Carolyn Williams is a Series 66-licensed financial advisor at TIAA-CREF with three years of industry experience. Her prior roles include positions at Charles Schwab, Edward Jones, and PNC Bank. Outside of finance, she has experience in the beauty services industry, including work at Valentina's Beauty Boutique. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management with a fiduciary standard, and it acts as adviser to a donor-advised fund.

Jennifer Horton is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Corient. She previously worked at Capwealth Advisors for 16 years before joining Corient and Corient Services LLC in 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments when appropriate.

Eli Daugs is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Harrison Wallace Financial Group, Ltd and Carson Group. Prior to his financial advisory career, he spent four years at the University of Tampa and held teaching roles at Mundelein and Carmel Catholic High Schools. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with services including discretionary asset management, financial planning, and retirement plan solutions, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs.

Tory Sherman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Ameriprise, Comerica, and Wells Fargo, with a background in wealth management and sales execution. He serves as Chair of the Sole Hope Board of 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 with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support its investment process.

Robert Yerkey is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. Before joining Hornor, Townsend & Kent, he served in the U.S. Army for 21 years and held roles at Amazon and several insurance and financial services firms, including Penn Mutual Life Insurance Company and First Command. He is also active as an insurance agent with two brokerage firms involved in the sale of Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory programs with broker-dealer services and maintains relationships with third-party asset managers to offer both discretionary and non-discretionary account solutions.

Martin Pyle is a CFP® professional with 20 years of industry experience, currently affiliated with Principal Financial Services. He has previously worked at SunTrust Advisory Services and Suntrust Investment Services. Outside of his financial advisory role, he serves as a preaching minister at Riverwood Church of Christ, where he delivers sermons and teaches weekly classes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize financial planning, retirement consulting, and access to third-party money manager solutions.

Thomas Espy is a financial advisor at &Partners with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wileybros Aintree Capital since 2013. He is also the president of JACKTEN CORP, a dormant holding company. &Partners serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, retirement plan consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis and offers portfolios managed directly by advisors or third-party managers.

Matthew Robins is a financial advisor at NewEdge Advisors with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. Robins serves on the board of directors for Forever Story, a nonprofit organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing centralized due diligence and technology-driven tools.

Gregory Kirby is a financial advisor with Truist Advisory Services in Nashville, TN, holding a Series 66 designation and six years of industry experience. He has been affiliated with Truist and its predecessor SunTrust since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Jeffrey Czerwinski is a financial advisor with Eagle Strategies (NY Life) in Franklin, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Eagle Strategies since 2002 and holds ongoing roles with New York Life and its affiliated entities. Outside of advisory services, he is involved in property and casualty sales and is a shareholder in an insurance-related holding company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tara Carlson is a CFP®-certified financial advisor with 11 years of industry experience, currently serving at Kestra Advisory Services, LLC. Her prior experience includes roles at Bank of America and Merrill Lynch, as well as Waddell & Associates. She is also a board member and financial committee participant for Renewal House, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering fiduciary consulting, plan design, benchmarking, and managed account solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

William Scott is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at Keystone Financial Resources since 2010 and has been with Brookstone Capital Management since 2017. Outside of advisory work, he is involved with Heritage Ventures LLC, an insurance sales business related to family real estate investment. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and offers a range of investment strategies through its turnkey asset management platform and wrap-fee program.

Charles Booth is a financial advisor with Hightower Advisors in Nashville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hightower Advisors, he served in the United States Navy for twelve years. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services that include portfolio management, financial planning, and retirement plan consulting.

Jarrod Tipton is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Bankers Life, he worked at Fifth Third Securities and Fifth Third Bank. He is also a licensed insurance agent authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and uses a blend of fundamental and technical analysis to guide investment decisions.

Tracey Binkley is a CFP® with 26 years of industry experience, currently advising at Janney Montgomery Scott since 2025. Prior to this, she was with Morgan Stanley in various capacities from 2009 to 2025. She serves on several nonprofit and community boards, including Greenhouse Ministries and the Rutherford County Industrial Development Board. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a diverse client base with brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

James Knight is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and nine years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Co. since 2016. Outside of his advisory role, Knight serves as a church deacon responsible for youth and outreach programs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

Ann Hollis Young is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Bank of America, N.A. since 2011 and previously at Merrill from 2007 to 2019. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of investment strategies through a network of over 400 independent advisors and offers various account management options and fiduciary services.

Michael Levine is a financial advisor at Kestra Advisory with 32 years of industry experience. He holds a Series 63 designation and has been affiliated with Kestra Advisory and Kestra Investment Services since 2016. Levine is also the owner of Levine Group Inc, which he has operated since 1987. He serves as a broker of record in insurance sales and is involved with the Professional Advisory Council's Life and Legacy Committee, advising on tax-efficient charitable giving. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Eddie Stewart III is a financial advisor with VOYA Financial Advisors, Inc. He holds the ChFC® designation and Series 63 license, and has 43 years of industry experience. Prior to joining VOYA Financial Advisors in 2014, he worked with Voya Financial Partners, LLC from 2004 to 2011. Additionally, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a large network of representatives, utilizing both affiliated and unaffiliated investment products with a focus on client-approved investment strategies.

Phoebe Venable is a CFA® charterholder and holds a Series 66 license, with 23 years of experience in the financial services industry. She has been with Corient since 2026, following 15 years at CapWealth Advisors, LLC, and prior roles at GFO Advisory Services, LLC and Truist Investment Services, Inc. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and offers specialized services through affiliates such as family office, tax, and trustee services.