Darwin Johnson is a financial advisor at SageGuard Financial Group, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with SageGuard in various capacities since 2009, including a recent tenure at Alphastar Capital Management LLC. SageGuard Financial Group, LLC provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm’s investment approach blends strategic and tactical asset allocation across diversified model portfolios and incorporates public educational seminars as part of its client outreach.

Marcus Johnson is a financial advisor with Wilson Wealth Management Group, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Wilson Wealth Management in 2021, he worked at Mutual of Omaha Insurance Company and Edward Jones. Outside of his advisory role, Marcus is also a saxophonist and leads Marcus Johnson Music. Wilson Wealth Management Group is a team-based RIA serving high-income and high-net-worth individuals, families, business owners, and early-career investors. The firm employs a blend of model and customized portfolios, combining technical analysis with longer-term passive strategies, and offers comprehensive financial planning, estate planning coordination, and insurance solutions.

Philip Thomas is a financial advisor at HMS Investment Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HMS Capital Management since 2013, following prior roles at Harmony Investment Management and Robert Baird & Co. HMS Capital Management provides discretionary investment management and financial consulting to individuals, high-net-worth clients, charitable organizations, corporations, and insurance companies. The firm employs a fundamental analysis-driven approach supplemented by quantitative and technical inputs, offers a range of model portfolios, and provides family office services alongside a tactical options-based hedge overlay available in separately managed accounts.

George Stadler is a CFA® charterholder with 16 years of industry experience. He has been with HMS Capital Management, LLC since 2009. HMS Investment Advisors provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, as well as charitable organizations, corporations, and insurance companies. The firm uses fundamental analysis across multiple model portfolios and offers services that include financial planning, family office support, and advisory relationships involving assets not directly managed by HMS.

Mariafearlene Brown is a financial advisor at Paul Winkler, Inc. with 14 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with the firm since 2014. Outside of advisory work, she is a self-employed insurance agent, a role she has held since 1996 but currently devotes no time to. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and uses modern portfolio theory and multi-factor approaches in portfolio construction, alongside investor education programs including workshops, podcasts, online courses, and a subscription coaching service.

Robert Yarmak is a CFA® charterholder with nine years of industry experience. He is currently with Vertrix Wealth Management, LLC, where he has worked since 2026. Prior to that, Mr. Yarmak held various roles at Greystone Financial Group, LLC and its affiliated entities from 2016 to 2026. Vertrix Wealth Management advises individuals, trusts, estates, small businesses, and employer-sponsored retirement plans, providing portfolio management and retirement plan consulting. The firm employs a tactical, risk-management oriented investment approach that incorporates fundamental and technical analysis, macroeconomic and market sentiment indicators, and dynamic asset allocation.

Joseph Weeks is a financial advisor at Key Capital Management, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Shoemaker Financial and Cetera. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses model portfolios and combines technical, fundamental, and modern portfolio theory approaches across various investment vehicles, serving approximately 1,730 client relationships with a team of seven advisors.

Paul Good is a financial advisor with SageGuard Financial Group, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining SageGuard, he worked at Equitable Advisors and has also held coaching roles with Tennessee United Soccer Club and Merrol Hyde Magnet School. Outside of financial advising, Good serves as a goalkeeper director and head boys’ soccer coach, organizing training and managing soccer programs. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers both discretionary and non-discretionary management, combining strategic and tactical asset allocation across various model portfolios and investment sleeves, and conducts no-charge educational seminars as part of its client outreach.

Amanda Mc Coin is a ChFC® credentialed advisor at Paul Winkler, Inc. with eight years of experience at the firm. Prior to joining Paul Winkler, Inc., she worked for the Home Shopping Network for one year. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporate clients. The firm’s investment approach is tailored to client-specific goals and utilizes third-party asset managers for discretionary trading, while also offering public education through workshops, online courses, and authored books.

Sarah Summers is a financial advisor at Key Capital Management, Inc. She holds a Series 65 designation and has experience across several firms including Mariposa Group, LifeSci Advisors, and Angelo Gordon. She has been with Key Capital Management since 2025. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches, managing assets across mutual funds, ETFs, fixed income, REITs, and annuities.

