Heather Brandi Tremaine

Tj Binkowski is a financial advisor at Narrow Road Asset Management with three years of industry experience. He holds a Series 66 designation and has held positions at firms including Edward Jones and Raymond James Financial Services Advisors, Inc. Prior to his financial career, he served six years in the U.S. Army. Binkowski also contributes written content to Seeking Alpha. Narrow Road Asset Management provides discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses a systematic, data-driven investment approach called the Narrow Road Adaptive Capital Strategy, which combines quantitative and fundamental analysis to manage exposure and mitigate downside volatility.

Randy Puckett is a financial advisor at Cosey Financial Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and previously worked at Financial Partners Group, LLC from 2013 to 2017. In addition to his advisory role, he is involved in insurance-related activities. Cosey Financial Services, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm offers discretionary asset management and financial planning, employing a range of analytical methods and strategies tailored to client objectives.

Kenneth Thomas Jr. is a financial advisor at Coast Wealth Management Group, LLC with three years of industry experience. He holds a Series 65 designation and has previous experience at Success Wealth Management LLC, Gradient Advisors LLC, and Charter Financial Group. In addition to his advisory work, he is involved in insurance sales through M&O Marketing LLC and Gruening Health and Wealth. Coast Wealth Management Group provides investment management and financial planning services primarily to individual and small business clients. The firm employs a blend of fundamental analysis and both long- and short-term strategies, managing accounts on both discretionary and non-discretionary bases.

Jeffrey Atchison is a Series 65 licensed financial advisor with 15 years of industry experience. He has worked at SageGuard Financial Group, LLC since 2022 and previously served at Alphastar Capital Management LLC and Sageguard Investment Advisory Services. Outside of his advisory role, he is the owner of Great Elm Properties, LLC, a property investment business. SageGuard Financial Group is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis to implement a variety of model strategies across asset classes, managing both discretionary and non-discretionary accounts.

Curtis Henson is a CFP® professional with eight years of industry experience, currently serving at Paul Winkler, Inc. since 2015. He is based in Goodlettsville, TN, and works within a multi-team firm environment. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and uses modern portfolio theory and multi-factor approaches in portfolio construction, while also offering investor education through workshops, podcasts, online courses, and a subscription coaching program.

Lukas Smith is a financial advisor at SageGuard Financial Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at SageGuard Financial Group since 2016, including his current tenure starting in 2022. In addition to his advisory role, Smith is a licensed insurance agent and occasionally offers clients insurance products. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $755.7 million across various portfolios and strategies, with a significant portion of assets managed on a non-discretionary basis.