Thomas Chase is a financial advisor with Capital Markets IQ, LLC in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at Kalos Management and Kalos Capital from 2015 to 2017, and at Reliance First Capital and A Mortgage Boutique between 2020 and 2021. Chase serves as a board member for Young Professionals, a nonprofit organization involved in community service and professional development activities. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and select international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, offering wealth management, financial planning, and alternative investment support.

Kristian Mtetwa is a financial advisor at Atlas with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including ATFS Advisers LLC, 49 Wealth Management LLC, and Thrivent Advisor Network, LLC. Outside of advising, he co-founded Synergy Private LLC, a business consulting firm, and is involved with public speaking and event organization through VOT Group LLC. Atlas provides wealth management and financial planning services to individuals, families, and institutional clients. The firm employs a long-term, index-based investment approach supplemented by internally managed strategies and is known for sponsoring private investment vehicles, including a private credit fund.

Beverly Davis is a financial advisor at Caldwell Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Caldwell Advisors since 2015, concurrently affiliated with LPL Financial since 2007. Caldwell Advisors provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and foundations. The firm employs a combination of fundamental and technical analysis and offers discretionary and non-discretionary investment management alongside ongoing client communication and tax considerations.

Ira Work is a financial advisor at First Financial Coaching, Inc. in Nashville, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including 17 years at Paul Winkler, Inc. and 22 years with Work Financial Group, Inc. Outside of his advisory work, he is the managing partner of Work to Fly LLC, a leasing business. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers primarily non-discretionary investment advice and financial analysis, partnering with a third-party asset manager for discretionary portfolio management while emphasizing investment education and workshops.

Bradley Meyers is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with 25 Financial, where he has worked since 2022. His prior experience includes roles at Arete Wealth Management LLC, Arete Wealth Advisors LLC, and Larson Financial Group. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm creates customized investment programs based on client goals and risk tolerance, using a range of analytical methods and generally managing accounts on a discretionary basis.

Sylvia Gilmore is a financial advisor at Aletheian Wealth Advisors LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Cornerstone Advisors Inc. before joining Aletheian Wealth Advisors in 2019. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services tailored to complex and often illiquid balance sheets. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses, offering diversified portfolios that include public and private market investments alongside coordinated collaboration with clients’ tax, legal, and philanthropic advisors.

Richard Scott is a financial advisor with Research Financial Strategies, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Reutemann Financial Solutions, Research Financial Strategies, Purshe Kaplan Sterling Investments, and Yurich Financial Group. Outside of his advisory roles, he is a 50% owner of Yurich Financial Group, which provides CPA, tax preparation, and estate planning services on a seasonal basis. Research Financial Strategies manages approximately $254 million in discretionary assets for individuals, pension plans, trusts, and other entities. The firm employs a technical analysis and active trading approach focused on risk mitigation, primarily using ETFs, and offers services through a hybrid model that includes broker-dealer and insurance channels.

Alyssa Srey is a financial advisor at Virtue Capital Management, LLC with one year of industry experience. She holds a Series 65 credential and has previously worked at Kennedy Wealth Design and Boston Scientific. Outside of her advisory role, she is involved in coaching and training for dentists and insurance advisors through IMPACT Holdings Management and Third Box Advisors, LLC. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing a model-driven approach that incorporates quantitative optimization and economic data inputs.

Heath Randall is a financial advisor at RFG Advisory, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at First Command Advisory Services, First Command Brokerage Services, and TD Ameritrade. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, typically managing assets through a combination of actively managed and passive strategies with an emphasis on risk management.

Charles Mcdonald is a financial advisor with First Advisors National, LLC in Murfreesboro, TN. He holds a Series 65 designation and has 16 years of industry experience, including his current role at Cherry Investment Advisors, Ltd. since 2010. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to supplement individual securities recommendations.

James Jones is a financial advisor at Zacks Investment Management, Inc. He holds a Series 65 designation and has 12 years of industry experience, including a decade at Envestnet Asset Management. Jones has worked with LBMZ Securities, Inc. and currently serves at Zacks Investment Management. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary models and offers a wide range of investment strategies and vehicles, serving both direct clients and third-party advisers.

Robert Atkinson is a Series 65–licensed financial advisor with one year of industry experience, currently with Financial & Tax Architects, LLC. His prior experience includes roles at Farmers Insurance and various church and university positions. Financial & Tax Architects offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary strategies with exchange-traded funds, individual securities, and monthly rebalancing, and also provides retirement-plan consulting, educational seminars, and sub-advisory services to other registered investment adviser firms.

Chad Hamby is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience in mortgage services and investment-related roles, including with Retirement Income Solutions. Hamby has also worked in various capacities outside of finance, including at Amazon DSP and in real estate-related businesses. Sound Income Strategies is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, trusts, and corporations, and emphasizes customized portfolios with a focus on fixed-income analysis and equity review.

David Pearcy is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and six years of industry experience. He previously worked with AE Wealth Management, Firm Foundation Retirement LLC, and Buffalo Health Advisors, among others. Pearcy is also the owner and agent of Firm Foundation Retirement LLC, which provides insurance sales and services. Sound Income Strategies serves a diverse client base, including individuals, corporations, pension plans, and other advisors, offering asset management, financial planning, ERISA plan services, and insurance planning. The firm’s investment approach focuses on fixed-income and income-oriented strategies, actively managing portfolios through fundamental and technical analysis while incorporating third-party managers and ETF sub-advisory roles.

Dennis Delphenich is a financial advisor with Arax Advisory Partners, holding a Series 63 designation and bringing 23 years of industry experience. His prior work includes roles at Gries Financial LLC and Capital Portfolio Advisors in various capacities spanning over two decades. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation approaches.

Terry Robinson is a financial advisor at Brookwood Investment Group with 30 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Terra Wealth Management, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory work, Robinson is a partner in Buybuyland.com, a land purchase and resale venture, and refers clients to a CPA for employee retention tax credit programs. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering portfolio management and financial planning using a variety of active, passive, and tactical strategies tailored to client objectives. The firm operates through a network of partner offices and affiliated businesses, managing over $1.25 billion in assets as of 2025.

Samuel Rosner is a financial advisor with Vicus Capital, Inc. He holds a Series 66 designation and has 18 years of industry experience. His work history includes roles at Rosner Financial TN Inc., Rosner Financial Inc., Cetera Wealth Services, LLC, and Vicus Capital, Inc. He is also involved in insurance sales, including life, health, disability, and annuities. Vicus Capital serves a diverse client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and provides fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

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.

Charles Provow is a financial advisor with M Holdings Securities, Inc. He holds the ChFC® designation and Series 63 license, and has 46 years of experience in the industry. His career includes over three decades of leadership with ProVow & Associates and Evergreen Consulting Inc. Outside of his advisory work, he serves on the Grove Property Owners Association, overseeing community improvements and compliance. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a network of independent member firms and financial professionals. The firm offers a mix of advisory and brokerage services with investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Edwin Mcknight is a financial advisor at Silver Oak Securities, Inc. with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Silver Oak in 2023, he worked at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he is involved in farming, volunteers with the Republican Party of Rutherford County, serves on the board of a Christian missions nonprofit, and has experience as an author. Silver Oak Securities, Inc. serves individuals, retirement plans, corporations, trusts, and other entities through a multi-team model, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs that emphasize discretionary, customized investment management tailored to client objectives and risk tolerances.