Westin Kaser is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Principal Financial Services and has worked at several firms, including LPL Financial and CUNA Brokerage Services. Prior to his financial services career, he was employed by UberEats and worked in the restaurant industry. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, estates, and active-duty U.S. military personnel abroad. The firm specializes in direct advisory programs, financial planning, and access to third-party money manager solutions, offering both adviser and promoter arrangements.

Drew Hadlock is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Jackson National Life Distributors from 2016 to 2022 and has been with CNR Securities, LLC since 2022. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and institutional investors. The firm employs a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to construct customized portfolios across various asset classes.

Maged Hanna is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked at Fifth Third Bank and American Life Insurance Company, and he has experience in education with Metropolitan Nashville Public Schools and Lipscomb University. Outside of his advisory work, he is involved in self-publishing through Kindle Direct Publishing. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through various managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with resources including mutual-fund/ETF models, SMA strategies, and tax-overlay services.

Bryan De Cuir is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 20 years of industry experience. He has worked at LPL Financial, LLC since 2006 and joined Private Advisor Group in 2022. In addition to his advisory work, he is a licensed attorney involved in estate planning through Complete Wealth Preservation, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that integrates both discretionary and non-discretionary approaches, utilizing proprietary and third-party platforms alongside a range of investment strategies.

Justin Druckenmiller is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes roles at LPL Financial and Waddell & Reed, Inc., as well as experience with various insurance carriers through W & R Insurance Agencies. He provides investment advisory services primarily through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that utilizes technology platforms and third-party managers.

Brandon Edwards is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and Waddell & Reed. Outside of his advisory work, he is involved with the Starfish Infertility Foundation and the Brandywine Pointe Dock Association. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates both proprietary and third-party investment strategies, utilizing multiple investment approaches and technology platforms.

Jeremy Newgard is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Thrivent Financial, Hartford Funds Distributors, Ivy Funds Distributor, and Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model, utilizing a range of investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

Joshua Grogan is a financial advisor at Private Advisor Group, LLC, with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and American HomePride prior to joining Private Advisor Group and LPL Financial in 2021. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

David Rhodes is a CFP® and ChFC® with 36 years of industry experience. He is currently with United Planners Financial Services of America and has held prior roles at SCF Investment Advisors, SCF Securities, and Parkland Securities. Rhodes serves as Secretary of the Mt. Juliet Noon Rotary and President of Celebration Lutheran Church, both community organizations in Mt. Juliet, TN. United Planners Financial Services serves a diverse client base that includes individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent Investment Advisor Representatives.

Jonathan Harris is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2017, and also operates a catering business as a bartender for weddings. Prior to that, he worked with Waddell & Reed and various insurance carriers from 2013 to 2017. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside both proprietary and third-party managed account solutions.

Brian Brinson is a financial advisor with Fifth Third Securities, Inc. in Nashville, TN. He holds Series 63 and Series 65 licenses and has five years of industry experience. Brinson has been with Fifth Third Securities since 2020 and has been affiliated with Fifth Third Bancorp since 2015. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to a large bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Jennifer Butterworth is a financial advisor at Truist Advisory Services with a Series 66 designation and just over one year of industry experience. Her prior work includes roles at Truist Bank and State Farm. 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 along with third-party platforms and AI-enabled research tools.

Jayson O'Connor is a CFP®-credentialed financial advisor with six years of industry experience. He is affiliated with United Planners' Financial Services of America as a Limited Partner and has held roles at multiple firms including Premier Wealth Advisors and SCF Securities. O'Connor also operates Mt. Juliet Advisors, a marketing name under which he provides financial planning services. United Planners Financial Services is a national wealth-management enterprise serving a broad range of clients including individuals, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent representatives and is notable for its limited-partnership ownership structure and emphasis on non-discretionary account management.

Justin Harding is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has six years of industry experience, including roles at LPL Financial, Minnesota Life Insurance Company, and Securian Financial Services. Harding is also licensed to sell non-variable insurance products such as universal life, term life, and annuities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions. The firm follows a fiduciary-based advisory model that incorporates a variety of investment strategies and utilizes technology platforms to implement advice through third-party managers and TAMPs.

Brenton Goers is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at LPL Financial, Cetera Investment Services, and Principal Financial Services. Outside of his advisory work, he owns Brigade Basketball Club in Murfreesboro, TN. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap and non-wrap advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Martin Porter is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 17 years of industry experience, previously working at Waddell & Reed from 2009 to 2016 before joining Private Advisor Group and LPL Financial LLC in 2016. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary advisory model using a variety of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

James Hackney is a CFP® professional with 24 years of experience in financial advisory roles. He is currently with Corient and has previously worked at MRWM Capital Management, LLC and Northwestern Mutual. Outside of his advisory work, he co-hosts Songwriter Soup LLC, a podcast focused on music industry songwriters and professionals. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes proprietary risk management tools and alternative investment options.

Ezra Moyer is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 designations and previously worked at Northwestern Mutual and Kracklin' Kirk's Fireworks. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management integrated with Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Bradley Morrow is a financial advisor at First Command Advisory Services with three years of industry experience. He holds a Series 66 designation and previously served in the United States Army from 2013 to 2017. Outside of his advisory role, he serves as a trustee for a family living trust and works alongside his wife as a local care consultant for Cultural Care Au Pair. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Morgan Shrum is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Truist Advisory Services in 2026, Shrum worked at Truist Bank from 2019 to 2026, Fifth Third Bank from 2017 to 2019, and Rent a Center from 2013 to 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled equity research tools.