Steve Lewis

Leah Jenkins is a financial advisor at Sterling Wealth Advisors, Inc. in Columbia, TN. She holds a Series 65 designation and has been with Sterling Wealth Advisors since 2008. Prior to that, she worked at Nashville Turf in 2017. Sterling Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis to tailor portfolios primarily with no-load mutual funds, ETFs, bond funds, U.S. government securities, and cash equivalents.

Joshua Loveall is a CFP® with 15 years of experience in the financial industry. He has been with KB Financial Advisors LLC since 2014. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates by providing investment advisory services, financial planning, and related consulting. The firm offers discretionary portfolio management using fundamental analysis and includes annual tax-return preparation as part of its service packages.

Hannah Colbert is a financial advisor at SageSpring Wealth Partners with four years of industry experience. She holds a Series 66 designation and has previously worked with several firms including Raymond James Financial Services and Montgomery & Associates. Colbert currently supports the Swatzell Wealth Team in addition to her role at SageSpring. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets across a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based portfolio management approach that incorporates asset allocation, monitoring, and the use of various investment strategies.

Andrew Varnedoe is a CFP® professional with five years of industry experience. He is currently with EverSource Wealth Advisors, LLC and previously worked at Thrivent Financial and Thrivent Investment Management Inc. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional and advisory clients, providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives offering multiple investment programs and employs a values-based portfolio approach informed by a stated Judeo-Christian framework.

Matthew Storey is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and nine years of industry experience. His career includes positions at Edward Jones, Wells Fargo, and Jeffrey Matthews Financial Group before joining Navy Federal in 2019. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, 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 account monitoring, rebalancing, and optional overlay services.

Thomas Young is a CFP® with six years of industry experience, currently serving as a financial advisor at Independent Financial Partners. His prior experience includes roles at Tennessee Valley Asset Management Partners, LPL Financial, Edward Jones, and several regional banks. Outside of his advisory work, he is involved with Grow Live Give, a wealth management and financial planning business. Independent Financial Partners is a nationwide firm supporting a multi-advisor platform with over 260 advisors and more than $12 billion in assets under management. The firm offers a decentralized advisory model with options for individualized investment strategies, centralized asset management, and specialized retirement-plan advisory services.