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 credential and has been with Kovack Advisors since 2018. Outside of his advisory work, he serves on a homeowners association board and is involved in equine therapy coaching through a separate venture. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, employing a risk-tolerance based investment process supported by Envestnet and incorporating both internally managed 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.

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.

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 at Verus Capital Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Heritage Wealth Management, LLC and Next Financial Group Inc. Outside of his advisory work, he is also an artist and musician based in Spring Hill, TN. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and customized portfolios tailored to client objectives, risk tolerance, and tax considerations.

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 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network, Country Trust Bank, Country Capital Management Co, and Country Insurance Affiliates. Outside of advising, he is the founder of Revive Risk Management LLC, which sells home, auto, and commercial insurance, and he is co-trustee and owner of Dills Donuts Inc., a coffee and donut sales business. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach supplemented by active equity portfolios, tax-aware strategies, and technology-driven tools, including third-party sub-advisers and fintech platforms.

Matthew Storey is a Series 66-licensed financial advisor with ten years of industry experience, currently with Navy Federal Investment Services, LLC. His prior roles include positions at Wells Fargo and Edward Jones before joining Navy Federal. He operates out of Columbia, Tennessee. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through both advisory programs and brokerage channels, utilizing third-party portfolio managers on the Envestnet platform.

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 at United Advisor Group with nine years of industry experience. She holds Series 66, Series 65, and Series 63 licenses and has worked with multiple firms including Ascension Financial Partners, Hornor, Townsend & Kent LLC, and Principal Securities Inc. In addition to her advisory role, she operates as an independent insurance agent specializing in life insurance brokerage. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base using proprietary model portfolios, third-party sub-advisors, and custom accounts, combining strategic and tactical asset allocation with value investing and various analytical approaches.

Bryan Thompson is a financial advisor with Ameritas Advisory Services, LLC in Franklin, TN, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked with Ameritas Advisory Services since 2019 and leads Thompson Financial Group, where he serves as CEO, providing financial services and payroll processing. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients through a platform that includes discretionary and non-discretionary programs, model portfolios, and third-party subadvisers.

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.

Kenneth Sisk is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2017, following six years at Redhawk Wealth Advisors, Inc. He also operates Sisk & Associates, where he serves as an insurance producer. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm supports a large network of advisors through a turnkey asset management platform and offers a range of discretionary investment strategies, including model portfolios and separately managed accounts.

Evan Andresen is a financial advisor at NewEdge Advisors with one year of industry experience. He holds a Series 65 credential and has previously worked at Midwest Wealth Management and the Dubuque Racing Association. Andresen is also a licensed insurance agent and may offer insurance products as part of his services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology solutions to support advisor and client needs.