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, holding a Series 65 designation and three years of industry experience. He has worked with SageGuard Financial Group since 2022 and also serves as an Account Manager at Pineywoods Financial. Outside of financial advisory roles, he has been involved with Muy Grande Outdoors LLC and TW Group LLC in prior years. 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 ongoing portfolio management and comprehensive financial planning using a combination of fundamental and technical analysis across a range of model strategies and asset allocations.

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.

Brian Kopinski is a CFA® charterholder with four years of industry experience. He has been with Woodmont Investment Counsel, LLC since 2021 and previously worked at Harris Associates LP for nine years. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel primarily to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm constructs balanced portfolios tailored to clients’ financial circumstances, incorporating equities, fixed income, alternative investments, and considerations for estate, tax, insurance, and retirement planning.

Nicole Hughes is a CFP® professional with seven years of industry experience. She has worked at Woodmont Investment Counsel, LLC since 2021 and was previously with SBK Financial, Inc. for six years. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm constructs balanced portfolios tailored to clients’ financial circumstances, incorporating equities, fixed income, and alternative investments with consideration for estate, tax, insurance, and retirement factors.

James Baker III is a financial advisor at Tranquility Partners, LLC in Brentwood, TN, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Tranquility Partners since 2015. Tranquility Partners offers wealth management and portfolio management services to individual clients, including high-net-worth households, and provides family office services such as financial planning, cash-flow analysis, wealth transition coordination, and charitable initiative support. The firm’s seven-advisor team manages nearly $1 billion in client assets, employing a range of analytical methods and investing across a broad universe with both long- and short-term strategies.

David Perez is a financial advisor with SageGuard Financial Group, LLC, holding Series 65 and Series 63 designations and six years of industry experience. He has worked at SageGuard Financial Group since 2020, with prior experience at Alphastar Capital Management LLC and Regions Bank. He is the owner and founder of Union Financial Services, LLC, a business focused on annuity and life insurance sales and planning. 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 offers portfolio management and financial planning through model portfolios and sleeves designed to match client risk profiles, managing approximately $755.7 million for around 2,469 clients.

Bryan Fastenau is a CFA® charterholder with seven years of industry experience. He has worked at HMS Capital Management since 2018 and previously spent 30 years at US Trust. He is based in Nashville, TN. HMS Investment Advisors provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, as well as charitable organizations, corporations, and insurance companies. The firm employs fundamental analysis across multiple model portfolios that include a mix of domestic and foreign equities, fixed income, mutual funds, and ETFs, and it also offers specialized strategies such as a Tactical Hedge overlay.

Skye Mejia is a financial advisor at Creative Investment Group with eight years of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial LLC, Bank of America, and Merrill Lynch. Outside of her advisory role, Mejia is an investor in a quick service restaurant business in Nashville. Creative Investment Group is a SEC-registered advisory firm serving individual clients, including high-net-worth households, as well as institutional clients such as family offices, trusts, and endowments. The firm offers portfolio management and financial planning services, employing a long-term investment approach with flexibility for tactical adjustments across a broad range of asset classes.

Jordan Zuger is an advisor with Key Capital Management, Inc., holding a Series 66 designation and beginning his financial services career in 2025. Prior to joining Key Capital Management, he held roles at Equitable Advisors, Northwestern Mutual Investment Services, and Net Elite. Outside of finance, Zuger serves as a referee for recreational basketball games with Hendersonville Parks and Recreation. Key Capital Management, Inc. offers discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles.

Phillip Burnett III is a financial advisor with Resolute Wealth Strategies, LLC in Nashville, TN. He holds a Series 65 credential and has experience dating back to 2018, previously working at Cumberland Trust and Investment Company for seven years. Resolute Wealth Strategies serves individuals, families, and various entities including family offices and qualified retirement plans. The firm provides comprehensive financial planning and investment management, employing a customized approach that combines fundamental and technical analysis with a focus on long-term management and fiduciary responsibility.

Brandon Seibel is a financial advisor at Oasis Wealth Planning Advisors with a Series 66 designation and three years of industry experience. Prior to joining Oasis in 2024, he worked at The Vanguard Group and Rodgers & Rodgers LLC. He serves in the Virginia Army National Guard as a Human Resources Specialist. Oasis Wealth Planning Advisors is a fee-only firm that offers integrated wealth planning and investment advisory services to individuals, high-net-worth clients, families, and participant-directed retirement plans. The firm emphasizes personalized advice based on clients’ goals, tax situation, cash flow, and risk tolerance, using a combination of passive and actively managed no-load mutual funds and ETFs.