Paul Winkler is a ChFC® credentialed financial advisor with 34 years of industry experience. He has led Paul Winkler, Inc. since 2000. Outside of advising, he authors investment-related books, serves as a therapist at a counseling center, and sits on the Board of Trustees for Trevecca University. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business owners, and corporations. The firm emphasizes investor education through workshops, media content, and coaching programs, implementing portfolios via third-party managers using modern portfolio theory and an efficient-market approach.

Brian Koonce is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Paul Winkler, Inc. since 2019. Outside of advising, he also works as an independent tax preparer and is an Enrolled Agent in Goodlettsville, TN. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporate clients. The firm’s approach incorporates modern portfolio theory and multi-factor analysis, and it primarily co-advises with third-party asset managers for discretionary trading while offering educational resources through workshops, courses, and authored books.

Jeffrey Ward is a financial advisor with SageGuard Financial Group, LLC and holds Series 65 and Series 63 licenses. He has one year of experience in financial advisory and has previously worked in residential real estate sales, serving as president of Realty N Motion Inc. Additionally, Ward is licensed to sell life and health insurance policies and is affiliated with multiple carriers through the Financial Independence Group. 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 combines strategic and tactical asset allocation across various model portfolios and offers educational seminars as part of its client development approach.

James Wood is a CFP® professional with 28 years of experience in the financial industry. He has worked at Paul Winkler, Inc. since 2014 and held prior roles at firms including A Clear Strategy, LLC, Signature Investments, Inc., Sicor Securities Inc, Cambridge Investment Research Advisors, and Osaic FA, Inc. 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 approach incorporates modern portfolio theory and multi-factor analysis, typically recommending third-party asset managers for portfolio implementation while offering educational resources such as workshops, online courses, and authored books.

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.

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.

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.

Nishann La Nata is a Series 66-licensed financial advisor with nine years of industry experience, currently with Craft Wealth Services. His prior roles include financial planning and advisory positions at First Command Financial Planning and Waddell & Reed. Outside of his advisory work, he is a partner in Lebanon Sisterhood, where he contributes to event planning, promotion, and social media administration. Craft Wealth Services provides investment advisory and financial planning primarily for individual and high-net-worth clients, offering portfolio management and standalone planning with a value-oriented, long-term investment approach that incorporates fundamental and technical analysis alongside tactical allocation and options strategies.

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.

Kristopher Whipple is a financial advisor at Pinkerton Wealth Partners in Nashville, TN, holding a Series 65 license with three years of industry experience. He previously worked at CoreCap Advisors and has operated his own firm, Kristopher Curtis Financial, where he sells life insurance and fixed index annuities. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, formula-driven investment process combining active, passive, and tactical strategies and offers a range of model portfolios and fiduciary services.

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.

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.