Victor Ledoux is a financial advisor with United Advisor Group in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with firms including Cambridge and Woodbury Financial Services. Outside of his advisory role, he serves as president and managing partner of Ascension Financial Partners. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management along with financial and retirement planning. The firm employs a variety of investment approaches, including proprietary model portfolios and third-party money managers, tailored to each client’s needs.

Matthew Bowling is a financial advisor at Sequent Planning, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at multiple firms including OSAIC Wealth, Inc, LPL Financial, LLC, and Country Capital Management. Bowling is also active as an insurance agent through Futurity First Insurance Group and International Insurance Brokerage, LLC. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a multi-team model emphasizing diversified manager exposures and a structured risk framework.

Chase Keen is a CFP®-certified financial advisor with eight years of industry experience, currently with SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and Ramsey Solutions. SageSpring Wealth Partners serves a diverse client base including high-net-worth individuals, institutional investors, and plan sponsors, offering tailored investment management, financial planning, and consulting services. The firm employs a range of strategies and leverages multiple platforms to provide comprehensive wealth management and institutional solutions.

Bryson Tayes is a CFP® and Series 65 registered advisor with Sagespring Wealth Partners, bringing two years of industry experience. Prior to joining Sagespring, he worked at Mountain High Outfitters and held positions at Samford University and Christ Presbyterian Academy. Sagespring Wealth Partners serves a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers tailored discretionary investment management, financial planning, and consulting services, employing a range of strategies and leveraging multi-team resources alongside institutional capabilities.

Mark Huhta is a financial advisor at AlphaStar Capital Management with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with multiple firms including Gradient Advisors, Desert Rose Capital Management, and Brookstone Wealth Advisors. Outside of finance, he is also an independent musician involved in recording sessions and live performances. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches using diverse asset types and third-party portfolio construction tools.

Jacob Powell is a CFP® professional with 13 years of industry experience. He has worked at SageSpring Wealth Partners since 2014 and had a one-year tenure at Raymond James Financial Services Advisors Inc. He is based in Franklin, TN. SageSpring Wealth Partners serves a diverse client base including individual households across wealth levels, institutional clients, and plan sponsors. The firm offers discretionary investment management and consulting services, utilizing a variety of investment products and both fundamental and technical analysis to tailor portfolios to client objectives.

Jon Pourchot is a financial advisor at OneAscent Financial Services LLC with one year of industry experience and holds a Series 65 designation. His prior experience includes roles at Financial Strategies Group LLC, the Tennessee Department of Treasury, Poplar Heights Baptist Church, and Union University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing individualized asset-allocation guidelines and various model-based platforms.

Wilson Reece is a CFP® professional with six years of industry experience. He is currently with Brighton Jones LLC and previously worked at Homrich Berg and Dixon Hughes Goodman. Outside of his advisory role, he serves on the boards of the nonprofit organizations Full Count Ministries and Homes4Homes. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach for Personal CFO clients and offers a range of services including portfolio management, financial planning, tax preparation, and family office support.

James Justice is a financial advisor with United Advisor Group, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, THE O.N. Equity Sales Company, and Ohio National Financial Services. He is also an independent insurance agent through Ascension Financial Partners. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management, financial planning, family office services, and financial education. The firm employs a variety of investment approaches, including proprietary model portfolios and third-party money managers, tailored to client needs.

Daniel Ahlbrandt is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc., LoanDepot, and various mortgage and title service firms. SageSpring Wealth Partners serves individual and institutional clients, offering discretionary investment management, financial planning, and consulting. The firm provides tailored portfolios using a broad range of investment strategies and combines multi-team scale with a mix of client types, including retirement plans, banks, and sovereign wealth funds.

Parker Green is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AllianceBernstein. SageSpring Wealth Partners manages approximately $8.5 billion for over 11,500 clients, serving both individual and institutional investors. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment strategies tailored to each client’s objectives and risk tolerance.

