Amanda Mc Coin is a ChFC® credentialed advisor at Paul Winkler, Inc. with eight years of experience at the firm. Prior to joining Paul Winkler, Inc., she worked for the Home Shopping Network for one year. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporate clients. The firm’s investment approach is tailored to client-specific goals and utilizes third-party asset managers for discretionary trading, while also offering public education through workshops, online courses, and authored books.

Jaret Kiplinger is a financial advisor at Kiplinger Wealth Advisors in Nashville, TN. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining the advisory field, he held roles at Medpace and the Ohio Department of Natural Resources. Kiplinger Wealth Advisors serves individual clients and employer-sponsored retirement plans, offering financial planning, asset management, and retirement plan consulting. The firm uses customized portfolios with strategic and tactical asset allocation and provides both fiduciary and non-fiduciary services for retirement plans.

James Brown is a financial advisor at Sycamore Financial Advisors, Inc. in Nashville, TN, with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Shanklin Capital Management, Inc. dba Sycamore Financial Advisor since 2016 and Wells Fargo Advisors LLC since 2009. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for about 230 households. The firm serves individuals, families, trusts, estates, and small or family-owned businesses, using a strategic asset allocation framework that includes mutual funds, ETFs, individual securities, and active option strategies.

Jenny Wilson is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Seven Springs Wealth Group, where she has worked since 2017. Her prior experience includes roles at Silver Oak Securities, Inc. and Securities Service Network. Seven Springs Wealth Group provides financial planning and portfolio management services to individuals, trusts, foundations, retirement plans, and business entities. The firm manages client accounts primarily on a discretionary basis, using asset-allocation modeling and a combination of long- and short-term strategies, including its proprietary SSWG Voyage Portfolio.

Bart Bonga is a financial advisor with Rothschild Investment LLC in Brentwood, TN, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked with Rothschild Investment Corporation since 1996. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm uses client-specific asset allocation models and quantitative analysis, offering services that include portfolio management, retirement plan consulting, and oversight of third-party sub-advisers.

Jacob Hester is a financial advisor at Keating Financial Advisory Services in Nashville, TN, holding a Series 65 designation with one year of industry experience. His prior roles include positions at AGP Franklin, LLC dba Strong Tower Wealth Management, eMoney Advisor, and Archer Huntley Financial Services. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, modular financial planning, and consulting services, with investment strategies that include mutual funds, ETFs, individual equities, and fixed income.

Kimberly Voigt is a financial advisor at United Wealth Management, LLC in Nashville, TN, holding a Series 65 designation with four years of industry experience. Her prior roles include positions at Seven Springs Wealth Group, Paradigm Wealth Partners, and Frank Reynolds & Company. United Wealth Management provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and plan participants. The firm emphasizes fundamental analysis and long-term asset allocation strategies, managing approximately $406.6 million across 257 client relationships as of December 2025.

Michael Okeefe is a financial advisor with 19 years of industry experience at 12 Th Street Asset Management in Nashville, TN. He holds Series 63 and Series 65 licenses and has been with the firm since 2007. 12 Th Street Asset Management primarily serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients. The firm offers discretionary portfolio management focused on concentrated, long-term All Cap and Small Cap equity strategies using a value-oriented investment process.

Valerie Wilson is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with 22 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Decker Wealth Management since 2009. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses by providing financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using asset allocation and tax-aware security selection, with an investment approach that includes fundamental, technical, and cyclical analysis.

Jonathan Walker is a CFP® with 15 years of industry experience, currently serving at Paul Winkler, Inc. since 2006. His background includes long-term work within the same firm, where he operates as part of an 11-advisor team. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporate clients. The firm’s investment approach is tailored to client-specific goals and risk tolerance, using modern portfolio theory and multi-factor analysis, and it offers public investor education through workshops, a subscription coaching program, online courses, and authored books.

John Brewington is a financial advisor at SageGuard Financial Group, LLC with a Series 65 designation and one year of industry experience. He previously worked at Allstate and has been involved with various religious and community organizations, including Indian Lake Peninsula Church and the International Mission Board. 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 manages approximately $755.7 million across a range of model portfolios and investment sleeves, with a notable emphasis on non-discretionary asset management.

