Blake Schnell is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and The University of Alabama. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, with services delivered through Empower’s recordkeeping and administrative platforms.

Priya Khanna is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2025. Prior to joining Focus Partners, she worked for 18 years at BNY Investments. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

James Murphy Sr. is a financial advisor with TLG Advisors, Inc. based in Nashville, TN, holding a ChFC® designation and Series 63 license. He has 44 years of industry experience, including long tenures at Securities Management & Research, Inc. and American National Insurance Company. He is also involved with Horizon Insurance Group LLC as an independent representative advising securities clients. TLG Advisors, Inc. serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management using a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, with offerings that include a direct-to-consumer digital program called Starlight Portfolios.

Christopher Trokey is a CFA® charterholder with 24 years of industry experience, currently serving at Truist Advisory Services in Nashville, TN. His prior roles include 13 years at GenSpring Family Offices, LLC and 8 years with Suntrust Investment Services and Suntrust Advisory Services. Outside of finance, he is licensed as an armed security guard and provides contracted security services for nonprofit events. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Michael Wood is a Series 66-licensed financial advisor with Truist Advisory Services, bringing four years of industry experience. His career includes roles at Truist Advisory Services since 2022, Truist Investment Services starting in 2021, and Origin Bank from 2017 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by third-party platform partnerships and AI-enabled research tools.

Stephen Enoch is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His career includes roles at firms such as Lion Street Financial, Securities America, and Highland Capital Brokerage. Outside of advisory services, he owns the intellectual property rights of the late Lewis Grizzard and has interests in a family farm. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans, with over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of investment advisory and brokerage services, utilizing discretionary and non-discretionary strategies supported by both in-house and third-party solutions.

Westin Kaser is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Principal Financial Services and has worked at several firms, including LPL Financial and CUNA Brokerage Services. Prior to his financial services career, he was employed by UberEats and worked in the restaurant industry. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, estates, and active-duty U.S. military personnel abroad. The firm specializes in direct advisory programs, financial planning, and access to third-party money manager solutions, offering both adviser and promoter arrangements.

Drew Hadlock is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Jackson National Life Distributors from 2016 to 2022 and has been with CNR Securities, LLC since 2022. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and institutional investors. The firm employs a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to construct customized portfolios across various asset classes.

Maged Hanna is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked at Fifth Third Bank and American Life Insurance Company, and he has experience in education with Metropolitan Nashville Public Schools and Lipscomb University. Outside of his advisory work, he is involved in self-publishing through Kindle Direct Publishing. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through various managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with resources including mutual-fund/ETF models, SMA strategies, and tax-overlay services.

Bryan De Cuir is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 20 years of industry experience. He has worked at LPL Financial, LLC since 2006 and joined Private Advisor Group in 2022. In addition to his advisory work, he is a licensed attorney involved in estate planning through Complete Wealth Preservation, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that integrates both discretionary and non-discretionary approaches, utilizing proprietary and third-party platforms alongside a range of investment strategies.

Clarence Hoskins III is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Prudential Investment Management Services LLC and The Prudential Insurance Company of America. Prior to his advisory career, he served four years in the U.S. Army. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with retail IRA and brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial planning and optional managed account solutions.

Justin Druckenmiller is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes roles at LPL Financial and Waddell & Reed, Inc., as well as experience with various insurance carriers through W & R Insurance Agencies. He provides investment advisory services primarily through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that utilizes technology platforms and third-party managers.

Brandon Edwards is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and Waddell & Reed. Outside of his advisory work, he is involved with the Starfish Infertility Foundation and the Brandywine Pointe Dock Association. 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 model that incorporates both proprietary and third-party investment strategies, utilizing multiple investment approaches and technology platforms.

Jeremy Newgard is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Thrivent Financial, Hartford Funds Distributors, Ivy Funds Distributor, and Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model, utilizing a range of investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

Joshua Grogan is a financial advisor at Private Advisor Group, LLC, with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and American HomePride prior to joining Private Advisor Group and LPL Financial in 2021. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

William Barclay Jr. is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at InterOcean Capital Group LLC and John Hancock Investment Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies and offers access to private funds and third-party managers.

Scott Paschal is a financial advisor at Mercer Global Advisors Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Financial Partners Group, LLC for 12 years. Outside of advising, he is the managing member of Hickory Hills Farm, LLC, a farming business operating as Cellar 53 Winery. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

David Rhodes is a CFP® and ChFC® with 36 years of industry experience. He is currently with United Planners Financial Services of America and has held prior roles at SCF Investment Advisors, SCF Securities, and Parkland Securities. Rhodes serves as Secretary of the Mt. Juliet Noon Rotary and President of Celebration Lutheran Church, both community organizations in Mt. Juliet, TN. United Planners Financial Services serves a diverse client base that includes individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent Investment Advisor Representatives.

David Dermenjian is a financial advisor with Creative Planning who holds a Series 66 designation and has 24 years of industry experience. Prior to joining Creative Planning in 2023, he worked for Mesirow Financial, Inc. for 21 years. Outside of his advisory role, Dermenjian serves on the boards of several companies, including Olio Health, Inc., an oilfield services firm, an engineering and design company, and an oil and gas business; he also provides consulting support to a natural cattle production enterprise and has held a senior leadership role on the John Hancock Advisory Board. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Zachary Harris is a financial advisor with Truist Advisory Services who holds the Series 66 designation and has 19 years of industry experience. Prior to joining Truist in 2025, he worked for Robert W. Baird for 17 years. Harris is also the owner of a single-family residential property in Nashville, TN. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.