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.

Christopher Cooley is a CFP® professional with 33 years of experience in the financial advisory industry. He is currently affiliated with Kingswood Wealth Advisors, LLC and has held prior roles at Raymond James Financial Services and several other firms. Outside of advisory work, he owns a dry cleaning franchise, NPF Investments Inc. dba Lapels Dry Cleaning. Kingswood Wealth Advisors serves a broad range of clients, including individual, high-net-worth, and institutional investors, providing portfolio management, financial planning, and ERISA plan advisory services. The firm utilizes an open-architecture platform with third-party managers and integrates insurance-linked account management within its multi-team operational model.

Wyatt Gilbert is a financial advisor at SageSpring Wealth Partners with a Series 65 credential and one year of industry experience. Prior to joining SageSpring, he was a full-time student for ten years. Outside of his advisory role, he operates a basketball training business for children. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets, serving a diverse range of individual and institutional clients. The firm provides goals-based portfolio management, financial planning, and consulting services, employing a variety of investment strategies and overseeing third-party managers.

Christopher Tasik is a CFP® with 20 years of experience in the financial services industry. He is currently with United Advisor Group and has previously worked at BFC Planning, Securities Management & Research, H. Beck, and Cambridge Investment Research. Outside of his advisory work, he is active in community and nonprofit organizations, serving as treasurer for the Kiwanis of Nashville Foundation and holding leadership roles in local neighborhood associations. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisors, offering investment management, financial planning, family office services, and financial education. The firm employs a range of portfolio management strategies, including proprietary model portfolios and customized accounts.

Joel Sues is a Series 65-licensed financial advisor at The Burney Company with seven years of industry experience. He has worked at Burney Partners, LLC since 2019 and previously at The Burney Company from 2016 to 2019. The Burney Company serves primarily 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 advisory platform, offering discretionary equity portfolio management and financial planning, with tax preparation available via an affiliated CPA firm.

Robin Patin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. Prior to joining Choreo, Patin worked at Enso Wealth Management for one year and Edward Jones for six years. Outside of advisory work, Patin is proprietor of Wealth Reconstructed, LLC, focusing on public speaking and writing on topics related to women, people of color, and finances. Choreo, LLC serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients. The firm emphasizes strategic asset allocation and utilizes a rigorous investment process involving quantitative screening and Investment Committee approval to manage portfolios through various vehicles and specialized advisory services.

E Holder is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Virtue Capital Management since 2013 and is also vice president of advisor development at Virtue Advisors, LLC, where he is involved in recruiting, retention, and training of advisors nationwide. Additionally, he is a licensed insurance agent. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, employing a model-driven investment approach that emphasizes economic data inputs and active management.

James Jones is a financial advisor at Zacks Investment Management, Inc. He holds a Series 65 designation and has 12 years of industry experience, including a decade at Envestnet Asset Management. Jones has worked with LBMZ Securities, Inc. and currently serves at Zacks Investment Management. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary models and offers a wide range of investment strategies and vehicles, serving both direct clients and third-party advisers.

Aaron Hall is a financial advisor at Virtue Capital Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Pacific Financial Group and Jackson National Life Distributors, LLC. Outside of advising, Hall is involved in rideshare driving and is establishing an LLC to support his son's pallet delivery business. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified plans, offering portfolio management, financial planning, and consulting services. The firm integrates tactical, strategic, and model-based investment strategies to customize portfolios according to clients’ objectives and risk tolerances.

Melissa Magill is a financial advisor at Prospera Financial Services, Inc. with six years of industry experience. She has previously worked at LPL Financial, E.K. Riley Investments, LLC, and Franklin Templeton Investments. Outside of her advisory role, she is involved with Cascade Wealth Management as an investment representative. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages roughly $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

Joshua Wakefield is a financial advisor with Cooper McManus in Spring Hill, TN, holding the CFP® designation and Series 63 and 65 licenses. He has 14 years of industry experience, including prior roles at MassMutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, he is involved as an independent insurance agent. 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 range of securities and model portfolios tailored to client objectives.

Mark Miccioli is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 63 designation and 41 years of industry experience. He has been with Thoroughbred Financial Services since 1999. 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 individuals, trusts, estates, charitable organizations, corporations, partnerships, and qualified plans. The firm emphasizes asset and sector allocation with diversified portfolios primarily composed of mutual funds and ETFs, and it uses both discretionary and nondiscretionary management approaches.