Jason Macher is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at RBC Capital Markets and SunTrust. Outside of his advisory work, he is involved in farming and property management, operating a farm and managing rental properties in Tennessee. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Jason Holland is a financial advisor with Fifth Third Securities, Inc. based in Gallatin, TN. He holds Series 63 and Series 65 licenses and has five years of industry experience, including his current role at Fifth Third Securities since 2021 and prior experience with Fifth Third Bank from 2015. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers access to multiple investment programs on the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Nathan Dowlen is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Sequent Planning, LLC. In addition to his advisory role, Dowlen is licensed as an attorney and provides legal services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Mary Grace Mamolo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Regions Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Randall Kaune is a financial advisor with Empower Advisory Group in Hendersonville, TN. He holds Series 63 and Series 65 designations and has five years of industry experience. His prior roles include work with GWFS Equities, Inc. and the Colorado County and Officials Retirement Association. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates.

Justin Ostrander is a financial advisor at &PARTNERS with five years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Cambridge Investment Research. Outside of finance, he is a recording guitarist and owns a music business based in Madison, Tennessee. &PARTNERS serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing a mix of fundamental, technical, and quantitative analysis with discretionary and non-discretionary account management options.

Michael Stanley II is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He previously worked for Financial Partners Group, LLC for ten years. Mercer Global Advisors offers investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of implementation options and maintaining public content programs and internal initiatives.

Bradley Watts is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been affiliated with Diversified Investment Advisors and Diversified Investors Securities Corp. since 2006. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education. Their approach relies on proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Rachel Amos is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 credentials and no prior industry experience. Her work history includes roles at Fifth Third Bank, Macon Bank & Trust, Capstar Bank, Volunteer State Bank, and US Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers multiple investment programs and portfolio management options via its Passageway Managed Account Platform, combining various strategies such as mutual funds, separate managed accounts, and direct indexing.

Joshua Willard is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at GWFS Equities, Jackson National Life Distributors LLC, and JP Morgan Securities LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed advice and investment education services, utilizing Morningstar Investment Management’s proprietary software and portfolio oversight to provide both discretionary and non-discretionary guidance.

Colin Cross is a financial advisor at Commonwealth Financial Network with a Series 66 credential and experience spanning positions at LPL Financial, Engineered Wealth Solutions, Planet Fitness, Lyft, and Uber. He has been working in financial services since 2024 and is also self-employed. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Chrissoula White is a Series 66-licensed financial advisor at Empower Advisory Group with five years of industry experience. She previously worked at Bank of America and Merrill from 2019 to 2025. Outside of her advisory role, she assists with communication and administrative tasks for Sippin' Mobile Bar LLC, a mobile beverage cart business operated by her spouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to select retail account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Laura Sydenstricker is a financial advisor at United Planners Financial Services of America with eight years of industry experience. She holds a Series 66 designation and has worked with firms including SCF Investment Advisors, SCF Securities, and operates under Mt. Juliet Advisors. Outside of her advisory role, she has experience in fixed insurance sales. United Planners Financial Services is a national wealth-management enterprise with over 350 advisors and approximately $12.77 billion in assets under management. The firm serves a diverse client base, providing advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers to implement investment strategies.

Clifford Goodwin is a financial advisor with TLG Advisors, Inc. in Hendersonville, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with The Leaders Group, Inc. since 2013 and has worked as a self-employed independent advisor since 1997. Outside of his advisory role, he owns Focus Retirement Solutions, where he provides life, long-term care, and disability insurance services. 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 investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Christopher Rittenberry is a Series 66-licensed financial advisor with Edward Jones and has three years of industry experience. Prior to joining Edward Jones, he worked at First Freedom Bank and has entrepreneurial experience as the owner and CEO of Ritt's Woodworking, a carpentry business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

William Jontz Jr. is a financial advisor with Cambridge Investment Research Advisors holding a Series 63 designation and 43 years of industry experience. His prior work includes long-term tenures at Centaurus Financial, Inc. and Center Street Advisors. In addition to his advisory role, he has maintained ownership of Estate Management & Planning Co., where he is involved as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable clients, providing financial planning, investment management, and retirement-plan advisory services. The firm supports multiple management platforms and offers proprietary model strategies through its Founders Gate Capital brand.

Christina Anderson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes roles at JP Morgan Securities LLC, Thrivent Financial, and Morgan Stanley. Outside of finance, she co-owns and instructs at Da Capo Studios, a music and art studio where she teaches voice, piano, violin, and viola lessons. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mark Hanson is a ChFC® with 35 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Principal Life Insurance Company and Principal Securities Inc. Hanson owns Hanson Financial Services LLC and is involved in selling various insurance products, including fixed life, annuities, disability, and long-term care insurance. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through a network of financial professionals and provides access to multiple platforms and third-party advisers.

Brandon Di Simone is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Arete Wealth Management and Center Street Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that addresses various topics such as retirement, income tax, estate, and special needs planning, with an option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Jerry Jarrett Jr. is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 16 years of industry experience. His prior work includes roles at Regions Bank, Edward Jones, and The Prudential Insurance Company of America. Outside of advising, he serves as the registered agent for his son’s criminal justice business, handling mail forwarding. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors, utilizing multiple program structures and investment strategies.