Dennis Carter II is a CFP® professional with three years of industry experience, currently with Seven Springs Wealth Group since 2021. He previously worked at Marigold (formerly CM Group) and spent nine years with the Nashville Symphony. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities, managing approximately $1.2 billion in assets. The firm employs a multi-advisor team structure and emphasizes diversified asset-allocation strategies, including the use of third-party managers and alternative investments.

Timothy Beeman is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Redwood Private Wealth LLC, First Advisors National LLC, and Longevity Capital LLC. In addition to his advisory work, he has been involved with Forward Financial and INS Services since 1979, where he sells life, health, and fixed annuities as a licensed insurance producer. Virtue Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a combination of tactical, strategic, and dynamic investment approaches and operates with a multi-team model that provides discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Alyssa Srey is a financial advisor at Virtue Capital Management, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Kennedy Wealth Design for three years. Outside of advising, she is involved in coaching and training for dentists and insurance advisors through her roles at Impact Holdings Management and Third Box Advisors. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates a multi-team model that includes due diligence on third-party managers and offers client education such as a retirement course.

Steven Lathrop is a financial advisor with Cooper McManus in Franklin, TN. He holds the CFP® and ChFC® designations and has 39 years of industry experience. Prior to joining Cooper McManus, Lathrop worked at Cambridge Investment Research Advisors for 24 years and held roles at Mariner Wealth Advisors and Msec, LLC. He is also an independent insurance broker. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and offers both standalone planning and ongoing asset management services.

Adam Newman is a CFP® professional with 14 years of industry experience. He has worked at The Burney Company since 2017, with a one-year tenure at Bragg Financial Advisors, Inc. prior to his current role. Newman holds Series 63 and Series 65 licenses and operates out of Brentwood, Tennessee. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team platform and employs proprietary fundamental and quantitative models in its investment process.

Timothy Mathieu is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He worked at The London Company of Virginia LLC for six years before joining Virtue Capital Management in 2019. Virtue Capital Management serves a range of clients including individuals, trusts, charitable organizations, and corporations. The firm customizes portfolios using tactical, strategic, and dynamic approaches, supported by an investment committee, and delivers advice through a multi-team model that includes independent investment adviser representatives.

Matthew Gentzkow is a financial advisor at Coastal Bridge Advisors with 12 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Waddell & Associates. Coastal Bridge Advisors offers financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and provides specialized advisory services, including retirement plan consulting and access to various lending and investment vehicles.

Joseph Osborne is a financial advisor at PKS Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purse Kaplan Sterling Investments, Cape Securities, Terra Wealth Management, and Primerica Financial Services. Outside of his advisory role, he is involved in sales coaching and training through Amerita. 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, time horizon, and objectives, utilizing mutual funds, ETFs, independent managers, and individual securities with a mix of fundamental and technical analysis.

Geoffrey Burke is a financial advisor at Northwest Asset Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory work, he is involved in farm and winery ownership through Mosier LLC. Northwest Asset Management provides customized investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory with diversified investments and offers sub-advisory and back-office support to other RIAs.

Andrew Martin is a financial advisor with Silver Oak Securities, Inc. in Nashville, TN, holding Series 63 and Series 66 credentials and over 41 years of industry experience. He previously worked at 7Twelve Advisors, LLC, Girard Securities, Inc., OSAIC Services, Inc., and Spelman & Co., Inc. Outside of advising, he is a writer and has authored Dollarlogic and various trade press articles. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals and manages about $2.4 billion in discretionary assets. The firm offers a variety of advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances.

James Webb is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 19 years of industry experience. He has held leadership roles at multiple affiliated firms, including serving as Chief Operating Officer of Virtue Advisors, an insurance marketing organization where he trains and mentors producers. Webb is also involved in compliance consulting and offers model portfolios and sub-advisory services through affiliated entities. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm provides discretionary and non-discretionary portfolio management, financial planning, third-party manager due diligence, and ERISA/qualified plan support, utilizing a multi-team model and a mix of tactical, strategic, and dynamic investment approaches.

James Hamilton is a financial advisor with IPI Wealth Management, Inc. in Brentwood, TN, holding 21 years of industry experience. He has been with IPI Asset Management, Inc. since 2007 and is also associated with Puryear, Hamilton, Hausman & Wood, PLC. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, utilizing an open-architecture investment platform with proprietary risk-based models and an outsourced-agent operational structure.

David Noland is a CFP® with 15 years of experience in the financial services industry. He is currently with Summit Wealth Group and has previously worked at THE Vanguard Group, Inc., Commonwealth Financial Network, and Purshe Kaplan Sterling Investments. Outside of advising, he owns Parrhesia, LLC, a private entity established to support his advisory and insurance business. Summit Wealth Group is a multi-team registered investment adviser with approximately 39 advisors managing about $2.3 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering integrated wealth management services including investment management, financial planning, and tax services.

Melissa Evans is a financial advisor with United Capital Financial Advisors in Brentwood, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include positions at Southwestern Investment Group, SageSpring Wealth Partners, Plunkett Wealth Team, Raymond James Financial Services, Eudaimonia Partners, Diversicare, and Wileybros Aintree Capital. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, along with client-facing technology and a variety of ancillary services.

Christopher Hayden is a financial advisor with Stonex Advisors Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Stonex Advisors in 2016, he worked at StoneX Securities Inc. since 2006 and spent two years at Wells Fargo Clearing. Outside of his advisory role, he owns a business that rents out outdoor movie screens. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a variety of strategies and platforms to implement its investment solutions and operates as part of the broader StoneX Group.

Jeffrey Gall is a financial advisor with The Wealth Consulting Group in Franklin, TN, holding CFP® and ChFC® designations and over 32 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 2002 and previously operated Jeffrey Gall Wealth Advisors for more than two decades. The Wealth Consulting Group is an SEC-registered firm serving individual, corporate, retirement plan, and trust clients. It offers tailored investment strategies combining fundamental, technical, macroeconomic, and quantitative analysis through both active and passive management across multiple platforms.

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.