Jeffrey Gall is a CFP® and ChFC® with 32 years of industry experience, currently serving at The Wealth Consulting Group. He has worked at Linsco/Private Ledger Corp. and operated Jeffrey Gall Wealth Advisors since 2002. The Wealth Consulting Group is an SEC-registered firm providing advisory services to individuals, corporate clients, retirement plans, and trusts. The firm uses a variety of investment strategies and employs both active and passive management, as well as algorithmic portfolio services with tax optimization features.

Daniel Peterman Jr. is a CFP® professional with 10 years of experience currently serving as a wealth advisor at SageSpring Wealth Partners. His prior experience includes roles at Raymond James Financial Services and Merrill Lynch. Outside of financial services, he has held positions in various companies including Next Level Chef and Dalstrong Inc. SageSpring Wealth Partners serves a diverse client base ranging from non-high-net-worth individuals to institutional and municipal clients. The firm provides discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party manager relationships.

Emily Rogers is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with six years of industry experience. She holds a Series 66 credential and has previously worked at Raymond James Financial Services, Inc. from 2016 to 2019 and again from 2020 to 2024. SageSpring Wealth Partners serves a diverse client base that includes individual households and various institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, and consulting services, employing tailored portfolios that incorporate a range of investment vehicles and utilize both fundamental and technical analysis.

Patrick Parker is a CFP® with 45 years of experience in the financial services industry. He has been with Thoroughbred Financial Services, LLC since 2000. In addition to his advisory role, he is also licensed as an insurance agent, selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and qualified plans. The firm emphasizes asset and sector allocation, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and alternative vehicles, and offers both discretionary and nondiscretionary management programs.

Michael Haddad is a financial advisor with ON Investment Management Company in Brentwood, Tennessee, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been associated with The O.N. Equity Sales Company since 1995 and National Life of Vermont since 1994. In addition to his advisory role, Haddad is licensed to sell various insurance products including life, disability, long-term care, fixed, health savings accounts, and dental and vision insurance. ON Investment Management Company is a SEC-registered adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment management through a combination of third-party managers and registered investment advisor-directed programs.

Trael Robertson is a financial advisor at Stratos Wealth Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Stratos, he held roles at Flagship Financial Advisors and ALLIANCE Credit Union Texas, among others. He has also worked in educational and entrepreneurial settings, including Lubbock Christian University and various business ventures. Stratos Wealth Advisors serves individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients by providing financial planning and portfolio management through advisor-managed and third-party platforms. The firm benefits from integrated access to SEI-affiliated services, offering a range of investment solutions tailored to client goals.

Brandon Haumschilt is a CFP® with 15 years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. He spent 12 years with Raymond James Financial Services prior to his current role. Outside of financial advising, he is engaged in producing and DJing music through an independent contracting business. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm provides discretionary investment management, financial planning, and consulting, tailoring portfolios using a range of investment types and leveraging both fundamental and technical analysis.

Joseph Agresto is a CFP® professional at Mutual Advisors, LLC with 14 years of industry experience. He has worked at Mutual Advisors since 2022 and previously at Monarch Advisor Strategies, LLC and Monarch Advisor Solutions, LLC. Agresto is the founder and president of Monarch Advisor Solutions, LLC, a recruiting and consulting firm. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, utilizing a combination of passive and active investment strategies tailored to client objectives.

Colton Hutzel is a financial advisor at Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Walmart and Tennessee Technological University. Thoroughbred Financial Services provides investment supervisory services to a broad client base including individuals, trusts, estates, and retirement plans. The firm manages approximately $4.04 billion in assets and emphasizes asset allocation as the primary factor in portfolio risk and return, using mutual funds, ETFs, individual equities, and fixed income instruments through both tactical and strategic management approaches.

Jonathan Campbell is a financial advisor with RFG Advisory, LLC in Franklin, TN, holding CFP® and CFA® designations and over 27 years of industry experience. His prior roles include positions at Sageview Advisory Group, Capital One Investing, United Income, and Charles Schwab. He is the founder of L7 Wealth, operating as a DBA within RFG Advisory. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm uses a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base with portfolio management, financial planning, and access to alternative investments.

