Thaddeus Wells is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Wells has worked at several firms, including GWFS Equities, Inc., Money Concepts Capital Corp, and The Prudential Insurance Company of America. 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 certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Susanne Reseland is a Series 66-credentialed financial advisor at Kestra Advisory with 21 years of industry experience. She worked for NBC Securities, Inc. from 2004 to 2022 before joining Kestra Advisory and Kestra Investment Services in 2022. Reseland is also a licensed CPA and notary public. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional clients, and individuals. The firm offers fiduciary consulting, plan design, employee education, and various managed account solutions, serving a broad client base that includes large institutional investors and sovereign wealth funds.

Amir Barsoum is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. His work history includes roles at Fifth Third Bank, Hermitage Discount Tobacco, AESC, and British American Tobacco. He holds Series 63 and Series 65 licenses. Fifth Third Securities, Inc. 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 tax-overlay services, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with Fifth Third Bank.

Sylvia Menz is a financial advisor at &Partners with Series 66 and Series 63 licenses and five years of industry experience. She has worked at WileyBros Aintree Capital LLC since 2020 and has prior experience in various roles at FSM Inc, Kore PR, America Swim Inc, O'Charleys, Buffalo Wild Wings, and Belmont University. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies to manage accounts on both discretionary and non-discretionary bases.

Zachary Sabo is a CFP® with 21 years of industry experience, currently serving at Equity Services, Inc. since 2026. His prior roles include positions at National Life Group, LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley DW Inc. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading, and integrates third-party asset managers and model portfolios.

Alyson Stevens is a CFP® with 18 years of industry experience currently affiliated with \u0026Partners in Nashville, TN. She has worked at Wileybros Aintree Capital LLC since 2007. Stevens serves as a committee member for FINRA’s Membership Committee, participating in discussions related to membership firms and regulation. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

John Maggart is a financial advisor at &PARTNERS in Nashville, TN, holding Series 63 and Series 65 licenses with 49 years of industry experience. He has worked at Wiley Bros. Aintree Capital, LLC since 1994. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, and quantitative analysis, managing accounts through both internal advisors and third-party managers.

Jegir Salman is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of his advisory role, Salman owns and manages an auto service station and is a partner in an auto sales business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Joe Hollingsworth is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Fisher Investments, Edward Jones, and Nationwide Investment Advisors. Outside of his advisory work, he is also involved as a real estate broker with Luxury Homes International. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, emphasizing strategic allocation with a combination of passive and active management guided by an internal Investment Committee.

Brandon Lewis is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 65 credential and one year of industry experience. He previously worked at Penn Mutual Life Insurance Company and has experience in volunteer vegetation management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Todd Turner is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with Independent Financial Group, LLC and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc. In addition to his advisory role, he serves as Managing Director at Henderson Financial Group, Inc., overseeing day-to-day operations. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both active and passive investment options across various risk profiles.

Adam Helm is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Principal Securities Inc. and Principal Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that offer managed portfolios, non-discretionary recommendations, and investment education services. The firm’s approach relies on Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance.

Elizabeth Hall is a CFP® professional with 12 years of experience in the financial services industry. She currently works at Empower Advisory Group and has prior experience with Fidelity Investments, Morgan Stanley, Bank of America, and Merrill. Outside of her advisory role, she owns a small business creating and selling crafts and woodwork on Etsy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Nathan Newman is a CFP®, ChFC®, and Series 65 credentialed advisor with five years of industry experience. He has worked at MAI Capital Management, LLC since 2024 and previously held roles at WCG Wealth Advisors, LLC and Treloar & Heisel, LLC. Newman is also involved in fixed insurance sales through Treloar & Heisel, LLC. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, sports professionals, trusts, and institutional clients. The firm employs a customized approach to portfolio management across various strategies and integrates financial planning and tax services into client relationships.

Randall Whitman is a CFP® and ChFC® with 19 years of industry experience, currently affiliated with Guardian Life through Park Avenue Securities. He has worked with Guardian Life, Park Avenue Securities, and Peachtree Planning of Tennessee since 2006. Outside of his advisory role, he co-moderates the WDW4Families podcast, which discusses topics related to family visits to Walt Disney World. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers both discretionary and model-based investment management, alongside financial planning and consulting services tailored to various client needs.

Kyle Page is a financial advisor with Creative Planning holding a Series 65 credential and one year of industry experience. He previously worked at Edelman Financial Engines and Lyndhurst Financial Management Ltd. Creative Planning provides wealth management and financial planning services to individuals, retirement plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Terrence Wittman is a financial advisor at Hornor, Townsend & Kent, LLC with 26 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for 23 years and Equitable Advisors for three years. Wittman is also licensed as an outside agent for non-variable insurance products including life, disability, and long-term care insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, operating both advisory and broker-dealer services with a range of account options and third-party asset manager relationships.

Joshua Berdet is a CFP® with 12 years of industry experience. He has worked at Cerity Partners LLC since 2021 and previously spent six years at Merrill. Berdet holds the Series 66 designation and is based in Franklin, TN. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles, asset allocation, and a combination of proprietary and third-party strategies, with access to alternative and private market solutions for qualified clients.

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 in Nashville, TN, holding Series 65, Series 66, and Series 63 licenses and bringing 26 years of industry experience. He has worked at Wileybros Aintree Capital, Decker Wealth Management, UBS Financial Services, and Truist Investment Services. Outside of advising, he is a partner and owner of a hunting land business and serves as a consultant managing estate asset transfers. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.