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 with Kestra Advisory Services, LLC. Her prior experience includes roles at Bank of America and Merrill from 2018 to 2025, as well as Waddell & Associates from 2016 to 2018. She serves as a board member and financial committee participant for the nonprofit Renewal House. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

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.

Keenan Zehner is a financial advisor with Money Concepts Capital Corp in Franklin, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Money Concepts Capital Corp since 2010 and also owns and operates Zehrer and Associates, LLC, as well as Zehrer Management & Consulting, LLC. Outside of finance, he is involved with Southern Cultured Foods, LLC, a company that manufactures and sells cultured foods. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients through a team of about 431 advisors.

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 at Sanctuary Advisors, LLC with 18 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2011 and 2007, respectively. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who employ a range of analytical approaches and offer portfolio management through multiple account platforms.

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. in Nashville, TN, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014. Stewart is also an independent insurance agent specializing in the sales of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm utilizes multiple program structures and provides primarily non-discretionary, recommendation-based advice.

Ben Straley is a financial advisor with Empower Advisory Group in Brentwood, TN, holding Series 63, Series 65, and Series 66 credentials. He has 24 years of industry experience, including roles at GWFS Equities, Inc. since 2017 and earlier positions at Raymond James Financial Services Advisors Inc. and Pinnacle Financial Services. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Mackenzie Cunningham is a CFA® charterholder with nine years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners, Cunningham held positions at The Colony Group, InterOcean Capital Group, CAPTRUST, TrustCore, Wedbush Securities, and Avondale Partners. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional investors, offering a range of services such as investment management, financial counseling, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach with an emphasis on enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers and specialized strategies.

Robert Elliott is a CFP® certified financial advisor with 33 years of industry experience. He has worked at Wiley Bros. Aintree Capital, LLC since 1992. Elliott is based in Nashville, TN, and holds Series 63 and Series 65 licenses. He is affiliated with &Partners, an enterprise firm serving a wide range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, employing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios.

Glenn Price Jr. is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Brookstone Capital Management since 2017 and Keystone Financial Resources, LLC since 2010. Outside of his advisory roles, he is the owner of Keystone Financial Group, which conducts insurance services, client seminars, and reviews. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform, utilizing strategic asset-allocation models, a variety of investment strategies, and both proprietary and external sub-advisors.

Billy Lynch Jr. is a financial advisor at D.A. Davidson & Co. with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked for Raymond James & Associates. Outside of advising, he is involved in a partnership that purchases residential properties to sell or rent. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, modular and comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Garrett Sorensen is a CFP® professional with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Marcum Wealth, LLC, AAFMAA Wealth Management & Trust, and Abound Wealth Management. Outside of advisory work, he hosts the podcast Operation Veteran Finance, serves as Finance Committee President for the Music City Children’s Museum, and teaches financial education and retirement planning courses. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Kathryn Murphy is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of her advisory role, she is involved with Sound Healthcare, assisting with benefit enrollment in Nashville, TN. Private Advisor Group is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing various investment strategies and supporting held-away account management through technology partnerships.

Jerry Cohoon is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2016. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Jennifer Blackwell is a financial advisor with Sanctuary Advisors, LLC and holds the Series 63 and Series 66 designations. She has 20 years of industry experience, including 15 years at Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a variety of portfolio management options and operates with a fiduciary standard when a written advisory agreement exists.