Marcus Henderson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior affiliations include Royal Alliance Associates, Inc. and Signator Investors, Inc. Henderson serves as CFO and Treasurer, as well as a board member for the AME Church, reflecting involvement in nonprofit financial management. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs both firm- and third-party investment models, emphasizing strategic asset allocation and ongoing portfolio monitoring across passive and active strategies.

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.

John Spann IV is a CFP® professional with 17 years of experience, currently serving at Guardian Life. He has been with Guardian Life in various capacities since 2016 and also manages Spann Insurance, Inc., a business he founded in 1998. Outside of his advisory role, he is the managing member of Atlas Holdings LLC and operates Spann Benefits, an independent insurance business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, retirement plans, and charitable organizations. The firm provides tailored financial planning and investment management solutions through a combination of advisor-led discretionary management and model-based strategies utilizing proprietary programs and third-party platforms.

Brian Peters is a CFP® and CFA® with 10 years of experience in financial advising. He has been with Creative Planning since 2017 and previously worked at Congress Wealth Management LLC. 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 various portfolio management techniques and integrated retirement plan services.

Vanessa Newman is a financial advisor with Truist Advisory Services, holding a Series 66 designation and based in Nashville, TN. She has one year of industry experience and has been with Truist Advisory Services and its affiliated entities since 2026. Prior to joining Truist, she was with the Newman Sloane Group for 19 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a broad affiliate network.

Susanne Reseland is a Series 66-credentialed financial advisor at Kestra Advisory with 21 years of industry experience. She worked for NBC Securities, Inc. from 2004 to 2022 before joining Kestra Advisory and Kestra Investment Services in 2022. Reseland is also a licensed CPA and notary public. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional clients, and individuals. The firm offers fiduciary consulting, plan design, employee education, and various managed account solutions, serving a broad client base that includes large institutional investors and sovereign wealth funds.

Amir Barsoum is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. His work history includes roles at Fifth Third Bank, Hermitage Discount Tobacco, AESC, and British American Tobacco. He holds Series 63 and Series 65 licenses. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with Fifth Third Bank.

Sylvia Menz is a financial advisor at &Partners in Nashville, TN, holding Series 63 and Series 66 licenses with five years of industry experience. Her work history includes roles at WileyBros Aintree Capital LLC and FSM Inc, among others. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies, with investment management available on discretionary and non-discretionary bases.

Alyson Stevens is a CFP® with 18 years of industry experience currently affiliated with \u0026Partners in Nashville, TN. She has worked at Wileybros Aintree Capital LLC since 2007. Stevens serves as a committee member for FINRA’s Membership Committee, participating in discussions related to membership firms and regulation. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

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 at Private Advisor Group, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Waddell & Reed. Gerkin also serves as a Notary Public for the State of Tennessee. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model, employing both discretionary and non-discretionary strategies and utilizes technology platforms alongside third-party managers and TAMPs.

Benjamin May is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His career includes roles at Merrill, Avondale, Sun Trust Investment Services, and The Prudential Insurance Company of America. He serves as Treasurer of Montgomery Bell Academy, where he is involved in budgeting and governance of the school's finances. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches, supported by AI-enabled research tools and inter-affiliate resources.

Todd Turner is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with Independent Financial Group, LLC and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc. In addition to his advisory role, he serves as Managing Director at Henderson Financial Group, Inc., overseeing day-to-day operations. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both active and passive investment options across various risk profiles.

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 at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. before joining Oppenheimer in 2023. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement services.

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. based in Nashville, TN. She holds the Series 63 and Series 65 licenses and has 15 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and related Northwestern Mutual entities. In addition to her advisory work, she operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of representatives and combines in-house and external strategists with technology-enabled tools to implement client portfolios.