Jeffrey Dobyns is a CFP® and ChFC® with 27 years of experience in the financial industry. He is currently a financial advisor at SageSpring Wealth Partners, where he has worked since 2017. Prior to this, he held roles at Raymond James Financial and Southwestern Corp., among others. Outside of his advisory work, Dobyns serves as chairman of the board for the nonprofit Men of Valor and is a board member of Send Musicians to Prison. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets with about 75 advisors. The firm serves a diverse client base including high-net-worth individuals, charitable organizations, and institutional clients, offering discretionary, goals-based portfolio management alongside integrated financial planning and retirement consulting services.

Daniel Carnine is a financial advisor at Thoroughbred Financial Services, LLC with eight years of industry experience. His prior roles include positions at Principal Securities Inc and Principal Life Insurance Company. In addition to advising, he provides bookkeeping services outside of the investment field. Thoroughbred Financial Services offers investment supervisory services to a wide range of clients, including individuals, trusts, and retirement plans. The firm’s investment approach centers on asset allocation, utilizing mutual funds, ETFs, and selective individual securities, and combines fundamental and statistical analysis with both tactical and strategic management techniques.

Jacob Whipp is a financial advisor at Larson Financial Group, LLC with 17 years of industry experience. He holds a Series 66 designation and has been associated with Larson Financial Group since 2008 and Larson Financial Securities since 2010. Outside of advising, he serves as chairman of the board for Footprints of the Sun, a school for normally and disabled functioning children in Haiti, and Crosspoint Ministry, a Christian counseling organization for pastors and church leaders. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using strategic and tactical approaches and offers additional services including third-party money manager recommendations and pension consulting.

Christopher Parker is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN. He holds a Series 66 designation and has 18 years of industry experience. Parker has been with Thoroughbred Financial Services since 2003. Outside of advisory work, he provides capital and construction loans for residential real estate projects. Thoroughbred Financial Services offers investment supervisory services, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and qualified plans. The firm emphasizes asset and sector allocation, utilizing diversified portfolios primarily composed of mutual funds and ETFs, and incorporates both discretionary and nondiscretionary management approaches.

William Bratton is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services from 2016 to 2024. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs tailored portfolios using various investment vehicles and incorporates fundamental and technical analysis, periodic rebalancing, and third-party manager relationships to support its clients.

Keri Vetere is a financial advisor at SageSpring Wealth Partners with three years of industry experience. She holds a Series 65 credential and has previously worked at Premier Private Wealth, Beacon Capital Management, Edelman Financial Engines, and C&A Financial Group. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, using a goals-based approach that combines asset allocation, ongoing monitoring, and both fundamental and technical analysis.

Garrett Smith is a CFP® with three years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and has experience outside of finance as the owner and DJ for GS Wedding Services. SageSpring Wealth Partners manages roughly $8.5 billion for over 11,500 clients, including both individual households and a range of institutional clients. The firm offers discretionary investment management and consulting, utilizing fundamental and technical analysis along with tailored portfolios that include a diverse array of investment products.

Stephen Moore is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 credentials and with 40 years of industry experience. His prior work includes a 24-year tenure at Securities America Advisors, Inc. He serves on the Executive Advisory Board of the McAfee School of Business at Union University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers a range of asset management and financial planning services using both advisor-led and model-based approaches, along with outsourced CIO and CCO services.

Thomas Parker is a financial advisor with Thoroughbred Financial Services, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Thoroughbred Financial Services since 2000. Outside of his advisory role, he is a partner and owner of High School Connect, a sports education provider. Thoroughbred Financial Services, LLC offers investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, and qualified plans. The firm emphasizes asset and sector allocation in its investment process, utilizing diversified portfolios with mutual funds, ETFs, and select individual securities.

