Nevile Makau is a financial advisor at Kingsview Wealth Management, LLC in Nashville, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Kingsview, he worked at Edward Jones for three years and has experience in non-financial roles including at A&N Heating and Cooling and T-Mobile. He also was involved with Mama Agnes Special Kids, a nonprofit organization. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management. The firm combines tailored portfolio management by Investment Adviser Representatives with proprietary model strategies developed by an internal portfolio group.

Andrew Andreotta is a financial advisor with Kovack Advisors, Inc. in Hendersonville, Tennessee, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior roles include positions at LPL Financial LLC, Guardian Life Insurance Company, Park Avenue Securities, and Mutual of Omaha. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets for individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm employs a risk-tolerance-based investment process using both proprietary models and third-party managers, providing portfolio management, financial planning, and access to sub-advisory programs.

Kelly Graham is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with B. Riley Wealth Advisors since 2022 and has also served at B. Riley Wealth Management since 2016. Outside of his advisory work, Graham owns Richland Street Creative, a proofreading and writing business, and serves as vice president of the Universal Brotherhood Movement Inc., a nonprofit spiritual organization. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers multiple investment programs and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Jennifer Brunotts is a financial advisor with B. Riley Wealth Advisors, Inc. She holds Series 63, 65, and 66 licenses and has 21 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2023, she worked at PRGX Global for 11 years. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers various programs such as Advisor-as-Portfolio-Manager, third-party managed accounts through Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Scott Greenameyer is a Series 65-licensed financial advisor at Redhawk Wealth Advisors, Inc. with 11 years of industry experience. Prior to joining Redhawk in 2020, he worked at Atlas Wealth Management and William Jordan Investments. He is also the CEO of Spectrum College Funding, Inc., which provides fee-based college planning services including financial aid guidance and test preparation. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, and charitable organizations. The firm’s investment approach combines strategic and tactical asset allocation monitored by a weekly committee and includes offerings such as separately managed accounts, held-away account oversight, and educational seminars.

Craig Lodge is a CFP® professional with 26 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. since 2022. He has been associated with B. Riley Wealth Management since 2016. B. Riley Wealth Advisors delivers investment advice and portfolio management services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $4.21 billion in assets across multiple advisory programs and strategies.

Zachary Zettergren is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with Silver Oak Securities, Incorporated and has previously worked at Next Financial Group Inc. He is also the owner of Double Z Autos LLC, a Turo automobile rental and hosting business. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets through a network of more than 100 financial professionals. The firm provides tailored portfolio management, unified managed accounts, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

Neal Parrish is a financial advisor with First Advisors National, LLC in Hendersonville, TN, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked with Both Hands Financial Group since 2016 and serves as a representative for Both Hands Financial Services, providing insurance and investment services. First Advisors National offers investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm focuses on selecting and overseeing third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds.

Shawnna Summers is a financial advisor at B. Riley Wealth Advisors, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including PRUCO Securities, Wells Fargo Clearing, and Wells Fargo Advisors. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.

Darryl Amadio is a financial advisor at Brookwood Investment Group with a Series 65 designation and one year of experience at the firm. He has been associated with the Nashville Predators since 2013. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through tailored portfolios that include passive, active, tactical, and blended strategies.

Thomas Bernhardt is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Beacon Global Advisor Network, LLC and previously worked at Chase Buchanan, Askia, and Torreycove Capital Partners LLC. Outside of his advisory roles, he is involved with Bernhardt Properties LLC and Camp LumberJack LLC. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored client portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Robert Cates is a financial advisor with Capital Analysts in Hermitage, TN, holding a Series 63 designation and 35 years of industry experience. His work history includes long-term roles at Great American Life Insurance Company and Lincoln Investment Planning, Inc., as well as service with Bonita Unified School District. Capital Analysts serves a broad client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm’s investment approach involves discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team, and it offers advisors flexibility with custom portfolios, third-party manager selection, and various program options.

Dennis Brown is a financial advisor with Archer Investment Corporation, holding a Series 65 designation and 14 years of industry experience. He has been with Archer since 2011 and is also a partner at Carl A Davis & Co CPAs, where he provides investment services alongside his accounting work. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million through separately managed accounts and proprietary funds. The firm’s investment approach includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes, offering both discretionary management and model-driven strategies.

Carl Davis is a Series 65-licensed financial advisor with Archer Investment Corporation, where he has worked since 2013. He has a total of 10 years of industry experience and also has a long-standing affiliation with Davis Brown & Company PLLC. Outside of his advisory role, he serves as Vice President of First Pay Inc, a payroll company. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Alisha Schweizer is a financial advisor with Avantax Planning Partners, Inc. in Springfield, TN, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at multiple Cetera entities since 2024 and prior experience with R&R Wealth Management, Jannsen Wealth Management, and 1st Global Advisors. She also has experience in equity and fixed indexed annuity sales and fixed insurance products. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily serves clients through a network of CPA firms and registered advisors, offering tax-intelligent strategies, discretionary account management, and access to affiliated broker-dealer and trust services.

Joshua Stander is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and has professional experience at Foundations Investment Advisors since 2020 and Capitol Planning Group since 2014. In addition to his advisory role, Stander is involved in the sale of various insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of investment strategies and works through a large network of affiliated offices and representatives.

Mark Scherba is a financial advisor at Packerland Brokerage Services, Inc. with 23 years of industry experience. He holds the ChFC® designation and the Series 63 license. Prior to joining Packerland in 2019, he worked at Questar Asset Management and Questar Capital from 2011 to 2019. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements on the Hilltop/Envestnet platform. The firm offers both brokerage and advisory services, combining individualized financial planning with discretionary or non-discretionary account management.

Friend Williams is a financial advisor at AlphaStar Capital Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Centennial Advisors, TD Ameritrade, and Guardian Life Insurance. Outside of his advisory role, he is a co-owner and licensed agent at Riverdog Insurance LLC. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing both model portfolios and custom strategies based on quantitative analysis and tactical asset allocation.

Westin Kaser is a financial advisor at Principal Financial Services with five years of industry experience. He holds the Series 66 designation and has worked at multiple firms including LPL Financial and CUNA Brokerage Services. Outside of finance, he previously worked in the food service industry. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. 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.

Drew Hadlock is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Jackson National Life Distributors from 2016 to 2022 and has been with CNR Securities, LLC since 2022. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and institutional investors. The firm employs a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to construct customized portfolios across various asset classes.