Martin Mcfarlin is a financial advisor at Arkadios Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kalos Management and Kalos Capital. Outside of his advisory work, he is president of Malachi 4 Publishing, focusing on writing, publishing, and public speaking. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports customized investment strategies through its internal portfolio team and offers discretionary management with various analytical approaches.

Andrew Frevert is a financial advisor at United Advisor Group with 24 years of industry experience. He holds a Series 66 designation and has worked at various firms, including CION Securities, LLC, Purshe Kaplan Sterling Investments, and Cambridge Investment Research. He is also an independent insurance agent for multiple companies through Ascension Financial Partners. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a range of clients from non-high-net-worth to high-net-worth and employs a combination of strategic and tactical asset allocation with value investing and multiple analytical methods.

Lawrence Hartley is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 63 license and bringing 41 years of industry experience. He has been with Thoroughbred Financial Services since 2000. Outside of his advisory role, Hartley is involved in managing movie and story rights through two entertainment companies and serves in leadership roles with nonprofit organizations supporting adults with disabilities and refugee ministries. Thoroughbred Financial Services provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, and qualified plans. The firm emphasizes asset and sector allocation with diversified portfolios primarily composed of mutual funds and ETFs, supplemented by individual securities and alternative investments where appropriate.

Robert Smith is a financial advisor with The Burney Company and holds a Series 66 designation. He has two years of industry experience, including prior roles at Wells Fargo Clearing and Performance Trust Capital Partners. Outside of finance, he has been involved with several sports organizations, including the Auburn University Baseball Team and the Birmingham Barons. The Burney Company serves individual investors, high net worth clients, small businesses, and various institutional accounts. The firm employs proprietary fundamental and quantitative investment models and offers discretionary equity portfolio management, financial planning, and related services through a multi-team advisory platform.

Thomas Parker is a ChFC®-designated financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, bringing 52 years of industry experience. He has been with Thoroughbred Financial Services since 1999. Outside of his advisory role, Parker serves on the boards of two nonprofit organizations focused on community development and sports promotion. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and qualified plans. The firm emphasizes asset and sector allocation, utilizing diversified portfolios mainly composed of mutual funds and ETFs, and offers both discretionary and nondiscretionary management through various account programs.

Elisha Mc Farlin is a financial advisor with Arkadios Wealth Advisors in Murfreesboro, TN. He holds a Series 66 designation and has experience working at multiple firms since 2016, including roles outside the financial sector. Mc Farlin also operates McFarlin Capital, LLC, an investment-related business. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment and wealth management solutions. The firm offers a range of services, including advisor-managed accounts, third-party money manager access, and an internal portfolio team that supports discretionary management across various asset classes.

Brandon Dillard is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 credential and having 10 years of industry experience. He has been with Virtue Capital Management since 2015 and is also self-employed as an insurance provider specializing in life, annuities, long-term care, and Medicare supplement products. Outside of his advisory role, he owns a livestock farm and serves as a board member and volunteer with Fellowship Christian Athletes, assisting with planning events and workshops for student athletes. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers and more than 4,000 clients. The firm employs strategic, tactical, and dynamic investment strategies primarily through mutual funds and ETFs, using quantitative models and due diligence on third-party managers, and offers a range of services including portfolio management, financial planning, and retirement education.

David Cooper is a financial advisor at Realta Investment Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Realta since 2020, following prior roles at SunTrust Advisory Services and Sun Trust Investment Services. Outside of advisory services, he is involved in retail operations including a CBD store and a tropical fish import business. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm emphasizes individualized advice and asset allocation strategies, offering portfolio management through in-house and third-party managers.

Donald Meyer is a financial advisor with First Advisors National, LLC in Brentwood, TN. He holds a Series 65 designation and has 12 years of industry experience. Meyer has served at Cornerstone Senior Services since 2004. He is also principal of Both Hands Financial, an insurance and annuity services business. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party money managers, with supplemental individual security recommendations based on fundamental analysis.

Katherine Wilson is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Thoroughbred Financial Services, LLC since 2015, with a three-year tenure at UBS Financial Services, Inc. from 2016 to 2019. Thoroughbred Financial Services, LLC provides investment supervisory services to a range of clients including individuals, trusts, estates, and retirement plans, managing approximately $4.04 billion in assets. The firm uses a disciplined investment process focused on asset allocation, combining fundamental and statistical analysis, and employs both tactical and strategic management techniques.

