James Gurman

Tj Binkowski is a financial advisor at Narrow Road Financial Planning LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Raymond James Financial Services Advisors, Inc., and served six years in the U.S. Army. Narrow Road Financial Planning LLC offers discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a combination of strategic passive allocation and tactical asset-allocation strategies using quantitative models, with portfolios managed on a discretionary basis and regular risk monitoring.

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.

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.

Daniel Hill is a CFP® with 25 years of industry experience, currently serving as an advisor at Paul Winkler, Inc. since 2013. He has also been involved with D.R. Hill Wealth Strategies, LLC and D.R. Hill & Associates, Inc. for over 18 and 20 years, respectively. Outside of his advisory roles, he holds positions in fixed and health insurance services and manages other investment advisory entities. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporations. The firm employs a multi-factor investment approach grounded in modern portfolio theory and offers 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 previously at UBS Financial Services and Alphastar Capital Management LLC. In addition to his advisory role, he is a licensed insurance agent who occasionally offers insurance products to clients. 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 provides comprehensive financial planning and portfolio management using a combination of fundamental and technical analysis across a range of model strategies.