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 in Madison, TN, holding a Series 66 designation with five years of industry experience. Prior to joining &PARTNERS in 2025, he worked at Wells Fargo Advisors and Cambridge Investment Research Advisors. Outside of finance, he is also a recording guitarist with a music business. &PARTNERS serves a diverse client base including individual, institutional, and sovereign wealth fund clients. The firm offers investment advisory and brokerage services, employing a range of portfolio management strategies that integrate fundamental, technical, and quantitative analysis.

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. She holds Series 65 and Series 63 licenses and has experience working in the financial industry since 2015, including roles at US Bank, Volunteer State Bank, Capstar Bank, Macon Bank & Trust, and Fifth Third Bank. Amos joined Fifth Third Securities in 2026. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers investment advisory and brokerage services through various managed account programs, utilizing third-party portfolio managers and a range of investment strategies on the Passageway platform.

Joshua Willard is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 credentials and seven years of industry experience. His prior work includes roles at JP Morgan Securities LLC, Jackson National Life Distributors LLC, and GWFS Equities, Inc. 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 programs that provide managed advice and investment education, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm operates at scale with a focus on non-discretionary assets and does not target high-net-worth or corporate clients.

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.

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.

William Jontz Jr. is a financial advisor at Cambridge Investment Research Advisors with 43 years of industry experience. He holds a Series 63 designation and has held various roles at Cambridge Investment Research, Centaurus Financial, and Center Street Advisors. In addition to his advisory work, he has been the owner of Estate Mgt & Planning Co Inc since 1991 and also serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual and institutional clients through a network of independent financial professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing multiple custody platforms and proprietary and third-party model strategies.

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.

Michael Burke is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with LPL Financial and has previously worked at Old National, Capstar Wealth Management, and SunTrust Advisory Services. His background includes roles at multiple wealth management and advisory firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Mark Hanson is a financial advisor with Cambridge Investment Research Advisors in Gallatin, TN, holding the ChFC® and Series 63 designations and bringing 35 years of industry experience. His career includes long-term roles at Principal Life Insurance Company and Principal Securities Inc., alongside ownership of Hanson Financial Services LLC since 2000. Outside of investment advisory, he is involved in insurance brokerage and the sale of fixed life, disability, long-term care, and health insurance products. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm features multiple investment platforms and proprietary models, emphasizing flexibility in portfolio management approaches.

Brandon Di Simone is a financial advisor with Thrivent Investment Management holding a Series 66 designation and has two years of industry experience. His prior work includes roles at 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, offering comprehensive planning across various topics without including implementation, and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Matthew Gallowitz is a financial advisor with Edward Jones in Springfield, TN, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Thrivent Financial, Enfield Management, the Robertson County school system, and UBS. Outside of his advisory work, he participates in his community by playing Santa Claus at an apartment complex. Edward Jones is a full-service wealth management firm serving individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a large nationwide network of advisors and branch offices.

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.

Chester Waggoner is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Cetera and affiliated firms since 2019, with prior roles at Fifth Third Securities and SunTrust Advisory Services. Outside of advising, he is involved in farming as a 50% owner, selling products locally, and serves as executor for multiple estates. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Rosa Moore is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her work history includes positions at Bank of America, Middle Tennessee State University, Volunteer State Community College, and Impact Outsourcing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dean Jacobs is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Park Avenue Securities and Guardian Life Insurance Company for 13 years. Outside of his advisory role, he is licensed as a property and casualty insurance agent in Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides model portfolios and research from both internal and third-party sources.

Jordan Coffey is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 65 and Series 63 designations and has been with Thrivent since 2020. Outside of his advisory role, Coffey serves as president of Overflow Mission, a nonprofit that provides community relief and outreach in Zimba, Zambia. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and planning across a broad range of topics without discretionary trading authority.