Jacob Whipp is a financial advisor at Larson Financial Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Larson Financial Group and its affiliated entity Larson Financial Securities since 2008 and 2010, respectively. Outside of his advisory role, he serves as chairman of the board for two nonprofit organizations: Footprints of the Sun, a school for normally and disabled functioning children in Haiti, and Crosspoint Ministry, which provides counseling services to pastors and church leaders. Larson Financial Group, LLC offers 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 both strategic and tactical investment approaches, uses AI-assisted tools for research and documentation, and provides a range of affiliated services including broker-dealer, commercial real estate, private equity, 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.

Stephen Moore is a financial advisor with OneAscent Financial Services LLC in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Securities America Advisors, Inc. for 24 years and has operated Financial Strategies Group since 1997. Moore 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—including high-net-worth clients—retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, employing individualized asset-allocation strategies managed by advisor teams or model-based platforms.

Andrew Esposito is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at several firms, including Raymond James Financial Services, Suntrust Investment Services, and Edward Jones. Esposito has been with Principal Advised Services since 2026 and is based in College Grove, Tennessee. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and benefits from its integration with the Principal Financial Group family and affiliated entities.

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.

Jonathan Workman is a financial advisor at SageSpring Wealth Partners with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Morgan Stanley and Chimera Securities LLC. He also has experience outside of finance, having worked at Marine Park Golf Course. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using fundamental and technical analysis and leverages multi-team scale alongside access to OCIO and TAMP services.

Matthew Rettich is a financial advisor with Virtue Capital Management, LLC who holds a Series 65 credential and has 19 years of industry experience. He has held roles at several firms including Cool Springs Financial and Summit Capital Solutions, and he has been involved with Virtue Financial Holding Company, LLC since 2014. Rettich is also the owner of Cornerstone Retirement Group, LLC and a significant owner of Producers Equity Group, Inc. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management and financial planning through a multi-team model, employing tactical, strategic, and dynamic investment approaches with oversight from an investment committee.

Beverly Brackins is a financial advisor at Keel Point, LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses 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. The firm serves individuals, including high-net-worth and family office clients, institutional investors, retirement plan sponsors, and corporations, offering portfolio management, financial planning, OCIO, and benefits consulting through a combination of fundamental and quantitative investment approaches.

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 at Apollon Wealth Management, LLC with 42 years of industry experience. He holds the Series 63 designation and has worked previously at Purshe Kaplan Sterling Investments, Raymond James & Associates, and UBS Financial Services. Outside of finance, he is a partner and instructor at Kempo DD Martial Arts in Brentwood, Tennessee. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets across 145 advisors. The firm serves individuals, high-net-worth families, and various institutional clients, combining centrally managed strategies with locally managed portfolios and utilizing fundamental analysis, tactical allocations, ESG models, and technology tools including generative AI.

Sean Cawley is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with RFG Advisory, LLC and previously worked at Northwestern Mutual Wealth Management Company among other firms. His professional activities include holding insurance agent roles with multiple firms. RFG Advisory provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies and third-party platforms.

David Biggs is a financial advisor at Advisory Services Network with 20 years of industry experience. He holds a Series 66 designation and has worked at COVA Wealth Management and Raymond James Financial Services from 2015 to 2022. In addition to his advisory role, he teaches night courses as a professor at Middle Tennessee State University. Advisory Services Network serves individuals, families, corporations, and charitable organizations by providing portfolio management, financial planning, and retirement-plan consulting through a network of approximately 208 independent advisors managing about $8.6 billion in assets. The firm offers tailored investment strategies across various asset classes and multiple implementation options to align with client objectives.