Michael Danielski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles in hardware and office supplies companies, including work at Hardware Tech Inc. and Prestons Office Supplies. He is also involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party models, with discretionary and non-discretionary program options.

Christian Bulla is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds a Series 66 designation and previously worked at Arete Wealth, Inc. and Center Street Securities, Inc. Outside of investment advisory, he is involved in acting for Lifeway Christian Resources on film projects. D.A. Davidson & Co. provides a range of investment advisory and brokerage services to employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services including retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Brent Whiddon is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 credentials. He has 31 years of industry experience with prior roles at OneAscent Wealth Management, Cetera Advisor Networks, CWM, LLC, Whiddon Wealth Management, LPL Financial, and Edward Jones. Outside of advising, he engages in farming as an owner of PSA 121, LLC, and participates as a speaker in financial education seminars and organizations. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model utilizing a combination of in-house and third-party portfolio strategies and technology platforms.

Jason Beaird is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His career includes prior roles at Kings Point Capital Management LLC and Merrill. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and uses a diversified, risk-class based investment process that combines passive and active strategies overseen by an internal Investment Committee.

Claud Haws Sr. is a CFP® professional with 29 years of industry experience, currently with Mercer Global Advisors Inc. He previously worked at Hawsgoodwin Investment Management, LLC, and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory role, he is a partner and part-owner of HG Main Street Partners, a real estate investment company. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

John Stover is a CFP® with 33 years of experience in financial advising. He is currently with Hornor, Townsend & Kent, LLC and previously held positions at AlphaStar Capital Management, World Equity Group, TCM Securities, and Penn Mutual Life Insurance Company. In addition to his advisory work, he is involved in insurance brokerage activities through his ownership and agent roles at related firms. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with a range of advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services and broker-dealer capabilities, overseeing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Kim Richardson is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at Janney Montgomery Scott since 2017 and previously held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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, and institutional clients, offering a range of brokerage and advisory services supported by both in-house and third-party portfolio management.

Jack Ricker is a financial advisor at NewEdge Advisors with three years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise. His background includes roles outside finance, such as positions at D.P. Dough and Lifetime Fitness. 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 diverse portfolio management and consulting services, employing multiple program structures including advisor-managed accounts and model-based strategies, supported by centralized due diligence and technology tools.

Noah Scott is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and two years of industry experience. He has worked at Keystone Wealth Alliance and Keystone Financial Resources, where he is also a licensed Tennessee Life and Health Insurance Agent assisting with insurance sales and illustrations. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey platform and sub-advisory relationships.

Christopher Blake is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He previously worked for Lazard Asset Management for nearly three decades before joining LPL Financial and later Independent Advisor Alliance. Blake is also involved with CMPD12 Capital in an investment-related capacity. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies along with technology platforms to support portfolio and estate planning services.

Thomas Sheehan Jr. is a financial advisor with \&PARTNERS in Nashville, TN, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Wiley Bros. Aintree Capital, LLC since 1995. \&PARTNERS serves a broad client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and consulting services through a mix of proprietary and third-party strategies.

Bryan De Cuir is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 20 years of industry experience. He has worked at LPL Financial, LLC since 2006 and joined Private Advisor Group in 2022. In addition to his advisory work, he is a licensed attorney involved in estate planning through Complete Wealth Preservation, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that integrates both discretionary and non-discretionary approaches, utilizing proprietary and third-party platforms alongside a range of investment strategies.

Clarence Hoskins III is a financial advisor with Empower Advisory Group in Nashville, TN. He holds Series 63 and Series 66 licenses and has six years of industry experience. His career includes roles at Prudential Investment Management Services and The Prudential Insurance Company of America, as well as service in the U.S. Army. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered through a model closely aligned with Empower’s recordkeeping and administrative platforms.

Michael Swann is a CFP® with 30 years of experience in the financial services industry. He has been with Truist Advisory Services since 2016, including its predecessor entities, and currently serves as an advisor at Truist Advisory Services and Truist Investment Services. Outside of his advisory role, he co-owns The Swann Group, LLC, a family business involved in property development and management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary strategies supported by inter-affiliate integration and third-party platforms.

David Wiley III is a financial advisor with &PARTNERS in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been affiliated with Wiley Bros. Aintree Capital, LLC since 1980. Wiley serves on the boards of several companies, including Ampersand Partners LLC, &Affiliates Capital LLC, Saussy Burbank Homes, and Turnberry Homes. &PARTNERS serves a broad client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA consulting services. The firm employs fundamental, technical, and quantitative analysis combined with model portfolios and third-party strategies to manage accounts on both discretionary and non-discretionary bases.

Matthew Pevahouse is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with Principal Life Insurance Company since 2010 and Principal Securities Inc. since 2016. Pevahouse's professional activities include working with fixed insurance, group benefits, and life-related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Charles Winfrey Jr. is a financial advisor with Brookstone Capital Management LLC in Brentwood, TN, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has been with Brookstone Capital Management since 2015 and is also involved with The Rollover Company Inc, where he serves as an insurance agent specializing in fixed index annuities, disability, health, life, and long-term care insurance. Brookstone Capital Management provides fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis using a variety of strategies and supports a large advisor network with back-office and TAMP services.

Andrew Wood is a CFA® charterholder with six years of industry experience. He is currently a financial advisor at Cerity Partners LLC, having previously worked at Covenant Partners, Bank of America N.A., Merrill, and U.S. Trust Bank of America Private Wealth Management. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of December 31, 2025. The firm employs a customized wealth management approach centered on client-specific investment profiles and asset allocation, with access to alternative and private market solutions for qualified clients.

Richard Lunsford is a CFP® and ChFC® with 20 years of industry experience. He joined Mariner Wealth in 2024 and previously worked at Financial Engines Advisors, Schwab Private Client Investment Advisory, Creative Planning, and USAA financial planning services. Outside of advising, he is a partner in an Amazon storefront business. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with notable integration of tax and accounting services.

Jason Youngman is a financial advisor with Fifth Third Securities, Inc. in Murfreesboro, Tennessee. He holds Series 63 and Series 65 credentials and has 14 years of industry experience. He has been with Fifth Third Securities since 2011 and Fifth Third Bank since 2010. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly-owned subsidiary of Fifth Third Bank.