Joshua Floyd Sr. is a financial advisor at Keel Point, LLC with two years of industry experience. He holds a Series 66 designation and has been with Keel Point since 2023. Floyd is also licensed as a health and life insurance agent, maintaining residual income from prior sales while transitioning fully to his current role. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based investment approach combining fundamental and quantitative analysis across diverse asset classes, and it offers a range of portfolio management and consulting services including discretionary and non-discretionary strategies.

Daniel Taylor is a financial advisor with Thoroughbred Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Thoroughbred Financial Services since 2022 and concurrently at Nuveen Investments since 2016. In addition to his advisory role, he is involved in selling life, disability, medical, and long-term care insurance through an independent insurance agency affiliated with Thoroughbred Financial Services. Thoroughbred Financial Services provides investment supervisory services to a diverse client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $4.04 billion in assets, focusing on asset allocation as the primary risk and return driver, utilizing mutual funds, ETFs, individual equities, and fixed income within both tactical and strategic management frameworks.

Paige Parker is a financial advisor at Thoroughbred Financial Services, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at the Fulton County District Attorney’s Office. Paige also has a background in law, having been a full-time law student at Emory University from 2017 to 2020. Thoroughbred Financial Services provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm’s investment approach emphasizes asset and sector allocation using diversified portfolios primarily composed of mutual funds and ETFs, supplemented by individual securities and outside money managers.

Timothy Henderson is a financial advisor at First Advisors National, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at Assurance Financial Partners, Horter Investment Management, First American National Investment Advisors, and Brookstone Capital Management. Outside of his advisory roles, he serves as Marketing Director for CMC Pro, a senior benefits and Medicare business where he advises clients on benefits and manages marketing channels. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s approach includes selecting and monitoring third-party money managers and supplementing with individual securities recommendations.

Raymond Mockmore Jr. is a Series 66-licensed financial advisor with Thoroughbred Financial Services, LLC, where he has worked since 2011. He has 16 years of industry experience. In addition to his advisory role, he is also an insurance agent involved in selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, partnerships, and qualified plans. The firm’s investment approach emphasizes asset and sector allocation with diversified portfolios primarily composed of mutual funds and ETFs, supplemented by individual securities and alternative vehicles when appropriate.

Charlotte Goldston is a financial advisor with Thoroughbred Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She worked at UBS Financial Services for 24 years before joining Thoroughbred Financial Services in 2025. Outside of her advisory role, she serves on the board of directors and as a mentor for Rocketown, a youth outreach organization supporting at-risk teens in Nashville. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth individuals and institutions. The firm emphasizes asset and sector allocation with diversified portfolios, utilizing mutual funds, ETFs, and external money managers, and offers both discretionary and nondiscretionary management programs.

Brayden Oswald is a CFP® professional with three years of industry experience, currently serving as an advisor at The Burney Company. Prior to joining Burney, he held roles at MRWM Capital Management, MRWM Advisors d/b/a Music Row Wealth Management, and BLR. The Burney Company serves primarily individual investors, including high net worth clients, and also manages accounts for small businesses, pension plans, trusts, estates, and charitable organizations. The firm employs a combination of proprietary fundamental and quantitative models and offers a range of investment solutions, including actively managed ETFs and customized portfolio options.

Kelli Gabriel is a financial advisor with Wealth Watch Advisors, Inc. in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Madison Avenue Securities, LLC and Cambridge Investment Research Advisors. Wealth Watch Advisors serves a broad client base including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm uses a combination of quantitative, qualitative, and technical methods to implement portfolio management, including third-party model managers and approved alternative private placements for accredited investors.

Jeremy Rettich is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and has 19 years of industry experience. He serves as Chief Executive Officer of Virtue Capital Management and is also involved in several affiliated entities, including Virtue Advisors, an insurance marketing organization where he is president, and a firearms and ammunition sales business. Rettich has held leadership roles across multiple related firms since 2003. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for more than 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, ERISA and qualified plan consulting, and a financial education course for pre-retirees, employing quantitative models and an active, model-driven investment approach.

John Fussell is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 63 designation and 29 years of industry experience. He has been with Thoroughbred Financial Services since 2000. Outside of his advisory role, Fussell is involved in an independent insurance agency where he services existing insurance cases and sells life, disability, medical, and long-term care insurance. Thoroughbred Financial Services provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, estates, charitable organizations, and qualified plans. The firm’s investment approach emphasizes asset and sector allocation, using diversified portfolios of mutual funds, ETFs, individual securities, and occasionally structured or private-credit vehicles, with ongoing manager evaluation and periodic reviews.