David Walker is a financial advisor with Primerica Advisors, holding a Series 66 designation and 14 years of industry experience. He has worked at Park Avenue Securities and Guardian since 2013. Outside of his advisory role, he consults with prospective business owners through Walker Consult Co, LLC. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and business consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Brian Reichenbach is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network in Franklin, TN. His career includes roles at Maple Grove Wealth Advisory, Chronicle Partners, LLC, and Raymond James Financial Services Advisors. He is a co-owner of Chronicle Partners, LLC, a private entity focused on securities, advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custodial services.

Christian Bulla is a financial advisor at D.A. Davidson & Co. with six years of industry experience and a Series 66 designation. Before joining D.A. Davidson in 2026, he worked at Arete Wealth, Inc. and Center Street Securities, Inc. He also has a role as an actor with Lifeway Christian Resources in Murfreesboro, TN. D.A. Davidson & Co. provides investment advisory and brokerage services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Brent Whiddon is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 31 years of industry experience. His prior roles include positions at OneAscent Wealth Management, Cetera Advisor Networks, CWM, LLC, Whiddon Wealth Management, LLC, and LPL Financial. Outside of advising, he is involved in farming as an owner of PSA 121, LLC, and participates in financial education as a speaker for World Equity Group, Inc. and a member of The Society for Financial Awareness. Private Advisor Group serves a diverse client base, including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to multiple advisory programs and third-party asset managers, with model portfolios supported by firms such as Fidelity, BlackRock, and Goldman Sachs.

Jason Beaird is a CFA® charterholder with 14 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022, following eight years at Kings Point Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad mix of clients, including individuals, trusts and estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided 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.

Maged Hanna is an advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Fifth Third Bank, American Life Insurance Company, World Financial Group, and Metropolitan Nashville Public Schools. Outside the firm, he is involved in online publishing through Kindle Direct Publishing. Fifth Third Securities, Inc. serves a diverse client base, including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services. The firm sponsors the Passageway Managed Account Program, providing a range of portfolio management options through Fidelity’s Managed Account Xchange platform.

Christopher Blake is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63, 65, and 66 licenses. He has 29 years of industry experience, including a 20-year tenure at Lazard Asset Management Securities LLC. Blake is based in Brentwood, TN. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs discretionary and non-discretionary portfolio management strategies, leveraging technology platforms and a network model of independent advisors affiliated with LPL Financial.

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 LPL Financial in Mt. Juliet, TN, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2006 and is also associated with Private Advisor Group, LLC. In addition to his advisory role, he is a licensed attorney and provides estate planning services through Complete Wealth Preservation, LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment models, allowing for tailored strategies that combine advisory and brokerage services.

Clarence Hoskins III is a financial advisor with Empower Advisory Group in Nashville, TN, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and service in the U.S. Army from 2016 to 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services 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.

Eric Cornell is a financial advisor at Valic Financial Advisors in Nashville, TN, holding a Series 66 designation with six years of industry experience. His career includes prior roles at Bank of America, Merrill, and other financial firms. Outside of advisory work, he is involved in managing a personal business as a general partner and managing member of Cornell Properties 10X. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging technology and third-party model managers to support a high client-to-advisor ratio.

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.