Cash Tunstall is a CFP® professional with 13 years of experience in financial advisory services. He is a partner at SageSpring Wealth Partners in Franklin, TN, and previously worked at Raymond James Financial Services Advisors Inc. from 2013 to 2016. In addition to his advisory role, he assists clients with non-variable insurance as an agent. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors. The firm offers tailored discretionary investment management, financial planning, and consulting services, utilizing a range of investment vehicles and leveraging multi-team scale and institutional expertise.

Michael Goldston is a financial advisor at Thoroughbred Financial Services, LLC with 46 years of industry experience. He has been with Thoroughbred Financial Services since 2009 and previously operated High Meadow Alpacas from 2003 to 2017. Thoroughbred Financial Services 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 focuses on asset and sector allocation, utilizing diversified portfolios primarily composed of mutual funds and ETFs, and offers both discretionary and nondiscretionary management programs.

Julie Coleman is a financial advisor at Bison Wealth, LLC with one year of industry experience. She holds a Series 65 credential and previously worked with the Williamson County School System and Vanderbilt University. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm utilizes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Jonathan Workman is a financial advisor at SageSpring Wealth Partners with nine years of industry experience. He holds Series 65 and Series 66 licenses. His prior positions include roles at Chimera Securities LLC and Morgan Stanley. He also has experience working at Marine Park Golf Course and was affiliated with the University of Tennessee. SageSpring Wealth Partners serves a diverse client base, including individual households and a variety of institutional clients such as retirement plans, banks, insurance companies, and government entities. The firm offers customized investment management and financial planning services, employing both fundamental and technical analysis and providing access to third-party managers and platform services.

Matthew Rettich is a financial advisor with Virtue Capital Management, LLC who holds a Series 65 credential and has 19 years of industry experience. He has held roles at several firms including Cool Springs Financial and Summit Capital Solutions, and he has been involved with Virtue Financial Holding Company, LLC since 2014. Rettich is also the owner of Cornerstone Retirement Group, LLC and a significant owner of Producers Equity Group, Inc. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management and financial planning through a multi-team model, employing tactical, strategic, and dynamic investment approaches with oversight from an investment committee.

Beverly Brackins is a financial advisor with Keel Point, LLC in Brentwood, TN, holding Series 63 and Series 65 designations and possessing 11 years of industry experience. She has been with Keel Point since 2016 and previously worked at WFG Advisors, LP. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving individuals—including high-net-worth and family office clients—as well as institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to create strategic and tactical asset allocations, offering a range of investment programs and customization options.

Taylor Keen is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. His prior experience includes roles at Raymond James Financial Services and High Street Development Group. He is also a licensed agent recommending and selling life insurance policies in line with financial planning. SageSpring Wealth Partners serves a broad mix of individual and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs tailored portfolios and leverages multi-team scale to manage approximately $8.5 billion for over 11,500 clients.

Samantha Gilgosch is a financial advisor at SageSpring Wealth Partners with two years of industry experience and a Series 65 credential. She has worked at several firms, including Sequoia Financial Group, SimplePath Wealth Management, and Great Waters Financial. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and supported by about 75 advisors. The firm serves a diverse range of individual and institutional clients, offering personalized investment management, financial planning, and retirement plan consulting through a goals-based, discretionary approach that integrates various strategies and third-party managers.

Matthew Vysoky is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and 11 years of industry experience. He has been involved with Cornerstone Senior Services since 2004. Outside of his advisory role, he is a licensed insurance agent at Both Hands Financial Services in Brentwood, TN. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm focuses on selecting and monitoring third-party money managers while supplementing with individual security recommendations, typically managing accounts on a discretionary basis.

Seth Radow is a financial advisor with Apollon Wealth Management, LLC, holding a Series 63 designation and over 40 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and Raymond James & Associates. Outside of finance, he is a partner and instructor at Kempo DD Martial Arts in Brentwood, Tennessee. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory for private funds.