Daniel Trentham is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services, Croft & Frost, Target Corporation, and Anderson Drugs. SageSpring Wealth Partners serves a diverse client base, including individual investors, institutional and plan sponsors, and sovereign wealth funds. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing customized portfolios that combine various asset types and strategies supported by fundamental and technical analysis.

Joel Lagore is a CFP® with 25 years of industry experience, currently serving as an advisor with Procyon. He has previously worked at Sigma Planning Corporation and AE Financial Services, among others. Outside of finance, he owns JPL Music LLC, a business in the music industry. Procyon serves a diverse client base including individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm provides investment management, financial planning, and consulting services with a focus on customized, fundamentally driven portfolios using a range of investment vehicles and integrates both internal management and third-party managers.

Michael Comstock is a CFP® professional with 29 years of industry experience. He is currently with Summit Wealth Group and has prior experience at Commonwealth Financial Network and Premier Private Wealth. 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 customizes investment strategies based on client profiles and employs a range of analytical approaches, often utilizing third-party money managers and sub-advised models.

John Gleason is a CFP® and Series 65-registered advisor with Sagespring Wealth Partners in Franklin, TN, bringing one year of industry experience. His prior experience includes roles at Truxton Trust and Ernst and Young. Sagespring Wealth Partners serves a diverse client base including individual households and institutional clients such as retirement plans and municipal governments. The firm offers investment management, financial planning, and consulting services, employing tailored portfolios with a mix of asset types and leveraging third-party managers and platform services.

John Nail Jr. is a CFP® with 24 years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners in Franklin, TN. He has worked at Raymond James Financial and Raymond James Financial Services, with a combined tenure spanning nearly two decades. Outside of his advisory role, he is an agent assisting clients with long-term care and term life insurance. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans, banks, and municipal governments. The firm offers customized investment management and financial planning services, employing a blend of fundamental and technical analysis and leveraging third-party managers and platform services.

Colton Jenkins is a financial advisor with Sagespring Wealth Partners in Franklin, TN. He holds the Series 65 and Series 63 licenses and has one year of industry experience, including roles at The Leaders Group Inc and DPL Financial Partners LLC. Outside of financial services, he has been involved with the North Central Kentucky 4H Camp. Sagespring Wealth Partners serves a diverse client base including individual investors, retirement plans, institutional clients, and sovereign wealth funds. The firm offers tailored discretionary investment management and consulting services, utilizing a combination of fundamental and technical analysis and managing a wide range of investment types and third-party manager relationships.

Timothy Greer is a CFP® with 44 years of industry experience, currently affiliated with Advisory Services Network. He has held roles at Calton & Associates and FFI Alternatives, and has been with Advisory Services Network since 2012. Outside of advisory work, he assists clients in obtaining adequate insurance coverage through a separate agency. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans with a network of 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets across a range of investment strategies and implementation options.

Katie Centofonti is a CFP®-certified financial advisor with 20 years of industry experience. She has worked at SageSpring Wealth Partners since 2013 and previously held roles at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Centofonti also operates under the Centofonti Wealth Team name and serves as an agent recommending non-variable insurance products. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors. The firm provides discretionary investment management, financial planning, and consulting services, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

Timothy Ray is a financial advisor at StoneX Advisors Inc. with a Series 66 credential and one year of industry experience. His prior work includes roles at StoneX Securities Inc. and AssuredPartners, as well as involvement with the PGA Tour. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies, including proprietary models and third-party managers, supported by platforms like Envestnet and Advyzon.

Jacob Greene is a CFP® professional with six years of industry experience, currently serving at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and Southwestern Advantage. 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 provides discretionary investment management and consulting services, employing a tailored approach that integrates fundamental and technical analysis, third-party manager relationships, and technology tools for strategy implementation and oversight.