James Hackney is a CFP® professional with 24 years of experience in financial advisory roles. He is currently with Corient and has previously worked at MRWM Capital Management, LLC and Northwestern Mutual. Outside of his advisory work, he co-hosts Songwriter Soup LLC, a podcast focused on music industry songwriters and professionals. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes proprietary risk management tools and alternative investment options.

Tanner Wright is a financial advisor at Focus Partners Wealth, LLC in Nashville, TN, holding a Series 65 credential. He began his advisory career in 2026 and has experience working at Focus Partners Wealth as well as varied roles prior to entering the industry. Tanner’s background includes positions at Cracker Barrel and Governors Club, along with academic experience at Auburn University. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm applies a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private fund access within an enhanced open architecture framework.

Samuel Dudovitz is a CFP® professional with eight years of industry experience. He currently works at Truist Advisory Services and has previously been employed at Ameriprise Financial Services. His work history also includes time at the University of Minnesota. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platforms and AI-enabled research tools.

Bradley Morrow is a financial advisor at First Command Advisory Services with three years of industry experience. He holds a Series 66 designation and previously served in the United States Army from 2013 to 2017. Outside of his advisory role, he serves as a trustee for a family living trust and works alongside his wife as a local care consultant for Cultural Care Au Pair. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Corey Carney is a financial advisor with Principal Financial Services in Brentwood, TN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Principal Securities Inc. since 2010. Outside of his advisory role, Carney serves as a trustee board member responsible for facilities upkeep and management at Olive Branch Missionary Baptist Church and also participates in football officiating for the TSSAA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Bryton Czerwinski is a financial advisor at Eagle Strategies (NY Life) based in Franklin, TN, with two years of industry experience. He holds the Series 66 designation and has prior experience with firms including Telos Capital Management and New York Life. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Michelle Yates is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Allworth Financial, Retirement Advisors of America, Lincoln Financial Advisors Corporation, and Maslow Wealth Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Hayden Brown is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Titleist Asset Management, LLC and Keller Williams Legacy. Outside of advising, he has maintained a role as a real estate agent with Keller Williams Legacy since 2025. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Carol Jackson is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Merrill, Banc of America Investment Services, BB&T Securities, and Truist Investment Services. Jackson is based in Nashville, TN. 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, implementing advice through discretionary and non-discretionary approaches with oversight from its Equity Research and Investment Advisory teams.

Morgan Shrum is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Truist Advisory Services in 2026, Shrum worked at Truist Bank from 2019 to 2026, Fifth Third Bank from 2017 to 2019, and Rent a Center from 2013 to 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled equity research tools.

Jeffrey Alger is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with SunTrust Advisory Services since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. since 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Andrew Castleman is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation. He joined the firm in 2024 and has prior work experience at Big John's and Our Place and Wilsons. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

James Walton is a financial advisor with Principal Financial Services holding a Series 66 credential and 11 years of industry experience. He previously worked at Valic Financial Advisors and AXA-Advisors, LLC. Outside of his advisory work, he participates as a visitor host in a local networking group and is involved in the sales and service of fixed life insurance and related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

Christina Downey is a CFP®-certified financial advisor with 26 years of industry experience. She is associated with Commonwealth Financial Network and Hillcrest Financial Group and was previously with Peerman Capital Management LLC. Outside of her advisory role, she provides bookkeeping and accounting services for Williamson County Schools. 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 $212 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and custody and clearing services.

Susan Martin is a Certified Financial Planner (CFP®) with 26 years of industry experience. She is currently affiliated with Private Advisor Group, LLC and has worked previously at LPL Financial and TIAA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management, financial planning, and consulting services. The firm employs a fiduciary-based advisory model that utilizes technology platforms and third-party managers to implement diversified investment strategies.

Victor Silvestri is a financial advisor with \u0026Partners in Nashville, TN, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has worked at Wiley Bros-Aintree Capital, LLC since 2006. Outside of his advisory role, he also works as a ride-share driver. \u0026Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through discretionary and non-discretionary approaches, utilizing a mix of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Samuel Myers is a Series 65-licensed financial advisor with Brookstone Capital Management LLC, based in Murfreesboro, TN. He has one year of industry experience and previously worked in various roles including at Express Employment Professionals and Jim 'N Nicks Bar-B-Q. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through a range of model portfolios and separately managed accounts.

Ashton Weddington is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and experience beginning in 2022. His background includes roles at USHEALTH Group and the City of Clarksville Parks and Recreation Department. He has worked in the financial services industry since 2022. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, overseen by an internal Investment Committee.

John Montgomery is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc for 16 years. Montgomery serves as Treasurer of the Bancroft Home Owners Association in Nashville, Tennessee. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with access to alternative investment vehicles and a consolidated investment platform.

Damon Byrd is a CFA® charterholder with 26 years of industry experience. He has worked at Wiley Bros, Aintree Capital LLC since 2000. He is based in Nashville, TN, and holds Series 63 and Series 65 licenses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services, using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.