George Myers is a financial advisor with Money Concepts Capital Corp in Franklin, TN. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Since 1997, he has served as president of Premier Capital Management. Money Concepts Capital Corp is an enterprise-scale advisory firm that manages approximately $4.07 billion in assets through a network of several hundred advisors. The firm offers investment advisory, financial planning, and consulting services to individuals, pension plans, trusts, estates, and corporations using model-driven and asset-allocation approaches.

Joseph Criscione is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Valic Financial Advisors and Agia, where he is also appointed as an agent to sell non-securities insurance products. His prior experience includes roles at Register Financial Advisors, Truist Advisory Services, AllianceBernstein LLP, and Bank of America. Valic Financial Advisors primarily serves U.S.-domiciled 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 to construct client portfolios.

Allie Long Innes is a financial advisor at &PARTNERS with 15 years of industry experience. She holds a Series 66 designation and has worked at WileyBros Aintree Capital LLC since 2011. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Courtney Boatright is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has four years of industry experience. Prior to her current role, she worked at Williamson Medical Center and in local government. In addition to her advisory work, she is also an agent for Bankers Life and Casualty Company, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a mix of fundamental, technical, and cyclical analysis to guide investment decisions.

Michael Shahan is a CFP® professional at Corient with seven years of industry experience. He has worked at several firms including CapWealth Advisors, SageSpring Wealth Partners, and Raymond James Financial Services. 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 corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Joshua Levine is a financial advisor with Money Concepts Capital Corp in Franklin, TN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been affiliated with Palms Casino Resort since 2005. Outside of his advisory role, Levine serves on the board of directors for a travel baseball organization and acts as a pitching coordinator for a related charity. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages assets through a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

Gary Fincher is a financial advisor with Cresset Asset Management, LLC, holding a Series 63 designation and over 33 years of industry experience. He has previously worked with firms including True Capital Management, LLC, FS Wealth Sports & Entertainment LLC, and M Holdings Securities, Inc. Fincher serves on the board of directors for Backfield-in-Motion, a charitable organization. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a blend of active and passive strategies across various asset classes.

Christopher Stout is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at True Capital Management, LLC, FS Wealth Sports & Entertainment, and M Holdings Securities, Inc. Stout serves on the Board of Directors for the Peterson Foundation for Parkinson’s. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, providing portfolio management, wealth management, private fund advisory, and family office services with an asset-allocation-focused investment approach.

Paul Urbanek is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over 16 years. Outside of his advisory work, he is a partner in BooBoo IssKiss, LLC, a venture involved in art, culture, and real estate. 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 a range of portfolio management, financial planning, brokerage, and investment banking services, organizing client relationships around a Private Advisor model and a consolidated investment platform.

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.

Todd Carpenter is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Transamerica Financial Advisors in various capacities since 2003 and has involvement in other business activities including co-ownership of an entrepreneurial signage company. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, providing discretionary and non-discretionary investment program options.

Garrett Williamson is a CFP® credentialed financial advisor with 11 years of industry experience. He is currently with Guardian Life in Brentwood, TN, where he has worked since 2018, following prior roles at Commonwealth Financial Network and Wells Fargo. Outside of advising, he owns and manages an independent bookkeeping business. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs and select third-party solutions.

Syed Masood is an investment advisor with FIFTH THIRD SECURITIES, Inc. based in Franklin, TN. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Guidance Residential LLC and various financial institutions, including Fifth Third Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base that includes individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, providing clients access to a range of investment strategies and third-party portfolio managers.

Caleb Sams is a financial advisor with Commonwealth Financial Network in Brentwood, TN, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Salt Cedar Financial Partners, Thrivent Financial, and Amazon. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody and clearing 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 with Focus Partners Wealth, LLC, holding a Series 63 designation and 24 years of industry experience. He has worked at Focus Partners Wealth since 2024 and previously spent twelve years with Cambridge Investment Research and seven years with Mass Mutual Investors Services. Outside of his advisory role, he serves as president of a homeowners association in Nashville and is a member of an investment club. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and integrates various third-party managers and legacy strategies.

Mark Schmidt is a financial advisor with Guardian Life in Brentwood, TN, holding a Series 66 designation and six years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, Peachtree Planning of Tennessee, Edward Jones, and Carmax. Guardian Life’s 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 tailored financial planning and consulting, combining advisor-led discretionary management with model-based strategies and access to insurance and alternative investment products.