Todd Meucci is a financial advisor with Kingswood Wealth Advisors, LLC in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Alt Fund Distributors LLC, and Eudaimonia Partners, LLC. Outside of advisory work, he serves on the Brentwood YMCA Advisory Board. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture investment platform and integrates closely with affiliated financial entities to support insurance-linked account management.

Caroline Kroll is a financial advisor at SageSpring Wealth Partners with one year of industry experience. She holds a Series 65 credential and previously worked at The M&W Logistics Group Inc. Caroline’s background includes roles in business and community settings, including experience with the YMCA of Middle Tennessee. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional investors, and plan sponsors. The firm offers customized investment management and consulting services, employing both fundamental and technical analysis to tailor portfolios that meet clients’ objectives and risk profiles.

Robert Facio is a financial advisor at SageSpring Wealth Partners with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including JPMorgan Securities LLC and Merrill Lynch. Outside of finance, he previously worked in education with the St. Tammany Parish Public School System. SageSpring Wealth Partners provides investment management, financial planning, and consulting services to a diverse client base that includes individuals, institutional investors, and plan sponsors. The firm offers tailored portfolios utilizing a variety of investment strategies and leverages multi-team scale alongside institutional expertise.

Kyle Attarian is a CFP®, CFA®, and Series 66-registered advisor with 19 years of industry experience. He has been with Plancorp, LLC since 2009. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment process is based on Modern Portfolio Theory and documented Investment Policy Statements, with discretionary and non-discretionary management options, and incorporates tax-aware strategies such as tax-loss harvesting.

Kevin Underwood is a financial advisor at SageSpring Wealth Partners with four years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services and Shamrock Trading Corp. SageSpring Wealth Partners serves a diverse client base, including individual households across wealth levels and various institutional clients such as retirement plans and sovereign wealth funds. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

Ryan Terry is a Certified Financial Planner® (CFP®) with 11 years of industry experience. He is currently a financial advisor at SageSpring Wealth Partners, where he has worked since 2014. Prior to this, he spent time at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. SageSpring Wealth Partners serves a diverse client base, including individual households across various wealth levels and a range of institutional clients such as retirement plans, banks, insurance companies, and municipal governments. The firm offers tailored discretionary investment management, financial planning, and consulting services, employing a mix of fundamental and technical analysis alongside multi-team resources and third-party manager platforms.

Dennis Delphenich is a financial advisor with Arax Advisory Partners, holding a Series 63 designation and bringing 23 years of industry experience. His prior work includes roles at Gries Financial LLC and Capital Portfolio Advisors in various capacities spanning over two decades. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation approaches.

Eli Watts is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds a Series 66 designation and previously worked at AllianceBernstein and Triad Life Sciences. His background also includes roles in education and business operations. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and supported by around 75 advisors. The firm serves a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting through a goals-based, discretionary approach.

Max Bortenschlager is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera and Artistry Wealth prior to joining SageSpring. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing tailored portfolios that incorporate a variety of asset types and both fundamental and technical analysis.

Jason Plunkett is a CFP® professional with 20 years of industry experience, currently serving as a Financial Advisor at SageSpring Wealth Partners. His prior experience includes roles at Raymond James Financial Services and M&A Securities Group. In addition to his advisory work, he maintains a personal website related to his practice and is licensed as a life insurance agent. SageSpring Wealth Partners serves a wide range of individual and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach that combines fundamental and technical analysis with access to third-party managers and platform services, supporting over 11,500 clients with approximately $8.5 billion in assets under management across 124 advisors.

Katherine Figueredo is a financial advisor at SageSpring Wealth Partners with a Series 65 designation. She has one year of industry experience, including prior roles outside the financial sector. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm offers customized investment management and financial planning, utilizing a variety of asset types and combining fundamental and technical analysis with ongoing portfolio oversight.

Daniel Knelson is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including First Advisors National, LLC and Cetera Advisor Networks LLC. Outside of his advisory role, Knelson services a Medicare plan book of business through Cornerstone Senior Services and works with ECA Marketing, an independent field marketing organization focused on life insurance and related products. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, charitable organizations, and business entities. The firm employs an open-architecture investment platform with a broad toolkit, including equities, ETFs, options, and alternative funds, and manages over $1.1 billion in client assets.

William Ogles is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes long tenures at Pfs Investments Inc. and Primerica Financial Services, as well as roles at Terra Wealth Management, LLC and ConnectMyBiz LLC. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities, managing approximately $905 million in assets. The firm tailors portfolios based on clients’ risk tolerance and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.

Kristin Sanderson is a financial advisor with PKS Advisory Services, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. Her prior roles include positions at Terra Wealth Management, Primerica Financial Services, and work as an independent ballroom dance instructor. Outside of finance, she coordinates webinars and teaches private dance lessons. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, and charitable organizations. The firm employs a diverse range of investment strategies, including the use of third-party models and independent managers, and offers both discretionary and non-discretionary asset management.

Douglas Hardy is a CFP® professional with 23 years of experience in financial services. He is currently with Summit Wealth Group and Purshe Kaplan Sterling Investments, having previously worked at Maryland Farms Wealth Management, Commonwealth Financial Network, and UBS Financial Services. In addition to his advisory work, he is involved in fixed insurance sales through Brentwood Financial Partners. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized investment approach that includes discretionary management, standalone planning, family office services, and uses a variety of analytical methods combined with tax-loss harvesting and third-party managers.

Jeffrey Mucci is a financial advisor at Stratos Wealth Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at Financial Engines Advisors, The Mutual Fund Store, and Valic Financial Advisors. He is also a managing partner at Flagship Financial Advisors, where he provides investment advisory and financial planning services. Stratos Wealth Advisors is a multi-team SEC-registered firm with approximately 71 advisors managing about $5.57 billion across 4,928 clients. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering customized financial planning and portfolio management through a network of independent advisory representatives.

Melissa Jones is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners since 2018. Her prior experience includes roles at Raymond James Financial Services and Paducah Financial Consultants. She is also a member of the Tunstall Wealth Team, where she contributes to financial planning activities. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets, serving a diverse client base that includes individuals, institutions, and retirement plans. The firm offers personalized investment management and consulting services, employing a goals-based approach with a variety of strategies and oversight of third-party managers.

James Grenn is a CFP® with eight years of industry experience and currently serves as a financial advisor at SageSpring Wealth Partners. He has previously worked with Raymond James Financial Services and Raanes Capital Advisors. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, offering tailored investment management and consulting services. The firm combines multi-team scale with access to OCIO and TAMP programs, managing approximately $8.5 billion across 11,500 clients.

Jeffrey Dobyns is a CFP® and ChFC® with 27 years of industry experience. He is currently with Sagespring Wealth Partners and has held roles at Raymond James Financial and Southwestern Corp. Dobyns serves as chairman of the nonprofit Men of Valor and is a board member of Send Musicians to Prison. Sagespring Wealth Partners provides discretionary investment management, financial planning, and consulting services to a diverse client base, including individual households, institutional clients, and plan sponsors. The firm employs tailored portfolio strategies that incorporate various asset classes and utilizes both fundamental and technical analysis, supporting clients with multi-team scale and access to OCIO and TAMP programs.

William Bratton is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services from 2016 to 2024. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs tailored portfolios using various investment vehicles and incorporates fundamental and technical analysis, periodic rebalancing, and third-party manager relationships to support its clients.