Keri Vetere is a financial advisor at SageSpring Wealth Partners with three years of industry experience. She holds a Series 65 credential and has previously worked at Premier Private Wealth, Beacon Capital Management, Edelman Financial Engines, and C&A Financial Group. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, using a goals-based approach that combines asset allocation, ongoing monitoring, and both fundamental and technical analysis.

Garrett Smith is a CFP® with three years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and has experience outside of finance as the owner and DJ for GS Wedding Services. SageSpring Wealth Partners manages roughly $8.5 billion for over 11,500 clients, including both individual households and a range of institutional clients. The firm offers discretionary investment management and consulting, utilizing fundamental and technical analysis along with tailored portfolios that include a diverse array of investment products.

Stephen Moore is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 credentials and with 40 years of industry experience. His prior work includes a 24-year tenure at Securities America Advisors, Inc. He serves on the Executive Advisory Board of the McAfee School of Business at Union University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers a range of asset management and financial planning services using both advisor-led and model-based approaches, along with outsourced CIO and CCO services.

Cash Tunstall is a CFP® professional with 13 years of experience in financial advisory services. He is a partner at SageSpring Wealth Partners in Franklin, TN, and previously worked at Raymond James Financial Services Advisors Inc. from 2013 to 2016. In addition to his advisory role, he assists clients with non-variable insurance as an agent. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors. The firm offers tailored discretionary investment management, financial planning, and consulting services, utilizing a range of investment vehicles and leveraging multi-team scale and institutional expertise.

Julie Coleman is a financial advisor at Bison Wealth, LLC with one year of industry experience. She holds a Series 65 credential and previously worked with the Williamson County School System and Vanderbilt University. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm utilizes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Jonathan Workman is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with nine years of industry experience. He holds the Series 65 and Series 66 credentials and has previously worked at Chimera Securities LLC and Morgan Stanley. Workman has also been involved with Marine Park Golf Course in a prior role. SageSpring Wealth Partners serves a diverse client base, including individual households across wealth levels, institutional investors, and plan sponsors. The firm provides discretionary investment management, financial planning, and retirement consulting, utilizing a tailored approach that incorporates multiple asset types, fundamental and technical analysis, and third-party manager relationships.

Taylor Keen is a CFP® certificant with seven 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 High Street Development Group. He is also a licensed agent recommending and selling life insurance policies in line with financial planning. SageSpring Wealth Partners serves a broad mix of individual and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs tailored portfolios and leverages multi-team scale to manage approximately $8.5 billion for over 11,500 clients.

Samantha Gilgosch is a financial advisor at SageSpring Wealth Partners with two years of industry experience and a Series 65 credential. She has worked at several firms, including Sequoia Financial Group, SimplePath Wealth Management, and Great Waters Financial. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and supported by about 75 advisors. The firm serves a diverse range of individual and institutional clients, offering personalized investment management, financial planning, and retirement plan consulting through a goals-based, discretionary approach that integrates various strategies and third-party managers.

Matthew Vysoky is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and 11 years of industry experience. He has been involved with Cornerstone Senior Services since 2004. Outside of his advisory role, he is a licensed insurance agent at Both Hands Financial Services in Brentwood, TN. 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 focuses on selecting and monitoring third-party money managers while supplementing with individual security recommendations, typically managing accounts on a discretionary basis.

David Biggs is a financial advisor at Advisory Services Network with 20 years of industry experience. He holds a Series 66 designation and has worked at COVA Wealth Management and Raymond James Financial Services from 2015 to 2022. In addition to his advisory role, he teaches night courses as a professor at Middle Tennessee State University. Advisory Services Network serves individuals, families, corporations, and charitable organizations by providing portfolio management, financial planning, and retirement-plan consulting through a network of approximately 208 independent advisors managing about $8.6 billion in assets. The firm offers tailored investment strategies across various asset classes and multiple implementation options to align with client objectives.

John Baugh is a financial advisor at SageSpring Wealth Partners in Franklin, TN, holding a Series 65 designation with over a decade of experience. He has been associated with Lay & Baugh Law since 2013. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets with around 75 advisors. The firm serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting.

