Ayushi Patel is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and two years of industry experience. She has held previous roles at several firms, including SEP Ventures and Finnacle. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth and family office clients, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers, while offering a broad range of wealth and investment management services.

Kevin Higdon is a financial advisor at United Planners' Financial Services of America with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His work history includes roles at Roy Matlock Jr. Business Services and Business Solutions, as well as managing his own independent insurance agency. He is involved in business development and referral services outside of his advisory role. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banks. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Brian Miller is a financial advisor at Hightower Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Hightower in 2021, Miller worked at AllianceBernstein Investments Inc., Kemberton Healthcare, and with the Tampa Bay Rays. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Samuel Uselton is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fifth Third Securities in 2023, he worked at Wells Fargo Bank and Applied Industries. Outside of his advisory role, he is a sales representative for Jos. A. Bank men's clothing. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Norman Nuismer Jr. is a financial advisor with \u0026Partners in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wiley Bros Aintree Capital LLC since 2006. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and municipal advisory services through a combination of proprietary and third-party strategies.

Jeremy Hannah is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Valic Financial Advisors. Hannah’s background also includes a role at Hannah Motorsports. 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 offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates rather than short-term forecasts.

Charles White is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Empower Advisory Group and has previously worked at LPL Financial LLC and Trustmark National Bank. Outside of his advisory role, he serves as a Notary Public for Hinds County, Mississippi. 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 certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

Alissa Bender is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of her advisory role, she owns Bender Services LLC. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Chadwick (Chad) Copeland is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and with 26 years of industry experience. He has worked at Independent Advisor Alliance and LPL Financial since 2016 and previously was with Wells Fargo Advisors from 2009 to 2016. Independent Advisor Alliance serves a broad mix of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes a network model of advisory representatives and employs various portfolio management strategies supported by technology platforms.

Thomas Doerfler is a CFP® professional with 17 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Raymond James Financial and Lighthouse Wealth Group, which he has been associated with since 2012. Doerfler also maintains ownership of Lighthouse Wealth Group as a DBA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and trusts, offering a range of portfolio management and financial planning services through both in-house and third-party solutions.

Shannon Hughes is a financial advisor at Kestra Advisory with seven years of industry experience. Hughes holds the Series 66 designation and has worked at various firms, including Kestra Advisory Services LLC and Kestra Investment Services LLC since 2021. Outside of finance, Hughes works as a part-time delivery driver for Shipt several nights per week. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Jay Jamison is a financial advisor with Truist Advisory Services in Nashville, TN, holding a Series 66 designation and 21 years of industry experience. He has been with SunTrust Advisory Services and its related entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Benjamin Stansfield is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked in various roles at Bankers Life and its affiliates since 2014, including sales and recruiting as a Unit Sales Manager. Outside of advising, he is the sole member and president of a real estate group focused on property acquisition and development. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

Eli Daugs is a financial advisor with CWM, LLC in Nashville, TN, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Harrison Wallace Financial Group, Ltd and Carson Group, as well as teaching experience at the University of Tampa and several high schools. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary management approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors, and offers a range of retirement plan services and other investment solutions.

Tory Sherman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior positions include roles at Ameriprise, Comerica, and Wells Fargo Advisors. Sherman serves as Chair of the Sole Hope Board of Directors. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary solutions supported by third-party platforms.

Robert Yerkey is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and bringing one year of industry experience. His prior work includes roles at Penn Mutual Life Insurance Company, First Command Insurance and Advisory Services, Bankers Life, and Amazon, along with 21 years of service in the U.S. Army. Outside of his advisory duties, he is involved in insurance brokerage activities through his roles with 1847Financial and Focus Financial Group. 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 as an SEC-registered adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

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 with NewEdge Advisors in Franklin, TN, holding a Series 66 designation and 22 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services from 2005 to 2026. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of portfolio management and consulting services and employs multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Gregory Kirby is a Series 66 licensed advisor with Truist Advisory Services in Nashville, TN, bringing six years of industry experience. He has been affiliated with Truist and its predecessor entities 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 platform and manager arrangements.