Andrew Byers is a financial advisor with BIP Wealth, LLC in Nashville, TN. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior roles include positions at 1st Source Bank Performance Center and several academic institutions including the University of Notre Dame and Georgia Institute of Technology. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, using tailored asset allocations with mutual funds, ETFs, fixed income, and options-based strategies, and also advises private pooled investment vehicles.

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.

Jackson Kubaszyk is a CFP® professional with four years of industry experience, currently associated with Rossby Financial, LLC. He has worked at Osborn Wealth Management, OneAmerica Securities, American United Life, and Bill C Brown Associates. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension/profit-sharing plans, corporations, and other business entities. The firm uses a variety of analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Patrick Parker is a CFP® with 45 years of experience in the financial services industry. He has been with Thoroughbred Financial Services, LLC since 2000. In addition to his advisory role, he is also licensed 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 diverse client base including individuals, trusts, estates, charitable organizations, and qualified plans. The firm emphasizes asset and sector allocation, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and alternative vehicles, and offers both discretionary and nondiscretionary management programs.

Michael Haddad is a financial advisor with ON Investment Management Company in Brentwood, Tennessee, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been associated with The O.N. Equity Sales Company since 1995 and National Life of Vermont since 1994. In addition to his advisory role, Haddad is licensed to sell various insurance products including life, disability, long-term care, fixed, health savings accounts, and dental and vision insurance. ON Investment Management Company is a SEC-registered adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment management through a combination of third-party managers and registered investment advisor-directed programs.

Warren Nash Jr. is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Aprio Wealth Management, LLC and previously worked at The Commonwealth Group, Cherry Bekaert, LLP, and Frasier, Dean & Howard, PLLC. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation strategies alongside techniques such as dollar-cost averaging and technical analysis, and it maintains continuous account monitoring with at least annual reviews.

Colton Hutzel is a financial advisor at Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Walmart and Tennessee Technological University. Thoroughbred Financial Services provides investment supervisory services to a broad client base including individuals, trusts, estates, and retirement plans. The firm manages approximately $4.04 billion in assets and emphasizes asset allocation as the primary factor in portfolio risk and return, using mutual funds, ETFs, individual equities, and fixed income instruments through both tactical and strategic management approaches.

Joel Lagore is a CFP® with 25 years of industry experience, currently serving as an advisor with Procyon. He has previously worked at Sigma Planning Corporation and AE Financial Services, among others. Outside of finance, he owns JPL Music LLC, a business in the music industry. Procyon serves a diverse client base including individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm provides investment management, financial planning, and consulting services with a focus on customized, fundamentally driven portfolios using a range of investment vehicles and integrates both internal management and third-party managers.

Timothy Greer is a CFP® with 44 years of industry experience, currently affiliated with Advisory Services Network. He has held roles at Calton & Associates and FFI Alternatives, and has been with Advisory Services Network since 2012. Outside of advisory work, he assists clients in obtaining adequate insurance coverage through a separate agency. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans with a network of 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets across a range of investment strategies and implementation options.

Andrew Andreotta is a financial advisor with Kovack Advisors, Inc. in Hendersonville, Tennessee, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior roles include positions at LPL Financial LLC, Guardian Life Insurance Company, Park Avenue Securities, and Mutual of Omaha. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets for individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm employs a risk-tolerance-based investment process using both proprietary models and third-party managers, providing portfolio management, financial planning, and access to sub-advisory programs.

Tyler Martin is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently with OneAscent Financial Services LLC and has been affiliated with Stonebridge Investment Counsel, LLC since 2013, where he serves as COO and an investment advisor representative. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers a range of asset management and financial planning services, utilizing both advisor-managed and model-based approaches, and provides additional services such as outsourced CIO and CCO functions.

Joel Sues is a Series 65-licensed financial advisor at The Burney Company with seven years of industry experience. He has worked at Burney Partners, LLC since 2019 and previously at The Burney Company from 2016 to 2019. The Burney Company serves 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 approximately $3.59 billion in discretionary assets through a multi-team advisory platform, offering discretionary equity portfolio management and financial planning, with tax preparation available via an affiliated CPA firm.

E Holder is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Virtue Capital Management since 2013 and is also vice president of advisor development at Virtue Advisors, LLC, where he is involved in recruiting, retention, and training of advisors nationwide. Additionally, he is a licensed insurance agent. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, employing a model-driven investment approach that emphasizes economic data inputs and active management.

Michael Burchett is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, holding Series 65 and Series 66 credentials with one year of industry experience. Prior to joining Meridian, he held academic positions at the University of Houston, Fordham University, and West Virginia University. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, using a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and occasional alternative investments.

Aaron Hall is a financial advisor at Virtue Capital Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Pacific Financial Group and Jackson National Life Distributors, LLC. Outside of advising, Hall is involved in rideshare driving and is establishing an LLC to support his son's pallet delivery business. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified plans, offering portfolio management, financial planning, and consulting services. The firm integrates tactical, strategic, and model-based investment strategies to customize portfolios according to clients’ objectives and risk tolerances.

Mark Miccioli is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 63 designation and 41 years of industry experience. He has been with Thoroughbred Financial Services since 1999. In addition to his advisory role, he is also licensed 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 individuals, trusts, estates, charitable organizations, corporations, partnerships, and qualified plans. The firm emphasizes asset and sector allocation with diversified portfolios primarily composed of mutual funds and ETFs, and it uses both discretionary and nondiscretionary management approaches.

Kelly Graham is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with B. Riley Wealth Advisors since 2022 and has also served at B. Riley Wealth Management since 2016. Outside of his advisory work, Graham owns Richland Street Creative, a proofreading and writing business, and serves as vice president of the Universal Brotherhood Movement Inc., a nonprofit spiritual organization. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers multiple investment programs and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Matthew Swinford is a financial advisor at Advisory Alpha, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at JB Growth Partners, 1-800 Accountant, and Online Trading Academy. Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for individual and high-net-worth clients through roughly 60 advisors. The firm employs a fund-of-funds approach with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.

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.