Jeremiah Threlkeld is a financial advisor with Virtue Capital Management, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Virtue Capital Management since 2017 and previously held roles at Cambridge Investment Research Advisors, OSAIC Services, and Wells Fargo Advisors. In addition to his advisory work, he operates as an independent insurance agent for various companies. Virtue Capital Management, LLC serves a diverse range of clients including individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a multi-team model offering discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services, with customized investment strategies that combine tactical, strategic, and dynamic approaches.

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.

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.

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.

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 ChFC® with 30 years of industry experience, currently serving as an advisor at Virtue Capital Management, LLC since 2023. He previously spent over two decades at Estate & Financial Strategies, Inc. 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 a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios through a mix of tactical, strategic, and dynamic approaches and delivers advice via a multi-team model that includes ongoing monitoring, reporting, and client education.

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.

Lindsey Cotter is a Series 65-licensed financial advisor with eight years of industry experience, currently with Sound Income Strategies, LLC. She has held roles at Retirement Income Solutions, LLC and LMC Insurance LLC. Outside of her advisory work, Cotter is a passive owner of a dog grooming business. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4 billion in client assets for individuals, pension plans, trusts, corporations, and other advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, alongside a scalable advisor network supported by affiliated business lines and specialized services.

John Bornstein is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 licenses and has 32 years of industry experience. His prior work includes positions at FSC Securities Corporation and Triad Advisors, Inc. He is also involved with a corporate registered investment advisor affiliated with Advisory Services Network. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing diversified investment strategies tailored to client objectives.

Heather Hale is a Certified Financial Planner (CFP®) with 24 years of industry experience. She has been with Thoroughbred Financial Services, LLC since 2019 and has held roles at several firms, including Peak Financial Planning, LLC, and Nashville Private Wealth Management. In addition to her advisory work, she serves as Secretary and Treasurer for Diversified Partners, Inc., a registered investment advisor. Thoroughbred Financial Services provides investment supervisory services to a wide range of clients, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $4 billion in client assets and emphasizes asset allocation as the primary determinant of risk and return, combining fundamental and statistical analysis with both tactical and strategic management techniques.

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.

Robert Scott is a ChFC® credentialed financial advisor with 15 years of industry experience. He is currently with Accurate Wealth Management, LLC and has prior experience at truAdvice, LLC and Global Financial Private Capital. Outside of advisory work, he occasionally sells landscape and still life paintings that he personally creates. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers with discretionary portfolio management, financial planning, and educational services. The firm emphasizes individualized asset allocations focused on value, safety, quality, and risk control, managing most accounts on a discretionary basis and employing third-party subadvisers when appropriate.

John Bayrd II is a Series 66-licensed financial advisor with five years of industry experience, currently with LaSalle St. Investment Advisors, L.L.C. in Nashville, TN. His prior work history includes roles at CVS, Elevation Ventures LLC, ODEM SA, and Excelorators Inc. Bayrd serves on the board of directors for Excelorators Inc., an education technology company, and is involved in teaching financial education courses for LaSalle St. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, and other entities. The firm offers both non-discretionary and discretionary management programs, employing asset-allocation models with a mix of mutual funds, ETFs, equities, fixed income, and options.

Christopher Nickoloff is a financial advisor at The Mather Group, LLC with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Peterson Tool Company, Safe-T-Cover, Independent Financial Partners, LPL Financial, Colony Park Financial Services LLC, and Merrill. The Mather Group primarily serves high-net-worth individuals, family offices, and corporate clients, providing financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Joshua Kloewer is a financial advisor at Perigon Wealth Management, LLC in Nashville, TN, holding a Series 65 designation and with one year of industry experience. His prior roles include positions at Legacy, JAK Capital LLC, and Fitwel Certification Systems, among others. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm specializes in individualized portfolio construction and serves as sponsor and overseer of wrap programs and sub-advisor relationships, with a notable focus on servicing banking and thrift institutions.

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.

James Greek is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Synovus Securities, SunTrust, and Kraft Asset Management. Outside of his advisory work, he is the owner of JB Merchant Services, a business specializing in ACH and card processing. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, and ERISA plan advisory services, utilizing an open-architecture platform and frequently engaging third-party managers to tailor investment advice to client profiles.

Robert Farnsworth III is a financial advisor at Stephens in Nashville, TN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at BDO, USA and Umansky Motor Cars, as well as experience in education at the University of Mississippi and the University of Tennessee, Knoxville. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory services, brokerage, investment banking, and research capabilities.

Jonathan Burklund is a Series 65 licensed financial advisor with AlphaStar Capital Management in Nashville, TN, bringing five years of industry experience. He previously worked at Centennial Advisors, LLC and holds an active role as a licensed insurance agent at Riverdog Insurance, where he dedicates half of his professional time. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a mix of strategic and tactical investment approaches, utilizing Alphastar Model Portfolios and third-party portfolio construction tools, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Dylan Ibarra is a CFP® with three years of industry experience, currently serving as a financial advisor at The Burney Company. He previously worked at The Advocate Group, LLC, Fidelity Investments, and several other organizations. 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 advisory platform, offering discretionary equity portfolio management, financial planning, and tax preparation services via an affiliated CPA firm.