David Fesmire is a financial advisor at Coordinated Wealth Management, L.L.C. in Hendersonville, TN, with 18 years of industry experience. He holds a Series 65 designation and has been with Coordinated Wealth Management since 2007. In addition to his advisory role, he owns and operates Coverage Solutions Group LLC, a life and health insurance agency where he serves as an employee benefit consultant and broker. Coordinated Wealth Management serves individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

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.

Paul Winkler is a ChFC® credentialed financial advisor with 34 years of industry experience. He has led Paul Winkler, Inc. since 2000. Outside of advising, he authors investment-related books, serves as a therapist at a counseling center, and sits on the Board of Trustees for Trevecca University. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business owners, and corporations. The firm emphasizes investor education through workshops, media content, and coaching programs, implementing portfolios via third-party managers using modern portfolio theory and an efficient-market approach.

Brian Koonce is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Paul Winkler, Inc. since 2019. Prior to joining the firm, he held roles in education and healthcare, including positions at the University of Kentucky College of Pharmacy and various school boards. He is also an enrolled agent providing independent tax preparation services in Goodlettsville, TN. Paul Winkler, Inc. offers investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporations. The firm utilizes a co-advisor model with third-party asset managers and applies modern portfolio theory and multi-factor approaches in portfolio construction, while also providing investor education through workshops, media, and subscription coaching programs.

Ethan Ballek is a financial advisor at SageGuard Financial Group, LLC in Goodlettsville, TN, holding a Series 65 designation. He is part of a 14-advisor team at SageGuard, a multi-advisor registered investment adviser managing a diverse client base. SageGuard Financial Group serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, providing portfolio management and comprehensive financial planning through model portfolios tailored to client risk profiles. The firm manages approximately $755.7 million, with a significant portion handled on a non-discretionary basis, a notable feature for a multi-advisor firm.

David Mcillwain is a financial advisor with KPP Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at LPL Financial LLC and FSC Securities Corporation. KPP Advisory Services LLC provides personalized financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on mutual fund and ETF-based, asset-allocation portfolios supplemented by third-party managers and algorithm-driven strategies.

Jeffrey Ward is a financial advisor at SageGuard Financial Group, LLC, holding Series 63 and Series 65 licenses. He has been with SageGuard since 2025 and has prior experience in residential real estate sales as president of Realty N Motion Inc. He is also licensed to sell life and health insurance policies. 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.

James Wood is a CFP® and holds a Series 66 license with 27 years of industry experience. He has been with Paul Winkler, Inc. since 2014. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure using third-party asset managers and relies on modern portfolio theory, multi-factor approaches, and an efficient-market philosophy in portfolio construction.

Scott Collins is a ChFC® and Series 65-licensed financial advisor with three years of industry experience. He has worked at Paul Winkler, Inc. since 2022 and previously held positions at SAIC, Leidos, Paragone Solutions, and Vectrus Systems. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor model using third-party asset managers and applies modern portfolio theory and multi-factor approaches in portfolio construction, while also offering investor education through workshops, media, and subscription-based coaching programs.

Darwin Johnson is a financial advisor with SageGuard Financial Group, LLC, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked with SageGuard Financial Group since 2009, including multiple roles from 2012 onward, and has also been associated with Alphastar Capital Management LLC since 2021. SageGuard Financial Group is a multi-advisor registered investment adviser serving 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 diversified portfolios through a range of model strategies tailored to various risk profiles, managing a significant portion of assets on both discretionary and non-discretionary bases.

Kenneth Thomas is a Series 65-licensed financial advisor at Success Wealth Management LLC with three years of industry experience. He previously worked at Gradient Advisors LLC and has held roles involving insurance sales and advisory services at M&O Marketing LLC and Gruening Health and Wealth. Thomas is also the owner of Southern Capital Solutions LLC, an advisory business. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients, employing a goal-based, Modern Portfolio Theory framework for asset allocation and risk management. The firm manages approximately $96.6 million in discretionary assets and utilizes third-party sub-advisors and platforms to support client portfolios.

Bruce Arnold is a CFP® professional with 44 years of experience in the financial industry. He is currently with KPP Advisory Services LLC and has previously worked at LPL Financial LLC and FSC Securities Corporation. Arnold holds Series 63 and Series 65 licenses. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $874 million in client assets, offering discretionary and non-discretionary portfolio management with a focus on mutual fund and ETF asset-allocation strategies.

Vincent Polivka is a financial advisor at Vanguard Capital with 36 years of industry experience. He holds a Series 63 designation and has worked with Vanguard Capital and Vanguard Capital Wealth Advisors since 1999. Vanguard Capital provides discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across 180 client relationships. The firm’s investment approach includes diversified allocations across equities, ETFs, mutual funds, and fixed income, tailored to client profiles, with risk management strategies such as periodic rebalancing and covered-call options for qualifying clients.

Mariafearlene Brown is a financial advisor at Paul Winkler, Inc. with 14 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with the firm since 2014. Outside of advisory work, she is a self-employed insurance agent, a role she has held since 1996 but currently devotes no time to. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services 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, alongside investor education programs including workshops, podcasts, online courses, and a subscription coaching service.

Joseph Weeks is a financial advisor at Key Capital Management, Inc. with five years of industry experience. He holds the Series 66 designation and has previously worked at Shoemaker Financial, Securian Financial Services, and Cetera Advisor Networks. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles, managing approximately $393 million in discretionary assets with a team of seven advisors serving around 1,730 client relationships.