Garrett Daniel is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He has previously held roles at LPL Financial LLC, Securities America, Inc., and Minnesota Life Insurance Co. Daniel is also involved in non-variable insurance sales and operates an LPL-related business under Solomon Wealth Management, LLC. Cerity Partners advises a diverse client base including individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and alternative investment access for qualified clients.

Christopher Lynch is a CFP® professional with 26 years of industry experience, currently affiliated with D.A. Davidson & Co. since 2024. Prior to this, he spent 18 years at Raymond James & Associates. He serves as a board member of the MTSU Foundation. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable organizations, providing a range of financial planning and investment management solutions under fiduciary standards.

Randall Fritts is a ChFC® and Series 65-registered financial advisor with 14 years of industry experience. He is affiliated with Brookstone Capital Management LLC and Elevated Wealth Management, LLC. Fritts has worked at Brookstone Capital Management since 2016 and has been involved with Elevated Wealth Management as an owner and insurance sales representative. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory relationships.

Amber Dotson is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation and one year of industry experience. Prior to joining Hornor, Townsend & Kent, she worked at Penn Mutual Life Insurance Company and held positions in retail and service industries. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Austin Lewis is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently an advisor at Focus Partners Wealth, LLC, where he has worked since 2025. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Regions Bank, among others. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement consulting, and access to private investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Mary Johnson is a CFP® with nine years of industry experience, currently serving as a financial advisor at CWM, LLC. Her prior roles include positions at Northwest Capital Management, Parcion Private Wealth Management, UBS Financial Services, and Charles Schwab. She holds a Series 66 license. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios constructed by an Investment Committee and providing tailored solutions such as custom indexing and access to alternative investments.

Rami Abdelhadi is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise and Ameriprise Financial Services for a combined 21 years. Outside of advisory work, he is involved in non-investment-related business ownership. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing a combination of in-house and third-party strategies supported by technology and centralized due diligence.

Susan Moore is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. She holds Series 63 and Series 65 designations and has worked in insurance sales and service for Penn Mutual Life Insurance Company since 2016. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing a range of custody, execution, and brokerage capabilities alongside investment advice.

Jared Mc Coy is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra, he worked at Edward Jones for five years and Bankers Life and Casualty for three years. He also spent seven years with Hair Family Farms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and employs due diligence-supported investment recommendations across multiple management platforms.

Ronan Murphy is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and has prior experience at HBKS Wealth Advisors and Penn State University. Outside of finance, he has been involved with Johnson Estate Winery. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines customized discretionary portfolios with extensive tax and accounting integration, along with operational CFO capabilities and a Financial Wellness Platform for employer clients.

Chelsey Wahlman is a Series 66-licensed financial advisor with Kestra Advisory, based in Franklin, TN, and has 11 years of industry experience. Her prior roles include positions at Merrill and Beacon Capital Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

John Swanson is a financial advisor at Empower Advisory Group with Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Empower, he worked in the retail and beverage sectors, including positions at Wines Off Wynkoop and Wallaby's Liquor Warehouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to advisor headcount.

Charles Willoughby is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Janney since 2019 and previously worked at J.J.B. Hilliard, W.L. Lyons, LLC from 2015 to 2019. He serves as a board member for Youth Encouragement Services, a non-profit organization in Nashville, Tennessee. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with services including brokerage, financial planning, and advisory programs, supported by a blend of in-house and third-party asset management.

Gabriel Shabat is a financial advisor at NewEdge Advisors with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Ameriprise, Deutsche Bank, and Ernst & Young. Outside of his advisory work, he serves as a graduate course facilitator at Boston University and will be an Adjunct Professor of Finance at Belmont University. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers and utilizes multiple program structures combining in-house manager selection with third-party models and advisor discretion.

Earl Schreiber is a Series 66 credentialed advisor with Guardian Life, bringing four years of industry experience. He has held positions at Guardian Life Insurance Company and Park Avenue Securities since 2021. Outside of his advisory role, Schreiber owns and manages Foundation Bookkeeping LLC, a bookkeeping and payroll service firm. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers a combination of advisor-led management and model-based strategies, along with access to insurance products and alternative investments.

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 at Guardian Life with five years of industry experience. She holds a Series 66 designation and has worked previously with Peachtree Planning Corporation and Agape Family Health. Janssen also operates Compass Executive Consulting and Compass Executive Group, non-investment related businesses based in Franklin, TN. Guardian Life provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers financial planning, consulting, and access to proprietary and third-party investment solutions, combining advisor-led discretionary management with model-based strategies and a range of integrated lending and alternative investment 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 licenses and has worked at firms including Morgan Stanley, Citigroup Global Markets, and B.Riley Wealth Management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs and services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.