Michael Nance is a financial advisor at Mutual Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc and Primerica Financial Services for 24 years. In addition to his advisory role, he is an independent insurance agent. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, using a combination of passive and active investment strategies tailored to client objectives.

Brent Franklin is a financial advisor at Arete Wealth Advisors, LLC in Nashville, TN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Center Street Securities and Springboard, as well as four years at Lyft Inc. Arete Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Daniel Beringer is a financial advisor at Arax Advisory Partners with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Gries Financial LLC and Charles Schwab. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, offering a range of services including financial planning and retirement plan consulting.

Seth Stewart is a financial advisor at Kingswood Wealth Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Stephens Inc for 13 years. Outside of his advisory role, he is involved in residential property investment and leasing of single-family residences. Kingswood Wealth Advisors serves a diverse client base, including individual investors, high-net-worth clients, and institutions, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture investment platform and integrates affiliated financial entities to support insurance-linked account management.

James Barnes is a CFP® with 12 years of experience in the financial services industry and is currently with Navy Federal Investment Services, LLC. His career has been primarily with Navy Federal-affiliated firms since 2013. He serves on the board of the Humane Society of Pensacola, FL. Navy Federal Investment Services, LLC primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

Edward Sizemore III is a financial advisor with MissionSquare Retirement in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with ICMA Retirement Corporation for 20 years. Outside of his advisory role, Sizemore is involved with a bookkeeping business that he manages part-time. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement plans and providing plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm employs a multi-team advisory structure and partners with Morningstar Investment Management to deliver personalized investment advice and model portfolios for more than 40,000 participants.

Michael Herrmann is a financial advisor at Simplicity Wealth with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Vora Wealth Management PLLC. Herrmann has also operated Herrmann Financial Group since 1995, where he serves as an insurance agent selling life, health, disability, long-term care insurance, annuities, and Medicare-related products. Simplicity Wealth serves a diverse client base, including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a “fund-of-funds” investment approach using ETFs, mutual funds, and individual securities, with a focus on model portfolios and offering various overlays such as tax optimization and customized screening.

Andrew Byers is a financial advisor with BIP Wealth, LLC in Nashville, TN. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior roles include positions at 1st Source Bank Performance Center and several academic institutions including the University of Notre Dame and Georgia Institute of Technology. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, using tailored asset allocations with mutual funds, ETFs, fixed income, and options-based strategies, and also advises private pooled investment vehicles.

Nevile Makau is a financial advisor at Kingsview Wealth Management, LLC in Nashville, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Kingsview, he worked at Edward Jones for three years and has experience in non-financial roles including at A&N Heating and Cooling and T-Mobile. He also was involved with Mama Agnes Special Kids, a nonprofit organization. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management. The firm combines tailored portfolio management by Investment Adviser Representatives with proprietary model strategies developed by an internal portfolio group.

Jackson Kubaszyk is a CFP® professional with four years of industry experience, currently associated with Rossby Financial, LLC. He has worked at Osborn Wealth Management, OneAmerica Securities, American United Life, and Bill C Brown Associates. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension/profit-sharing plans, corporations, and other business entities. The firm uses a variety of analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Andrew Andreotta is a financial advisor with Kovack Advisors, Inc. in Hendersonville, Tennessee, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior roles include positions at LPL Financial LLC, Guardian Life Insurance Company, Park Avenue Securities, and Mutual of Omaha. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets for individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm employs a risk-tolerance-based investment process using both proprietary models and third-party managers, providing portfolio management, financial planning, and access to sub-advisory programs.

Tyler Martin is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently with OneAscent Financial Services LLC and has been affiliated with Stonebridge Investment Counsel, LLC since 2013, where he serves as COO and an investment advisor representative. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers a range of asset management and financial planning services, utilizing both advisor-managed and model-based approaches, and provides additional services such as outsourced CIO and CCO functions.

Michael Burchett is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, holding Series 65 and Series 66 credentials with one year of industry experience. Prior to joining Meridian, he held academic positions at the University of Houston, Fordham University, and West Virginia University. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, using a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and occasional alternative investments.

Kelly Graham is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with B. Riley Wealth Advisors since 2022 and has also served at B. Riley Wealth Management since 2016. Outside of his advisory work, Graham owns Richland Street Creative, a proofreading and writing business, and serves as vice president of the Universal Brotherhood Movement Inc., a nonprofit spiritual organization. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers multiple investment programs and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Matthew Swinford is a financial advisor at Advisory Alpha, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at JB Growth Partners, 1-800 Accountant, and Online Trading Academy. Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for individual and high-net-worth clients through roughly 60 advisors. The firm employs a fund-of-funds approach with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.

Jennifer Brunotts is a financial advisor with B. Riley Wealth Advisors, Inc. She holds Series 63, 65, and 66 licenses and has 21 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2023, she worked at PRGX Global for 11 years. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers various programs such as Advisor-as-Portfolio-Manager, third-party managed accounts through Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Kyler Spencer is a CFP® professional with nine years of industry experience, currently serving at AssuredPartners Investment Advisors. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, and Financial Solutions Midwest. He serves on the board of directors for the National Association of Insurance and Financial Advisors Illinois Chapter, where he holds the position of Secretary and Grand Treasurer. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and offers both discretionary and non-discretionary portfolio management, including third-party manager selection and participant education.

Scott Greenameyer is a Series 65-licensed financial advisor at Redhawk Wealth Advisors, Inc. with 11 years of industry experience. Prior to joining Redhawk in 2020, he worked at Atlas Wealth Management and William Jordan Investments. He is also the CEO of Spectrum College Funding, Inc., which provides fee-based college planning services including financial aid guidance and test preparation. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, and charitable organizations. The firm’s investment approach combines strategic and tactical asset allocation monitored by a weekly committee and includes offerings such as separately managed accounts, held-away account oversight, and educational seminars.

Craig Lodge is a CFP® professional with 26 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. since 2022. He has been associated with B. Riley Wealth Management since 2016. B. Riley Wealth Advisors delivers investment advice and portfolio management services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $4.21 billion in assets across multiple advisory programs and strategies.

John Bayrd II is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Nashville, TN, holding a Series 66 designation with five years of industry experience. Prior to his current role, he worked at CVS, Elevation Ventures LLC, ODEM SA, and Excelorators Inc. Outside of his advisory work, he serves on the board of directors for Excelorators, Inc., an education technology company, and teaches a course on retirement planning through the Financial Educators Network. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs and manages a distinctive asset mix with a predominance of non-discretionary assets.