Sean Cawley is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. He previously worked at Northwestern Mutual in various roles from 2015 to 2021. Cawley is also involved in the insurance business as an agent with multiple firms. RFG Advisory offers investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing a range of model strategies and third-party platforms while serving as an ERISA fiduciary for retirement accounts.

David Biggs is a financial advisor at Advisory Services Network with 20 years of industry experience. He holds a Series 66 designation and has worked at COVA Wealth Management and Raymond James Financial Services from 2015 to 2022. In addition to his advisory role, he teaches night courses as a professor at Middle Tennessee State University. Advisory Services Network serves individuals, families, corporations, and charitable organizations by providing portfolio management, financial planning, and retirement-plan consulting through a network of approximately 208 independent advisors managing about $8.6 billion in assets. The firm offers tailored investment strategies across various asset classes and multiple implementation options to align with client objectives.

Douglas Grau is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Principal Life Insurance Company, Principal Securities Inc., and Edward Jones. Outside of his advisory work, he assists with operational support at American Rebel, Inc., and manages Yell Records, a music-related business. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients, offering portfolio management, financial planning, adviser selection, and pension consulting through a multi-method investment approach that incorporates various analytical techniques and complex investment strategies.

Leroy Bizzell Jr. is a financial advisor at Keel Point, LLC with 26 years of industry experience. He has held positions at Keel Point since 2016 and previously worked at Wfg Investments, Inc. from 2010 to 2016. Bizzell holds Series 63 and Series 65 licenses and serves as a finance team member at Christ Community Church, where he reviews the church’s financial statements monthly. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to deliver customized portfolio management, financial planning, and consulting services across various asset classes.

Hannah Wright is a CFP® and Series 66 licensed advisor with Sagespring Wealth Partners, bringing four years of industry experience. She previously worked at Baird for five years and has experience in diverse roles including at Shooting Star Country Club and Sneds Junior Golf Tour. Sagespring Wealth Partners serves a broad client base that includes both individual households and institutional clients such as retirement plans and sovereign wealth funds. The firm offers tailored investment management and consulting services, utilizing a multi-team approach and a variety of investment strategies and third-party manager relationships.

Jordan Wedell is a CFP®-certified financial advisor with 10 years of experience. He has worked at SageSpring Wealth Partners since 2016 and was previously with Raymond James Financial Services, Inc. for eight years. Wedell also serves as an insurance agent working with clients to address insurance needs within comprehensive financial plans. SageSpring Wealth Partners serves individual and institutional clients, offering discretionary investment management, financial planning, retirement plan consulting, and third-party manager oversight. The firm employs a tailored investment approach that includes a broad range of asset types and leverages multi-team scale and institutional relationships alongside traditional wealth management services.

Scott Williams is a financial advisor with Advisory Services Network, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, LLC, and Raymond James Financial Services. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Derek Samples is a financial advisor with Stonex Advisors Inc. in Brentwood, TN, holding a Series 66 designation and six years of industry experience. He has worked at Stonex Advisors since 2020 and is also associated with StoneX Securities Inc. and Morris, Smith and Hayden Wealth Management, where he also serves as a financial advisor involved in day-to-day administration and marketing. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering a range of portfolio management and financial planning services through a combination of independent advisors and an in-house Private Client Group. The firm employs multiple investment platforms and strategies, including proprietary models and third-party money managers, to provide tailored solutions with periodic reviews and due diligence.

Adam Smith is a financial advisor at PKS Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Terra Wealth Management, Purshe Kaplan Sterling Investments, PFS Investments Inc, and Primerica Financial Services. Outside of his advisory work, he is involved in raising and selling beef calves on his family farm in Bell Buckle, Tennessee. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets and offers tailored portfolios using a mix of mutual funds, ETFs, independent managers, and individual securities, conducting account reviews at least quarterly.

Arthur Buckley is a CFP® with 19 years of industry experience. He is currently with Savvy and previously worked at Sanctuary Advisors LLC and United Capital Financial Advisers, LLC. Buckley is the owner of Buckley Management, LLC, which operates his advisory practice ACEAL Management, LLC, and oversees a tax preparation and planning service through licensed CPAs. Savvy offers investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and fintech tools.