Heather Hale is a CFP® with 23 years of industry experience and is currently with Thoroughbred Financial Services, LLC. She has worked at several firms including Peak Financial Planning, Nashville Private Wealth Management, and Cambridge Investment Research Advisors. Hale also serves as Secretary and Treasurer for Diversified Partners, Inc., a registered investment advisor. Thoroughbred Financial Services provides investment supervisory services to a broad client base including individuals, trusts, estates, and retirement plans. The firm emphasizes asset allocation in its investment process and employs a combination of fundamental and statistical analysis with both tactical and strategic management techniques.

Kevin Underwood is a financial advisor at SageSpring Wealth Partners with four years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services and Shamrock Trading Corp. 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 offers discretionary investment management, financial planning, and consulting services, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

Ryan Terry is a Certified Financial Planner® (CFP®) with 11 years of industry experience. He is currently a financial advisor at SageSpring Wealth Partners, where he has worked since 2014. Prior to this, he spent time at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. SageSpring Wealth Partners serves a diverse client base, including individual households across various wealth levels and a range of institutional clients such as retirement plans, banks, insurance companies, and municipal governments. The firm offers tailored discretionary investment management, financial planning, and consulting services, employing a mix of fundamental and technical analysis alongside multi-team resources and third-party manager platforms.

Jeffrey Green is a financial advisor with Silver Oak Securities, Inc. in Brentwood, TN, holding a Series 66 designation and seven years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance. Outside of his advisory role, he owns a wholesale fine art business, JGA+D. Silver Oak Securities serves individuals, high-net-worth clients, and various institutional entities through a network of over 100 financial professionals and manages approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs focused on discretionary, customized investment management tailored to client objectives and employs operational features such as ongoing model monitoring and automated investment processes.

Jake Kosmala is a financial advisor with Stratos Wealth Advisors LLC holding a Series 65 designation and one year of industry experience. His prior roles include positions at Flagship Financial Advisors, Heartland Bank and Trust Company, and Taiber Kosmala & Associates, LLC. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of supervised investment advisory representatives using both bespoke and model portfolios.

Eli Watts is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds a Series 66 designation and previously worked at AllianceBernstein and Triad Life Sciences. His background also includes roles in education and business operations. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and supported by around 75 advisors. The firm serves a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting through a goals-based, discretionary approach.

Max Bortenschlager is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera and Artistry Wealth prior to joining SageSpring. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing tailored portfolios that incorporate a variety of asset types and both fundamental and technical analysis.

Jason Plunkett is a CFP® professional with 20 years of industry experience, currently serving as a Financial Advisor at SageSpring Wealth Partners. His prior experience includes roles at Raymond James Financial Services and M&A Securities Group. In addition to his advisory work, he maintains a personal website related to his practice and is licensed as a life insurance agent. SageSpring Wealth Partners serves a wide range of individual and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach that combines fundamental and technical analysis with access to third-party managers and platform services, supporting over 11,500 clients with approximately $8.5 billion in assets under management across 124 advisors.

Katherine Figueredo is a financial advisor at SageSpring Wealth Partners with a Series 65 designation. She has one year of industry experience, including prior roles outside the financial sector. 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 customized investment management and financial planning, utilizing a variety of asset types and combining fundamental and technical analysis with ongoing portfolio oversight.

Daniel Knelson is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including First Advisors National, LLC and Cetera Advisor Networks LLC. Outside of his advisory role, Knelson services a Medicare plan book of business through Cornerstone Senior Services and works with ECA Marketing, an independent field marketing organization focused on life insurance and related products. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, charitable organizations, and business entities. The firm employs an open-architecture investment platform with a broad toolkit, including equities, ETFs, options, and alternative funds, and manages over $1.1 billion in client assets.

William Ogles is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes long tenures at Pfs Investments Inc. and Primerica Financial Services, as well as roles at Terra Wealth Management, LLC and ConnectMyBiz LLC. 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 and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.

Kristin Sanderson is a financial advisor with PKS Advisory Services, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. Her prior roles include positions at Terra Wealth Management, Primerica Financial Services, and work as an independent ballroom dance instructor. Outside of finance, she coordinates webinars and teaches private dance lessons. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, and charitable organizations. The firm employs a diverse range of investment strategies, including the use of third-party models and independent managers, and offers both discretionary and non-discretionary asset management.

Christopher Nickoloff is a financial advisor at The Mather Group, LLC with 14 years of industry experience. He holds Series 65, Series 63, and Series 66 designations. His prior work includes positions at Peterson Tool Company, Safe-T-Cover, and Independent Financial Partners. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable risk-based allocation models and incorporates AI and machine-learning tools alongside human oversight.

Michael Reynolds is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN. He holds the ChFC® designation and Series 63 license and has 47 years of industry experience. He has been with Thoroughbred Financial Services since 2000. Outside of advisory work, he is a general partner involved in limited real estate management through M.D. Reynolds & Assoc LLC. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, partnerships, and qualified plans. The firm emphasizes asset and sector allocation in diversified portfolios using mutual funds, ETFs, individual securities, and occasionally structured or private-credit vehicles, and it offers both discretionary and nondiscretionary management through multiple program options.

Dylan Ibarra is a CFP® professional with three years of industry experience, currently advising clients at The Burney Company. His prior experience includes roles at The Advocate Group, Fidelity Investments, and JustTakeAction. The Burney Company primarily serves 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 a blend of proprietary fundamental and quantitative investment models, offering a range of account types and actively managed ETFs.

Jeffrey Mucci is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and TMFS in both Knoxville and Nashville. Outside of his work at Stratos, he is a managing partner and wealth advisor at Flagship Financial Advisors in Brentwood, TN. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm utilizes both affiliated and third-party subadvisers and provides a range of portfolio management programs to meet varied client needs.

Melissa Jones is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners since 2018. Her prior experience includes roles at Raymond James Financial Services and Paducah Financial Consultants. She is also a member of the Tunstall Wealth Team, where she contributes to financial planning activities. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets, serving a diverse client base that includes individuals, institutions, and retirement plans. The firm offers personalized investment management and consulting services, employing a goals-based approach with a variety of strategies and oversight of third-party managers.

Phillip Picardo is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Thoroughbred Financial Services since 2000. In addition to his advisory role, he is engaged as an insurance agent selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, and organizations. The firm’s investment approach emphasizes asset and sector allocation with diversified portfolios primarily composed of mutual funds and ETFs, supplemented by individual securities and alternative vehicles when appropriate.

Jason Warpool is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, Tennessee. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having been with Thoroughbred Financial since 2005. In addition to his advisory role, he is also engaged 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 wide range of clients, including individuals, trusts, estates, and charitable organizations. The firm’s investment approach emphasizes asset and sector allocation with diversified portfolios primarily consisting of mutual funds and ETFs, and it offers both discretionary and nondiscretionary management through various account programs.

James Grenn is a CFP® with eight years of industry experience and currently serves as a financial advisor at SageSpring Wealth Partners. He has previously worked with Raymond James Financial Services and Raanes Capital Advisors. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, offering tailored investment management and consulting services. The firm combines multi-team scale with access to OCIO and TAMP programs, managing approximately $8.5 billion across 11,500 clients.