Ashleigh Overly is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 66 licenses and with 14 years of industry experience. She has been with SunTrust and Truist-affiliated firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Aaron Barranco is a financial advisor at First Command Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has served in the United States Army Reserve since 2005, currently holding the position of Army Officer. Barranco has been with First Command Advisory Services since 2015. First Command Advisory Services is an SEC-registered investment 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 wrap-fee asset management programs using model portfolios managed centrally by its Investment Management Team and Wealth Portfolio Managers.

Nolan Phillips is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 12 years. Additionally, he is a certified notary, providing notarization services for client documents as needed without charge. 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 wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Alex Davis is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services from 2011 to 2022 before joining Sanctuary Advisors and Sanctuary Securities in 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives through a variety of portfolio management programs and employs multiple analytical approaches while acting as a fiduciary under written agreements.

Timothy Pagliara is an advisor with Corient, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Capwealth Insights, CapWealth Advisors, Lanark Financial, and CapTrust Financial Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Adam Neelly is a financial advisor at NewEdge Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise. Outside of his advisory role, Neelly serves as treasurer on the board of Wholehearted Counseling and coaches shot put and discus for high school track and field teams in Williamson County Schools. 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 representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party model portfolios and advisor discretion.

Ryan Calhoun is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has two years of industry experience and previously worked at Cardinal Financial, LLC. Outside of his advisory role, he is involved with SongFinch, a non-investment business. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with additional services including financial planning, ongoing consulting, and access to insurance and alternative investment products.

Brandon Whittaker is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and previously worked for the Metro Nashville Police Department for 13 years. Outside of his advisory role, he manages a sole proprietorship in real estate as a landlord. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Brandon Campbell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 65 licenses and 17 years of industry experience. He has previously worked at firms including Concourse Financial Group Securities Inc, Protective Life Insurance Company, and MassMutual. Outside of his advisory work, he is an owner of B&B Smart Properties LLC, a rental property business in Hot Springs, Arkansas. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households, using model portfolios composed exclusively of T. Rowe Price mutual funds and ETFs. The firm emphasizes goal-based planning, tax-aware rebalancing, and electronic enrollment processes.

Stephen Maggart is a financial advisor with \u0026Partners in Nashville, TN, holding a Series 66 designation and 17 years of industry experience. He has been associated with Wileybros Aintree Capital LLC since 2009. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies.

Martin Simmons is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 14 years of industry experience. He has worked at SunTrust Advisory Services and related SunTrust entities since 2011. Outside of his advisory role, Simmons serves as Vice President of Administration for Chopin Oil & Gas Company, a family-owned business with timber and mineral rights leases. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Paul Glowienke is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2017 and 2018 respectively, following prior roles at Northwestern Mutual from 2002 to 2017. Outside of his advisory work, he provides health and dental insurance products through a separate business. Paul works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America that serves individuals, plan sponsors, charitable organizations, and businesses. The firm offers brokerage and advisory services combining advisor-led discretionary management with model-based strategies, along with access to insurance and alternative investment products.

Jared Cason is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2019, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its registration as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Shanan Boyd is a financial advisor with Eagle Strategies (NY Life) based in Franklin, TN. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Company. Boyd has been with Eagle Strategies since 2017. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

William Peerman is a CFP® with 41 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at Commonwealth since 2009 and is also associated with Hillcrest Financial Group. Peerman is the owner and president of Peerman Capital Management, LLC, a private entity managing securities and insurance practices. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and discretionary model portfolios, while enabling advisors to deliver customized investment solutions.

Alex Hattenhauer is a CFA® charterholder with four years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, InterOcean Capital Group, LLC, and Northern Trust. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework and includes financial planning, family office services, and access to private funds.

Kyle Peace is an investment advisor at TLG Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Nationwide Insurance Co. and Nationwide Securities from 2004 to 2020. He is also the owner of Peace of Mind Financial Strategies, where he focuses on long-term care, life insurance, and annuities. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, and ERISA fiduciary services with an investment approach based on fundamental analysis and Modern Portfolio Theory.

George Andrews is a financial advisor at Independent Financial Partners with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Commonwealth Financial Network, Southwestern Investment Advisory Services, Raymond James Financial Services, and LPL Financial. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Ryan Carson is a financial advisor with Valic Financial Advisors in Nashville, TN, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Valic Financial Advisors since 2015 and also operates TennEV LLC, an automotive aftermarket company. Carson serves as a member at large on his neighborhood homeowners association board. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Paul Johnson is a CFP®-certified financial advisor with 20 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2023. His prior roles include positions at Oakworth Capital Bank, Platinum Music Management, and Cetera Investment Advisors LLC. Johnson serves as a board member of the nonprofit Stronger Than My Father. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management under Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through a combination of discretionary management, model-based strategies, proprietary programs, and third-party platforms.