Randall Kaune is a financial advisor with Empower Advisory Group in Hendersonville, TN. He holds Series 63 and Series 65 designations and has five years of industry experience. His prior roles include work with GWFS Equities, Inc. and the Colorado County and Officials Retirement Association. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates.

Jerry Cohoon is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 14 years of industry experience. He previously worked at Waddell & Reed before joining Private Advisor Group and LPL Financial in 2016. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while integrating third-party managers and tactical asset management programs.

Justin Ostrander is a financial advisor at &PARTNERS with five years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Cambridge Investment Research. Outside of finance, he is a recording guitarist and owns a music business based in Madison, Tennessee. &PARTNERS serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing a mix of fundamental, technical, and quantitative analysis with discretionary and non-discretionary account management options.

Bradley Watts is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been affiliated with Diversified Investment Advisors and Diversified Investors Securities Corp. since 2006. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education. Their approach relies on proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Rachel Amos is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 credentials and no prior industry experience. Her work history includes roles at Fifth Third Bank, Macon Bank & Trust, Capstar Bank, Volunteer State Bank, and US Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers multiple investment programs and portfolio management options via its Passageway Managed Account Platform, combining various strategies such as mutual funds, separate managed accounts, and direct indexing.

Brian Fricke is a CFP® professional with 34 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022, following a 31-year tenure at Financial Management Concepts. He serves as a board member of the New Smyrna Beach Fire Pension and is a trustee for the LCMS Foundation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach blending passive and active strategies, supported by internal investment oversight and a range of implementation tools.

Bryan Koppel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and totaling nine years of industry experience. His prior work includes roles at 20/20 Financial Advisers and Paulson Investment Company LLC. He is also associated with Boom Planning and Canvas Financial, where he supports administrative aspects of securities and account transfers. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, interval funds, and individual securities to tailor client portfolios.

April Binkley is a financial advisor at Steward Partners Investment Advisory, LLC with five years of industry experience. She holds a Series 66 designation and has worked at several firms, including Raymond James Financial Services and Sagespring. Binkley also serves as an independent contractor for Aull Wealth Team in Nashville. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations, offering portfolio management, financial planning, and consulting services through both proprietary and third-party solutions.

Colby Long is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and six years of industry experience. His prior roles include positions at LPL Financial LLC, Securian Financial Services, Shoemaker Financial, and Minnesota Life Insurance Company. Outside of his advisory work, he has been involved with Oakley CPA, PLLC in a non-investment capacity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of advisory services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes technology platforms and third-party managers to deliver tailored investment solutions.

Graham Mattes is a financial advisor with Private Advisor Group, LLC, holding CFP® certification and Series 65 and 66 licenses. He has 22 years of industry experience and has worked at firms including Edward Jones, Waddell & Reed, and TD Ameritrade. Mattes is involved in managing investment advisory services through Private Advisor Group and also serves as a managing partner in insurance-related ventures. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms, and provides access to both proprietary and third-party managed account solutions.

Scott Pries is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Principal Securities since 2016 and has a 20-year tenure with Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Chrissoula White is a Series 66-licensed financial advisor at Empower Advisory Group with five years of industry experience. She previously worked at Bank of America and Merrill from 2019 to 2025. Outside of her advisory role, she assists with communication and administrative tasks for Sippin' Mobile Bar LLC, a mobile beverage cart business operated by her spouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to select retail account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Laura Sydenstricker is a financial advisor at United Planners Financial Services of America with eight years of industry experience. She holds a Series 66 designation and has worked with firms including SCF Investment Advisors, SCF Securities, and operates under Mt. Juliet Advisors. Outside of her advisory role, she has experience in fixed insurance sales. United Planners Financial Services is a national wealth-management enterprise with over 350 advisors and approximately $12.77 billion in assets under management. The firm serves a diverse client base, providing advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers to implement investment strategies.

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.

Dylan Kasper is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 65 credential and one year of industry experience. Prior to joining Hornor, Townsend & Kent, he held various roles at HCA, TQL, Towne Park, Middle Tennessee State University, and Mount Juliet High School. 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, managing approximately $8.37 billion in discretionary assets as of the end of 2025.

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.

Clifford Goodwin is a financial advisor with TLG Advisors, Inc. in Hendersonville, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with The Leaders Group, Inc. since 2013 and has worked as a self-employed independent advisor since 1997. Outside of his advisory role, he owns Focus Retirement Solutions, where he provides life, long-term care, and disability insurance services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

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.

Ryan Scott is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 27 years of industry experience. His career includes roles at LPL Financial, LLC and Synovus Securities, Inc. Outside of his advisory work, Ryan serves as a board member and coach for Tennessee Heat Sports, a non-profit sports program for homeschool athletes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm offers managed account solutions and employs a fiduciary-based advisory model that utilizes various strategies and technology platforms to tailor investment approaches.