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.

John Hare is a financial advisor at Independent Financial Partners with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial. Outside of his advisory work, Hare owns Fiduciary Impact LLC, where he provides fiduciary consulting and expert witness services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with specialized capabilities in retirement-plan advisory and pension consulting.

David Miller is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Raymond James Financial Services, Southwestern Investment Group, and Thrivent Financial. In addition to his advisory work, he serves as an independent contractor financial advisor for Aull Wealth Team in Nashville, TN. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of portfolio management and financial planning services through both proprietary and third-party investment solutions.

Matthew Rodriguez Nelson is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at MongoDB Inc and served six years in the Tennessee Army National Guard. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Clayton Borders is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds a Series 66 credential and has been with TIAA-CREF and its related entities since 2016. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management using model or customized portfolios.

Kurt Le Fevre is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial and Mariner Independent Advisor Network, LLC. Private Advisor Group serves a broad mix of clients including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to multiple third-party asset managers and proprietary advisory programs.

Warren Goodwin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Hawsgoodwin Investment Management, LLC for 13 years. Outside of his advisory role, he is a partner and part-owner of HG Main Street Partners, a real estate investment company. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and financial planning services.

Sandra Kane is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at BB&T Securities, LLC, and various SunTrust investment and advisory services from 2013 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager‑selection programs. The firm integrates discretionary and non‑discretionary manager relationships and utilizes third‑party platforms and AI‑enabled research tools to support its investment process.