Nicholas Stamatis is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services for a combined 21 years. Outside of his advisory role, Stamatis is involved in several business ventures including independent insurance brokering and wholesale and retail sales through Grecian Soap, LLC. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management via a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

Matthew Mikolajewski is a financial advisor with Independent Advisor Alliance, LLC who holds the CFP® designation and has 26 years of industry experience. He has worked previously with LPL Financial and Independent Financial Partners. Mikolajewski is also licensed as a non-variable insurance agent with multiple firms. 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 services. The firm employs a network model with both discretionary and non-discretionary portfolio management, utilizing model portfolios, sub-advisors, and various analytical approaches supported by technology platforms.

Gary Goff is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential. He has been with the firm since 2025 and has prior experience at Think2Perform and AdvoCare. Outside of advising, he owns Lake Harriet Fitness, where he develops virtual golf fitness programs through an app. Wealth Enhancement Advisory Services is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a blend of passive and active investment strategies guided by an internal Investment Committee.

William Gentry is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with SunTrust Advisory Services and related SunTrust entities since 2015. Outside of his advisory work, Gentry volunteers as an adult with the Boy Scouts of America, Middle TN Council Area. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Charles Kirven is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He previously worked with CNL Securities Corp. and CNL Fund Advisors Company before joining Suntrust Advisory Services in 2019. Kirven has an ownership interest in a family company held for estate planning purposes, but he has no formal role or involvement in its operations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Mitchell Lightfoot is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. His prior work includes roles in animal control and the food service industry. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform.

Frederick Rich Jr. is a financial advisor with Eagle Strategies (NY Life) based in Franklin, TN, holding a Series 66 designation and over 21 years of industry experience. He has worked with Eagle Strategies since 2013 and is also associated with Falcon Financial And Insurance Solutions, Inc. Outside of his advisory work, he volunteers with a local BNI networking group, assisting with meeting attendance and scheduling. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary management within the New York Life affiliate structure.

Noah Schurman is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential. He has one year of industry experience and previously worked in a variety of roles across different organizations including Ramsey Solutions and Carahsoft. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a range of investment vehicles including ETFs, mutual funds, options-enhanced strategies, and structured notes.

Amy Lindsey is a Series 66-credentialed financial advisor with 11 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having worked at these and related firms since 2016, including Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 approach.

David Hardenbergh is a CFP® professional with six years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has previous experience at firms including Hawsgoodwin Wealth, MML Investors Services, MassMutual Life Insurance, Strategic Financial Partners, and Raymond James Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios through ETFs, index funds, separate account managers, and private funds, alongside specialized offerings such as retirement plan consulting and charitable advisory services.

Angelo Rufino is a financial advisor at Eagle Strategies (NY Life) based in Franklin, TN, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise, U.S. Bancorp Investments, and First Republic Investment Management. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

William Holden is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc from 2004 to 2022 before joining Private Advisor Group and LPL Financial in 2022. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Katsiaryna Quandt is a financial advisor at Commonwealth Financial Network with nine years of industry experience. She holds the Series 66 designation and has worked at several firms including Chronicle Partners LLC and Raymond James Financial Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice management.

Lindsay Marriott is a financial advisor at Hornor, Townsend & Kent, LLC, holding a Series 66 designation with one year of industry experience. Prior to joining Hornor, Townsend & Kent, Marriott was involved with Beezer Labs at Fisk University and has work history at Fisk University and Florida State University. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, operating both advisory programs and broker-dealer services with a platform that includes third-party asset manager relationships and multiple account options.

Charles Nelson III is a financial advisor with \u0026PARTNERS based in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Wiley Bros. Aintree Capital, LLC for 31 years. \u0026PARTNERS serves a diverse client base including individuals, institutions, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services utilizing the Envestnet platform and employs a mix of proprietary and third-party investment strategies.

Andrew Britt is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Olympus America. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, combining in-house and third-party strategies with centralized due diligence and technology tools.

David Lenser is a financial advisor with Eagle Strategies (New York Life) who holds a Series 66 designation and has 19 years of industry experience. He has been with Eagle Strategies since 2012 and also owns Shelborne Group Inc., a staff leasing company. Lenser has held principal roles at Lens Financial & Insurance Solutions since 2020 and previously at J. Lens Financial & Insurance Services. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Jerry Rainey is a financial advisor with TLG Advisors, Inc. in Brentwood, TN. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with The Leaders Group, Inc. since 1999 and with TLG Advisors, Inc. since 2004. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Theodore Macri is a financial advisor at NewEdge Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise and Ameriprise Financial Services, Inc. His other business activities include commercial real estate ownership. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

John Navin is a financial advisor at AE Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including his own Navin Group and ECO, where he focused on coaching and speaking workshops. Outside of advisory roles, he is an author of a financial book and serves on the boards of 50 Forward and the Nashville Wine Auction. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion across more than 127,000 clients.