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.

Matthew Swinford is a financial advisor at Advisory Alpha, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at JB Growth Partners, 1-800 Accountant, and Online Trading Academy. Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for individual and high-net-worth clients through roughly 60 advisors. The firm employs a fund-of-funds approach with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.

Jeffrey Mcnaney is a financial advisor at NWF Advisory Services Inc with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Principal Securities INC and The Ameriflex Group. Mcnaney has also been involved with Studio 9 Financial & Insurance Services since 2012. NWF Advisory Services manages approximately $6.4 billion in client assets across a network of over 100 advisors, serving primarily individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting through various program structures.

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.

Byron Ford is a CFP® with 29 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2016. He also has a role at Keith Ford and Associates, where he provides investment advice, insurance, and financial planning. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm uses multiple account structures and model-based solutions implemented via proprietary and third-party platforms.

Jorie Pitt is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. She previously worked at AHC Advisors, Inc. for nine years before joining Mission Wealth in 2020. Mission Wealth Management is an SEC-registered, multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent individuals, families, and institutional clients. The firm employs customized, long-term investment strategies across a broad range of assets and offers services including fiduciary retirement plan management and cross-border planning.

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.

Edward Rusnak Jr. is a financial advisor at Nations Financial Group, Inc. with 25 years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Advisors for 14 years. In addition to his role at Nations Financial Group, he owns and operates C & R Capital Management, providing investment and advisory services. Nations Financial Group serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios and outside managers tailored to client objectives and risk tolerance.

Seth Frantz is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at JB Wealth Advisors LLC and JB Growth Partners. Outside of traditional advisory roles, he has been involved in financial services, consulting, and education through JB Growth Partners and has experience as a licensed insurance agent selling fixed insurance products. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a diverse range of managed portfolio strategies.

William Brantley is a financial advisor with Level Four Advisory Services holding a Series 66 designation and six years of industry experience. Prior to joining Level Four in 2024, he worked at Wells Fargo Advisors for five years. He also serves in the Tennessee Army National Guard. Level Four Advisory Services is an enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with tailored financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of affiliated and third-party managers.

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.

Ryan Hohensee is a CFP®-designated financial advisor at Manning & Napier Advisors, LLC with six years of industry experience. His prior work includes roles at Paychex and the Town of Webster Parks and Recreation Department. Outside of his advisory work, he has also worked as an Uber driver. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, alongside managing discretionary separately managed accounts and offering non-discretionary advice to proprietary funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and offers various retirement plan and wealth management services.

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.

Michael Claiborne is a Series 65-credentialed advisor with 10 years of industry experience. He is affiliated with First Advisors National, LLC and has been retired since 2015. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, providing investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers, supplemented by fundamental analysis of individual securities.

Lucas Dancy Cabeal is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with firms including The Ameriflex Group, Osaic Wealth, DC Financial Strategies, Studio 9 Financial and Insurance Services, and Principal Life Insurance Company. Outside of his advisory role, he serves on the finance committee of a local church and operates an outside insurance business offering health, life, disability, and long-term care insurance products. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering services such as retirement plan consulting and trust and estate services. The firm employs an open-architecture wealth management platform with a mix of advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

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.