Taylor Huddle is a financial advisor at NewEdge Advisors with a Series 66 credential and one year of industry experience. Prior to joining NewEdge Advisors, Huddle worked at Ameriprise and held roles in various sectors including education and business culture programs. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Sarah Terrell is a financial advisor at SPC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Commonwealth Financial Network, Kraft Asset Management, and Raymond James Financial Services. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network serving over 30,000 clients and offers tailored, discretionary investment advice through programs such as SIGMA Managed Account and the Axis Platform.

Solomon Kafoure is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory work, he is involved with Compass Executive Consulting and Compass Executive Group, which are non-investment-related business activities. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering a range of brokerage and advisory services supported by proprietary programs and third-party investment platforms.

Zachary Giltner is a CFP® affiliated with Mercer Global Advisors Inc. in Franklin, TN, with one year of industry experience. His prior roles include positions at Abound Wealth Management, Community Services Financial Bank, and Baird. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through various methods, including low-cost ETFs, index funds, and separate account managers.

Kyatt Byrd is a CFP® and Series 66 credentialed financial advisor with three years of industry experience. He currently works at NewEdge Advisors and NewEdge Securities LLC and has prior experience at Ameriprise, Edward Jones, and other firms. 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 investment adviser representatives. The firm offers a broad suite of portfolio management and consulting services, employing multiple program structures and technology tools to support advisor and client needs.

Edwin Barton is a financial advisor at Sequoia Financial Group, L.L.C. in Nashville, TN, holding a Series 65 credential with seven years of industry experience. He has been serving as Chief Portfolio Strategist at M Capital Advisors since 1999. 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, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Wyatt England is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Sanctuary Wealth since 2019. Prior to that, he was associated with The Leaders Group Inc, Synergy Life Brokerage, Elmhurst Capital Partners, and Elmhurst Enterprise Solutions. Outside of his advisory role, he serves as an independent contractor advising the board of ValidSoft on business and marketing strategies. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party model platforms to implement strategies across its large network of independent advisor representatives.

Phillip Pizzuti is a CFP® professional with 17 years of industry experience, currently serving at Creative Planning since 2013. He holds the Series 66 designation and is based in Franklin, Tennessee. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced techniques such as direct indexing and tax-loss harvesting.

Rodney Morgan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 24 years of industry experience. His career includes roles at WealthWave, Team Referral Network, Crusbery Decker Insurance Services, and World Financial Group. He is president and director of Real Wealth Creations, Inc., a corporation originally focused on developing real estate investment deals. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base including individual investors, employer-sponsored plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms and offers a comprehensive retirement plan ecosystem with affiliated entities and proprietary investment solutions.

David Wuller is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services and Ameriprise. Outside of his advisory role, he serves as co-treasurer of the Middle TN Tennis League. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, using a variety of analytic approaches and regular portfolio reviews.

Joel Van Belkom is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, where he has worked since 2025. Prior to that, he held roles at Cetera, Regions Bank, AE Wealth Management, The Navin Group, Fifth Third Bank and Securities, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated services emphasize long-term portfolio returns and include both point-in-time financial plans and optional managed account solutions.

Samuel Smith is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Raymond James Financial Services, Sagespring Wealth Partners, and Ramsey Solutions. Outside of finance, he owns Samuel Fine Art, creating and selling paintings through online platforms. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing both proprietary and third-party investment solutions.

Marcus Henderson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long-term tenure at Signator Investors, Inc. and Royal Alliance Associates, Inc. Outside of his advisory work, he serves as CFO and Treasurer, as well as a Board Member, for a local AME Church. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with both discretionary and non-discretionary account management.

William Jenkins is a financial advisor at Capital Group Private Client Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various divisions of Capital Group since 2015. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in assets. The firm’s investment approach emphasizes fundamental research, a long-term horizon, and a multi-manager system that allocates portfolio segments to individual managers and analysts.

John Spann IV is a CFP® professional with 17 years of industry experience, currently serving at Guardian Life in Brentwood, TN. He has been with Guardian Life and its affiliates since 2016 and also operates Spann Financial Group LLC, known as Spann Benefits, and is the managing member of Atlas Holdings LLC. Additionally, he serves as power of attorney and executor for a family trust. John is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, including a hybrid digital advisory solution, and combines proprietary and third-party investment models in its approach.

Brian Peters is a CFP® and CFA® with 10 years of experience in financial advising. He has been with Creative Planning since 2017 and previously worked at Congress Wealth Management LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Vanessa Newman is a financial advisor with Truist Advisory Services, holding a Series 66 designation and based in Nashville, TN. She has one year of industry experience and has been with Truist Advisory Services and its affiliated entities since 2026. Prior to joining Truist, she was with the Newman Sloane Group for 19 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a broad affiliate network.

Thaddeus Wells is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Wells has worked at several firms, including GWFS Equities, Inc., Money Concepts Capital Corp, and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Susanne Reseland is a financial advisor at Kestra Advisory with 20 years of industry experience. She holds a Series 66 designation and previously worked at NBC Securities, Inc. for 18 years before joining Kestra Advisory in 2022. Reseland is also a certified public accountant and maintains notary public duties. Kestra Advisory provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, vendor benchmarking, and advisor-managed accounts. The firm serves large institutional investors and supports various management platforms and third-party solutions.

Amir Barsoum is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. His work history includes roles at Fifth Third Bank, Hermitage Discount Tobacco, AESC, and British American Tobacco. He holds Series 63 and Series 65 licenses. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with Fifth Third Bank.