Kristian Mtetwa is a financial advisor at Atlas with six years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked with firms including ATFS Advisers LLC, 49 Wealth Management LLC, and Thrivent Advisor Network, LLC. Outside of advisory work, he co-founded Synergy Private LLC, a business consulting firm, and is involved in public speaking and consulting through VOT Group LLC. Atlas provides wealth management and financial planning services to individuals, families, trusts, and businesses. The firm uses a long-term, index-based investment approach supplemented by internally managed strategies and third-party sub-advisors and is notable for sponsoring a private credit fund and offering performance-based fee arrangements.

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.

Robert Knutsen II is a financial advisor with JDL Advisers and holds a Series 66 designation. He has 17 years of industry experience, including roles at J. Derek Lewis & Associates, Inc. and Harbinger Asset Management, LLC. He is also licensed as an insurance agent for accident, health, life, and fixed annuity contracts affiliated with J. Derek Lewis & Associates. J. Derek Lewis & Associates, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charities, and businesses, focusing on mutual funds and ETFs with discretionary and non-discretionary portfolio management. The firm uses investor profiling, formal investment policy guidelines, and proprietary risk models to construct asset allocations, typically implementing and custodianing accounts through Charles Schwab or mutual fund transfer agents.

Ira Work is a ChFC® credentialed financial advisor with 23 years of industry experience. He currently works at First Financial Coaching, Inc. and previously held roles at Paul Winkler, Inc., Work Financial Group, Inc., and Independent Advisers Group Corp. Outside of advising, he is the managing partner of Work to Fly LLC, a leasing business based in Nashville. First Financial Coaching serves individuals, families, business owners, and corporate clients by providing non-discretionary investment advisory, retirement plan consulting, financial education, and analysis. The firm emphasizes client approval for transactions and often collaborates with an independent manager for discretionary asset management rather than managing assets directly.

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 two years of industry experience. She holds a Series 65 designation and previously worked at Kennedy Wealth Design for three years. Outside of advising, she is involved in coaching and training for dentists and insurance advisors through her roles at Impact Holdings Management and Third Box Advisors. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates a multi-team model that includes due diligence on third-party managers and offers client education such as a retirement course.

Heath Randall is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with firms including First Command Advisory Services and TD Ameritrade. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing model strategies and third-party platforms.

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 Series 65-licensed financial advisor with six years of industry experience. He is currently affiliated with Sound Income Strategies, LLC and Firm Foundation Retirement LLC, where he holds an owner/agent position. Pearcy has also worked with Buffalo Health Advisors as an independent agent, selling Medicare supplement and Advantage plans. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm’s investment approach focuses on fixed-income and income-oriented strategies, utilizing fundamental and technical analysis alongside active portfolio management and third-party manager allocations.

Dennis Delphenich is a financial advisor at Arax Advisory Partners with 23 years of industry experience. He holds the Series 63 designation and has worked previously at Gries Financial LLC and Capital Portfolio Advisors in various capacities over a span of three decades. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both in-house and external resources along with a blend of traditional and alternative investments.

Terry Robinson is a financial advisor at Brookwood Investment Group with 30 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Terra Wealth Management, PFS Investments, and Primerica Financial Services. Outside of his advisory role, he is a partner in Buybuyland.com, a business focused on purchasing and improving land for resale. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and performs ongoing monitoring and due diligence on recommended managers.

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.

Andrew Esposito is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at several firms, including Raymond James Financial Services, Suntrust Investment Services, and Edward Jones. Esposito has been with Principal Advised Services since 2026 and is based in College Grove, Tennessee. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and benefits from its integration with the Principal Financial Group family and affiliated entities.

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.