John Link IV is a CFA® charterholder with 22 years of industry experience. He has been with Cerity Partners LLC since 2026, following a 29-year tenure at Covenant Partners, LLC. He serves on the Board of Trustees for Millsaps College. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of year-end 2025. The firm employs a customized wealth management approach that integrates proprietary quantitative methods with third-party strategies and direct security selection, offering specialized services such as access to alternative and private market solutions and OCIO services.

Thomas Lazenby II is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 designations. He has 27 years of industry experience, including 18 years at Stifel Nicolaus & Co Inc and prior roles at Powell Johnson, Wells Fargo Clearing, and Prudential Equity Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, leveraging technology platforms and offering a range of investment approaches and third-party manager options.

Todd Glisson is a CFP® with 23 years of industry experience. He currently works at Cerity Partners LLC since 2026 and previously spent 29 years at Covenant Partners, LLC. Outside of his advisory role, he is a licensed life and disability insurance agent and a 50% owner of Murrah Ventures, LLC, a real estate entity. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services with an investment approach that emphasizes client-specific profiles, asset allocation, and access to alternative and private market solutions.

Marshall Alexander is a financial advisor at Corient with a Series 65 designation and one year of industry experience. Prior to joining Corient, he worked for Solid Entertainment and Ericho, Inc. He is based in Nashville, TN. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Andrew Barron is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Fifth Third Bank, Keller Williams, Floor & Decor, and AT&T. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program, supported by a range of investment strategies and risk-profile assessments.

Rege Eisaman is a CFA® charterholder with 25 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, InterOcean Capital Group, InterOcean Capital, and Morgan Stanley. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Nathan Embry is a financial advisor with Valic Financial Advisors in Nashville, TN, holding a Series 66 designation and 17 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also affiliated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

Darrell Dawes is a financial advisor at Guardian Life with 43 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Peachtree Planning Advisors, Inc. and New England Securities. Guardian Life, through its wholly owned subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning, advisory, and consulting services, combining advisor-led management with model-based strategies and a variety of proprietary and third-party programs.

Charles Bagley is a financial advisor with Empower Advisory Group in Franklin, TN, holding ChFC® and Series 63 designations and bringing 34 years of industry experience. His prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc, and Mutual of America Securities Corporation. 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 retail brokerage account holders, delivering integrated services tied to Empower’s recordkeeping and administrative platforms.

Adam Smotherman is a CFP® with eight years of industry experience. He is currently with Fifth Third Securities, Inc. in Nashville, TN, where he has worked since 2021. His prior roles include positions at UBS and SunTrust Advisory Services. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, and direct indexing, operating as a wholly owned subsidiary of Fifth Third Bank.

Matthew Beery is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. He also spent three years at the University of Kentucky. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Jeffrey Nicholson is a financial advisor at NewEdge Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Ameriprise, Southern Medical Technologies, AT&T, and held teaching positions at The University of Alabama and Jasper High School. 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 combining in-house and third-party management with technology-supported solutions.

Bhawana Khurana is a CFA® charterholder with seven years of industry experience. She currently works at The Colony Group, LLC and has prior experience at InterOcean Capital Group, LLC, InterOcean Capital, LLC, and The Smart Cube Inc. She is affiliated with Focus Partners Wealth, LLC, a firm that serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Cynthia Durdin is a financial advisor at Corient with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at Northwestern Mutual Wealth Management Company and Music Row Wealth Management. Outside of her advisory work, she is a square dancer at the Grand Ole Opry and serves as a notary public. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings such as family office and corporate trustee services.

William Swafford is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and over 11 years of industry experience. He has been with Bankers Life and its affiliated entities since 2011, managing a team of agents and overseeing hiring and training. In addition to advising, he is involved in insurance sales including Medicare Supplement, annuities, life, health, and long-term care products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients' goals and risk tolerances.

Basil Lamastus is a CFP® certificant with 29 years of industry experience, currently serving at NewEdge Advisors since 2026. His prior roles include positions at Ameriprise and Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers comprehensive portfolio management, financial planning, retirement and pension consulting, and access to various advisory programs, utilizing a range of program structures and technology tools to support both advisors and clients.

Ethan White is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has worked at Park Avenue Securities and Guardian Life since 2026 and has prior experience at Morgan Stanley and Windrose Advisors. Ethan’s background also includes academic roles at Northeastern University. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party advisory solutions, and various operational tools.

Alan Thornton Jr. is a financial advisor at Mariner with seven years of industry experience. He holds the Series 65 designation and previously worked at Box Financial Advisors, LLC, and the University of North Texas. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and Core Family Office services, employing discretionary, customized portfolios supported by in-house research and third-party managers.

Michael Randolph is a financial advisor with Valic Financial Advisors in Nashville, TN. He holds the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has worked at Valic Financial Advisors since 2013 and is also an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Robert Cates is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 35 years of industry experience. His career includes long-term roles at Great American Life Insurance Company and Lincoln Investment Planning, Inc. Outside of advising, he owns and manages a rental property. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and in-house investment teams.