David Dingess is a ChFC® with 11 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. He has worked with firms including Capital Strategies Group, Inc. and RHP Financial, and has maintained a real estate license for personal transactions within his family. Additionally, he serves on the Home Owners Association and the HG Hill Company Ownership Council in Nashville, TN. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm provides a mix of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, supported by platform providers and custodial arrangements.

Kathryn Murphy is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her previous roles include positions at LPL Financial, Private Advisor Group, Cambridge Investment Research, and several other firms. She is involved with Sound Healthcare, a benefit enrollment organization based in Nashville, TN. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans, offering financial planning, wealth management, and retirement plan consulting. The firm manages client assets through diversified mutual funds, ETFs, individual securities, and independent managers, utilizing both fundamental and technical analysis.

Darryl Amadio is a financial advisor at Brookwood Investment Group with a Series 65 designation and one year of experience at the firm. He has been associated with the Nashville Predators since 2013. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through tailored portfolios that include passive, active, tactical, and blended strategies.

Thomas Bernhardt is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Beacon Global Advisor Network, LLC and previously worked at Chase Buchanan, Askia, and Torreycove Capital Partners LLC. Outside of his advisory roles, he is involved with Bernhardt Properties LLC and Camp LumberJack LLC. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored client portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Robert Cates is a Series 63 credentialed advisor with 35 years of industry experience. He is affiliated with Capital Analysts and has held roles at Great American Life Insurance Company since 2014 and Lincoln Investment Planning, Inc. since 1997. He also has experience working with the Bonita Unified School District since 1989. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams.

Aaron Robinson is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Alliance Bernstein Investments, Inc., Morgan Stanley Private Bank, and Spirited Funds. Advisors Capital Management serves a diverse client base that includes individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management using a combination of top-down macro analysis and bottom-up security selection across a range of customized private accounts and model strategies.

Michael Nunnally is a CFP® professional with 14 years of experience in financial advisory. He currently works at Certuity, LLC and previously spent 10 years at UBS Financial Services Inc. Outside of his advisory role, he is president of JSMN Capital, LLC, where he consults on equity and debt financing for commercial real estate. Certuity serves high- and ultra-high-net-worth clients, including families, private foundations, and family offices, providing investment advisory, financial planning, and outsourced chief investment officer services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold approach, supplementing public market strategies with access to private markets through its private funds and third-party manager due diligence.

Dennis Brown is a financial advisor with Archer Investment Corporation, holding a Series 65 designation and 14 years of industry experience. He has been with Archer since 2011 and is also a partner at Carl A Davis & Co CPAs, where he provides investment services alongside his accounting work. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million through separately managed accounts and proprietary funds. The firm’s investment approach includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes, offering both discretionary management and model-driven strategies.

Carl Davis is a Series 65-licensed financial advisor with Archer Investment Corporation, where he has worked since 2013. He has a total of 10 years of industry experience and also has a long-standing affiliation with Davis Brown & Company PLLC. Outside of his advisory role, he serves as Vice President of First Pay Inc, a payroll company. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

David Hohl is a financial advisor with Gradient Advisors, LLC in Nashville, TN, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at firms such as Transamerica Financial Advisors and Park Ave Securities. Outside of his advisory work, he serves as a licensed notary in Tennessee and is a board member of the Devon Close Homeowners Association. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a diverse client base that includes individuals, retirement plans, trusts, and businesses. The firm operates primarily through third-party money managers and investment advisor representatives, utilizing a largely non-discretionary model that incorporates tools like the Color of Money Risk Analysis in portfolio management.

Christopher Brophy is a CFP® with six years of industry experience, currently serving as a financial advisor at Americana Partners, LLC since 2025. His prior roles include positions at Goodpasture Gray, Minnesota Life Insurance Co, and Securian Financial Services Inc. He has also held roles in entrepreneurial consulting and hospitality before entering the financial services industry. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, utilizing a broad range of investment products and alternative strategies.

Taylor Hollis is a CFP® and holds a Series 66 license, with six years of industry experience. He is currently with Ritholtz Wealth Management and has worked concurrently at FTB Advisors, Inc. since 2015. Outside of his advisory roles, he is the majority owner of Hollis Holdings, LLC, a real estate and construction business based in Nashville, TN, where he assists with administrative duties. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm employs a goal-based investment approach that emphasizes asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays and alternative investments, supported by digital platforms that provide automated risk profiling and tax-loss harvesting.

Joshua Stander is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked with Foundations since 2020 and has been associated with Capitol Planning Group since 2014. Outside of his advisory roles, he is also involved in insurance sales, working as an insurance agent. Foundations Investment Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management services using a combination of fundamental, technical, and cyclical analysis, supported by a network of affiliated offices and third-party sub-advisers.

Mark Scherba is a financial advisor at Packerland Brokerage Services, Inc. with 23 years of industry experience. He holds the ChFC® designation and the Series 63 license. Prior to joining Packerland in 2019, he worked at Questar Asset Management and Questar Capital from 2011 to 2019. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements on the Hilltop/Envestnet platform. The firm offers both brokerage and advisory services, combining individualized financial planning with discretionary or non-discretionary account management.

Daniel Browne is a CFP® with eight years of experience in financial advising, currently with Brighton Jones LLC. His prior roles include positions at Sagespring Wealth Partners, Raymond James Financial Services, and Northwestern Mutual. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach with discretionary investment authority and access to an affiliated ecosystem including private investment funds, a trust company, and legal services.

Amber Moser is a CFP® professional with 11 years of industry experience, currently serving at Winthrop Wealth. She previously worked at Private Advisor Group, LPL Financial, and Tribune Wealth Management. Amber maintains active involvement with Keel Financial Partners. Winthrop Wealth offers discretionary and non-discretionary investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm applies a four-step investment process focusing on prudence and a long-term approach, combining in-house management with third-party sub-advisers to implement diverse strategies.

Robert Caldwell is a financial advisor at Lifeworks Advisors, LLC in Nashville, TN, holding a Series 65 credential with eight years of industry experience. He previously worked at Greensview Wealth Management and Morningstar, Inc. Caldwell is also licensed to conduct insurance sales, dedicating a small portion of his time to insurance-related research and sales. Lifeworks Advisors serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, retirement plans, and businesses. The firm employs both planning-based and traditional risk-based investment strategies, utilizes a combination of low-cost funds, individual securities, options, and third-party managers, and integrates tax and accounting capabilities within its multi-team platform.

John Hansen is a financial advisor with John Hancock Personal Financial Services, LLC in Nashville, TN. He holds the Series 66 designation and has 15 years of industry experience. Hansen has been affiliated with Manulife Asset Management (US) LLC, John Hancock Distributors LLC, and John Hancock since 2012. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model that delivers generally framed written recommendations, with implementation at the client’s discretion.

Thomas Zeuthen Jr. is a CFP® professional affiliated with Stephens, bringing 20 years of industry experience. His career includes roles at Morgan Stanley and Citigroup Global Markets before joining Stephens in 2012, where he has worked in various capacities. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets for individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Friend Williams is a financial advisor at AlphaStar Capital Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Centennial Advisors, TD Ameritrade, and Guardian Life Insurance. Outside of his advisory role, he is a co-owner and licensed agent at Riverdog Insurance LLC. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing both model portfolios and custom strategies based on quantitative analysis and tactical asset allocation.