Sylvia Menz is a financial advisor with &Partners, holding Series 66 and Series 63 licenses and five years of industry experience. She has worked at WileyBros Aintree Capital LLC since 2020 and has prior experience with FSM Inc, Kore PR, America Swim Inc, and several other organizations. &Partners serves a diverse client base including individual and institutional investors, offering investment advisory and brokerage services, financial planning, retirement plan consulting, and investment banking. The firm employs a range of portfolio management strategies using proprietary and third-party models and operates as both a registered investment adviser and broker-dealer.

Alyson Stevens is a CFP® professional with 18 years of industry experience, currently affiliated with \u0026Partners in Nashville, TN. She has been with Wileybros Aintree Capital LLC since 2007. Alyson serves as a committee member for the FINRA Membership Committee, participating in discussions regarding membership firms and regulation. \u0026Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, combining proprietary models and third-party manager solutions through platforms like Envestnet, and operates uniquely as both a broker-dealer and registered investment advisor with multiple revenue sources.

John Maggart is a financial advisor at &PARTNERS in Nashville, TN, holding Series 63 and Series 65 designations with 49 years of industry experience. He has worked at Wiley Bros. Aintree Capital, LLC since 1994. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering investment advisory and brokerage services alongside financial planning and retirement plan consulting. The firm utilizes a combination of proprietary and third-party investment strategies and operates with multiple regulatory registrations, including as a broker-dealer and municipal advisor.

Jegir Salman is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of his advisory role, he owns and manages an auto service station and is a partner in an automotive sales business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

Joe Hollingsworth is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Fisher Investments, Edward Jones, and Nationwide Investment Advisors. Outside of his advisory work, he is also involved as a real estate broker with Luxury Homes International. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, emphasizing strategic allocation with a combination of passive and active management guided by an internal Investment Committee.

Brandon Lewis is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 65 credential and experience beginning in 2022. Prior to joining Hornor, Townsend & Kent in 2025, he worked at Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in insurance brokerage activities through his agent positions with Lewis-Aird & Associates and 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight rather than routine discretionary trading.

Todd Turner is a CFP® and ChFC® with 24 years of experience in financial services. He has worked at Independent Financial Group, LLC since 2022 and previously held positions at Royal Alliance Associates, Inc. and Signator Investors Inc. Turner also serves as Managing Director of Henderson Financial Group, Inc., where he oversees day-to-day operations. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national network of Investment Adviser Representatives and employs multiple advisory programs and third-party asset managers.

Adam Helm is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Principal Securities Inc. and Principal Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that offer managed portfolios, non-discretionary recommendations, and investment education services. The firm’s approach relies on Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance.

Elizabeth Hall is a CFP® professional with 12 years of experience in the financial services industry. She currently works at Empower Advisory Group and has prior experience with Fidelity Investments, Morgan Stanley, Bank of America, and Merrill. Outside of her advisory role, she owns a small business creating and selling crafts and woodwork on Etsy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Matthew Malone is a financial advisor with Sequoia Financial Group, L.L.C. in Nashville, TN, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at TBH Global Asset Management, Key Capital Management, US Bank Private Wealth, Bank of America, Merrill, and TIAA-CREF. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management, utilizing mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers, with investment decisions based on fundamental, technical, and cyclical analysis supported by ongoing due diligence.

Randall Whitman is a financial advisor with Primerica Advisors in Brentwood, TN, holding CFP® and ChFC® designations and 19 years of industry experience. He has worked with Park Avenue Securities, Peachtree Planning of TN, and Guardian Life Insurance Company since 2006. Outside of finance, he co-moderates the WDW4Families podcast, which discusses family experiences at Walt Disney World. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms.

Joshua Berdet is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. Prior to joining Cerity, he worked at Merrill from 2015 to 2021. Berdet holds a Series 66 license and is based in Franklin, TN. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on diversified asset allocation and access to alternative and private-market investments.

David Rodgers is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with TLG Advisors, INC. and has held prior roles at The Yates Agency, The Leaders Group, Inc., Millennium Brokerage Group, and Nationwide. Outside of his advisory work, he leads the fixed life and annuity division for HighStreet Partners’ property casualty branch. TLG Advisors, INC. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm utilizes a combination of fundamental analysis and Modern Portfolio Theory in its investment approach and offers services including portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Melody Pinkston is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. She holds a Series 65 designation and has worked at Brookstone Capital Management and Hornor, Townsend & Kent LLC. She is also the Chief Operating Officer at Senior Financial Advisors, Inc., where she manages business operations and client services. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Mechel Frost is a financial advisor with &PARTNERS in Nashville, TN, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Since 2012, he has worked at Wileybros Aintree Capital. Outside of his advisory role, he is a partner and owner of HW and EB Swindoll Legacy LLC, which manages hunting rights on land registered with the Department of Agriculture's Conservation Reserve Program, and he also consults on estate asset management. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds, providing investment advisory and brokerage services alongside financial planning and consulting. The firm combines multiple roles as a registered investment advisor, broker-dealer, and municipal advisor, employing a range of fundamental, technical, and quantitative investment strategies.

James Forster is a CFP® with 16 years of industry experience and has been with Raymond James & Associates in Franklin, TN since 2013. He serves on the Investment Committee of the advisory board for Saint-Andrew's Sewanee School, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and emphasizes public finance and municipal services alongside its retail advisory offerings.

Dennis Pompa Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Charles Schwab since 1995 and served with the Battle of Franklin Trust from 2011 to 2024. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through Schwab Wealth Advisory and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Michael Baron is a financial advisor at Raymond James Financial with 15 years of industry experience and a Series 66 designation. His prior roles include positions at ACUFF & Associates / JULY Services and Massachusetts Mutual Life Insurance Company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers customized solutions such as its SIMPLE IRA Employer Advisory & Consulting Services program and conducts risk-based reviews and manager due diligence to tailor recommendations.

Stephen Elliott is a financial advisor with LPL Financial in Nashville, TN, holding a Series 63 designation and bringing 38 years of industry experience. He has been affiliated with Linsco Private Ledger Corp since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives, offering a wide range of advisory programs and financial planning services.

Chris Kimler is a CFP® with 31 years of experience in the financial industry. He is currently with LPL Financial and has held roles at Ftb Advisors, Inc., First Tennessee Brokerage, Inc., and First Tennessee Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a broad range of advisory programs, financial planning, and consulting services.