Zachary Harris is a financial advisor with Truist Advisory Services who holds the Series 66 designation and has 19 years of industry experience. Prior to joining Truist in 2025, he worked for Robert W. Baird for 17 years. Harris is also the owner of a single-family residential property in Nashville, TN. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Austin Farris is a financial advisor with Steward Partners Investment Advisory, LLC in Nashville, TN. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining Steward Partners, he worked in various roles including positions at the United States Soccer Federation and in the hospitality industry. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Faron Daugs is a Certified Financial Planner (CFP®) with 35 years of industry experience. He is affiliated with CWM, LLC and has held prior roles at Cetera Advisor Networks, LLC and LPL Financial. Outside of his advisory work, he is an insurance agent specializing in life and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a large network of advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of services including financial planning, retirement-plan consulting, and access to alternative investments.

Ryan Vorhies is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Compass Advisory Group, Amazon, and United Airlines, where he also works as a pilot. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Earnest Smith III is a CFP®-certified financial advisor with 27 years of industry experience, currently with Truist Advisory Services in Nashville, TN. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2007. Outside of advising, Smith is an author and co-president of the Private Directors Association, a nonprofit focused on education for private directors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, with a focus on manager selection supported by AI-enabled research and inter-affiliate integration.

Joshua Harness is a financial advisor at Oppenheimer with 20 years of industry experience. He holds the Series 66 designation and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Harness is based in Nashville, TN. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides both advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection in its investment approach.

Laura Stevens is a Series 66-licensed financial advisor with Fifth Third Securities, Inc., where she has worked since 2013. She has 15 years of industry experience. Outside of her advisory role, she is involved in music through her ownership and operation of Laura Kaczor Music Ministries, where she writes, records, performs, and sells original music. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program, offering multiple managed-account options and features such as direct indexing and tax-overlay services.

Brian Huxhold is a CFP® professional with 15 years of industry experience, currently serving at Truist Advisory Services. He previously worked at Charles Schwab and Schwab Private Client Investment Advisory, with a combined tenure of five years before joining SunTrust Advisory Services in 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Calynn Gigant is a financial advisor at NewEdge Advisors with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining NewEdge Advisors in 2026, she worked at Ameriprise for four years and has background experience in the restaurant industry. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures with centralized due diligence and technology tools to support its advisors and clients.

Alexander Nelson is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at City National Rochdale and CNR Securities. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to create tailored portfolios across multiple asset classes.

James Wilson is a CFP® with 39 years of industry experience, currently affiliated with Commonwealth Financial Network and Brentwood Financial Partners, where he has worked since 2007 and 2013, respectively. He serves as president and chief manager of Wilson Financial Group, LLC, which operates Brentwood Financial Partners. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs, including customized portfolio solutions and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Justin Sykes is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at The Leaders Group Inc., Millennium Brokerage Group, and Nationwide Securities LLC. Outside of advisory work, he is active as an independent insurance agent, focusing on the sale of individual life insurance, long-term care, and annuities. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Jeffery Factor is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Raymond James & Associates and multiple Truist-related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Philip Benavides is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he is a joint owner in a family business and a silent partner involved in real estate investment. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports independent advisers in managing portfolios through various programs and utilizes a range of analytical approaches, acting as a fiduciary when agreements are in place.

Matthew Eckberg is a financial advisor at Steward Partners Investment Advisory, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including UBS Financial Services and Merrill. Outside of his advisory role, he is involved with Edleys BBQ. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, and charitable organizations with a range of portfolio management and financial planning services.

Andrew Cook is a financial advisor with Focus Partners Wealth, LLC in Nashville, TN. He holds a Series 65 designation and has three years of industry experience. His prior work includes roles at The Colony Group, LLC, InterOcean Capital Group LLC, and Marsh Cook Investment Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Patrick Snell is a CFA® charterholder with 13 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has served as Chief Investment Officer at M Capital Advisors since 2007. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charities, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

David Howell is a CFP®, ChFC®, and Series 66 licensed advisor with 24 years of industry experience. He is currently with Principal Financial Services and has held roles at Freedom Planning Partners, Freedom Insurance & Financial Group, Marcum Benefit, and Principal Life Insurance Company. Howell also teaches part of the CFP curriculum at Kaplan/Belmont University and serves as a board member for a nonprofit baseball organization. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jimmy Barker is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill, Bank of America, BB&T Securities, and Truist Investment Services. Outside of his advisory role, he teaches a weekly group cycling class at Hillwood Country Club in Nashville. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Richard Schmock is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory work, he is involved in managing a rental property through a family-run structure. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of investment management and financial planning services, operating under a Private Advisor model with a consolidated platform offering discretionary and non-discretionary solutions across multiple asset classes.