Richard Ina is a financial advisor at New Edge Wealth with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2013 to 2023 before joining New Edge Wealth in 2023. Ina is the managing member of Ina Wealth Financial Services, LLC, an entity formed to join New Edge Wealth. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, separately managed accounts, and alternative exposures such as private equity and structured-note strategies.

Horacio Woolcott is a financial advisor at Westminster Financial Advisory Corp with four years of industry experience. He holds the Series 66 designation and has previously worked at Sanford C. Bernstein & Co., LLC and several other firms. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and a primarily buy-and-hold investment strategy.

Isaac Lindell is a CFP® with two years of industry experience, currently advising at SageSpring Wealth Partners. His background includes roles at Raymond James Financial Services and Ernst & Young. SageSpring Wealth Partners serves a diverse client base including individual households and institutional clients such as retirement plans and sovereign wealth funds. The firm offers a range of services including discretionary investment management and retirement plan consulting, utilizing tailored portfolios and a combination of fundamental and technical analysis.

James Dugan is a financial advisor at United Capital Financial Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at AllianceBernstein and Bank of America. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment strategies and operates the FinLife Partners platform to assist independent advisors.

Peter Forras Jr. is a financial advisor at Freestone Capital Management, LLC with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Freestone since 2011. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages a family of private pooled investment vehicles, employing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative investments.

Jessica Barnes is a CFP® and Series 66-registered advisor at Thoroughbred Financial Services, LLC with eight years of industry experience. She has worked at UBS Financial Services and Meridian Wealth Management prior to joining Thoroughbred Financial Services. Thoroughbred Financial Services, LLC manages approximately $4.04 billion in client assets and offers investment supervisory services to individuals, trusts, estates, charitable organizations, and various business entities. The firm emphasizes asset allocation in its investment process, using mutual funds, ETFs, and individual securities, and combines fundamental and statistical analysis with both tactical and strategic management techniques.

Laurie Snively is a CFP® professional with 11 years of industry experience, currently serving as an advisor at SageSpring Wealth Partners. Her background includes roles at Raymond James Financial Services and various entrepreneurial ventures such as Laurie Snively Voiceovers. Outside of advisory work, she is also an insurance agent with Vanbridge. SageSpring Wealth Partners is an SEC-registered 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, institutions, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting through a goals-based portfolio management approach.

Peter Wittman is a financial advisor with Redhawk Wealth Advisors, Inc. in Franklin, TN, holding the ChFC® designation and Series 63 and 65 licenses, and has 20 years of industry experience. He has worked at Redhawk Wealth Advisors since 2014 and also serves as president of The Wittman Group, Inc., an insurance sales business he has led since 2006. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm focuses on strategic and tactical asset allocation across various asset classes and offers services including multi-generational wealth management, educational seminars, and captive insurance company account management.

Nathan Mueting is a financial advisor at SageSpring Wealth Partners with three years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services, Inc. He is also involved with For Fee Only, LLC, where he assists clients with their insurance protection needs. SageSpring Wealth Partners serves a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party manager relationships.

James Ridley Jr. is a CFP® with eight years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners since 2018. He previously worked at Raymond James Financial Services, Inc. and has a background that includes time at Vanderbilt Medical. Ridley also acts as an insurance agent with Vanbridge, assisting clients with non-variable insurance products. SageSpring Wealth Partners manages approximately $8.5 billion across 124 advisors, serving a diverse client base that includes individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management and consulting with portfolios tailored to client objectives and risk tolerance, utilizing a range of investment strategies and third-party manager relationships.

Robert Hamer is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with 15 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services from 2010 to 2024. Outside of advising, he is an insurance agent with VanBridge, where he refers term life, long-term care, and long-term disability insurance cases. SageSpring Wealth Partners manages approximately $6.5 billion in discretionary assets and serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm provides goals-based portfolio management with a range of strategies, third-party manager oversight, and integrated planning services, while also serving less-common client types such as sovereign wealth funds and banking institutions.

Jeremiah Threlkeld is a financial advisor at Virtue Capital Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Virtue Capital Management since 2017. Prior to that, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also an independent insurance agent for various companies. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, and third-party manager selection, employing quantitative models and an active, model-driven investment approach.

Eric Sams is a Series 66-licensed financial advisor at Axxcess Wealth Management, LLC with 16 years of industry experience. He has worked at several firms, including XTON Financial, LLC, WBB Securities LLC, and Keystone Capital Corporation. Outside of his advisory role, Sams serves as President of the Board for Harriet Tubman Village Charter School in San Diego, CA. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive TAMP and sleeve-manager capabilities, supporting other RIAs and broker-dealers with consolidated reporting and administrative oversight.

Terri Ward is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. She holds a Series 63 license and is also a licensed insurance agent for life, health, and annuity products. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers access to third-party managers, alternative investments, and customized portfolio options including ESG and faith-based preferences.

Sten Morgan is a CFP® and ChFC® with 17 years of industry experience, currently serving as an advisor at StoneX Advisors Inc. since 2019. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, Morgan owns Success Mindsets LLC, where he coaches other financial advisors and has authored a book. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple platforms and investment solutions, including advisor-managed portfolios and third-party money managers, to deliver customized investment strategies.

Konstantin Chrenow is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. He holds a Series 66 credential and has been with Kovack Advisors since 2018. Outside of his advisory work, he serves on a homeowners association board and is involved in equine therapy coaching through a separate venture. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, employing a risk-tolerance based investment process supported by Envestnet and incorporating both internally managed and third-party strategies.

Connor Jeffries is a financial advisor with SageSpring Wealth Partners in Franklin, TN, holding CFP® and Series 66 designations with six years of industry experience. He previously worked at Raymond James Financial Services from 2020 to 2024 and has been with SageSpring since 2019. Outside of his advisory role, he has held positions at Brentwood Baptist Church and Lumefficient Lighting Co. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a range of investment strategies and third-party manager relationships to tailor portfolios to client objectives.

Allen Mc Croskey is a financial advisor at AlphaStar Capital Management with a Series 65 credential and has been in the industry for less than one year. He is also involved with the LegacyTree Foundation, where he has contributed for eight years. AlphaStar Capital Management serves individual and corporate clients, including high-net-worth individuals and retirement plans, providing discretionary investment management, financial planning, and subadvisory services. The firm uses model portfolios and advisor-directed strategies combining strategic and tactical approaches, employing various investment vehicles and third-party portfolio technology.

Tina King is a financial advisor at Merit Financial Advisors with 23 years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors for over 20 years before joining Merit Financial Advisors and Purshe Kaplan Sterling Investments in 2026. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices. The firm manages about $23.9 billion in client assets through long-term, diversified portfolios overseen by an internal Investment Management team and Investment Committee, offering customized wealth-management services including financial planning, retirement plan advice, and educational workshops.

Bart Jones is a financial advisor with IPI Wealth Management, Inc. in Brentwood, TN, holding a Series 63 designation and 26 years of industry experience. He has worked with Ipi Asset Management, Inc. since 2002 and Investment Planners, Inc. since 2000. Outside of advisory work, he provides tax preparation services through a separate business. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an outsourced-agent model for operational functions.