Gregory Creel is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Scottrade. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and also offers retirement-plan consulting and educational seminars.

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.

John Atkins is a financial advisor at Thoroughbred Financial Services, LLC with 45 years of industry experience. He has been with Thoroughbred Financial Services since 2000 and holds a Series 63 designation. In addition to his advisory role, Atkins is also an insurance agent selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and qualified plans. The firm emphasizes asset and sector allocation with diversified portfolios primarily composed of mutual funds and ETFs, supplemented by individual securities and alternative investments when appropriate.

Stephen Lange is a financial advisor at SageSpring Wealth Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services from 2012 to 2024. Lange operates the Lange Wealth Team as a support business adjunct to his advisory role. SageSpring Wealth Partners serves a diverse client base including individual households, institutional investors, and plan sponsors. The firm offers customized discretionary investment management and consulting services, employing a wide range of investment strategies and leveraging third-party managers and platform solutions, supported by a multi-team structure of approximately 124 advisors.

Samuel Moorhead is a financial advisor with StoneX Advisors Inc. holding a Series 66 designation and two years of industry experience. Prior to joining StoneX Securities Inc., he worked at New Constructs and Merrill Lynch. His background includes roles outside finance, such as positions at Duluth Hockey Company and Toppers Pizza. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs advisor-managed portfolios, proprietary models, and third-party money managers to meet client needs.

Charles Nash is a financial advisor at Brookwood Investment Group with 22 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Brookwood in 2025, he worked at Redwood Private Wealth LLC and PFM Advisor, and he also serves as managing director and insurance producer at Redwood Tax Specialists. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing tailored portfolios across various strategies and a range of affiliated businesses and referral relationships.

Amanda Brooke is a CFP® and ChFC® with 19 years of industry experience. She is currently with SageSpring Wealth Partners and has held roles at Dobyns Wealth Team, Southwestern Investment Advisory Services, Southwestern Investment Group, and Raymond James Financial Services. She is involved in client operations and service support through her work with Dobyns Wealth Team and SageSpring Wealth Partners. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets with around 75 advisors. The firm serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting with a goals-based, discretionary portfolio management approach.

Samuel Needham is a financial advisor at Constellation Wealth Advisors with nine years of industry experience. He previously worked at Goldman Sachs and Co. from 2016 to 2019 and has been with JPMorgan Securities LLC and JPMorgan Chase Bank since 2019. Needham serves as a director and finance committee member of the Martha O'Bryan Center, an anti-poverty nonprofit organization in Nashville. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in client assets and offers diversified strategies across public and private markets, utilizing a documented due diligence process and an active Investment Committee.

Zachary Hurd is a CFP® certificant and Series 66 licensee with 14 years of industry experience. He has worked at Raymond James Financial Services and has been with SageSpring Wealth Partners since 2011. At SageSpring, he serves as a partner and team lead financial advisor, providing comprehensive financial planning and investment management. SageSpring Wealth Partners serves a diverse client base including individual households across wealth levels and a variety of institutional clients such as retirement plans, banks, insurance companies, and government entities. The firm offers discretionary investment management, financial planning, and consulting, using tailored portfolios that incorporate a broad range of asset types and strategies supported by fundamental and technical analysis.

Aristotle Mc Donald is a financial advisor at Virtue Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at United Advisors America, Valic Financial Advisors, and several other firms dating back to 2016. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified/ERISA plans, offering discretionary and non-discretionary portfolio management, financial planning, and third-party manager due diligence. The firm employs a combination of active tactical, strategic, and quantitative approaches to align portfolios with client objectives and risk tolerances.

Andrew Elmore is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Securities America Advisors, Mutual of Omaha, and OSAIC. He serves as a volunteer board member on the executive committee of the Williamson County Association of Realtors, assisting with event planning and scholarship initiatives. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework and offers a range of services including asset management, financial planning, and fiduciary retirement-plan consulting.

Derek Ghia is a CFP® professional with 17 years of industry experience, currently working at Lifeworks Advisors, LLC. His prior roles include positions at Greensview Wealth Management, United Advisors Services, LLC, and Morningstar Investment Services. In addition to his advisory work, he is a licensed insurance producer involved in fixed insurance consultation and sales. Lifeworks Advisors serves a diverse client base, including individual and institutional clients, providing wealth management, financial planning, and retirement plan advisory services. The firm employs a planning-based tranche framework combined with a risk-based investment approach, utilizing diversified mutual funds, ETFs, third-party managers, and various asset classes, supplemented by quantitative analysis and AI decision-support tools.

Tabitha Gossett is a financial advisor at SageSpring Wealth Partners with four years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services and SageSpring Wealth Partners. Outside of advising, she works as an assistant to a financial advisor within SageSpring. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans and sovereign wealth funds. The firm provides discretionary investment management and financial planning, employing both fundamental and technical analysis while offering access to third-party managers and platform services.

William Witherow is a financial advisor with Thoroughbred Financial Services, LLC in Columbia, Tennessee, holding a Series 63 designation and over 40 years of industry experience. He has been with Thoroughbred Financial Services since 2000. Outside of his advisory role, he serves as president of Roger Witherow & Associates, Inc., an insurance business specializing in group health and life, and is involved in chocolate manufacturing and cybersecurity monitoring through other business ventures. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and qualified plans. The firm emphasizes asset and sector allocation using diversified portfolios primarily composed of mutual funds and ETFs, supplemented by individual securities and alternative vehicles where appropriate.

Thomas Bryant is a CFP®-designated financial advisor with seven years of industry experience, currently serving at StoneX Advisors Inc. He previously worked at Mass Mutual Investors Services and Northwestern Mutual. Outside of his advisory role, Bryant contributes to the finance team at Trinity Baptist Church, assisting with the organization of church funds. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting services. The firm utilizes a variety of platforms and third-party managers to implement customized investment strategies.

Samuel Orr is a financial advisor at SEIA with three years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services and Truist Investment Services. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm provides investment management, financial planning, retirement plan consulting, and investment consulting with an investment process that combines strategic asset allocation and tactical adjustments informed by quantitative and qualitative research.

Jacob Byers is a financial advisor at SageSpring Wealth Partners with one year of industry experience. He previously worked at Edward Jones for three years and spent seven years in education before entering the financial sector. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers goals-based portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party manager oversight.

Andrew Frevert is a financial advisor at United Advisor Group with 24 years of industry experience. He holds a Series 66 designation and has worked at various firms, including CION Securities, LLC, Purshe Kaplan Sterling Investments, and Cambridge Investment Research. He is also an independent insurance agent for multiple companies through Ascension Financial Partners. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a range of clients from non-high-net-worth to high-net-worth and employs a combination of strategic and tactical asset allocation with value investing and multiple analytical methods.

Michael Purifoy is a CFP® with 20 years of industry experience, currently serving as a Senior Executive Vice President and Team Leader at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services from 2006 to 2024. Purifoy is also an independent contractor for the Purifoy Wealth Team and holds an insurance license with SageSpring for long-term care and disability insurance. SageSpring Wealth Partners serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach that includes a variety of asset types and leverages multi-team scale and institutional service capabilities.

James Gainer IV is a CFP® and holds a Series 65 license with two years of industry experience. He has been with SageSpring Wealth Partners since 2022, with prior work experience at Perry's Steakhouse and educational roles at Wake Forest University and Ravenwood High School. SageSpring Wealth Partners serves a diverse client base including individual households and institutional clients such as retirement plans, banks, insurance companies, and government entities. The firm offers discretionary investment management and financial planning, using tailored portfolios with a variety of asset types and employs both fundamental and technical analysis, supported by multi-team resources and institutional capabilities.