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 Independent Financial Partners, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Flautt Financial and Commonwealth Financial Network, as well as service in the United States Air Force. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a decentralized advisory model that allows for customized investment strategies and formal retirement-plan advisory capabilities.

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 63 and Series 65 licenses and 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 responsible for overseeing firmwide policies and budget development for a school. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning, with a notable portion of its advisory assets managed on a non-discretionary basis.

Jacob Mc Nally is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has one year of industry experience and is based in Franklin, TN. Prior to joining Ameritas, he was involved with StewardWell LLC and StewardWell Wealth Partners. He also serves as a resident director at Liberty University, overseeing resident assistants and students. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies including model portfolios, mutual funds, ETFs, and individual securities, and offers discretionary and non-discretionary programs supported by multiple platform technologies.

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 has been associated with InterOcean Capital Group, LLC and InterOcean Capital, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Drew O'Connor is a CFP® and CFA® professional with 10 years of industry experience. He currently works at Corient and previously held roles at CapWealth Advisors, LLC and UBS Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach incorporating both in-house strategies and third-party managers, with continuous portfolio monitoring and risk management.

Anthony Duncan is a financial advisor with Transamerica Financial Advisors in Brentwood, TN, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has also been affiliated with World Financial Group since 2006. His other business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary model portfolios and third-party managers with options for discretionary and non-discretionary management.

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 at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Kestra Investment Services, Partners Securities, and Boone Brandon Johnston & Evans. Carpenter is also involved in business development activities at NFP Executive Benefits. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm provides fiduciary services, investment due diligence, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

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 at Truist Advisory Services with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Suntrust Advisory Services, Inc. and CNL Securities Corp. Kirven has an ownership interest in a family company used for estate planning purposes but does not have an active role in the business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting supported by third-party platforms and AI-enabled research tools.

Frederick Rich Jr. is a financial advisor with Eagle Strategies (NY Life) based in Franklin, TN, holding a Series 66 designation and over 21 years of industry experience. He has worked with Eagle Strategies since 2013 and is also associated with Falcon Financial And Insurance Solutions, Inc. Outside of his advisory work, he volunteers with a local BNI networking group, assisting with meeting attendance and scheduling. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary management within the New York Life affiliate structure.

Noah Schurman is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential. He has one year of industry experience and previously worked in a variety of roles across different organizations including Ramsey Solutions and Carahsoft. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a range of investment vehicles including ETFs, mutual funds, options-enhanced strategies, and structured notes.