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.

Terry Robinson is a financial advisor at Brookwood Investment Group with 30 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Terra Wealth Management, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory work, Robinson is a partner in Buybuyland.com, a land purchase and resale venture, and refers clients to a CPA for employee retention tax credit programs. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering portfolio management and financial planning using a variety of active, passive, and tactical strategies tailored to client objectives. The firm operates through a network of partner offices and affiliated businesses, managing over $1.25 billion in assets as of 2025.

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.

Patrick Hardie is a financial advisor at BIP Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors Financial Network LLC and Nations Financial Group, Inc. Outside of BIP Wealth, he is the owner of Harpeth Private Wealth Advisory, LLC, through which he offers investment and advisory services. 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 with tailored asset allocations and may offer private-market securities to qualified investors, alongside managing private pooled vehicles and covered-call strategies.

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.

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.

Edward Rusnak Jr. is a financial advisor at Nations Financial Group, Inc. with 25 years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Advisors for 14 years. In addition to his role at Nations Financial Group, he owns and operates C & R Capital Management, providing investment and advisory services. Nations Financial Group serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios and outside managers tailored to client objectives and risk tolerance.