Chad Wood is a financial advisor with SageGuard Financial Group, LLC and holds a Series 65 designation. He has four years of industry experience and has previously worked at Alphastar Capital Management, LLC and Pineywoods Financial. Outside of financial advising, he was involved with Muy Grande Outdoors LLC and TW Group LLC. 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 portfolio management and comprehensive financial planning, managing approximately $755.7 million across a range of model portfolios and strategies tailored to different risk profiles.

Christian Von Allmen is a financial advisor with 26 years of industry experience, currently with 724 Capital, LLC. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Jackson National Life Distributors LLC for 20 years and several other financial services companies. Outside of his advisory role, he is also involved as an independent insurance agent and serves as Chief Distribution Officer at Bonsai LLC. 724 Capital, LLC manages approximately $259 million for individuals, corporate clients, and retirement plans, providing portfolio management, pension consulting, and financial planning. The firm uses a combination of model allocations and individualized plans, integrating various analytical methods and generally operates with discretionary trading authority on behalf of its clients.

Gerald Fiess is a financial advisor with Ventura Wealth Management in Nashville, TN, holding a Series 65 designation and five years of industry experience. Prior to joining Ventura Wealth Management in 2021, he worked at Alliance Bernstein Global Fund Administration from 2019 to 2021 and Bank of America/Merrill Lynch from 2011 to 2019. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, using a model-based investment approach focused on asset allocation and risk control.

Kristopher Whipple is a financial advisor at Pinkerton Wealth Partners in Nashville, TN, holding a Series 65 license with three years of industry experience. He previously worked at CoreCap Advisors and has operated his own firm, Kristopher Curtis Financial, where he sells life insurance and fixed index annuities. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, formula-driven investment process combining active, passive, and tactical strategies and offers a range of model portfolios and fiduciary services.

Aaron Zauner is a financial advisor with Caldwell Advisors, LLC in Brentwood, Tennessee, holding a Series 66 credential and 20 years of industry experience. Prior to joining Caldwell Advisors and LPL Financial in 2021, he worked at Fidelity Investments from 2007 to 2021. Outside of his advisory role, Zauner serves as an assistant football coach at Brentwood Middle School. Caldwell Advisors, LLC is a SEC-registered investment adviser with a five-person team managing approximately $339 million for around 482 clients. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and foundations, offering tailored portfolio management and financial planning services that combine fundamental and technical analysis across various asset classes.

Adam Schooley is a financial advisor at Fielder Capital Group LLC with a Series 65 designation and two years of industry experience. His prior experience includes roles at Strategic Financial Partners, Morgan Stanley, and Raymond James, as well as teaching positions at Belmont University and Hendersonville High School. Fielder Capital Group LLC serves individual and institutional clients, offering portfolio management, financial planning, family office services, and retirement-plan fiduciary management. The firm employs strategic asset allocations across various investment vehicles and provides a formal Family Office offering alongside private-asset solutions and ERISA 3(38) fiduciary services.

Lauren Oschman is a CFP® professional with 15 years of experience in the financial services industry. She is currently affiliated with Vestia Personal Wealth Advisors in Nashville, TN, and has held roles at Ausdal Financial Partners, Larson Financial entities, and MD Advisory Services. Outside of her advisory work, she serves as Board President for the Crohn’s & Colitis Foundation Tennessee Chapter. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and retirement plan sponsors, offering financial planning, portfolio management, business consulting, and educational workshops. The firm’s investment approach incorporates evidence-based principles and combines discretionary management, third-party sub-advisors, and technology-enabled solutions, while also providing access to alternative and private investments through its Vestia Private Capital platform.

Jonathan Ameen is a financial advisor at Impact Capital Partners LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 18 years. Impact Capital Partners LLC provides advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, and implementation through third-party managers, typically providing discretionary portfolio management with ongoing monitoring and rebalancing.

Francis Bass III is a CFA® charterholder with 22 years of industry experience. He has been with Lee, Danner & Bass, Inc. since 1999. Lee, Danner & Bass, Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients, employing a long-term, disciplined process that combines top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management. The firm manages approximately $2 billion in discretionary assets across six advisors.