Jaret Kiplinger is a financial advisor at Kiplinger Wealth Advisors in Nashville, TN. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining the advisory field, he held roles at Medpace and the Ohio Department of Natural Resources. Kiplinger Wealth Advisors serves individual clients and employer-sponsored retirement plans, offering financial planning, asset management, and retirement plan consulting. The firm uses customized portfolios with strategic and tactical asset allocation and provides both fiduciary and non-fiduciary services for retirement plans.

Rukmini Sunkara is a financial advisor with Oasis Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Her work history includes roles at Ernst & Young and Primerica, among others. She is also engaged in insurance sales and operates as a registered representative with Cape Securities Inc. and an investment adviser representative with Terra Wealth Management. Oasis Advisors offers portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a team-based approach and employs fundamental analysis, modern portfolio theory, and quantitative methods across a diverse range of investment instruments.

Jonathan Walker is a CFP® with 15 years of industry experience, currently serving at Paul Winkler, Inc. since 2006. His background includes long-term work within the same firm, where he operates as part of an 11-advisor team. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporate clients. The firm’s investment approach is tailored to client-specific goals and risk tolerance, using modern portfolio theory and multi-factor analysis, and it offers public investor education through workshops, a subscription coaching program, online courses, and authored books.

John Brewington is a financial advisor at SageGuard Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining SageGuard, he worked at Allstate and has held various roles in nonprofit and church organizations. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers both discretionary and non-discretionary management and conducts public educational seminars as part of its client outreach.

Chad Wood is a Series 65 licensed advisor at SageGuard Financial Group, LLC with four years of industry experience. His prior roles include positions at Alphastar Capital Management, LLC and Pineywoods Financial, where he has also served as an account manager. Outside of his advisory work, he was involved with Muy Grande Outdoors LLC and TW Group LLC. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to a range of clients including individuals, high-net-worth clients, and business entities. The firm offers a mix of discretionary and non-discretionary portfolio management, and conducts educational seminars as part of its client outreach.

David Perez is a financial advisor at SageGuard Financial Group, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at SageGuard and Alphastar Capital Management LLC, as well as Regions Bank. Perez is the owner and founder of Union Financial Services, LLC, a business focused on annuity and life insurance sales and planning. SageGuard Financial Group, LLC provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers both discretionary and non-discretionary management, utilizing strategic and tactical asset allocation across diverse model portfolios and investment sleeves, and conducts educational seminars to introduce services to prospective clients.

Bryan Fastenau is a CFA® charterholder with seven years of industry experience. He has worked at HMS Capital Management since 2018 and previously spent 30 years at US Trust. He is based in Nashville, TN. HMS Investment Advisors provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, as well as charitable organizations, corporations, and insurance companies. The firm employs fundamental analysis across multiple model portfolios that include a mix of domestic and foreign equities, fixed income, mutual funds, and ETFs, and it also offers specialized strategies such as a Tactical Hedge overlay.

Jordan Zuger is a financial advisor at Key Capital Management, Inc. in Hendersonville, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Key Capital Management, he worked at Equitable Advisors, LLC and Northwestern Mutual Investment Services LLC during 2025. Outside of his advisory role, Zuger serves as a referee for Hendersonville Parks and Recreation basketball games. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses model portfolios incorporating technical, fundamental, and modern portfolio theory approaches, managing approximately $393 million in discretionary assets across a diverse mix of investment vehicles.

Brian Ruttenbur is a financial advisor at SageGuard Financial Group, LLC with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Drexel Hamilton, LLC and Imperial Capital, LLC. Ruttenbur is also involved with Alarm.com and Smart Rent. SageGuard Financial Group, LLC provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers both discretionary and non-discretionary management and conducts no-charge educational seminars and workshops for prospective clients.

Seth Kelley is a financial advisor at Oasis Advisors with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including PFS Investments Inc and Purshe Kaplan Sterling Investments. He also spends part of his time involved in insurance sales. Oasis Advisors provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a range of investment strategies and offers customizable fee arrangements and subscription-based planning services.