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 licenses and over 41 years of industry experience. His career includes roles at 7Twelve Advisors, LLC, Girard Securities, Inc., OSAIC Services, Inc., and Spelman & Co., Inc. Martin is also a writer and has authored trade press articles and the publication Dollarlogic. Silver Oak Securities, Inc. serves individuals, high-net-worth clients, pensions, corporations, trusts, and other entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs with tailored, primarily discretionary investment management designed to align with 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® professional with 14 years of experience in the financial services industry. He is currently with Summit Wealth Group and Purshe Kaplan Sterling Investments and has prior experience at THE Vanguard Group, Inc. He is also the owner of Parrhesia, LLC, a private entity established to support his advisory and insurance business activities. Summit Wealth Group provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized investment approach using various analytical methods and frequently implements strategies through third-party money managers, managing over $2.3 billion in discretionary assets under management.

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 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 Series 65-licensed advisor with Stratos Wealth Advisors LLC, based in Franklin, TN. He has been in the financial industry since 2025, with prior experience at Flagship Financial Advisors and ALLIANCE Credit Union Texas. Robertson has a background that includes roles outside financial services, such as education and construction. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisory representatives. The firm offers customized financial planning, portfolio management, and third-party manager programs tailored to client goals.

Warren Nash Jr. is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Aprio Wealth Management, LLC and previously worked at The Commonwealth Group, Cherry Bekaert, LLP, and Frasier, Dean & Howard, PLLC. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation strategies alongside techniques such as dollar-cost averaging and technical analysis, and it maintains continuous account monitoring with at least annual reviews.

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 financial advisor at Mutual Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Monarch Advisor Strategies, Monarch Advisor Solutions, and Fidelity. Agresto is also the President and Founder of Monarch Advisor Solutions, LLC, a recruiting and consulting business. Mutual Advisors serves a diverse client base ranging from individual investors to institutional clients, including sovereign wealth funds. The firm offers a variety of advisory and consulting services, employing both active and passive investment strategies tailored to client objectives.

Colton Hutzel is a financial advisor at Thoroughbred Financial Services, LLC with two years of industry experience. He holds a Series 66 designation and has prior work experience including roles at Walmart and Tennessee Technological University. Thoroughbred Financial Services provides investment supervisory services to a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and retirement plans. The firm emphasizes asset allocation as the primary determinant of risk and return, using mutual funds and ETFs supplemented by individual equities and fixed income, and employs both tactical and strategic management techniques tailored to client objectives.

Jonathan Campbell is a CFP® and CFA® with 27 years of industry experience. He is currently an advisor with RFG Advisory, LLC and also associated with Sageview Advisory Group, LLC. His prior work includes roles at Capital One Investing, Schwab Private Client Investment Advisory, and First Independent Advisory Services, among others. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments and annuity platforms, utilizing a variety of model strategies and third-party platforms.

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®-certified financial advisor with 25 years of industry experience, currently associated with Procyon Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. He has previously worked with firms including Sigma Planning Corporation and AE Financial Services, LLC. Outside of finance, he owns JPL Music LLC, a music industry business based in Brentwood, TN. Procyon provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets, primarily utilizing non-discretionary strategies with mutual funds, ETFs, equities, and fixed income, and integrates AI tools for research and monitoring.