Michael Nance is a financial advisor at Mutual Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc and Primerica Financial Services for 24 years. In addition to his advisory role, he is an independent insurance agent. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, using a combination of passive and active investment strategies tailored to client objectives.

Timothy Beeman is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Redwood Private Wealth LLC, First Advisors National LLC, and Longevity Capital LLC. In addition to his advisory work, he is involved with Forward Financial and INS Services, where he has been a licensed insurance producer specializing in life, health, and fixed annuities since 1979. Virtue Capital Management, LLC is an SEC-registered enterprise 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, third-party manager selection, and ERISA consulting, using a model-driven investment approach that incorporates quantitative optimization and economic data inputs.

Adam Newman is a CFP® professional with 14 years of industry experience. He has worked at The Burney Company since 2017, with a one-year tenure at Bragg Financial Advisors, Inc. prior to his current role. Newman holds Series 63 and Series 65 licenses and operates out of Brentwood, Tennessee. The Burney Company advises 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 platform and employs proprietary fundamental and quantitative models in its investment process.

Timothy Mathieu is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2019, following six years at The London Company of Virginia LLC. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, employing a model-driven investment approach that integrates quantitative optimization and economic data inputs.

Brent Franklin is a financial advisor at Arete Wealth Advisors, LLC in Nashville, TN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Center Street Securities and Springboard, as well as four years at Lyft Inc. Arete Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Tamah Pederson is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at Bank of America, Merrill, and KeyBank NA. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers a range of services including asset management, financial planning, and ETF sub-advisory.

Matthew Gentzkow is a financial advisor at Coastal Bridge Advisors with 12 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Waddell & Associates. Coastal Bridge Advisors offers financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and provides specialized advisory services, including retirement plan consulting and access to various lending and investment vehicles.

Joseph Osborne is a financial advisor at PKS Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purse Kaplan Sterling Investments, Cape Securities, Terra Wealth Management, and Primerica Financial Services. Outside of his advisory role, he is involved in sales coaching and training through Amerita. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities, managing approximately $905 million in assets. The firm tailors portfolios based on clients’ risk tolerance, time horizon, and objectives, utilizing mutual funds, ETFs, independent managers, and individual securities with a mix of fundamental and technical analysis.

Andrew Martin is a financial advisor at Silver Oak Securities, Incorporated with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Silver Oak Securities since 2017. Prior to that, he was with Girard Securities, Inc. and has been involved with 7Twelve Advisors, LLC since 2008. Outside of advisory work, Martin is a writer who authored *Dollarlogic* and various trade press articles, and he serves as president of EW Indexes, a company focused on index development. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management, unified managed accounts, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis through a network of over 100 financial professionals.

James Webb is a financial advisor with Summit Capital Solutions LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 19 years of industry experience. He has held leadership roles at multiple firms, including Virtue Advisors and Integrity Retirement Group, and serves as Chief Operating Officer of Virtue Advisors, an insurance marketing organization where he trains and mentors producers. Summit Capital Solutions is an independent investment manager that primarily serves other registered investment advisers by providing model portfolio strategies through third-party platforms. The firm offers sector-focused investment models using a combination of fundamental, technical, and quantitative analysis, and is affiliated with insurance distribution and related businesses.

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.

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.

Daniel Beringer is a financial advisor at Arax Advisory Partners with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Gries Financial LLC and Charles Schwab. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, offering a range of services including financial planning and retirement plan consulting.

Christopher Hayden is a financial advisor with StoneX Advisors Inc. in Brentwood, TN, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with StoneX Advisors Inc. since 2016 and StoneX Securities Inc. since 2006. Outside of his advisory work, he owns a business that rents outdoor movie screens. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers multiple account structures and utilizes a range of proprietary and third-party investment solutions supported by various platforms.

Seth Stewart is a financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Stephens Inc for 13 years before joining Kingswood in 2025. Outside of advisory work, he is president of a residential property investment business focused on single-family residences. Kingswood Wealth Advisors serves individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with consulting and oversight of third-party managers.

James Barnes is a CFP® with 12 years of experience in the financial services industry and is currently with Navy Federal Investment Services, LLC. His career has been primarily with Navy Federal-affiliated firms since 2013. He serves on the board of the Humane Society of Pensacola, FL. Navy Federal Investment Services, LLC primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

Edward Sizemore III is a financial advisor at MissionSquare Retirement with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ICMA Retirement Corporation since 2006. Outside of his advisory role, he is involved in a bookkeeping business on a part-time basis. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, with investment advice and model portfolios developed by Morningstar Investment Management.

Michael Herrmann is a financial advisor at Simplicity Wealth with five years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at Vora Wealth Management PLLC and as a sole proprietor of Herrmann Financial Group since 1995. In addition to his advisory role, he is an insurance agent involved in the sales and servicing of various insurance products including life, health, disability, long-term care, annuities, and Medicare. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, with ongoing portfolio monitoring and rebalancing, while also providing technology and operational support to other advisers through a managed account platform.

Andrew Byers is a financial advisor at BIP Wealth, LLC in Nashville, TN. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior work includes roles at 1st Source Bank Performance Center and academic positions at the University of Notre Dame, Georgia Institute of Technology, and Samford University. BIP Wealth, LLC provides investment advisory and comprehensive financial planning to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across 3,100 client relationships, offering customized, diversified portfolios that include mutual funds, ETFs, individual securities, and private market opportunities.

Nevile Makau is a financial advisor at Kingsview Wealth Management, LLC in Nashville, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Kingsview, he worked at Edward Jones for three years and has experience in non-financial roles including at A&N Heating and Cooling and T-Mobile. He also was involved with Mama Agnes Special Kids, a nonprofit organization. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management. The firm combines tailored portfolio management by Investment Adviser Representatives with proprietary model strategies developed by an internal portfolio group.