Beverly Brackins is a financial advisor at Keel Point, LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Keel Point since 2016, following a year at WFG Advisors, LP. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion. The firm serves individuals, including high-net-worth and family office clients, institutional investors, retirement plan sponsors, and corporations, offering portfolio management, financial planning, OCIO, and benefits consulting through a combination of fundamental and quantitative investment approaches.

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 at Apollon Wealth Management, LLC with 42 years of industry experience. He holds the Series 63 designation and has worked previously at Purshe Kaplan Sterling Investments, Raymond James & Associates, and UBS Financial Services. Outside of finance, he is a partner and instructor at Kempo DD Martial Arts in Brentwood, Tennessee. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets across 145 advisors. The firm serves individuals, high-net-worth families, and various institutional clients, combining centrally managed strategies with locally managed portfolios and utilizing fundamental analysis, tactical allocations, ESG models, and technology tools including generative AI.

Sean Cawley is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with RFG Advisory, LLC and previously worked at Northwestern Mutual Wealth Management Company among other firms. His professional activities include holding insurance agent roles with multiple firms. RFG Advisory provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies and third-party platforms.

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.

Nicola Di Paolo is a CFP® professional with 24 years of industry experience, currently serving at Kovack Advisors, Inc. Since 2020, he has held roles at Kovack Advisors, LLC and Kovack Securities, LLC. His prior experience includes positions at Vanderbilt Securities, Cambridge Investment Research, and LPL Financial. Outside of his advisory work, he is president of DiPaolo Wealth Management LLC, an independent insurance agency. 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, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing both internally created and third-party investment models supported by an Envestnet workflow.

Jeffrey Russell is a financial advisor with Kovack Advisors, Inc. in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior career includes roles at Morgan Stanley Smith Barney and the Morgan Stanley Private Bank from 2010 to 2021, as well as Merrill from 1997 to 2010. Kovack Advisors 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, offering portfolio management, financial planning, and access to sub-advisory programs using a combination of internally developed models and third-party managers.

Mary Gilmer is a CFP®-certified financial advisor with five years of industry experience, currently with SageSpring Wealth Partners. She previously worked at Raymond James Financial Services and Warren Averett Asset Management. Outside of her advisory role, she is a partner and owner of Stone Builders Group, a business unrelated to investment activities. SageSpring Wealth Partners serves a diverse clientele, including individual and institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and retirement consulting, employing tailored portfolios and a mix of fundamental and technical analysis alongside third-party manager relationships and platform services.

Rory Hartmann is a CFP® with 13 years of industry experience, currently with RFG Advisory, LLC in Brentwood, TN. His prior roles include positions at Northwestern Mutual and Private Client Services. RFG Advisory serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments through a range of model strategies and third-party platforms.

Bradley Lay is a financial advisor with Stonex Advisors Inc. in Franklin, TN, holding a Series 66 credential and bringing 23 years of industry experience. His career includes roles at Raymond James & Associates, Morgan Keegan & Company, LLC, and Amsouth Investment Management Company LLC. Outside of advising, Mr. Lay owns Mirror Consulting, where he provides business consulting focused on team dynamics and meeting efficiency without addressing financial matters; he is a certified facilitator of the Working Genius assessment. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and annuity allocation services. The firm utilizes both proprietary and third-party investment strategies and supports multiple account structures through a large network of independent advisors and in-house experts.