Hannah Patterson is a CFP® with six years of industry experience, currently serving as a Registered Branch Associate at SageSpring Wealth Partners. She has worked at Raymond James Financial Services Inc. and has a background that includes roles outside of finance such as at Neuhaus Foot & Ankle and the Dyersburg Dyer Co. Chamber of Commerce. SageSpring Wealth Partners manages assets for a diverse client base, including individual households and various institutional clients, offering tailored investment management, financial planning, and retirement plan consulting. The firm employs both fundamental and technical analysis and provides access to OCIO and TAMP programs alongside traditional wealth management services.

Dorothi Brown is a financial advisor at SageSpring Wealth Partners with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services, Ameriprise Financial Services, and TD Ameritrade. Brown also serves as a registered branch associate with the Lighthouse Wealth Team as an independent contractor. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management, financial planning, and retirement plan consulting, with portfolios tailored to client objectives using a range of investment vehicles and leveraging third-party manager relationships and platform services.

Drew Mcmillin is a CFP®-certified financial advisor with 16 years of industry experience, currently with SageSpring Wealth Partners. His prior roles include positions at Raymond James Financial Services and Southwestern Investment Group. Outside of his advisory work, he serves on the finance and investment committee at Southpointe Community Church, overseeing budgeting and spending recommendations. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets, serving a diverse client base that includes high-net-worth individuals, institutions, and retirement plans. The firm provides discretionary, goals-based portfolio management and integrated financial planning services, with a range of investment strategies and specialized client relationships.

John O’Connor is a CFP® with six years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. His prior work history includes roles at Raymond James Financial Services and Wealth Enhancement Group. SageSpring Wealth Partners manages investment and financial planning services for a diverse client base, including individual households and institutional clients such as retirement plans and municipal governments. The firm emphasizes tailored portfolios using a variety of investment vehicles and employs both fundamental and technical analysis as part of its management approach.

John Ernst is a CFP® professional with two years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. Prior to joining SageSpring, he worked at MassMutual Life Insurance Co and Mass Mutual Investors Services for four years. Outside of his advisory role, he also drives for Uber on weekends. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets with a team of about 75 advisors. The firm serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting.

Kevin Moeller is a financial advisor at Ausdal Financial Partners, Inc. with 29 years of industry experience. He holds the ChFC® designation and several securities licenses (Series 63, 65, 66). Prior to joining Ausdal in 2023, he worked at Allstate Insurance Co and Next Financial Group, Inc. Additionally, Moeller serves as treasurer for a leadership and discipleship organization, managing bookkeeping and budgeting responsibilities. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and businesses, managing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of advisory services tailored to client objectives and risk tolerance, utilizing multiple custodians and third-party money managers, while maintaining dual registration as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Allen Oakley Jr. is a financial advisor with SageSpring Wealth Partners in Franklin, TN, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Raymond James Financial Services, Pinnacle Bank, and Suntrust Advisory Services. He also works as a financial advisor with the Nail Wealth Team under the SageSpring umbrella and collaborates with Vanbridge on client insurance options. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsor clients. The firm offers tailored investment management, financial planning, and consulting services, combining fundamental and technical analysis with customized portfolios that may include a range of traditional and alternative investments.

Adam Johnson is a financial advisor at Savvy with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network, Country Trust Bank, Country Capital Management Co, and Country Insurance Affiliates. Outside of advising, he is the founder of Revive Risk Management LLC, which sells home, auto, and commercial insurance, and he is co-trustee and owner of Dills Donuts Inc., a coffee and donut sales business. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach supplemented by active equity portfolios, tax-aware strategies, and technology-driven tools, including third-party sub-advisers and fintech platforms.

Kyle Carlton is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and 11 years of industry experience. He has operated Carlton Financial Group since 2004. Outside of his advisory role, Carlton is principal coach and owner of Calyx Coaching LLC, providing coaching services to start-ups, business executives, and sports teams on leadership, business strategies, and finances. First Advisors National manages discretionary assets primarily for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers combined with fundamental analysis for supplemental security recommendations.