Joseph Modica is a CFP® professional with 7 years of experience in financial advising. He has operated Modica Financial Services since 2008 and also manages tax and insurance-related businesses dating back to 1989. In addition to advisory services, he prepares income tax returns and provides audit representation. Modica Financial Services offers asset management and financial planning primarily to individual and high-net-worth clients, integrating tax planning, audit representation, and insurance solutions. The firm employs a long-term, buy-and-hold investment strategy with periodic rebalancing and manages client portfolios on a primarily non-discretionary basis.

Byron Ford is a CFP® with 30 years of industry experience, currently with Stonex Advisors Inc. since 2016. He has previously worked at StoneX Securities Inc., Intl Advisory Consultants Inc., BrokersXpress LLC, and LPL Financial. In addition to his advisory role, he operates Keith Ford and Associates, providing investment advice, insurance, and financial planning services. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies, including advisor-managed portfolios and model solutions, supported by a range of platforms and third-party money managers.

Jorie Pitt is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. She previously worked at AHC Advisors, Inc. for nine years before joining Mission Wealth in 2020. Mission Wealth Management is an SEC-registered, multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent individuals, families, and institutional clients. The firm employs customized, long-term investment strategies across a broad range of assets and offers services including fiduciary retirement plan management and cross-border planning.

William Brantley is a financial advisor with Level Four Advisory Services holding a Series 66 designation and six years of industry experience. Prior to joining Level Four in 2024, he worked at Wells Fargo Advisors for five years. He also serves in the Tennessee Army National Guard. Level Four Advisory Services is an enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with tailored financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of affiliated and third-party managers.

Ryan Hohensee is a CFP®-designated financial advisor at Manning & Napier Advisors, LLC with six years of industry experience. His prior work includes roles at Paychex and the Town of Webster Parks and Recreation Department. Outside of his advisory work, he has also worked as an Uber driver. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, alongside managing discretionary separately managed accounts and offering non-discretionary advice to proprietary funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and offers various retirement plan and wealth management services.

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.

William Bryson Jr. is a financial advisor with Equitable Advisors in Lebanon, TN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors, LLC. Bryson serves as a board member of Friendship Christian School and is involved with the Wilson County Sportsman Club as a board member and officer. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutions. The firm utilizes a variety of advisory models and third-party asset managers to deliver personalized investment solutions.

Melissa Gray is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Below is a Wealth Management Advisor specializing in helping individuals and small businesses manage their wealth, with a particular focus on assisting plan sponsors in the management and administration of retirement plans such as 401(k), Profit Sharing, and Defined Benefit plans. He holds multiple professional designations including Chartered Retirement Planning Counselor™, Chartered Retirement Plan Specialist™, Certified Plan Fiduciary Advisor®, Retirement Benefit Consultant, and Portfolio Manager. Prior to his current role, Mr. Below founded Senergy Incorporated, a consulting firm focused on procuring financing and developing energy-saving projects for commercial buildings. He attended the University of California at Berkeley and Humboldt State University, concentrating on economics and accounting. He is based in Santa Rosa, where he lives with his wife and two sons. Mr. Below's client focus areas include corporate benefits, divorce transition planning, employee benefits planning, individual and corporate investment strategy, tax minimization, and retirement income. He is affiliated with Merrill Lynch Wealth Management and actively participates in his community through volunteer work.

Tracey Hay is a financial advisor with Equitable Advisors in Lebanon, TN, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has worked at Equitable Advisors and its predecessor AXA Advisors, LLC since 1999. Outside of her advisory role, she is a 33 percent owner and partner in a commercial property business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of investment programs and third-party managers to tailor advice to client risk profiles, serving both non‑high-net-worth and high-net-worth clients.

Thomas Wade Jr. is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at Wells Fargo Advisors and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet diverse client needs.

Tonya Brimer is a financial advisor at Edward Jones with a Series 66 designation and 16 years of experience at the firm. She also engages in real estate activities as a salesperson with Macon Realty Co. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Jeffrey Mark is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns Jeffrey Mark Motorsports, an Indy race car ownership venture. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with advisory services integrated alongside other financial products and referral channels.

Denise Barrows is a CFP® professional with 31 years of experience in financial advisory and wealth management. She is currently affiliated with Cetera and BSV CPAs and Wealth Advisors LLC, and previously worked at Avantax and 1st Global Advisors. Barrows serves on the Board of Directors of the Financial Services Institute, which advocates for independent financial advisors and their clients. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients.

Daniel Foutch is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and was previously with J.J.B. Hilliard, W.L. Lyons, Inc. for 36 years. Outside of his advisory role, he is involved in managing a family farm through Foutch Farms, LLC. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, including traditional and complex investment strategies.

Stephen Russell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Russell has worked with Raymond James since 2005 and is also a partner in an excavating business and a real estate development venture, in addition to managing a small hobby farm with beef cows and honey bees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brandon Harris is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2022, with prior experience at Wilson Bank & Trust, American Eagle, Volunteer State Community College, and Citizens Bank of Carthage. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Anthony Helton is a CFP® professional with 35 years of experience in the financial services industry. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as an elder at The Greater Nashville Church, where he is involved in ecclesiastical decision-making. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models delivered through third-party program sponsors and focuses on matching clients to appropriate investment solutions based on risk tolerance and personal or plan information.

Sharolyn Williams is a financial advisor with LPL Financial holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones for seven years and has experience at Asurion and Lipscomb University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and nonprofits through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Kyle Setelin is a Series 66-credentialed financial advisor at Equitable Advisors with three years of industry experience. Before joining Equitable Advisors in 2022, he worked in sales and service roles, including positions at Crye-Leike and Cracker Barrel. Outside of his advisory work, he has continued to work as a grill cook and has been involved in sales related to a tax account program through Realty Benefits Services. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through various advisory programs and third-party managers, employing a risk-based, model-driven approach without sponsoring its own wrap fee program.