Peyton Delvendahl is a financial advisor with Valic Financial Advisors in Nashville, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Valic Financial Advisors in 2020, Peyton worked at Arthur J. Gallagher and the University of Tennessee in retirement services and risk management roles. Outside of advisory work, Peyton is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Heather Oconnor is a financial advisor with Truist Advisory Services in Nashville, TN, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Bank, and BB&T in various capacities from 2016 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and offers programs like AMC Advantage for clients seeking third-party manager appointments.

Parker Kramlich is a CFP® and Series 65-licensed advisor at Mariner with three years of industry experience. His prior work includes roles at Robert W Baird and various positions outside financial services, including at Sunnyslope Golf Course and Carthage College. Mariner serves a diverse client base, including individuals, pension plans, trusts, and nonprofits, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and combines internal research with third-party managers, also providing integrated tax and accounting services along with unique CFO and financial wellness solutions.

Bennett Walker is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 2017, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities. The firm offers brokerage, financial planning, and advisory services through a combination of in-house portfolio management and third-party managers across various wrap programs and model portfolios.

Jesse Haverstock is a CFP® professional with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2017. Prior to joining Mercer, he worked at Freestone Capital Management, LLC from 2012 to 2017. Mercer Global Advisors provides investment advisory, financial, tax, retirement, estate planning, and family office services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios with low-cost funds, separate account managers, and specialized products.

Joshua Embry is a financial advisor at &PARTNERS with 29 years of industry experience. He has been with Wiley Bros. Aintree Capital, LLC since 1997. He holds Series 63 and Series 65 licenses. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative strategies.

Christopher Burgdorf is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Fifth Third Securities, Inc. and Fifth Third Bank, where he has worked since 2016, with prior experience at LPL Financial, Simmons Bank, and Thrivent Financial. Outside of his advisory role, Burgdorf serves as an associate pastor at Hillsboro Baptist Church in Franklin, Tennessee. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering both advisory and brokerage services. The firm utilizes its Passageway Managed Account Program, featuring multiple portfolio management options and tax strategies, supported by its status as a wholly owned subsidiary of Fifth Third Bank.

Robert Pagliarini is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has prior experience at Financial Management Network, Inc. and Pacifica Wealth Advisors, Inc. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Nicholas Hershey is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. Prior to joining Creative Planning in 2022, he worked at Keystone Wealth Partners and held roles outside the financial industry including positions at Sundt Construction and Grand Canyon Athletics. 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 process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Derek Deguire is a CFP® with 26 years of industry experience, currently serving at Truist Advisory Services. He has held roles at SunTrust Advisory Services since 2016 and Suntrust Securities since 2001. Outside of his advisory work, he is involved in residential real estate, purchasing and renovating properties for resale. 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 a combination of discretionary and non-discretionary strategies supported by AI-enabled research and inter-affiliate integration.

Jennifer Alexander is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with SunTrust Advisory Services since 2014 and has prior experience with SunTrust Bank and Suntrust Investment Services, Inc. Alexander serves on the boards of the Muscle Shoals Songwriters' Foundation and Speedway Children's Charities, contributing to community arts and children's educational initiatives. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, supported by inter-affiliate integration and AI-enabled research tools.

Kaley Idol is a financial advisor at &Partners in Nashville, TN, holding a Series 66 designation with eight years of industry experience. She has worked at WileyBros Aintree Capital LLC since 2018 and previously spent two years at Athens Health and Fitness. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan services through both discretionary and non-discretionary approaches. The firm utilizes a combination of fundamental, technical, and quantitative analysis, with access to proprietary and third-party strategies.

Matthew O'Connor is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Provident Wealth Management, a finance startup, Virtue Capital Management, UBS, and State Street. Focus Partners Wealth serves a broad client base, including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture with a combination of fundamental and quantitative analysis, and offers a wide range of wealth management and advisory services.

Timothy Giarra is a CFP® professional with eight years of industry experience, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. He has held positions at both firms since 2018. Outside of his advisory role, Giarra is involved with the Cooper Trooper Foundation and the Ankerberg Theological Research Institute, serving in non-compensated capacities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage, financial planning, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including proprietary and third-party model portfolios.

Vivian Houghland is a financial advisor with Valic Financial Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Valic Financial Advisors since 2011 and also serves as an agent with Agia for non-securities insurance products. Outside of her advisory role, she is the treasurer for the 2200 Harding Place Homeowners' Association and acts as a notary public. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs and other financial services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jeffry Drott is a financial advisor at Mariner with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at National Securities Corporation for 23 years before joining Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party investment platforms and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Daniel Wilson is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Hornor, Townsend & Kent in multiple periods since 2018, as well as Main Street Investors, LLC and Penn Mutual Life Insurance. Outside of advisory work, he is also active as an insurance agent focusing on Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes third-party asset managers and offers both discretionary and non-discretionary account options. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing a broad range of financial planning, advisory programs, and brokerage services.

John Clinard is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Fifth Third Securities before joining Truist in 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches with a focus on inter-affiliate integration.

Christopher White is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and over 18 years of industry experience. His prior roles include positions at Harvest Wealth Partners, Chronicle Partners LLC, and Raymond James Financial. Outside of advising, he is involved with Flag Stop Acres Airbnb. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support, including investment management, compliance, and practice management services.

Martin Motnik is a financial advisor with Money Concepts Capital Corp in Nashville, TN, holding a Series 65 credential and one year of industry experience. Prior to his advisory role, he has worked as a freelance musician since 2008, performing and recording as an independent bass player. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs model-driven and asset-allocation strategies and operates as part of an enterprise managing approximately $4.07 billion in client assets through a large network of advisors and various portfolio programs.