John Gilmore is a CFP® with 11 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC. Prior to joining Kingswood in 2026, he worked with The Leaders Group, Inc. and TPG Financial, Inc., where he is a director involved in insurance business activities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture investment platform, often employing third-party managers and supporting insurance-linked account management.

Jack Herndon Jr. is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 63 designation and over 41 years of industry experience. He has been with Thoroughbred Financial Services since 1999. Outside of his advisory role, he also works as an insurance agent, selling 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 emphasizes asset and sector allocation with diversified portfolios primarily composed of mutual funds and ETFs, and it offers both discretionary and nondiscretionary management through various account programs.

Jeffrey Bolling is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2010 to 2017. He is also involved with Bolling Wealth Group LLC, an investment-related business affiliated with B. Riley Wealth Management. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of investment programs and manages over $4 billion in client assets through a team of approximately 173 advisors.

Preston Morris is a financial advisor with StoneX Advisors Inc., holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with StoneX Advisors since 2016 and has worked at StoneX Securities Inc. since 2004. Outside of his advisory role, he is involved in managing family farming operations and serves as a trustee managing assets within family trusts. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, integrating proprietary and third-party money managers with platforms such as Envestnet and Advyzon for portfolio implementation and tax-aware services.

Justin Parker is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, Tennessee, holding Series 63, Series 65, and Series 66 licenses and bringing 22 years of industry experience. He has been with Thoroughbred Financial Services since 2002. Outside of his advisory role, Parker is also engaged as an insurance agent, selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services provides investment supervisory services to a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm’s investment approach centers on asset allocation complemented by sector and manager selection, employing mutual funds, ETFs, individual equities, and fixed income with both tactical and strategic management techniques.

Victor Ledoux is a financial advisor with United Advisor Group in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with firms including Cambridge and Woodbury Financial Services. Outside of his advisory role, he serves as president and managing partner of Ascension Financial Partners. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management along with financial and retirement planning. The firm employs a variety of investment approaches, including proprietary model portfolios and third-party money managers, tailored to each client’s needs.

James Justice is a financial advisor with United Advisor Group, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, THE O.N. Equity Sales Company, and Ohio National Financial Services. He is also an independent insurance agent through Ascension Financial Partners. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management, financial planning, family office services, and financial education. The firm employs a variety of investment approaches, including proprietary model portfolios and third-party money managers, tailored to client needs.

Michael Mercurio is a financial advisor at The Fiduciary Alliance in Nashville, TN, holding a Series 65 designation. He has been with The Fiduciary Alliance since 2026 and previously worked at Stephens & Associates starting in 2015. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, retirement plans, and other advisers. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and manages accounts with an emphasis on tax-efficient strategies and rebalancing.

Scott Winters is a financial advisor with IPI Wealth Management, Inc. in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with IPI Wealth Management since 2000 and is also associated with Investment Planners, Inc. since 1996. Outside of advisory work, he is involved in tax preparation through Investment Planners, PLLC. IPI Wealth Management serves a diverse client base that includes individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an investment committee framework, offering a range of portfolio management and financial planning services.

Jeffrey Lynch is a financial advisor with ON Investment Management CO in Nashville, TN, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including over three decades with The O.N. Equity Sales Company and The Ohio National Life Insurance Company. Outside of his advisory role, Lynch is a partner in a restaurant franchise and active in charitable work, serving as president of two nonprofit organizations. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary strategies and access to third-party investment programs.

Adam Johnson is a financial advisor at Savvy with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network, Country Trust Bank, Country Capital Management Co, and Country Insurance Affiliates. Outside of advising, he is the founder of Revive Risk Management LLC, which sells home, auto, and commercial insurance, and he is co-trustee and owner of Dills Donuts Inc., a coffee and donut sales business. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach supplemented by active equity portfolios, tax-aware strategies, and technology-driven tools, including third-party sub-advisers and fintech platforms.

Martha Walthall is a financial advisor at Thoroughbred Financial Services, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Thoroughbred Financial Services, she worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Walthall is also involved in insurance sales, focusing on life, disability, medical, and long-term care insurance. Thoroughbred Financial Services provides investment supervisory services to a diverse client base including individuals, trusts, estates, and retirement plans. The firm emphasizes asset allocation in its investment approach and uses a combination of mutual funds, ETFs, individual equities, and fixed income, employing both tactical and strategic management techniques.

Dominic Cespino is a financial advisor at Silver Oak Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at Securities America, Inc. since 2020 and previously at Waddell & Reed Inc. from 2015 to 2019. Outside of his advisory roles, he has been involved with the Catholic Business League since 2018. Silver Oak Securities serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a large network of financial professionals. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Matthew Kennedy is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at First Heartland Capital Inc and founded Impact Holdings, LLC, where he provides practice management coaching for dentists. In addition to his advisory role, he is involved in insurance sales and coaching insurance advisors through several business ventures. Virtue Capital Management, LLC is an SEC-registered enterprise adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of active tactical, strategic, and quantitative strategies to tailor portfolios and offers discretionary and non-discretionary management, financial planning, and educational programs such as Retirement Answers 101.

Cameron Weddington is a financial advisor at Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 66 designation with nine years of industry experience. He has been with Thoroughbred Financial Services since 2017 and previously worked at Guyliano Mortgage Inc. He is also a co-host of The Turkey Hunter Podcast, a non-investment-related activity. Thoroughbred Financial Services provides investment supervisory services to a variety of clients, including individuals, trusts, and charitable organizations, managing approximately $4.04 billion in assets. The firm emphasizes asset allocation and uses a combination of mutual funds, ETFs, and individual securities while employing both tactical and strategic management approaches.

Jimmy Orman is a financial advisor at Thoroughbred Financial Services, LLC with 52 years of industry experience. He holds a Series 63 designation and has been with Thoroughbred Financial Services since 2000. Outside of advising, he is involved in managing a farm for hay production and hunting in Dickson, TN. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, and organizations. The firm emphasizes asset and sector allocation using diversified portfolios primarily composed of mutual funds and ETFs, while also evaluating outside managers and conducting regular portfolio reviews.

William Webb is a financial advisor with Csenge Advisory Group, LLC, holding Series 66 and Series 63 licenses and having 21 years of industry experience. He has worked with Compass Advisory Partners LLC since 2015 and has held roles at Lion Street Financial and FSC Securities Corp. Webb serves on the board of directors for the Awakening Foundation, a charitable organization. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a combined fundamental and technical analysis approach focused on relative strength and customizes portfolios using discretionary or model-based strategies.

Cynthia Pillard is a financial advisor at United Advisor Group with nine years of industry experience. She holds Series 66, Series 65, and Series 63 licenses and has worked with multiple firms including Ascension Financial Partners, Hornor, Townsend & Kent LLC, and Principal Securities Inc. In addition to her advisory role, she operates as an independent insurance agent specializing in life insurance brokerage. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base using proprietary model portfolios, third-party sub-advisors, and custom accounts, combining strategic and tactical asset allocation with value investing and various analytical approaches.

Danny Gordon is a financial advisor with First Advisors National, LLC in Brentwood, TN, holding a Series 65 designation and 13 years of industry experience. He has served as president of iGroup Senior Markets, a services, insurance, and annuity products firm based in Fairfax, VA, since 2016. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and employs tactical and strategic asset allocation with a focus on third-party money manager selection and oversight.

Daniel Mills is a financial advisor with Guardian Life and Park Avenue Securities holding a Series 63 designation and over 31 years of industry experience. His career includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC prior to his current positions since 2020. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using model portfolios from in-house and third-party managers, as well as a digital advisory solution named VestWise™.