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.

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.

Michael Comstock is a CFP® with 30 years of industry experience. He is currently with Summit Wealth Group, where he has worked since 2026. His prior experience includes roles at Commonwealth Financial Network and Premier Private Wealth, LLC. Summit Wealth Group is a multi-team registered investment adviser with 39 advisors managing approximately $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, retirement-plan advisory, family office support, and tax services.

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 Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining SageSpring, he worked at The Leaders Group Inc and DPL Financial Partners LLC. Jenkins has been involved with the North Central Kentucky 4H Camp and Club. SageSpring Wealth Partners serves a diverse client base including individual households across wealth levels and various institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, retirement plan consulting, and third-party manager oversight, employing a tailored investment approach that incorporates a wide range of asset types and both fundamental and technical analysis.

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® professional with 21 years of experience in the financial services industry. She has been with SageSpring Wealth Partners since 2013 and previously worked at Raymond James Financial Services from 2006 to 2024. In addition to her advisory role, she is also an agent advising on non-variable insurance products. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, offering discretionary investment management, financial planning, and consulting services. The firm employs tailored portfolios using a variety of investment vehicles and combines multi-team scale with a mix of client types to provide access to OCIO and TAMP solutions alongside traditional wealth management.

Timothy Ray is a financial advisor with Stonex Advisors Inc. holding a Series 66 designation. He has experience working at StoneX Securities Inc. since 2026 and has been involved with the PGA Tour since 2020. His background also includes roles at AssuredPartners, Lipscomb University, and the University of Tennessee. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and related consulting services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, offering multiple account structures and model-based solutions.

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 one year of industry experience. He holds a Series 65 designation. Outside of his advisory role, he operates a basketball training business focused on player development for youth. SageSpring Wealth Partners serves a diverse client base, including individuals and various institutional clients such as retirement plans, banks, and state governments. The firm offers tailored investment management, financial planning, and consulting services, utilizing a range of investment strategies and third-party manager relationships.

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.