Jared Mc Coy is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra, he worked at Edward Jones for five years and Bankers Life and Casualty for three years. He also spent seven years with Hair Family Farms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and employs due diligence-supported investment recommendations across multiple management platforms.

Ronan Murphy is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and has prior experience at HBKS Wealth Advisors and Penn State University. Outside of finance, he has been involved with Johnson Estate Winery. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines customized discretionary portfolios with extensive tax and accounting integration, along with operational CFO capabilities and a Financial Wellness Platform for employer clients.

Chelsey Wahlman is a financial advisor at Kestra Advisory with 10 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill and Beacon Capital Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, serving notable clients including large institutional investors and sovereign wealth funds.

John Swanson is a financial advisor at Empower Advisory Group with Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Empower, he worked in the retail and beverage sectors, including positions at Wines Off Wynkoop and Wallaby's Liquor Warehouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to advisor headcount.

Charles Willoughby is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Janney since 2019 and previously worked at J.J.B. Hilliard, W.L. Lyons, LLC from 2015 to 2019. He serves as a board member for Youth Encouragement Services, a non-profit organization in Nashville, Tennessee. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with services including brokerage, financial planning, and advisory programs, supported by a blend of in-house and third-party asset management.

Gabriel Shabat is a financial advisor at NewEdge Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Ameriprise and Deutsche Bank. Outside of his advisory role, Shabat serves as a graduate course facilitator at Boston University and will be an adjunct professor of finance at Belmont University. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Earl Schreiber is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities, and previously spent over a decade with White Lodging Services. Outside of his advisory role, he owns and manages Foundation Bookkeeping LLC, providing bookkeeping and payroll services. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a range of investment strategies through proprietary models, third-party managers, and digital advice platforms to meet client needs.

Sarah Emmerick is a financial advisor at &Partners with eight years of industry experience. She holds a Series 66 designation and previously worked at Wiley Bros.-Aintree Capital, LLC and Medtronic. Outside of her advisory role, she coaches middle school girls' basketball at local schools in Nashville. &Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, and nonprofit organizations. The firm offers investment management and consulting services using a blend of fundamental, technical, and quantitative analysis, with portfolios managed directly or through third-party managers.

Leslie Janssen is a financial advisor with Primerica Advisors based in Franklin, TN, holding a Series 66 designation and four years of industry experience. Prior to joining Primerica, Leslie worked at Peachtree Planning Corporation and has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2020. Outside of her advisory role, she is involved with Compass Executive Consulting and Compass Executive Group, both non-investment-related activities. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across multiple program options.

Ryan Metz is a CFP® with two years of industry experience, currently serving as a financial advisor at NewEdge Advisors. Prior to joining NewEdge, he worked at Ameriprise for three years and at Pennington, Bass & Associates for two years. Ryan’s background includes roles at NewEdge Securities and academic experience at Texas Tech University. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing 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 and pension consulting, and access to third-party managers, utilizing a variety of program structures supported by centralized due diligence and technology tools.

Johnathon Santopadre is a CFA® charterholder with three years of industry experience, currently advising clients at Rockefeller Financial LLC. His prior roles include positions at Verus Investments and CalPERS. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Phillip Hall is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at B.Riley Wealth Management, Mbsc Securities Corporation, and Salient Capital Advisors. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm employs diverse investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of December 2025.

Joe Creecy is a financial advisor at NewEdge Advisors with 26 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise and Ameriprise Financial Services, Inc. for 21 years before joining NewEdge Advisors and NewEdge Securities LLC in 2026. Outside of advisory work, he is a co-owner of Leisure Flight LLC, which owns a private airplane, serves on the board of Freedom Aviation Network, acts as treasurer of a homeowners association, and works as a contract motorcycle riding instructor. 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 range of portfolio management and consulting services, utilizing centralized due diligence, multiple program structures, and technology tools to support advisor and client needs.

Dillon Woodruff is a CFP® with seven years of industry experience, currently affiliated with Brookstone Capital Management LLC. He has worked at Keystone Wealth Alliance and Keystone Financial Resources, and he volunteers as treasurer for Millersburg Baptist Church. 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 and employs a range of investment strategies, including strategic asset allocation models and options-enhanced strategies.

Caleb Staton is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation. He has experience working at Commonwealth Financial Network and Flautt Financial since 2022 and previously served in the United States Air Force from 2011 to 2017. Prior to his advisory roles, he worked at FedEx Ground for five years. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios used by affiliated advisors.

Christopher Rockwell is a Certified Financial Planner (CFP®) with 14 years of experience in the financial advisory industry. He has been with Janney Montgomery Scott since 2012, where he currently serves clients from the Franklin, TN office. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Clayton Ellis is a financial advisor at Oppenheimer with 15 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Ftn Financial. Outside of his advisory role, he serves on a finance committee involved in budget oversight and financial policy at an educational institution. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches across multiple strategies and manages approximately $36.7 billion in assets as of 2025.

Jacob Mc Nally is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. He has held roles at StewardWell LLC, Ameritas Life Insurance Corp, and Thompson Financial Group. Outside of his advisory work, he serves as a resident director at Liberty University, overseeing resident assistants and students. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing a mix of in-house and third-party investment strategies.

David Janczewski is a CFP® and CFA® affiliated with Focus Partners Wealth, LLC with six years of industry experience. He previously worked at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, and institutions, offering a range of wealth management and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment strategy that incorporates fundamental and quantitative analysis, third-party managers, and alternative investment options.

Samantha Bell is a CFP® and Series 65 credential holder affiliated with Wealth Enhancement Advisory Services, LLC. She has experience working at Kings Point Capital Management LLC from 2016 to 2022 and has been with Wealth Enhancement and its affiliate since 2022. Samantha is based in Brentwood, TN. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network, offering diversified investment solutions that combine passive and active managers with oversight from an internal Investment Committee.