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. in Brentwood, Tennessee, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with StoneX Advisors since 2016 and previously worked at StoneX Securities and Morgan Stanley DW Inc. Outside of his advisory work, Morris is involved in managing several family farming operations. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and manager selections to implement client strategies.

Justin Parker is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, Tennessee. He holds Series 63, 65, and 66 licenses and has 22 years of industry experience. Parker has been with Thoroughbred Financial Services since 2002. He is also active as an insurance agent, selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services provides investment supervisory services to individuals, trusts, charitable organizations, and various business entities. The firm manages approximately $4.04 billion in assets, focusing on asset allocation and employing a combination of strategic and tactical 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 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network and Country Capital Management Co. Outside of advisory work, he is the founder of Revive Risk Management LLC, which focuses on insurance sales, and co-trustee and owner of Dills Donuts Inc., a coffee and donut business. Savvy provides comprehensive investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized, primarily index-based long-term investment strategies while incorporating active equity portfolios, third-party sub-advisers, and technology-driven tools including tax-aware direct indexing and in-house estate planning support.

Martha Walthall is a financial advisor at Thoroughbred Financial Services, LLC with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Thoroughbred in 2024, she held roles at Trinity Wealth Securities and Florida Financial Advisors. Outside of her advisory work, she is also involved in selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services manages over $4 billion in assets for individuals, trusts, charitable organizations, and other entities. The firm’s investment approach centers on asset allocation, using mutual funds, ETFs, and selective equities and fixed income, and combines fundamental and statistical analysis with 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 in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at Virtue Capital Management and Impact Holdings, LLC since 2020, with prior experience at First Heartland Capital Inc and as a self-employed professional. Outside of advisory work, he founded Impact Holdings, which provides practice management coaching for dentists, and he is involved in coaching insurance advisors and insurance sales through his own firms. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering portfolio management, financial planning, consulting, and third-party due diligence. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates through a multi-team model with a distinctive structure that includes dual registration and affiliated businesses providing a range of investment and insurance services.

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 at Csenge Advisory Group, LLC with 21 years of experience in the industry. He holds Series 66 and Series 63 registrations and has previously worked at firms including Compass Advisory Partners LLC, FSC Securities Corporation, and Edward Jones. Webb serves on the board of a charitable foundation, the Awakening Foundation. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment process uses a combination of fundamental and technical analysis with an emphasis on relative strength and a four-step market/sector/manager/risk approach, offering customized portfolio management through discretionary or model-based allocations.

Cynthia Pillard is a financial advisor with United Advisor Group, holding Series 66, Series 65, and Series 63 licenses and nine years of industry experience. She has worked at multiple firms including Principal Securities Inc., Hornor, Townsend, & Kent LLC, and Shoemaker Financial. In addition to her advisory role, she is an independent insurance agent specializing in life insurance brokerage. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage clients. The firm serves both non-high-net-worth and high-net-worth clients, employing a combination of strategic and tactical asset allocation along with value investing and various analytical methods to tailor portfolios.

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 holds the Series 63 designation. He has 31 years of industry experience, including prior roles at Principal Financial Services and The Prudential Insurance Company of America. Mills currently operates out of Brentwood, TN. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individual, corporate, and charitable clients. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services.

Dwayne Vick is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2019 and previously with Guardian Life from 2013 to 2019. Outside of advisory services, he is involved in life insurance brokerage and has part-time experience in luxury men's clothing retail. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs and financial planning services. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Dustin Dawes is a financial advisor at Guardian Life with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Dawes has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2010. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to insurance products and alternative investments through its connection with Guardian Life.