James Garrison is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Before joining Silver Oak Securities in 2020, he worked at Thurston Springer Miller Herd & Titak, Inc. and Grove Point Investments, LLC. Outside of his advisory role, Garrison serves as Treasurer of the Tennessee Beekeepers Association, owns and operates a beekeeping business, and is the Minister of Music at Highland Baptist Church. Silver Oak Securities serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets through a network of over 100 financial professionals. The firm primarily offers discretionary, customized investment management with a variety of advisory programs and emphasizes ongoing model monitoring and automated investment processes.

Robin Patin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. Prior to joining Choreo, Patin worked at Enso Wealth Management for one year and Edward Jones for six years. Outside of advisory work, Patin is proprietor of Wealth Reconstructed, LLC, focusing on public speaking and writing on topics related to women, people of color, and finances. Choreo, LLC serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients. The firm emphasizes strategic asset allocation and utilizes a rigorous investment process involving quantitative screening and Investment Committee approval to manage portfolios through various vehicles and specialized advisory services.

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.

Joshua Wakefield is a financial advisor with Cooper McManus in Spring Hill, TN, holding the CFP® designation and Series 63 and 65 licenses. He has 14 years of industry experience, including prior roles at MassMutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, he is involved as an independent insurance agent. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a range of securities and model portfolios tailored to client objectives.

Konstantin Chrenow is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms including Girard Securities, Newcastle Financial Advisors, and Merrill prior to joining Kovack Advisors in 2018. Outside of his advisory role, he serves as a board member for a homeowners association and is involved in equine therapy coaching through Creative Animal Connection. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing a structured investment process supported by Envestnet and combining internally developed and third-party strategies.

Hannah Colbert is a financial advisor at SageSpring Wealth Partners with five years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and Montgomery & Associates. SageSpring Wealth Partners serves a diverse client base, including individual households and various institutional clients. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party manager relationships.

George Swatzell is a financial advisor and partner at SageSpring Wealth Partners with 16 years of industry experience. He has worked at Raymond James Financial Services from 2014 to 2024 and has been with SageSpring Wealth Partners since 2014. Outside of advising, he is also licensed as an insurance agent, assisting clients with life, long-term care, and disability insurance. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management and financial planning with customized portfolios that utilize a variety of asset types and leverage both fundamental and technical analysis.

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.

Aaron Moon is a CFP® with 12 years of industry experience, currently serving as an advisor at Inspire Advisors, LLC since 2019. Prior to that, he was with Inspire Investing, LLC for eight years. He is also a licensed insurance agent in Idaho, focusing on life, health, and long-term care coverage. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a combination of fundamental, technical, and quantitative methods to construct portfolios, often utilizing sub-advisors and proprietary ETFs.

Denny Rudolph is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Heritage Wealth Management, Next Financial Group, and Edward Jones. Outside of his advisory work, he is also engaged as an artist and musician in Spring Hill, TN. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis, tactical adjustments, and selective hedging to create customized portfolios tailored to each client’s objectives and risk profile.

Andrew Varnedoe is a CFP® and Series 66-licensed advisor at EverSource Wealth Advisors, LLC with six years of industry experience. Prior to joining EverSource in 2024, he worked at Thrivent Financial and Thrivent Investment Management from 2020 to 2024. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisors.

Joshua Howard is a financial advisor with Advisory Services Network who holds a Series 65 designation and has been in the industry since 2023. Prior to joining Advisory Services Network in 2025, he worked at Howard Financial Services and has experience in education through roles at Williamson County Schools and Marshall County Schools. Outside of his advisory work, he provides ACT math tutoring and tax preparation services. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting with a focus on customized strategies across various asset classes.

Amelia Morgan is a financial advisor at Cooper McManus with 19 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC for 10 years. In addition to her advisory role, Morgan owns Morgan Sterling Private Wealth Management and is an independent insurance agent. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a diverse set of instruments and offers customized asset-allocation portfolios through sub-advisors and co-advisory platforms.

Kevin Moeller is a financial advisor at Ausdal Financial Partners, Inc. with 29 years of industry experience. He holds the ChFC® designation and several securities licenses (Series 63, 65, 66). Prior to joining Ausdal in 2023, he worked at Allstate Insurance Co and Next Financial Group, Inc. Additionally, Moeller serves as treasurer for a leadership and discipleship organization, managing bookkeeping and budgeting responsibilities. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and businesses, managing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of advisory services tailored to client objectives and risk tolerance, utilizing multiple custodians and third-party money managers, while maintaining dual registration as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Adam Johnson is a financial advisor at Savvy with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network and Country Capital Management Co. Outside of advisory work, he is the founder of Revive Risk Management LLC, which focuses on insurance sales, and co-trustee and owner of Dills Donuts Inc., a coffee and donut business. Savvy provides comprehensive investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized, primarily index-based long-term investment strategies while incorporating active equity portfolios, third-party sub-advisers, and technology-driven tools including tax-aware direct indexing and in-house estate planning support.

Matthew Storey is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked extensively within Navy Federal Financial Group and Navy Federal Investment Services since 2019, with prior experience at Edward Jones and Wells Fargo. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a range of layered solutions including unified managed accounts and automated ETF portfolios.

Greg Peters is a financial advisor with First Advisors National, LLC and holds a Series 65 designation. He has three years of industry experience and has worked as a quality control engineer at Nissan since 1995. In addition to his advisory role, Peters is a part-time independent insurance agent specializing in life insurance and annuities. 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 support individual security recommendations.

Cynthia Pillard is a financial advisor with United Advisor Group, holding Series 66, Series 65, and Series 63 licenses and nine years of industry experience. She has worked at multiple firms including Principal Securities Inc., Hornor, Townsend, & Kent LLC, and Shoemaker Financial. In addition to her advisory role, she is an independent insurance agent specializing in life insurance brokerage. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage clients. The firm serves both non-high-net-worth and high-net-worth clients, employing a combination of strategic and tactical asset allocation along with value investing and various analytical methods to tailor portfolios.

Thomas Young is a CFP® professional with six years of industry experience, currently serving at Independent Financial Partners. His prior roles include positions at Tennessee Valley Asset Management Partners, LPL Financial, Edward Jones, First Citizens Bank, and Regions Bank. Outside of his advisory work, he is involved with Grow Live Give, a wealth management and financial planning venture. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm offers a decentralized advisory model with options for individualized strategies, centralized asset management, and formal retirement-plan advisory and pension consulting capabilities.

Peter John Brownrigg is a financial advisor with Empower Advisory Group in Columbia, TN, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, LPL Financial, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved in agricultural sales, coordinating the private sale of hay grown on his land. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its advisor headcount.