Matthew Malone is a financial advisor with Sequoia Financial Group, L.L.C. in Nashville, TN, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at TBH Global Asset Management, Key Capital Management, US Bank Private Wealth, Bank of America, Merrill, and TIAA-CREF. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management, utilizing mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers, with investment decisions based on fundamental, technical, and cyclical analysis supported by ongoing due diligence.

Whitney Gorham is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Voya in 2018, Whitney worked at Northwestern Mutual in various capacities from 2010 to 2018. Whitney also operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, primarily offering non-discretionary, recommendation-based advice.

Justin Wright is a financial advisor with Oppenheimer in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. Prior to joining Oppenheimer in 2026, he worked at RBC Capital Markets, Cetera, Shoemaker Financial, and Securian Financial Services. Outside of his advisory role, Wright is active in community outreach as a volunteer with the Phoenix Club of Memphis and serves as Co-Vice Chair of the Shelby County YR Club. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management and financial planning. The firm employs strategic and tactical asset allocation and offers both commission-based and asset-based fee programs, managing approximately $36.7 billion in assets as of the end of 2025.

Jeremy Collins is a financial advisor with Truist Advisory Services in Nashville, TN, holding a Series 66 designation and one year of industry experience. Prior to his current advisory role, he worked within Truist Investment Services and Truist Bank. Outside of finance, he is involved in the music industry as a managing member and recording artist for JACEE Music Group, LLC. 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 approaches and utilizes third-party platforms for manager selection and due diligence.

Jennifer Herendon is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 14 years of industry experience. Her prior positions include roles at SageSpring Wealth Partners, Southwestern Investment Advisory Services, and Raymond James Financial Services. She also works as an independent contractor financial advisor with The Aull Wealth Team. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by offering investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

Randall Whitman is a financial advisor with Primerica Advisors in Brentwood, TN, holding CFP® and ChFC® designations and 19 years of industry experience. He has worked with Park Avenue Securities, Peachtree Planning of TN, and Guardian Life Insurance Company since 2006. Outside of finance, he co-moderates the WDW4Families podcast, which discusses family experiences at Walt Disney World. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms.

Joshua Berdet is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. Prior to joining Cerity, he worked at Merrill from 2015 to 2021. Berdet holds a Series 66 license and is based in Franklin, TN. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on diversified asset allocation and access to alternative and private-market investments.

Elizabeth Kiper is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 designation and has worked in various roles at Truist and related entities since 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to manage client portfolios.

Erik Larson is a CFA® charterholder with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at InterOcean Capital Group, LLC, and InterOcean Capital, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

David Rodgers is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with TLG Advisors, INC. and has held prior roles at The Yates Agency, The Leaders Group, Inc., Millennium Brokerage Group, and Nationwide. Outside of his advisory work, he leads the fixed life and annuity division for HighStreet Partners’ property casualty branch. TLG Advisors, INC. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm utilizes a combination of fundamental analysis and Modern Portfolio Theory in its investment approach and offers services including portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Mechel Frost is a financial advisor with &Partners based in Nashville, TN, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at Wileybros Aintree Capital for the past 14 years. Outside of his advisory work, Frost serves as a consultant for the Richard Landis estate and is a partner in a land ownership entity that provides hunting rights and participates in a Conservation Reserve Program. &Partners serves a diverse client base including individuals, institutions, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a range of analytical approaches and both proprietary and third-party strategies.

Alanna Jacobson is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill Lynch and Raymond James & Associates. Outside of her advisory role, she teaches dance part-time at the Fellowship School of Creative Arts and Studio 1:16. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals.

James Forster is a CFP® with 16 years of industry experience, currently serving at Raymond James & Associates since 2013. He is based in Franklin, TN, and participates on the investment committee of Saint-Andrew's Sewanee School’s advisory board. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

Dennis Pompa Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Charles Schwab since 1995 and served with the Battle of Franklin Trust from 2011 to 2024. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through Schwab Wealth Advisory and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Michael Baron is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at ACUFF & Associates / JULY Services, MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional consulting services.

Stephen Elliott is a financial advisor with LPL Financial in Nashville, TN, holding a Series 63 designation and bringing 38 years of industry experience. He has been affiliated with Linsco Private Ledger Corp since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives, offering a wide range of advisory programs and financial planning services.

Madelyn Malczewski is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Kroll, Caterpillar Financial, and other firms. Robert Baird & Co. is a large institutional firm that provides wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and uses in-house research and technology to support its advisory processes.

Chris Kimler is a CFP® with 31 years of experience in the financial industry. He is currently with LPL Financial and has held roles at Ftb Advisors, Inc., First Tennessee Brokerage, Inc., and First Tennessee Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a broad range of advisory programs, financial planning, and consulting services.

Robert Mc Mahan is a financial advisor with Merrill in Nashville, TN, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill since 1998 and has concurrently worked at Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies constructed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dempsey Moody IV is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 21 years. Outside of his advisory role, he is also licensed as an agent offering fixed annuities, indexed annuities, and long-term care insurance. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides a range of financial services such as brokerage and investment advisory, retirement plan consulting, and access to third-party money managers through a large network of affiliated advisors.