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.

David Gerkin is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 15 years of industry experience. He has worked at LPL Financial and Private Advisor Group since 2016. Outside of advising, he has served as a Notary Public for the State of Tennessee since 2014 and has been involved with local community organizations. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, employing a variety of investment strategies and providing access to multiple advisory platforms and third-party asset managers.

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.

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.

Ryan Scott is a financial advisor with Private Advisor Group, LLC and holds a Series 66 credential. He has 26 years of industry experience, including 20 years at LPL Financial. Outside of his advisory work, Scott serves as a coach and board member for Tennessee Heat Sports, a nonprofit sports program for homeschool athletes. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and retirement consulting services through a network of investment adviser representatives, providing access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.

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.

Marc Goodner is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at multiple Transamerica-related entities since 2018 and previously spent 12 years with Diversified Investors Securities Corp. and Diversified Investment Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services supported by Morningstar Investment Management’s technology and portfolio oversight. The firm manages a large client base with a focus on non-discretionary asset management and does not target high-net-worth or corporate clients.

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.