Franklin Canales Navas is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Alphastar Capital Management LLC and Focus Financial Group, LLC. Outside of his advisory role, he is involved in insurance sales and service, specifically working with Penn Mutual life products and serving as a liaison between group clients and insurance companies for coverage and retirement plans. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering both advisory and broker-dealer services. The firm provides tailored investment strategies and financial planning, managing billions in assets with a platform that includes third-party asset managers operating under a comprehensive supervisory framework.

Joseph Affatigato is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes positions at Transamerica Investors Securities, UBS, and New York Life. Outside of financial advising, he is president of Affatigato L.L.C., a retail and wholesale business importing olive oil from his family’s land in Sicily. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary recommendations focused on asset allocation and retirement planning. The firm employs proprietary technology from Morningstar Investment Management and operates primarily at scale, serving over 200,000 clients with a large share of non-discretionary assets.

Corey Creel is a CFP® and ChFC® affiliated with Farther in Nashville, TN, with over eight years of experience in financial services. He previously worked at Omni Wealth Management and Northwestern Mutual. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary private investment fund recommendations. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios with automatic rebalancing and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Jordan Haglin is a financial advisor with Truist Advisory Services holding a Series 66 designation and two years of industry experience. His prior roles include positions at Thrivent Financial and CedarStone Bank. Outside of his advisory work, he has experience with entrepreneurial ventures such as Haglin Technology Innovations and Madden's on Gull Lake. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

Bryson Hill is a Series 66-credentialed financial advisor with two years of industry experience. He is associated with Eagle Strategies, a New York Life company, and operates under the DBA Pickens Hollow Financial Group, offering New York Life products and services. Prior to his current financial roles, Hill has held positions in various businesses including Atlanta Warehouse Solutions and Bottles and Bones. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, working closely with a diverse range of clients including plan sponsors and charitable organizations.

Kevyn Bowling is a financial advisor with TLG Advisors, Inc. in Franklin, TN, holding a Series 66 designation and five years of industry experience. Prior to joining TLG Advisors, he worked at The Leaders Group Inc. and TPG Financial Inc. Bowling also has a background in freelance film work. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers services including portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Charles Keene is a CFP® professional with 23 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he is a partner in a commercial real estate venture. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment management and fiduciary services.

Stephen Laughter is a financial advisor with Truist Advisory Services, holding a Series 63 license and bringing 28 years of industry experience. He has worked at Truist Advisory Services since 2016, including a prior tenure with Suntrust Investment Services from 2007 to 2017. Outside of his advisory role, he is a partner in a construction company he formed with his son that builds and rehabs houses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager selection through its AMC Advantage program. The firm combines discretionary manager relationships with consulting services and utilizes AI-enhanced research and integrated inter-affiliate resources to support its investment approach.

Joshua Parker is a CFP® with 25 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, Horne Wealth Advisors, LLC, and Trustcore Financial. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including 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 integrates active and passive strategies, private funds, and various managed accounts.

Jaime Settles is a financial advisor at PNC Wealth Management in Nashville, TN, with 24 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Merrill Lynch Pierce Fenner Smith and Raymond James Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees with PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessments to recommend investment models implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

John Poling is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Sanctuary Advisors, LLC since 2019 and previously held positions at Bank of America and Merrill. He serves as a board member of the Tennessee Alzheimer's Association, assisting with event planning, fundraising, and outreach efforts. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent advisers who employ various investment strategies and provides both discretionary and non-discretionary account management.

Justin Skoglund is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment processes.

Chris Whitman is a ChFC® and Series 66 registered advisor with Primerica Advisors, based in Brentwood, TN, and has 21 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Outside of his advisory work, he serves on the board of Gifts of Grace Inc. and provides business consulting services focused on leadership coaching, marketing and advertising plan design, and operational team development. Primerica Advisors operates within Park Avenue Securities LLC, serving a diverse retail client base through both brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions, utilizing proprietary and third-party strategies across various asset types and account structures.

Ian Ritchie is a financial advisor at Private Advisor Group, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, JP Morgan, and Heritage Holding. Ritchie provides administrative support within the investment advisory business. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a broad range of advisory programs and third-party asset managers.

William Adcock is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Brookstone since 2015. Outside of his advisory role, he is a partner and 50% owner of GAP Financial Partners LLC, which operates TaxPrepMadeEasy.com, and serves as an associate pastor and student leader at Impact Church in Murfreesboro. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and supports a large advisor network with back-office and TAMP services.

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.