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.

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.

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.

Craig Lodge is a CFP® professional with 26 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. since 2022. He has been associated with B. Riley Wealth Management since 2016. B. Riley Wealth Advisors delivers investment advice and portfolio management services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $4.21 billion in assets across multiple advisory programs and strategies.

John Bayrd II is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Nashville, TN, holding a Series 66 designation with five years of industry experience. Prior to his current role, he worked at CVS, Elevation Ventures LLC, ODEM SA, and Excelorators Inc. Outside of his advisory work, he serves on the board of directors for Excelorators, Inc., an education technology company, and teaches a course on retirement planning through the Financial Educators Network. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs and manages a distinctive asset mix with a predominance of non-discretionary assets.

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.

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 with a Series 66 credential and two years of industry experience. His prior work includes roles at BDO, USA, Umansky Motor Cars, and academic positions at the University of Mississippi and the University of Tennessee, Knoxville. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

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® 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.

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.

Brandon Heckert is a CFP® professional with 11 years of industry experience currently affiliated with AssuredPartners Investment Advisors. He previously worked at Kestra Advisory Services, LLC and Kestra Investment Services, LLC for seven years, and has experience with Country Capital Management Company. Outside of his advisory role, he is a member of the Million Dollar Round Table (MDRT), an independent association of financial services professionals. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary portfolio solutions along with fiduciary and third-party administrator services.

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.

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.