Marc Goodner is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at multiple Transamerica-related entities since 2018 and previously spent 12 years with Diversified Investors Securities Corp. and Diversified Investment Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services supported by Morningstar Investment Management’s technology and portfolio oversight. The firm manages a large client base with a focus on non-discretionary asset management and does not target high-net-worth or corporate clients.

Erik Larson is a CFA® charterholder with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at InterOcean Capital Group, LLC, and InterOcean Capital, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

David Rodgers is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with TLG Advisors, INC. and has held prior roles at The Yates Agency, The Leaders Group, Inc., Millennium Brokerage Group, and Nationwide. Outside of his advisory work, he leads the fixed life and annuity division for HighStreet Partners’ property casualty branch. TLG Advisors, INC. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm utilizes a combination of fundamental analysis and Modern Portfolio Theory in its investment approach and offers services including portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Mechel Frost is a financial advisor with &Partners based in Nashville, TN, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at Wileybros Aintree Capital for the past 14 years. Outside of his advisory work, Frost serves as a consultant for the Richard Landis estate and is a partner in a land ownership entity that provides hunting rights and participates in a Conservation Reserve Program. &Partners serves a diverse client base including individuals, institutions, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a range of analytical approaches and both proprietary and third-party strategies.

Alanna Jacobson is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill Lynch and Raymond James & Associates. Outside of her advisory role, she teaches dance part-time at the Fellowship School of Creative Arts and Studio 1:16. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals.

Michael Baron is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at ACUFF & Associates / JULY Services, MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional consulting services.

Stephen Elliott is a financial advisor with LPL Financial in Nashville, TN, holding a Series 63 designation and bringing 38 years of industry experience. He has been affiliated with Linsco Private Ledger Corp since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives, offering a wide range of advisory programs and financial planning services.

Antwun Fleming is a Series 66-licensed financial advisor with UBS Financial Services in Nashville, TN, with one year of industry experience. Before joining UBS, he worked at Amazon and Target. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a futures commission merchant and providing underwriting and principal trading activities.

Christopher Rittenberry is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at First Freedom Bank and has experience as the owner and CEO of Ritt's Woodworking, a carpentry and woodworking business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Albert Rush is a financial advisor at Edward Jones in Nashville, TN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016 and also maintains an ongoing role at SIB Development & Consulting, Inc. since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Barnes is a financial advisor with Primerica Advisors in Mount Juliet, TN, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Primerica Financial Services and the Tennessee Department of Transportation, as well as experience in government relations. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options under a wrap-fee structure.

Madelyn Malczewski is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Kroll, Caterpillar Financial, and other firms. Robert Baird & Co. is a large institutional firm that provides wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and uses in-house research and technology to support its advisory processes.

Robert Mc Mahan is a financial advisor with Merrill in Nashville, TN, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill since 1998 and has concurrently worked at Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies constructed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dempsey Moody IV is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 21 years. Outside of his advisory role, he is also licensed as an agent offering fixed annuities, indexed annuities, and long-term care insurance. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides a range of financial services such as brokerage and investment advisory, retirement plan consulting, and access to third-party money managers through a large network of affiliated advisors.

Christopher Otillio is a financial advisor with Robert W. Baird & Co. in Nashville, TN. He holds a Series 66 designation and has 17 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Otillio serves as a board member of YWCA Nashville. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Hunter Dodd is a Series 66-licensed financial advisor with Thrivent Investment Management and has been with the firm since 2025. He previously worked at Red Mountain Group and Descansando Partners, and has a background that includes education roles at the University of Mississippi and various schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and written recommendations across multiple planning areas. The firm offers these services as either one-time or ongoing engagements, separate from portfolio management.

James Pettigrew Jr. is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Sinor Marcum Group, Joshua Marcum, Thomas Sinor Jr., Waddell & Reed, Inc., and various insurance carriers. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and services with both discretionary and non-discretionary management supported by extensive research and technology.

Robert Englehardt is a financial advisor with Ameriprise in Nashville, TN, holding a Series 66 designation. He has worked in the financial industry since 2023, including positions at Baird and Ameriprise, and has a background in education at Western Kentucky University and McLean County High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning with a written Recommendation Report and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with enrollment requiring a minimum level of investable assets and the inclusion of Ameriprise managed accounts.

Caleb Graham is a Series 66-licensed advisor with Robert Baird & Co. in Nashville, Tennessee. He has recently begun his career in the financial industry, with previous experience at MML Investors Services, LLC and MassMutual Life Insurance Co. Prior to entering the financial sector, Caleb held positions in education and retail. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a variety of portfolio management and financial planning services.

Cody Tellis is a Senior Financial Advisor with Merrill Lynch Wealth Management and the founder of The Tellis Group, established to provide a unified source for comprehensive wealth management. With over 25 years of experience across the private and public sectors, Cody's professional background combines business ownership, banking, tax planning, and law. This diverse experience equips him to address the unique opportunities and challenges associated with significant wealth. Cody holds a Juris Doctorate Degree from Trinity Law School and a Master’s Degree from St. Thomas University, enhancing his ability to offer informed financial insights to his clients. His areas of focus include tax-sensitive trust and estate planning services, financial services for nonprofits, business succession planning, individual and corporate captive insurance, college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, and tax minimization. Cody does not provide legal or tax advice in his role with Merrill and advises clients to consult appropriate professionals for these services. Outside of his professional life, Cody enjoys music, spending time with his family, and traveling.