Kyle Attarian is a CFP®, CFA®, and Series 66-registered advisor with 19 years of industry experience. He has been with Plancorp, LLC since 2009. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment process is based on Modern Portfolio Theory and documented Investment Policy Statements, with discretionary and non-discretionary management options, and incorporates tax-aware strategies such as tax-loss harvesting.

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.

Kevin Underwood is a financial advisor at SageSpring Wealth Partners with four years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services and Shamrock Trading Corp. SageSpring Wealth Partners serves a diverse client base, including individual households across wealth levels and various institutional clients such as retirement plans and sovereign wealth funds. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

Ryan Terry is a Certified Financial Planner® (CFP®) with 11 years of industry experience. He is currently a financial advisor at SageSpring Wealth Partners, where he has worked since 2014. Prior to this, he spent time at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. SageSpring Wealth Partners serves a diverse client base, including individual households across various wealth levels and a range of institutional clients such as retirement plans, banks, insurance companies, and municipal governments. The firm offers tailored discretionary investment management, financial planning, and consulting services, employing a mix of fundamental and technical analysis alongside multi-team resources and third-party manager platforms.

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.

Dennis Delphenich is a financial advisor at Arax Advisory Partners with 23 years of industry experience. He holds the Series 63 designation and has worked previously at Gries Financial LLC and Capital Portfolio Advisors in various capacities over a span of three decades. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both in-house and external resources along with a blend of traditional and alternative investments.

Eli Watts is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds a Series 66 designation and previously worked at AllianceBernstein and Triad Life Sciences. His background also includes roles in education and business operations. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and supported by around 75 advisors. The firm serves a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting through a goals-based, discretionary approach.

Max Bortenschlager is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera and Artistry Wealth prior to joining SageSpring. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing tailored portfolios that incorporate a variety of asset types and both fundamental and technical analysis.

Robert Scott is a ChFC® credentialed financial advisor with 15 years of industry experience. He is currently with Accurate Wealth Management, LLC and has previously worked at truAdvice, LLC and Global Financial Private Capital. Outside of his advisory work, he occasionally sells his own landscape and still-life paintings. Accurate Wealth Management, LLC provides discretionary portfolio management, financial planning, and educational services to individuals—including high-net-worth clients—pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm emphasizes asset allocations based on value, safety, quality, and risk control, managing most accounts on a discretionary basis while accommodating client restrictions and employing subadvisers as appropriate.

Jason Plunkett is a CFP® professional with 20 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 M&A Securities Group. In addition to his advisory work, he maintains a personal website related to his practice and is licensed as a life insurance agent. SageSpring Wealth Partners serves a wide range of individual and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach that combines fundamental and technical analysis with access to third-party managers and platform services, supporting over 11,500 clients with approximately $8.5 billion in assets under management across 124 advisors.

Katherine Figueredo is a financial advisor at SageSpring Wealth Partners with a Series 65 designation. She has one year of industry experience, including prior roles outside the financial sector. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm offers customized investment management and financial planning, utilizing a variety of asset types and combining fundamental and technical analysis with ongoing portfolio oversight.

Daniel Knelson is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at several firms including Financial & Tax Architects, First Advisors National, and Cetera Advisor Networks. Outside of advising, he manages a Medicare plan book of business with Cornerstone Senior Services and works as an insurance agent with Knelson Retirement Solutions. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture platform with tailored investment strategies using a broad range of investment tools and continuous portfolio monitoring.

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 at PKS Advisory Services, LLC with five years of industry experience. She holds Series 65 and Series 63 licenses and has previous roles at Terra Wealth Management, Primerica Financial Services, and Primerica Advisors. Outside of her advisory work, she teaches ballroom dance privately and coordinates webinars for SalesTeamPro. PKS Advisory Services, LLC provides financial planning, consulting, and investment management for individuals, trusts, retirement plans, charitable organizations, and other entities. The firm customizes portfolios based on client profiles and employs a range of strategies including no-load mutual funds, ETFs, individual securities, and alternative investments, while utilizing third-party models and subadvisors.

Christopher Nickoloff is a financial advisor at The Mather Group, LLC with 14 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. His prior experience includes roles at firms such as Merrill, LPL Financial, and Independent Financial Partners. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated 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 incorporates third-party 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.

Douglas Hardy is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Summit Wealth Group and previously worked at Maryland Farms Wealth Management, Commonwealth Financial Network, and UBS Financial Services. Hardy is also involved in fixed insurance sales through Brentwood Financial Partners. Summit Wealth Group is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides integrated wealth management services, including investment management, financial planning, retirement-plan advisory, family office support, and tax services, typically offering discretionary portfolio management with various analytical approaches and third-party resources.

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.

Jeffrey Mucci is a financial advisor with Stratos Wealth Advisors LLC in Franklin, TN, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Financial Engines Advisors and The Mutual Fund Store. In addition to his advisory role, he is a managing partner at Flagship Financial Advisors in Brentwood, TN. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of investment advisory representatives. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to individual goals.

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.