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.

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.

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.

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.

John Bayrd II is a Series 66-licensed financial advisor with five years of industry experience, currently with LaSalle St. Investment Advisors, L.L.C. in Nashville, TN. His prior work history includes roles at CVS, Elevation Ventures LLC, ODEM SA, and Excelorators Inc. Bayrd serves on the board of directors for Excelorators Inc., an education technology company, and is involved in teaching financial education courses for LaSalle St. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, and other entities. The firm offers both non-discretionary and discretionary management programs, employing asset-allocation models with a mix of mutual funds, ETFs, equities, fixed income, and options.

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.

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 in Nashville, TN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at BDO, USA and Umansky Motor Cars, as well as experience in education at the University of Mississippi and the University of Tennessee, Knoxville. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory services, brokerage, investment banking, and research capabilities.

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® 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.

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 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.

Zachary Zettergren is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Silver Oak Securities, Inc. since 2021. He previously worked at Next Financial Group Inc for ten years and has operated Zettergren Financial Group since 1998. Outside of financial advisory, he owns Double Z Autos LLC, which rents automobiles on the Turo platform. Silver Oak Securities, Inc. serves a broad client base including individuals, high-net-worth clients, pension plans, and business entities through a network of over 100 financial professionals. The firm offers a variety of advisory programs with a discretionary, customized approach to investment management tailored to client objectives and risk tolerances.

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.