Gregory Lynch is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and over 10 years of industry experience. He previously worked at FOUNDATIONS INVESTMENT ADVISORS, LLC for 11 years and has been involved with Pivotal Financial and Insurance Services, LLC since 2010, where he provides insurance and non-legal estate planning administrative services. Lynch is also engaged with Estate Planning Document Services. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements, managing approximately $49.8 billion across more than 127,000 clients.

Troy Campbell is a financial advisor with TIAA-CREF in Nashville, TN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model differentiates between point-in-time planning services and ongoing discretionary management, with offerings including model portfolios and customized portfolios managed under client-approved investment policies.

Garrett Williamson is a CFP® with 11 years of industry experience, currently affiliated with Primerica Advisors in Nashville, TN. His prior roles include positions at Guardian Life Insurance Company, Commonwealth Financial Network, and Wells Fargo. Outside of his advisory work, he owns and manages an independent bookkeeping business. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Syed Masood is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2022. His prior roles include positions at Guidance Residential LLC and various financial institutions in the Middle East. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Caleb Sams is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Commonwealth and Brentwood Financial Partners since 2022. Prior to that, he was employed at Thrivent Financial and Thrivent Investment Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a range of managed-account programs and access to third-party asset managers, providing both discretionary and nondiscretionary portfolio management with a mix of investment options and back-office services.

Juliet Capozzi is a financial advisor at Truist Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked previously at RBC Capital Markets and Wells Fargo. 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 platforms and AI-enabled research tools.

Nolan Pattee is a financial advisor with Bankers Life Advisory Services, Inc. in Brentwood, TN, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. He has been with Bankers Life Securities, Inc. since 2016 and associated with Bankers Life & Casualty Co. since 2014, where he also serves as an Assistant Regional Director and Branch Sales Manager. Outside of advising, Pattee is involved in real estate investment, owning multiple rental properties and partnering in the rehabilitation of a 44-unit apartment complex. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to create customized portfolios aligned with client goals and risk tolerances.

Judy Gray is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2005 to 2021 before joining Sanctuary Wealth in 2021. In addition to her advisory role, she is involved as a distributor and consultant for personal items. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent investment adviser representatives who utilize various investment strategies and analytic approaches, providing both discretionary and non-discretionary account management across multiple platforms.

Phillip Cook Jr. is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds a Series 63 designation and has previously worked at Cambridge Investment Research Advisors, INC and InterOcean Capital Group, LLC. Outside of his advisory role, he participates in an investment club and serves as president of a homeowners association in Nashville, TN. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that blends active and passive strategies, private funds, and ETFs.

Mark Schmidt is a financial advisor with Primerica Advisors who holds the Series 66 designation and has five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021, with prior experience at Peachtree Planning of Tennessee, Edward Jones, and Carmax. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios, along with financial planning and consulting services.

Christopher Lynch is a CFP® professional with 26 years of industry experience, currently affiliated with D.A. Davidson & Co. since 2024. Prior to this, he spent 18 years at Raymond James & Associates. He serves as a board member of the MTSU Foundation. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable organizations, providing a range of financial planning and investment management solutions under fiduciary standards.

Randall Fritts is a ChFC® and Series 65-registered financial advisor with 14 years of industry experience. He is affiliated with Brookstone Capital Management LLC and Elevated Wealth Management, LLC. Fritts has worked at Brookstone Capital Management since 2016 and has been involved with Elevated Wealth Management as an owner and insurance sales representative. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory relationships.

Austin Lewis is a CFA® charterholder with six years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously held roles at Northwestern Mutual Investment Services LLC, Owen Waldrop, Derek Hamblen, Regions Bank, and 21st Mortgage Corporation. Focus Partners Wealth serves a broad mix of individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach with an enhanced open architecture that integrates fundamental and quantitative analysis across diversified portfolios.

Mary Johnson is a CFP® and Series 66-registered financial advisor with nine years of industry experience. She is currently with CWM, LLC and Northwest Capital Management, having previously worked at Parcion Private Wealth Management, UBS Financial Services, and Charles Schwab. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, typically managing accounts on a discretionary basis with model portfolios overseen by an in-house Investment Committee.

Rami Abdelhadi is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise and Ameriprise Financial Services for a combined 21 years. Outside of advisory work, he is involved in non-investment-related business ownership. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing a combination of in-house and third-party strategies supported by technology and centralized due diligence.

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.