with Transamerica Financial Advisors in Franklin, TN, holding Series 63 and Series 65 credentials and having 24 years of industry experience. His work history includes roles at WealthWave, Transamerica Financial Advisors, Team Referral Network, Crusbery Decker Insurance Services, United Realty Center DBA American Funding Center, Real Wealth Creations, and World Financial Group. Outside of advisory work, he serves as President and Director of Real Wealth Creations, Inc., a corporation originally established for developing real estate investment deals. Transamerica Financial Advisors serves individual investors, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to both proprietary and third-party money managers.

David Wuller is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 21 years at Ameriprise and its affiliates before joining NewEdge Advisors in 2026. Outside of his advisory role, he serves as co-treasurer of the Middle TN Tennis League, assisting with the collection of annual league dues. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of services including portfolio management, financial planning, and access to third-party managers, utilizing technology and centralized due diligence in its investment approach.

Joel Van Belkom is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, where he has worked since 2025. Prior to that, he held roles at Cetera, Regions Bank, AE Wealth Management, The Navin Group, Fifth Third Bank and Securities, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated services emphasize long-term portfolio returns and include both point-in-time financial plans and optional managed account solutions.

Samuel Smith is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked at several firms, including Raymond James Financial Services, Inc., Seven Arrows, LLC, and Ramsey Solutions. Outside of finance, he owns Samuel Fine Art, where he paints and sells artwork online. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Marcus Henderson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior affiliations include Royal Alliance Associates, Inc. and Signator Investors, Inc. Henderson serves as CFO and Treasurer, as well as a board member for the AME Church, reflecting involvement in nonprofit financial management. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs both firm- and third-party investment models, emphasizing strategic asset allocation and ongoing portfolio monitoring across passive and active strategies.

William Jenkins is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked within various Capital Group entities since 2015, most recently joining Capital Group Private Client Services in 2025. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach based on rigorous fundamental research and long-term strategies. The firm utilizes separately managed accounts, affiliated mutual funds, and alternative investment vehicles to construct client portfolios.

John Spann IV is a CFP® professional with 17 years of experience, currently serving at Guardian Life. He has been with Guardian Life in various capacities since 2016 and also manages Spann Insurance, Inc., a business he founded in 1998. Outside of his advisory role, he is the managing member of Atlas Holdings LLC and operates Spann Benefits, an independent insurance business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, retirement plans, and charitable organizations. The firm provides tailored financial planning and investment management solutions through a combination of advisor-led discretionary management and model-based strategies utilizing proprietary programs and third-party platforms.

Brian Peters is a CFP® and CFA® with 10 years of experience in financial advising. He has been with Creative Planning since 2017 and previously worked at Congress Wealth Management LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.