Cash Tunstall is a CFP® professional with 13 years of experience in financial advisory services. He is a partner at SageSpring Wealth Partners in Franklin, TN, and previously worked at Raymond James Financial Services Advisors Inc. from 2013 to 2016. In addition to his advisory role, he assists clients with non-variable insurance as an agent. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors. The firm offers tailored discretionary investment management, financial planning, and consulting services, utilizing a range of investment vehicles and leveraging multi-team scale and institutional expertise.

Michael Goldston is a financial advisor at Thoroughbred Financial Services, LLC with 46 years of industry experience. He has been with Thoroughbred Financial Services since 2009 and previously operated High Meadow Alpacas from 2003 to 2017. Thoroughbred Financial Services 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 focuses on asset and sector allocation, utilizing diversified portfolios primarily composed of mutual funds and ETFs, and offers both discretionary and nondiscretionary management programs.

Julie Coleman is a financial advisor at Bison Wealth, LLC and holds a Series 65 designation. She has one year of industry experience, joining Bison Wealth in 2026. Prior to her advisory role, she worked in the Williamson County School System and spent 18 years at Vanderbilt University. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, a turnkey asset management platform for other advisers, and integrates tactical and strategic allocations across a range of investment types.

Jonathan Workman is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with nine years of industry experience. He holds the Series 65 and Series 66 credentials and has previously worked at Chimera Securities LLC and Morgan Stanley. Workman has also been involved with Marine Park Golf Course in a prior role. SageSpring Wealth Partners serves a diverse client base, including individual households across wealth levels, institutional investors, and plan sponsors. The firm provides discretionary investment management, financial planning, and retirement consulting, utilizing a tailored approach that incorporates multiple asset types, fundamental and technical analysis, and third-party manager relationships.

Matthew Rettich is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 credential and 19 years of industry experience. He has held roles at Cool Springs Financial, Summit Capital Solutions, and Virtue Financial Holding Company, among others. Rettich is also the owner of Cornerstone Retirement Group, LLC, an investment advisory and financial planning firm. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across 90 advisers and over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing active, model-driven strategies primarily through mutual funds and ETFs.

Beverly Brackins is a financial advisor at Keel Point, LLC with 11 years of industry experience. She holds the Series 65 and Series 63 designations and has been with Keel Point since 2016, following a year at WFG Advisors, LP. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to manage strategic and tactical asset allocations across multiple programs, and it offers services including discretionary and non-discretionary portfolio management, financial planning, OCIO, and corporate retirement consulting.

Taylor Keen is a CFP® certificant with seven 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 High Street Development Group. He is also a licensed agent recommending and selling life insurance policies in line with financial planning. SageSpring Wealth Partners serves a broad mix of individual and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs tailored portfolios and leverages multi-team scale to manage approximately $8.5 billion for over 11,500 clients.

Samantha Gilgosch is a financial advisor at SageSpring Wealth Partners with two years of industry experience and a Series 65 credential. She has worked at several firms, including Sequoia Financial Group, SimplePath Wealth Management, and Great Waters Financial. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and supported by about 75 advisors. The firm serves a diverse range of individual and institutional clients, offering personalized investment management, financial planning, and retirement plan consulting through a goals-based, discretionary approach that integrates various strategies and third-party managers.

Matthew Vysoky is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and 11 years of industry experience. He has been involved with Cornerstone Senior Services since 2004. Outside of his advisory role, he is a licensed insurance agent at Both Hands Financial Services in Brentwood, TN. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm focuses on selecting and monitoring third-party money managers while supplementing with individual security recommendations, typically managing accounts on a discretionary basis.

Seth Radow is a financial advisor with Apollon Wealth Management, LLC, holding a Series 63 designation and over 40 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and Raymond James & Associates. Outside of finance, he is a partner and instructor at Kempo DD Martial Arts in Brentwood, Tennessee. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory for private funds.

Sean Cawley is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with RFG Advisory, LLC and has previously worked at Northwestern Mutual in various capacities from 2015 to 2021. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party and proprietary investment strategies.