Michael Herrmann is a financial advisor at Simplicity Wealth with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vora Wealth Management PLLC before joining Simplicity Wealth. Herrmann also operates Herrmann Financial Group as a sole proprietor, primarily engaged in the sales and servicing of insurance-based products, including life, health, disability, long-term care, annuities, and Medicare. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering discretionary and non-discretionary portfolio management along with technology and operational support for advisers.

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. His prior roles include positions at Edward Jones and work outside finance at A&N Heating and Cooling and T-Mobile. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and municipal clients. The firm offers comprehensive wealth management and financial planning services, utilizing both in-house and third-party investment strategies across a variety of asset classes.

Andrew Andreotta is a financial advisor at Kovack Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with LPL Financial, Guardian Life Insurance Company, Park Avenue Securities, Mutual of Omaha, and Modern Woodmen of America. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing a risk-tolerance based investment process that utilizes both internal models and third-party managers.

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 at B. Riley Wealth Advisors, Inc. with 21 years of industry experience. She holds the Series 66, Series 63, and Series 65 licenses. Prior to joining B. Riley Wealth Advisors in 2023, she worked at PRGX Global and Wells Fargo Clearing. B. Riley Wealth Advisors provides investment advice and portfolio management to individual and institutional clients, offering various programs including Advisor-as-Portfolio-Manager, third-party managed accounts, and internally managed models, with approximately $4.21 billion in assets under management.

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.

Ryan Vorhies is a financial advisor at Kovack Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Park Avenue Securities, Guardian Life Insurance, and Compass Advisory Group. Outside of his advisory role, he is a pilot for United Airlines. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal clients, offering portfolio management, financial planning, and access to sub-advisory programs using a combination of proprietary and third-party investment models.

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 CFP® with 20 years of industry experience, currently serving as a financial advisor at Silver Oak Securities, Inc. since 2021. He previously worked at Next Financial Group Inc for ten years and has operated Zettergren Financial Group since 1998. Outside of financial advisory, he owns Double Z Autos LLC, which rents automobiles on the Turo platform. Silver Oak Securities, Inc. serves a broad client base including individuals, high-net-worth clients, pension plans, and business entities through a network of over 100 financial professionals. The firm offers a variety of advisory programs with a discretionary, customized approach to investment management tailored to client objectives and risk tolerances.

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 with B. Riley Wealth Advisors, Inc. She holds Series 63 and Series 66 designations and has 27 years of industry experience. Her prior work experience includes roles at Wells Fargo Clearing, UBS Financial Services, and Prudential-related firms. 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 employs a variety of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Kathryn Murphy is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her previous roles include positions at LPL Financial, Private Advisor Group, Cambridge Investment Research, and several other firms. She is involved with Sound Healthcare, a benefit enrollment organization based in Nashville, TN. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans, offering financial planning, wealth management, and retirement plan consulting. The firm manages client assets through diversified mutual funds, ETFs, individual securities, and independent managers, utilizing both fundamental and technical analysis.

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 Series 63 credentialed advisor with 35 years of industry experience. He is affiliated with Capital Analysts and has held roles at Great American Life Insurance Company since 2014 and Lincoln Investment Planning, Inc. since 1997. He also has experience working with the Bonita Unified School District since 1989. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams.

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.

Joshua Stander is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked with Foundations since 2020 and has been associated with Capitol Planning Group since 2014. Outside of his advisory roles, he is also involved in insurance sales, working as an insurance agent. Foundations Investment Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management services using a combination of fundamental, technical, and cyclical analysis, supported by a network of affiliated offices and third-party sub-advisers.

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.