Ronald Richmond Jr. is a financial advisor at Oppenheimer with 16 years of industry experience. He holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Securities, and B. Riley Wealth Management. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and private-fund management, using strategic asset allocation and a variety of investment strategies.

Drew Howard is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior work includes roles at Edward Jones and Lincoln Financial Advisors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

James Fredrikson is a CFP® with 35 years of industry experience, currently serving at Fifth Third Securities, Inc. in Nashville, TN. He has been with Fifth Third Securities since 2007, with a brief period of unemployment between 2022 and 2023. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by its affiliation with Fifth Third Bank and a range of platform services.

Andrew Shea is a financial advisor with Principal Financial Services in Brentwood, TN, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors. He also works as a broker and agent in the insurance sector, focusing on fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jacqueline Budd is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has two years of industry experience, including previous work with LPL Financial. Prior to entering the financial services field, her background includes roles in education and food service. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm uses a network model of independent advisory representatives and leverages technology platforms alongside a range of portfolio management techniques.

Christopher Saxon is a financial advisor with Valic Financial Advisors in Nashville, TN, holding Series 65 and Series 63 licenses and two years of industry experience. He has previously worked at Trinity Wealth Securities, LLC, and Florida Financial Advisors DBA Tristate Financial Advisors. Saxon is also an appointed agent for AGIA, selling non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts with Envestnet’s platform and third-party model managers and supports its advisors through a centralized technology and supervisory framework.

Robert Pillow is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His previous roles include positions at Park Avenue Securities and various firms prior to that. Outside of his advisory work, he is also involved in insurance activities outside of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individual, pension, charitable, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm utilizes a range of discretionary and non-discretionary advisory models and offers digital advisory solutions, combining proprietary and third-party investment strategies.

Robert Nurse is a CFP®-credentialed financial advisor with nine years of industry experience. He has worked with Mercer Global Advisors since 2021 and previously held roles at HawsGoodwin Wealth and The Vanguard Group. Nurse is based in Franklin, TN. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds, complemented by educational programs and integrated service lines.

Lynard Holland is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Fifth Third Securities before joining Truist in 2022. 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, fiduciary support, and a manager-selection program that uses both discretionary and non-discretionary strategies supported by AI-enabled research and inter-affiliate integration.

William Barclay Jr. is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at InterOcean Capital Group LLC and John Hancock Investment Management. 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 using a combination of active and passive strategies within an enhanced open architecture framework.

Charles Enders is a financial advisor with Eagle Strategies (NY Life) based in Franklin, TN. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2011, and he has been with Eagle Strategies LLC since 2026. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with a diverse range of clients including those with insurance and annuity products.

Paul Barone is a financial advisor at D.A. Davidson & Co. with 44 years of industry experience. He has been with D.A. Davidson & Co. since 2009 and holds Series 63, Series 65, and Series 66 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative investment analysis.

David Hershman is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and 19 years of industry experience. He has worked with firms including Independent Financial Partners and LPL Financial, and manages Hershman Wealth Management, also known as Modern Heritage Wealth Management. Outside of advising, he is involved in a real estate rental business based in Tampa, Florida. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation process across risk-based mutual fund portfolios and offers education and support services including personalized retirement planning and separation counseling.

Austin Petrovich is a financial advisor with Truist Advisory Services, holding a Series 66 designation and six years of industry experience. His career includes roles at Truist Investment Services and Suntrust Advisory Services. Outside of finance, he has been involved with Uber EATS for six years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and integrated inter-affiliate resources.

Nelson Green Jr. is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds the Series 66 designation and has been with Valic Financial Advisors since 2015. He also holds a position as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors, Inc. 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 using a range of model solutions and centralized technology through a large network of advisors.

Robert Dean is an advisor at Fifth Third Securities, Inc. in Nashville, TN, holding Series 63 and Series 65 licenses with one year of experience. His prior work includes roles at Fifth Third Bank, Greystar, and service in the United States Marine Corps Reserves. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers a range of investment programs on the Passageway Managed Account platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Samuel Rice is a financial advisor with Steward Partners Investment Advisory, LLC in Nashville, TN, holding Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at Seven Arrows Planning, Steward Partners Investment Solutions, Lighthouse Wealth Group, SageSpring Wealth Partners, Raymond James Financial Services, Exencial Wealth Advisors, Bank of America, Merrill, WestPac Wealth Partners, and Greystar Management Services. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory, financial planning, pension consulting, and managed account programs with both discretionary and non-discretionary portfolio management options.

Spiro Natsis II is a CFP® and Series 66-registered advisor with three years of industry experience, currently with Truist Advisory Services. His work history includes roles at Merrill and Truist Investment Services. Outside of finance, he previously worked at Libertyville Gymnastics Academy and in education at Middle School North and Lake Zurich High School. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Christine Harezlak is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Brentwood, TN. Her prior experience includes roles at Northwestern Mutual Life Insurance Company and its affiliated entities, where she worked for eight years before joining Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to guide investment recommendations while leaving final trading decisions to clients.

Patrick Moore is a financial advisor with Primerica Advisors who holds the ChFC® designation and Series 63 and 65 licenses. He has 47 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Cambridge Investment Research. Outside of advising, he is involved with Hope4America.us and is an author. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.