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Maged H

Series 65, Series 63

Hermitage, TN

FIFTH THIRD SECURITIES, Inc.

Maged Hanna is an advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Fifth Third Bank, American Life Insurance Company, World Financial Group, and Metropolitan Nashville Public Schools. Outside the firm, he is involved in online publishing through Kindle Direct Publishing. Fifth Third Securities, Inc. serves a diverse client base, including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services. The firm sponsors the Passageway Managed Account Program, providing a range of portfolio management options through Fidelity’s Managed Account Xchange platform.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Bryan D

Series 66

Mount Juliet, TN

Private Advisor Group, LLC

Bryan De Cuir is a financial advisor with LPL Financial in Mt. Juliet, TN, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2006 and is also associated with Private Advisor Group, LLC. In addition to his advisory role, he is a licensed attorney and provides estate planning services through Complete Wealth Preservation, LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment models, allowing for tailored strategies that combine advisory and brokerage services.

Retired Founder/Business Owner
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Justin D

Series 66

Mount Juliet, TN

Private Advisor Group, LLC

Justin Druckenmiller is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at LPL Financial and Waddell & Reed, Inc. His work history also includes 11 years with various insurance carriers through W & R Insurance Agencies. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, offering access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Retired Founder/Business Owner
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Brandon E

Series 63, Series 65

Mt. Juliet, TN

Private Advisor Group, LLC

Brandon Edwards is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has worked with LPL Financial and Private Advisor Group for the past decade. Edwards is also involved with the Starfish Infertility Foundation and the Brandywine Pointe Dock Association, Inc. Private Advisor Group serves a diverse client base including individuals, business entities, 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 proprietary model portfolios supported by well-known strategists and technology platforms.

Retired Founder/Business Owner
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Jeremy N

Series 63, Series 66

Mount Juliet, TN

Private Advisor Group, LLC

Jeremy Newgard is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at LPL Financial, Thrivent Financial, Hartford Funds Distributors, Ivy Funds Distributor, and Waddell & Reed. He also provides administrative support to Private Advisor Group as part of his business activities. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Retired Founder/Business Owner
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Joshua G

Series 66

Mount Juliet, TN

Private Advisor Group, LLC

Joshua Grogan is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and American HomePride before joining Private Advisor Group and LPL Financial in 2021. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Retired Founder/Business Owner
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David R

CFP®, ChFC®, Series 63, Series 65

Mt. Juliet, TN

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

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.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Jonathan H

Series 66

Mount Juliet, TN

Private Advisor Group, LLC

Jonathan Harris is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and bringing 12 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2017 and previously held roles at Waddell & Reed, Inc and various insurance carriers. Outside of his advisory work, Harris is involved with Chef Penelope's Catering as a bartender for weddings in Nashville. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Retired Founder/Business Owner
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Brian B

Series 63, Series 65

Gallatin, TN

FIFTH THIRD SECURITIES, Inc.

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.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Jennifer B

Series 66

Mount Juliet, TN

Truist Advisory 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.

Founder/Business Owner Executive
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Jayson O

CFP®, Series 66

Mt. Juliet, TN

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Jayson O'Connor is a CFP® with six years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior work includes roles at SCF Securities, Kraft Asset Management, and Independent Financial Group, as well as service in the US Navy. He is also involved in fixed insurance sales in Mount Juliet, TN. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and retirement services through an open-architecture platform with multiple custodians and money managers. The firm operates as both a registered investment adviser and broker-dealer with a network of 477 independent advisors.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Justin H

Series 66

Mount Juliet, TN

Private Advisor Group, LLC

Justin Harding is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at LPL Financial, Minnesota Life Insurance Company, and Securian Financial Services. He is also licensed as an agent selling universal life, term life insurance, and annuities. Private Advisor Group serves a broad mix of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm supports a range of investment programs and utilizes model portfolios from leading strategists such as Fidelity, BlackRock, and Goldman Sachs.

Retired Founder/Business Owner
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Brenton G

Series 63, Series 66

Mount Juliet, TN

Private Advisor Group, LLC

Brenton Goers is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Investment Services LLC and Regions. Outside of his advisory role, he owns Brigade Basketball Club in Murfreesboro, TN. Private Advisor Group manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Retired Founder/Business Owner
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Martin P

Series 66

Mt. Juliet, TN

Private Advisor Group, LLC

Martin Porter is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial and Private Advisor Group 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 through a variety of advisory programs and third-party asset managers. The firm’s approach includes multiple investment strategies and tools designed to align with client objectives.

Retired Founder/Business Owner
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Ezra M

Series 66, Series 63

Hendersonville, TN

Empower Advisory Group

Ezra Moyer is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual and Kracklin' Kirk's Fireworks. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients, offering services integrated with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Bradley M

Series 66

Mount Juliet, TN

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Morgan S

Series 63, Series 66

Mount Juliet, TN

Truist Advisory Services

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.

Founder/Business Owner Executive
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Xavier P

Series 66

Hermitage, TN

Empower Advisory Group

Xavier Pol is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at AllianceBernstein Investments, Fidelity Brokerage Services, and Ohio National Financial Services. 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 certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and integration with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Aaron B

Series 66

Mount Juliet, TN

First Command Advisory Services

Aaron Barranco is a financial advisor at First Command Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has served in the United States Army Reserve since 2005, currently holding the position of Army Officer. Barranco has been with First Command Advisory Services since 2015. First Command Advisory Services is an SEC-registered investment 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 wrap-fee asset management programs using model portfolios managed centrally by its Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Brandon W

Series 66

Mount Juliet, TN

First Command Advisory Services

Brandon Whittaker is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has six years of experience at First Command in advisory, insurance, and brokerage services, following prior roles including law enforcement with the Metro Nashville Police Department and work at Bethal University. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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