Michael Thompson is a financial advisor at IEQ Capital, LLC in Nashville, TN, holding Series 63 and Series 65 designations with 17 years of industry experience. He previously worked at J.P. Morgan Securities Inc for 15 years before joining IEQ Capital in 2024. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm employs a centralized macroeconomic research-driven investment process, constructing portfolios from liquid strategies, third-party managers, and private alternative investments while offering family-office and administrative services.

Samuel Smith is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Raymond James Financial Services, Sagespring Wealth Partners, and Ramsey Solutions. Outside of finance, he owns Samuel Fine Art, creating and selling paintings through online platforms. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing both proprietary and third-party investment solutions.

Justin Ramey is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc., Hub International, and has a background that includes roles at the University of Alabama and Summit Behavioral Healthcare, LLC. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and both commission-based and asset-based fee structures.

Marcus Henderson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long-term tenure at Signator Investors, Inc. and Royal Alliance Associates, Inc. Outside of his advisory work, he serves as CFO and Treasurer, as well as a Board Member, for a local AME Church. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with both discretionary and non-discretionary account management.

William Jenkins is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked within various Capital Group entities since 2015, most recently joining Capital Group Private Client Services in 2025. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach based on rigorous fundamental research and long-term strategies. The firm utilizes separately managed accounts, affiliated mutual funds, and alternative investment vehicles to construct client portfolios.

John Spann IV is a CFP® professional with 17 years of industry experience, currently serving at Guardian Life in Brentwood, TN. He has been with Guardian Life and its affiliates since 2016 and also operates Spann Financial Group LLC, known as Spann Benefits, and is the managing member of Atlas Holdings LLC. Additionally, he serves as power of attorney and executor for a family trust. John is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, including a hybrid digital advisory solution, and combines proprietary and third-party investment models in its approach.

Brian Peters is a CFP® and CFA® with 10 years of experience in financial advising. He has been with Creative Planning since 2017 and previously worked at Congress Wealth Management LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Vanessa Newman is a financial advisor with Truist Advisory Services, holding a Series 66 designation and based in Nashville, TN. She has one year of industry experience and has been with Truist Advisory Services and its affiliated entities since 2026. Prior to joining Truist, she was with the Newman Sloane Group for 19 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a broad affiliate network.

Susanne Reseland is a financial advisor at Kestra Advisory with 20 years of industry experience. She holds a Series 66 designation and previously worked at NBC Securities, Inc. for 18 years before joining Kestra Advisory in 2022. Reseland is also a certified public accountant and maintains notary public duties. Kestra Advisory provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, vendor benchmarking, and advisor-managed accounts. The firm serves large institutional investors and supports various management platforms and third-party solutions.

Amir Barsoum is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. His work history includes roles at Fifth Third Bank, Hermitage Discount Tobacco, AESC, and British American Tobacco. He holds Series 63 and Series 65 licenses. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with Fifth Third Bank.

Sylvia Menz is a financial advisor at &Partners in Nashville, TN, with five years of industry experience. She holds Series 66 and Series 63 designations and previously worked at WileyBros Aintree Capital LLC and FSM Inc among other roles. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and financial planning through a combination of fundamental, technical, and quantitative analysis, using both proprietary and third-party strategies alongside a platform of discretionary and non-discretionary portfolio management.

Alyson Stevens is a CFP® with 18 years of industry experience currently affiliated with \u0026Partners in Nashville, TN. She has worked at Wileybros Aintree Capital LLC since 2007. Stevens serves as a committee member for FINRA’s Membership Committee, participating in discussions related to membership firms and regulation. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

John Maggart is a financial advisor at &PARTNERS in Nashville, TN, holding Series 63 and Series 65 licenses with 49 years of industry experience. He has worked at Wiley Bros. Aintree Capital, LLC since 1994. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, and quantitative analysis, managing accounts through both internal advisors and third-party managers.

Jegir Salman is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of his advisory role, Salman owns and manages an auto service station and is a partner in an auto sales business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Brandon Lewis is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 65 credential and one year of industry experience. He previously worked at Penn Mutual Life Insurance Company and has experience in volunteer vegetation management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Benjamin May is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Sun Trust Investment Services and The Prudential Insurance Company of America. He serves as treasurer for Montgomery Bell Academy, where he assists with budgeting and financial governance. 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.

Todd Turner is a CFP® and ChFC® with 24 years of experience in financial services. He has worked at Independent Financial Group, LLC since 2022 and previously held positions at Royal Alliance Associates, Inc. and Signator Investors Inc. Turner also serves as Managing Director of Henderson Financial Group, Inc., where he oversees day-to-day operations. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national network of Investment Adviser Representatives and employs multiple advisory programs and third-party asset managers.

Adam Helm is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Principal Securities Inc. and Principal Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that offer managed portfolios, non-discretionary recommendations, and investment education services. The firm’s approach relies on Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance.

Jon Sanders is a financial advisor with Oppenheimer in Nashville, TN. He holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a variety of investment approaches tailored to different programs and advisors, with approximately $36.7 billion in assets under management as of December 31, 2025.

Elizabeth Hall is a CFP® professional with 12 years of experience in the financial services industry. She currently works at Empower Advisory Group and has prior experience with Fidelity Investments, Morgan Stanley, Bank of America, and Merrill. Outside of her advisory role, she owns a small business creating and selling crafts and woodwork on Etsy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.