Taylor Huddle is a financial advisor at NewEdge Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Walgreens Boots Alliance. 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 advisers. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that combine in-house manager selection with third-party models and direct advisor discretion.

Sarah Terrell is a financial advisor at SPC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Commonwealth Financial Network, Kraft Asset Management, and Raymond James Financial Services. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network serving over 30,000 clients and offers tailored, discretionary investment advice through programs such as SIGMA Managed Account and the Axis Platform.

Cynthia Haddock is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Gwfs Equities, Inc. for the past 10 years. Outside of her advisory role, she operates a small family-run dog sitting business through rover.com. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Solomon Kafoure is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory work, he is involved with Compass Executive Consulting and Compass Executive Group, which are non-investment-related business activities. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering a range of brokerage and advisory services supported by proprietary programs and third-party investment platforms.

Zachary Giltner is a CFP® affiliated with Mercer Global Advisors Inc. in Franklin, TN, with one year of industry experience. His prior roles include positions at Abound Wealth Management, Community Services Financial Bank, and Baird. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through various methods, including low-cost ETFs, index funds, and separate account managers.

Kyatt Byrd is a CFP® with three years of industry experience, currently with NewEdge Advisors. His prior experience includes roles at Ameriprise and Edward Jones. 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 broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Presley Carter Jr. is a ChFC® credentialed financial advisor with 39 years of industry experience. He has been with Principal Securities Inc. since 2006 and Principal Life Insurance Co. since 2004, both based in Nashville, TN. Outside of his advisory role, he serves on the Belle Meade Homeowners Association and Condo Association boards. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically handled on a discretionary basis by those managers.

Jeffrey Camp is a CFA® charterholder with 24 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, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies across various asset types.

Edwin Barton is a financial advisor at Sequoia Financial Group, L.L.C. in Nashville, TN, holding a Series 65 credential with seven years of industry experience. He has been serving as Chief Portfolio Strategist at M Capital Advisors since 1999. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Thomas McClendon is a financial advisor with Valic Financial Advisors in Nashville, TN, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Valic Financial Advisors since 2005 and is also affiliated with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Wyatt England is a financial advisor at Sanctuary Advisors, LLC with 10 years of industry experience and holds a Series 66 designation. His prior work includes roles at Sanctuary Wealth, The Leaders Group Inc, Synergy Life Brokerage, Elmhurst Capital Partners, and Elmhurst Enterprise Solutions. Outside of advisory work, he serves as an independent contractor advising the board of ValidSoft on business and marketing strategies. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisers. The firm offers a range of portfolio management and consulting services using various analytical approaches and acts as a fiduciary when a written advisory agreement is in place.

Phillip Pizzuti is a CFP® professional with 17 years of industry experience, currently serving at Creative Planning since 2013. He holds the Series 66 designation and is based in Franklin, Tennessee. 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 advanced techniques such as direct indexing and tax-loss harvesting.

David Wuller is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 21 years at Ameriprise and its affiliates before joining NewEdge Advisors in 2026. Outside of his advisory role, he serves as co-treasurer of the Middle TN Tennis League, assisting with the collection of annual league dues. 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 advisers. The firm offers a broad range of services including portfolio management, financial planning, and access to third-party managers, utilizing technology and centralized due diligence in its investment approach.

Joel Van Belkom is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, where he has worked since 2025. Prior to that, he held roles at Cetera, Regions Bank, AE Wealth Management, The Navin Group, Fifth Third Bank and Securities, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated services emphasize long-term portfolio returns and include both point-in-time financial plans and optional managed account solutions.

Luke Aull is a CFP® professional with 21 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has held roles at several firms, including Raymond James Financial and Southwestern Investment Group. Aull is president of Seven Arrows LLC, an LLC for his financial planning practice. Steward Partners Investment Advisory, LLC is a national enterprise-scale RIA managing approximately $36.7 billion in assets for individuals, institutions, and charitable organizations. The firm offers a range of portfolio management and financial planning services through Steward Partners-branded solutions and third-party managers.

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.