Todd Meucci is a financial advisor with Kingswood Wealth Advisors, LLC in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Alt Fund Distributors LLC, and Eudaimonia Partners, LLC. Outside of advisory work, he serves on the Brentwood YMCA Advisory Board. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture investment platform and integrates closely with affiliated financial entities to support insurance-linked account management.

Caroline Kroll is a financial advisor at SageSpring Wealth Partners with one year of industry experience. She holds a Series 65 credential and previously worked at The M&W Logistics Group Inc. Caroline’s background includes roles in business and community settings, including experience with the YMCA of Middle Tennessee. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional investors, and plan sponsors. The firm offers customized investment management and consulting services, employing both fundamental and technical analysis to tailor portfolios that meet clients’ objectives and risk profiles.

Brian Carden is a financial advisor at Wealth Watch Advisors, Inc with 38 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Madison Avenue Securities, Stewardship Private Wealth Management, and Guardian Life. Outside of advising, Carden is an author and may engage in speaking related to his book. Wealth Watch Advisors serves a broad range of clients including individuals, pension plans, trusts, and financial institutions. The firm employs a disciplined investment process that utilizes third-party model managers, combining quantitative, qualitative, and technical analysis, and offers access to approved alternative private placements for accredited investors.

Henry Parrott Jr. is a financial advisor at Virtue Capital Management, LLC with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Virtue Capital Management since 2023. He is also the president of Estate & Financial Strategies, Inc., where he has worked since 2000. Outside of advisory roles, Parrott hosts a television show called The Retirement Report, a radio show, and is the author of *7 Steps to Financial Freedom in Retirement*. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets across about 90 advisors for more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and ERISA and qualified plan consulting, utilizing a model-driven investment approach that emphasizes economic data inputs and incorporates strategic, tactical, and dynamic strategies.

Robert Facio is a financial advisor at SageSpring Wealth Partners with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including JPMorgan Securities LLC and Merrill Lynch. Outside of finance, he previously worked in education with the St. Tammany Parish Public School System. SageSpring Wealth Partners provides investment management, financial planning, and consulting services to a diverse client base that includes individuals, institutional investors, and plan sponsors. The firm offers tailored portfolios utilizing a variety of investment strategies and leverages multi-team scale alongside institutional expertise.

Nathaniel Willson is a CFP® and Series 66 licensed advisor at The Burney Company with one year of industry experience. Prior to joining The Burney Company, he worked at GreerWalker LLP and Grant Thornton LLP. The Burney Company advises 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 discretionary equity portfolios using a combination of proprietary fundamental and quantitative models and offers customized account options along with tax preparation services through an affiliated CPA firm.

Christopher Jones is a financial advisor at Silver Oak Securities, Incorporated with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Vision Asset Management LLC and Vision401K. In addition to his advisory work, he is a managing partner and insurance agent at Vision Financial LLC, providing insurance services alongside investment advice. Silver Oak Securities serves individual and institutional clients through a broad network of financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs that tailor investment management to client objectives and risk tolerances, combining discretionary portfolio management with operational features such as ongoing model monitoring and automatic investment processes.

John Bornstein is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 licenses and has 31 years of industry experience. He has worked at Calton & Associates since 2024 and has been with Advisory Services Network since 2012, including a prior role at Triad Advisors, Inc. from 2012 to 2024. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment consulting, and retirement-plan services using a variety of investment strategies and account management options.

Kyle Attarian is a CFP®, CFA®, and Series 66-registered advisor with 19 years of industry experience. He has been with Plancorp, LLC since 2009. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment process is based on Modern Portfolio Theory and documented Investment Policy Statements, with discretionary and non-discretionary management options, and incorporates tax-aware strategies such as tax-loss harvesting.

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.

Dennis Delphenich is a financial advisor with Arax Advisory Partners, holding a Series 63 designation and bringing 23 years of industry experience. His prior work includes roles at Gries Financial LLC and Capital Portfolio Advisors in various capacities spanning over two decades. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation approaches.

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.