Katsiaryna Quandt is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Maple Grove Wealth Advisory, Chronicle Partners LLC, and Southwestern Investment Advisory Services. She is based in Franklin, TN. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm manages around $212.7 billion in client assets and offers advisory platforms, access to third-party asset managers, retirement consulting, and custody/clearing services.

Lindsay Marriott is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation and no prior industry experience. Before joining HTK in 2025, Marriott worked in academic and research settings, including Fisk University and Beezer Labs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, managing billions in discretionary and non-discretionary assets.

Charles Nelson III is a financial advisor with \u0026Partners in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Wiley Bros. Aintree Capital, LLC since 1995. \u0026Partners serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services using a variety of analytical approaches and both proprietary and third-party strategies.

Andrew Britt is a financial advisor with NewEdge Advisors in Franklin, TN, holding a Series 66 designation and 14 years of industry experience. He previously worked at Ameriprise and Olympus America. 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 investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, using a combination of in-house manager selection, third-party model portfolios, and advisor discretion.

Micheal Upshaw Jr. is a CFP® professional currently with Focus Partners Wealth, LLC in Nashville, TN. He has experience working at several financial firms, including Interocean Capital at The Colony Group and Wood Financial Group. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, and institutional clients, offering comprehensive wealth management, retirement plan services, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis alongside a broad range of investment strategies and affiliated service companies.

Jerry Rainey is a financial advisor with TLG Advisors, Inc. in Brentwood, TN. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with The Leaders Group, Inc. since 1999 and with TLG Advisors, Inc. since 2004. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Graham Mattes is a CFP® professional affiliated with Private Advisor Group, LLC, with 22 years of experience in the financial services industry. He previously worked at Edward Jones and LPL Financial. Mattes manages investment advisory services through Private Advisor Group and is based in Mt. Juliet, Tennessee. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to advisory programs, third-party asset managers, and a proprietary separately managed account program, delivering customized solutions through a broad network of investment adviser representatives.

Aaron Fiske is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and UBS. Outside of finance, he is the founder and CEO of DADDY, LLP, a lifestyle brand that includes a clothing line, a tequila brand, and a charitable foundation. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside various investment products to meet client objectives.

Tyler Harrison is a CFP® with 11 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has worked at The Colony Group, LLC and Jackson National Life Distributors, LLC. Outside of his advisory role, he is a 50% organizer of an LLC that manages a beach house rental property with his sister. 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 using a combination of active and passive strategies within an enhanced open architecture framework.

Theodore Macri is a financial advisor with NewEdge Advisors in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes six years at Ameriprise and seven years at Ameriprise Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence, with recent integration of artificial intelligence in certain operations.

Jonathan Sowa is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Csenge Advisory Group, LLC, Lion Street Financial, and FSC Securities Corporation. Outside of his primary advisory role, he teaches retirement information through seminars and consults in the insurance sector as an independent agent. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and access to third-party managers through various platforms, employing diverse allocation strategies across discretionary and non-discretionary accounts.

John Navin is a financial advisor at AE Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including his own Navin Group and ECO, where he focused on coaching and speaking workshops. Outside of advisory roles, he is an author of a financial book and serves on the boards of 50 Forward and the Nashville Wine Auction. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion across more than 127,000 clients.

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.