Sarah Emmerick is a financial advisor at &Partners with eight years of industry experience. She holds a Series 66 designation and previously worked at Wiley Bros.-Aintree Capital, LLC and Medtronic. Outside of her advisory role, she coaches middle school girls' basketball at local schools in Nashville. &Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, and nonprofit organizations. The firm offers investment management and consulting services using a blend of fundamental, technical, and quantitative analysis, with portfolios managed directly or through third-party managers.

Leslie Janssen is a financial advisor with Primerica Advisors based in Franklin, TN, holding a Series 66 designation and four years of industry experience. Prior to joining Primerica, Leslie worked at Peachtree Planning Corporation and has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2020. Outside of her advisory role, she is involved with Compass Executive Consulting and Compass Executive Group, both non-investment-related activities. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across multiple program options.

Ryan Metz is a CFP® with two years of industry experience, currently serving as a financial advisor at NewEdge Advisors. Prior to joining NewEdge, he worked at Ameriprise for three years and at Pennington, Bass & Associates for two years. Ryan’s background includes roles at NewEdge Securities and academic experience at Texas Tech University. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers, utilizing a variety of program structures supported by centralized due diligence and technology tools.

Johnathon Santopadre is a CFA® charterholder with three years of industry experience, currently advising clients at Rockefeller Financial LLC. His prior roles include positions at Verus Investments and CalPERS. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Phillip Hall is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at B.Riley Wealth Management, Mbsc Securities Corporation, and Salient Capital Advisors. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm employs diverse investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of December 2025.

Joe Creecy is a financial advisor at NewEdge Advisors with 26 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise and Ameriprise Financial Services, Inc. for 21 years before joining NewEdge Advisors and NewEdge Securities LLC in 2026. Outside of advisory work, he is a co-owner of Leisure Flight LLC, which owns a private airplane, serves on the board of Freedom Aviation Network, acts as treasurer of a homeowners association, and works as a contract motorcycle riding instructor. 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 range of portfolio management and consulting services, utilizing centralized due diligence, multiple program structures, and technology tools to support advisor and client needs.

Dillon Woodruff is a CFP® with seven years of industry experience, currently affiliated with Brookstone Capital Management LLC. He has worked at Keystone Wealth Alliance and Keystone Financial Resources, and he volunteers as treasurer for Millersburg Baptist Church. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a range of investment strategies, including strategic asset allocation models and options-enhanced strategies.

Caleb Staton is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation. He has experience working at Commonwealth Financial Network and Flautt Financial since 2022 and previously served in the United States Air Force from 2011 to 2017. Prior to his advisory roles, he worked at FedEx Ground for five years. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios used by affiliated advisors.

Christopher Rockwell is a Certified Financial Planner (CFP®) with 14 years of experience in the financial advisory industry. He has been with Janney Montgomery Scott since 2012, where he currently serves clients from the Franklin, TN office. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Brian Fricke is a CFP® professional with 34 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022, following a 31-year tenure at Financial Management Concepts. He serves as a board member of the New Smyrna Beach Fire Pension and is a trustee for the LCMS Foundation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach blending passive and active strategies, supported by internal investment oversight and a range of implementation tools.

Clayton Ellis is a financial advisor at Oppenheimer with 15 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Ftn Financial. Outside of his advisory role, he serves on a finance committee involved in budget oversight and financial policy at an educational institution. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches across multiple strategies and manages approximately $36.7 billion in assets as of 2025.

David Janczewski is a CFP® and CFA® affiliated with Focus Partners Wealth, LLC with six years of industry experience. He previously worked at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, and institutions, offering a range of wealth management and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment strategy that incorporates fundamental and quantitative analysis, third-party managers, and alternative investment options.

Samantha Bell is a CFP® and Series 65 credential holder affiliated with Wealth Enhancement Advisory Services, LLC. She has experience working at Kings Point Capital Management LLC from 2016 to 2022 and has been with Wealth Enhancement and its affiliate since 2022. Samantha is based in Brentwood, TN. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network, offering diversified investment solutions that combine passive and active managers with oversight from an internal Investment Committee.

Jared Peters is a CFP®-certified financial advisor with four years of industry experience. He joined Mariner in 2026 after roles at LPL Financial, Commonwealth Financial Network, and Truist Financial Corp. In addition to his advisory work, Peters is an author. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by internal research and third-party managers, along with integrated tax and accounting services uncommon among firms of its size.

Joseph Carpenter is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has worked at Kestra Investment Services, Partners Securities, and Boone Brandon Johnston & Evans since the mid-1990s. Carpenter is also involved in business development activities related to executive benefits and investment advisory services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Nicholas Stamatis is a Series 66 licensed financial advisor at NewEdge Advisors with 21 years of industry experience. Prior to joining NewEdge in 2026, he worked at Ameriprise and Ameriprise Financial Services from 2005 to 2026. Outside of his advisory role, Stamatis is involved in several business ventures including independent insurance brokering and membership in multiple LLCs related to real estate and wholesale/retail sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs that combine in-house manager selection with third-party strategies and advisor discretion.

Robert Yarbrough is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. His career includes roles at Truist Investment Services, Southern Heritage Bank, and the University of Tennessee. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management through a range of third-party platform and manager arrangements, supported by AI-enabled research tools and inter-affiliate integration.

Gary Goff is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential. He has been with the firm since 2025 and has prior experience at Think2Perform and AdvoCare. Outside of advising, he owns Lake Harriet Fitness, where he develops virtual golf fitness programs through an app. Wealth Enhancement Advisory Services is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a blend of passive and active investment strategies guided by an internal Investment Committee.

William Gentry is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with SunTrust Advisory Services and related SunTrust entities since 2015. Outside of his advisory work, Gentry volunteers as an adult with the Boy Scouts of America, Middle TN Council Area. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Charles Kirven is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He previously worked with CNL Securities Corp. and CNL Fund Advisors Company before joining Suntrust Advisory Services in 2019. Kirven has an ownership interest in a family company held for estate planning purposes, but he has no formal role or involvement in its operations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.