James Ledbetter is a Series 65-licensed financial advisor with Equity Services, Inc. He began his advisory career in 2025 and has prior experience with Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and several regional banks. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently employs third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Gerald Witcher is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has been with Transamerica Financial Advisors and Gerald L Witcher, LLC since 2017 and has worked with World Financial Group and National Brokerage & Sales, Inc. for over a decade. He is also president and CEO of ATOZ Access Control, LLC. Transamerica Financial Advisors serves a broad client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Carmen Eastes is a CFP® with 18 years of industry experience, currently serving at Truist Advisory Services since 2016. She has previously worked with SunTrust Investment Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate arrangements, to deliver its investment solutions.

Paul Barone is a financial advisor at D.A. Davidson & Co. with 44 years of industry experience. He has been with D.A. Davidson & Co. since 2009 and holds Series 63, Series 65, and Series 66 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Larry Roby is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, LLC. Roby is also the founder and CEO of Senior Financial Advisors, Inc., an insurance brokerage focused on life products. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform.

Johanna Mockett is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has held leadership and administrative roles in several entities, including serving as president of Mockett, Inc., and is involved in providing estate planning education and client communications through affiliated companies such as LSPN Pro LLC and Inheritguard, LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily implements its advisory model through proprietary and third-party managed model portfolios, offering a range of investment and retirement-plan services supported by a large advisor network and multiple program platforms.

Jay Levy is a CFA® charterholder with 17 years of industry experience. He is currently with Independent Advisor Alliance, LLC and LPL Financial, having previously worked at Lazard Asset Management Securities and CLSA Americas LLC. Outside of his advisory roles, he is a co-owner of Grove Partners LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model combined with technology platforms and a range of analytical strategies to deliver both discretionary and non-discretionary portfolio management.

Samuel Myers is a Series 65-licensed financial advisor with Brookstone Capital Management LLC, based in Murfreesboro, TN. He has one year of industry experience and previously worked in various roles including at Express Employment Professionals and Jim 'N Nicks Bar-B-Q. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through a range of model portfolios and separately managed accounts.

Laura Free is a financial advisor with Equity Services, Inc. She holds a Series 66 designation and has 25 years of industry experience. Her prior work includes roles at Truist Advisory Services, Truist Investment Services, and LPL Financial. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, and it utilizes a network of investment adviser representatives and third-party asset managers.

Jaime Villalovos is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several business activities, including serving as Vice President of Happy & Strong, Inc. and authoring the book "Happy and Strong." He is also on the board of directors for All For One, Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm utilizes a network of advisors and multiple program platforms, implementing its advisory model primarily through model portfolios and third-party managers.

Andrew Esposito is a financial advisor with Principal Financial Services in College Grove, TN, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior work includes roles at Edward Jones, Suntrust Investment Services, and Raymond James Financial Services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Roy St John is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 11 years of industry experience. He previously worked at Debtmerica for eight years and has been affiliated with World Financial Group since 2010. Outside of his advisory role, he is president of St. John Real Estate Investments. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory strategies and offers a range of platform programs such as Transamerica ONE and TFA365.

James Henry is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Advisors, OneDigital Investment Advisors LLC, Empower, and SageView Advisory Group. Outside of his advisory role, he is an independent insurance agent focused on life insurance and fixed annuity contracts. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and integrates financial planning and tax services, serving both as a product sponsor and adviser to mutual funds and private investment vehicles.

Edward Kaeser III is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Hornor, Townsend & Kent Inc and Penn Mutual Life Insurance Co since 2016. Outside of his advisory role, he is involved in a multi-line insurance brokerage under the name 1847FINANCIAL. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a unique dual registration and affiliation with Penn Mutual, overseeing over $8 billion in discretionary assets as of 2025.

Samantha Dwyer is a CFP® professional with 11 years of industry experience, currently advising at Empower Advisory Group. Her prior roles include positions at Personal Capital Advisors Corporation and Robert W. Baird & Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model aligned with Empower’s recordkeeping and administrative platforms.

John Helms is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the CFP®, PFS™, and Series 65 credentials. Prior to joining Commonwealth and Provident Financial Planning & Investment Management in 2024, he spent eight years at Hull Wealth Management. Outside of his advisory role, Helms provides tax preparation and general accounting services through his own business, John G Helms. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm offers a broad range of managed-account programs, third-party asset management access, retirement consulting, and custody services.

Todd Carpenter is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Transamerica Financial Advisors since 2012. Outside of his advisory role, he has been involved with Artisan Signs and Graphics through PKJ Holdings, LLC. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Anthony Duncan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group since 2006. His other business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing access to proprietary and third-party investment models with discretionary and non-discretionary program options.

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.

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.