Jordan Wedell is a CFP®-certified financial advisor with 10 years of experience. He has worked at SageSpring Wealth Partners since 2016 and was previously with Raymond James Financial Services, Inc. for eight years. Wedell also serves as an insurance agent working with clients to address insurance needs within comprehensive financial plans. SageSpring Wealth Partners serves individual and institutional clients, offering discretionary investment management, financial planning, retirement plan consulting, and third-party manager oversight. The firm employs a tailored investment approach that includes a broad range of asset types and leverages multi-team scale and institutional relationships alongside traditional wealth management services.

Scott Williams is a financial advisor with Advisory Services Network, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, LLC, and Raymond James Financial Services. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Adam Smith is a financial advisor at PKS Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Terra Wealth Management, Purshe Kaplan Sterling Investments, PFS Investments Inc, and Primerica Financial Services. Outside of his advisory work, he is involved in raising and selling beef calves on his family farm in Bell Buckle, Tennessee. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets and offers tailored portfolios using a mix of mutual funds, ETFs, independent managers, and individual securities, conducting account reviews at least quarterly.

Arthur Buckley is a CFP® with 19 years of industry experience. He is currently with Savvy and previously worked at Sanctuary Advisors LLC and United Capital Financial Advisers, LLC. Buckley is the owner of Buckley Management, LLC, which operates his advisory practice ACEAL Management, LLC, and oversees a tax preparation and planning service through licensed CPAs. Savvy offers investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and fintech tools.

Nicola Di Paolo is a CFP® professional with 24 years of industry experience, currently serving at Kovack Advisors, Inc. Since 2020, he has held roles at Kovack Advisors, LLC and Kovack Securities, LLC. His prior experience includes positions at Vanderbilt Securities, Cambridge Investment Research, and LPL Financial. Outside of his advisory work, he is president of DiPaolo Wealth Management LLC, an independent insurance agency. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing both internally created and third-party investment models supported by an Envestnet workflow.

Mary Gilmer is a CFP®-certified financial advisor with five years of industry experience, currently with SageSpring Wealth Partners. She previously worked at Raymond James Financial Services and Warren Averett Asset Management. Outside of her advisory role, she is a partner and owner of Stone Builders Group, a business unrelated to investment activities. SageSpring Wealth Partners serves a diverse clientele, including individual and institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and retirement consulting, employing tailored portfolios and a mix of fundamental and technical analysis alongside third-party manager relationships and platform services.

Bradley Lay is a financial advisor with Stonex Advisors Inc. in Franklin, TN, holding a Series 66 credential and bringing 23 years of industry experience. His career includes roles at Raymond James & Associates, Morgan Keegan & Company, LLC, and Amsouth Investment Management Company LLC. Outside of advising, Mr. Lay owns Mirror Consulting, where he provides business consulting focused on team dynamics and meeting efficiency without addressing financial matters; he is a certified facilitator of the Working Genius assessment. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and annuity allocation services. The firm utilizes both proprietary and third-party investment strategies and supports multiple account structures through a large network of independent advisors and in-house experts.

Devonte Thomas is a CFP® with four years of industry experience, currently working at SageSpring Wealth Partners. He has held roles at SageSpring since 2022 and previously worked at Raymond James Financial Services and CenterPoint Energy. In addition to his advisory work, he pursues photography on the side since moving to Nashville. SageSpring Wealth Partners serves a diverse client base that includes individuals, institutional investors, and plan sponsors. The firm offers tailored investment management and consulting services, integrating fundamental and technical analysis with access to third-party managers and technology platforms.

Charles Mc Donald IV is a CFA® charterholder and financial advisor at SageSpring Wealth Partners with one year of industry experience. Prior to joining SageSpring, he worked at Kibo Capital Group, OakPoint, Deloitte, Ernst & Young, and held roles at Vanderbilt University and the University of Tennessee. He is a partner in a family-owned property management business, assisting seasonally with tax-related tasks. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, providing discretionary investment management, financial planning, and consulting services. The firm employs a tailored investment approach utilizing fundamental and technical analysis, offering access to OCIO and TAMP programs alongside traditional wealth management.