Will Coleman is the Global Head of Strategic Accounts for Franklin Templeton, and previously with Legg Mason, where he worked since 2004. Prior to his current role, he worked with…

Vishal Jain is the head of Financial Wellness strategy and development at Prudential Financial. He leads the evolution of Prudential’s financial wellness offerings. Prior to his current role, Vishal led…

Vinny joined Transamerica in 2020 as a Regional Vice President on the DCIO side. Prior to that, he worked as a Senior Retirement Consultant for Oppenheimer Funds. He graduated from…

Sam Sanchez is the founder and CEO of Sam’s Sports Bars and Sperry’s Restaurants, a collection of restaurants throughout middle Tennessee.  He graduated from Sam Houston State University and currently…

Rob has been a Partner at Waller Landsen Dortch and Davis since 1997. He attended Dartmouth for his undergraduate degree and received his JD from Columbia Law School. He lives…

Rob is Managing Partner of Day Hagan Logix LLC, a joint venture of Gries Financial Partners and Day Hagan Asset Management. Previously he served as President of Logix Investment Management…

Ryan is the Head of Music at ROAR, a Los Angeles-based talent, music, and brand management firm with expertise in artist development, strategic partnerships and marketing techniques. Additionally, he is…

Richard recently became President of Vestwell and is based in Brentwood. Before this role, he was Divisional Vice President for Ascensus. He is a graduate of Lipscomb University, where he…

Robert is and award-winning entrepreneur, best-selling author, and President and CEO of Imperial Cleaning Services in Nashville. In addition to his work with ICS, Robert is the founder of Impact…