Darwin Johnson is a financial advisor with SageGuard Financial Group, LLC, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with SageGuard Financial Group since 2009, including roles at Alphastar Capital Management LLC since 2021. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides ongoing portfolio management and comprehensive financial planning, managing approximately $755.7 million in assets across a variety of investment vehicles with a focus on both discretionary and predominantly non-discretionary account management.

Marcus Johnson is a financial advisor with Wilson Wealth Management Group, L.L.C. in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. He has worked at Wilson Wealth Management Group since 2021 and maintains affiliations with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services. Outside of financial advising, Johnson is a saxophonist and is involved with 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 combines model portfolios and customized stock portfolios using technical analysis and longer-term passive ETFs, offering investment management, financial planning, estate planning coordination, and insurance and annuity solutions.

Bruce Arnold is a CFP® professional with 44 years of experience in the financial industry. He is currently with KPP Advisory Services LLC and has previously worked at LPL Financial LLC and FSC Securities Corporation. Arnold holds Series 63 and Series 65 licenses. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $874 million in client assets, offering discretionary and non-discretionary portfolio management with a focus on mutual fund and ETF asset-allocation strategies.

Philip Thomas is a financial advisor at HMS Investment Advisors in Nashville, Tennessee, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at HMS Capital Management, Inc. since 2013 and at Harmony Investment Management, Inc. since 2007. 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, including domestic and foreign equities, fixed income, mutual funds, and ETFs, and offers specialized strategies such as a Tactical Hedge overlay using options.

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 five years of industry experience. He holds the Series 66 designation and has previously worked at Shoemaker Financial, Securian Financial Services, and Cetera Advisor Networks. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles, managing approximately $393 million in discretionary assets with a team of seven advisors serving around 1,730 client relationships.

Paul Good is a Series 66–licensed financial advisor at SageGuard Financial Group, LLC with two years of industry experience. He previously worked at Equitable Advisors, LLC and has roles as a goalkeeper director for Tennessee United Soccer Club and head boys’ soccer coach at Merrol Hyde Magnet School. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a model portfolio approach with both discretionary and non-discretionary management, overseeing approximately $755.7 million for roughly 2,469 clients.

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.

Rukmini Sunkara is a financial advisor with Oasis Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at firms including Ernst & Young and Primerica, and is currently also a registered representative of Cape Securities Inc. and an investment adviser representative with Terra Wealth Management. Oasis Advisors provides 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 long-term, fundamental approach that includes a range of investment instruments from traditional funds to private placements and cryptocurrency.

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. He previously worked at Allstate and has been involved with various religious and community organizations, including Indian Lake Peninsula Church and the International Mission Board. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $755.7 million across a range of model portfolios and investment sleeves, with a notable emphasis on non-discretionary asset management.

Chad Wood is a financial advisor with SageGuard Financial Group, LLC, holding a Series 65 designation and three years of industry experience. He has worked with SageGuard Financial Group since 2022 and also serves as an Account Manager at Pineywoods Financial. Outside of financial advisory roles, he has been involved with Muy Grande Outdoors LLC and TW Group LLC in prior years. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides ongoing portfolio management and comprehensive financial planning using a combination of fundamental and technical analysis across a range of model strategies and asset allocations.

David Perez is a financial advisor with SageGuard Financial Group, LLC, holding Series 65 and Series 63 designations and six years of industry experience. He has worked at SageGuard Financial Group since 2020, with prior experience at Alphastar Capital Management LLC and Regions Bank. He is the owner and founder of Union Financial Services, LLC, a business focused on annuity and life insurance sales and planning. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management and financial planning through model portfolios and sleeves designed to match client risk profiles, managing approximately $755.7 million for around 2,469 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 an advisor with Key Capital Management, Inc., holding a Series 66 designation and beginning his financial services career in 2025. Prior to joining Key Capital Management, he held roles at Equitable Advisors, Northwestern Mutual Investment Services, and Net Elite. Outside of finance, Zuger serves as a referee for recreational basketball games with Hendersonville Parks and Recreation. Key Capital Management, Inc. offers discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles.

Brian Ruttenbur is a financial advisor with SageGuard Financial Group, LLC, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His career includes roles at Drexel Hamilton, LLC, Imperial Capital, LLC, Smart Rent, and Alarm.com. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $755.7 million across common investment vehicles using model portfolios and a mixture of discretionary and non-discretionary management tailored to client risk profiles.

Seth Kelley is a financial advisor with Oasis Advisors, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His prior roles include more than two decades at PFS Investments Inc., followed by positions at Purshe Kaplan Sterling Investments, CAPE Securities, and American Global Wealth Management. In addition to his advisory work, he is involved in insurance sales, dedicating about 10% of his time monthly to this activity. Oasis Advisors provides ongoing portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients, employing a discretionary management style that incorporates fundamental analysis, modern portfolio theory, and a long-term trading approach across a broad range of traditional and alternative investment vehicles.

Lawrence Barnard is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Paul Winkler, Inc. since 2008. He also owns and operates Crown Financial Concepts, where he provides tax consulting and preparation services. Paul Winkler, Inc. offers investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and utilizes modern portfolio theory and multi-factor approaches in portfolio construction.