Matthew Rettich is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 credential and 19 years of industry experience. He has held roles at Cool Springs Financial, Summit Capital Solutions, and Virtue Financial Holding Company, among others. Rettich is also the owner of Cornerstone Retirement Group, LLC, an investment advisory and financial planning firm. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across 90 advisers and over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing active, model-driven strategies primarily through mutual funds and ETFs.

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 worked at 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 and 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.

Seth Frantz is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at JB Wealth Advisors LLC and JB Growth Partners. Outside of traditional advisory roles, he has been involved in financial services, consulting, and education through JB Growth Partners and has experience as a licensed insurance agent selling fixed insurance products. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a diverse range of managed portfolio strategies.

Seth Radow is a financial advisor at Apollon Wealth Management, LLC with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including Raymond James & Associates and Purshe Kaplan Sterling Investments. Outside of financial services, he is a partner and instructor at Kempo DD Martial Arts in Brentwood, Tennessee. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, retirement plans, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed office strategies, employing fundamental analysis, tactical allocations, and long-term holdings, and offers specialized ESG and tax-managed investment solutions.

Sean Cawley is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with RFG Advisory, LLC and has previously worked at Northwestern Mutual in various capacities from 2015 to 2021. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party and proprietary investment strategies.

Mitchell Martin is an investment advisor representative at OneAscent Financial Services LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Martin has worked at Stonebridge Investment Counsel, Inc. since 2002, where he serves as president and dedicates approximately half of his time. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers both discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing individualized asset-allocation guidelines and various model-based platforms.

Douglas Grau is a financial advisor at Infinity Financial Services Advisory with 16 years of industry experience. He holds a Series 66 designation and previously worked at Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory role, Grau is involved in operational support for American Rebel, Inc. and manages music royalties through Grau & Associates, LLC dba Yell Records. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a range of investment strategies and analytical methods tailored to clients’ goals and risk tolerance.

Jacob Graves is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Shoemaker Financial, and Generational Wealth Management. Outside of advisory roles, he is involved with Retirement Income Solutions, LLC, focusing on fixed insurance sales and client acquisition. Sound Income Strategies, LLC manages approximately $4.0 billion in assets, serving individuals, pension plans, trusts, estates, corporations, and other advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, operating a scalable advisor network supported by affiliated business lines and training.

Leroy Bizzell is a financial advisor at Keel Point, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Keel Point since 2016, following six years at Wfg Investments, Inc. Outside of his advisory role, he serves on the finance team at Christ Community Church in Franklin, TN, where he participates in monthly financial reviews. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, and retirement plans, offering portfolio management, financial planning, and family office services. The firm employs a team-driven investment process that integrates fundamental research and quantitative modeling across multiple program platforms.

Carl Mcdonald is a financial advisor at United Capital Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Girard Securities, Inc. and Goldman Sachs & Co. Since 1986, he has also been self-employed in life and disability insurance sales. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations, utilizing discretionary portfolio management and access to a range of investment strategies.

Derek Samples is a financial advisor with StoneX Advisors Inc. in Brentwood, TN, holding a Series 66 credential and five years of industry experience. He has worked with StoneX Advisors Inc., StoneX Securities Inc., and Morris, Smith and Hayden Wealth Management, where he also serves as a financial advisor involved in client administration and marketing. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing 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 a variety of model-based and third-party manager solutions, supported by platforms such as Envestnet and Advyzon, and operates as part of the broader StoneX Group.

Neal Parrish is a financial advisor with First Advisors National, LLC in Hendersonville, TN, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked with Both Hands Financial Group since 2016 and serves as a representative for Both Hands Financial Services, providing insurance and investment services. First Advisors National offers investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm focuses on selecting and overseeing third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds.

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. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined total of 17 years. 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, pension and profit-sharing plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services through a structured investment process supported by Envestnet.

Daniel Stephen is a financial advisor with The Fiduciary Alliance in Nashville, TN. He holds a Series 65 designation and has over 30 years of industry experience, including his ongoing role at Stephen & Associates since 1995. The Fiduciary Alliance serves individual clients, including high-net-worth individuals, as well as retirement plans and other investment advisers. The firm offers discretionary portfolio management, comprehensive financial planning, and estate-planning support, using a combination of fundamental, technical, cyclical, and charting analysis in its investment approach.

Alvin Smith II is a financial advisor at Silver Oak Securities, Incorporated with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Silver Oak Securities since 2014. He is also the managing partner of Vision Financial LLC, an insurance agency affiliated with Vision Asset Management, focusing on marketing 401(k) and other investment-related services. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, and other entities through a large team of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs emphasizing discretionary, customized investment management tailored to client objectives and risk tolerances.

Rory Hartmann is a CFP®-certified financial advisor with 13 years of industry experience, currently serving at RFG Advisory, LLC. His prior work includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities from 2011 to 2021. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients, including individuals, trusts, and institutional accounts. The firm employs a mix of actively managed and passive strategies with risk-managed sleeves and offers access to proprietary models, alternative investments, and annuity management.

Daniel Parker is a financial advisor at Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 66 designation with 11 years of industry experience. He has been with Thoroughbred Financial Services since 2015. Outside of his advisory role, Parker is involved in selling life, disability, medical, and long-term care insurance and also performs legal work drafting documents and consulting on legal matters. Thoroughbred Financial Services provides investment supervisory services to a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm’s investment approach focuses on asset allocation as the main driver of risk and return and employs a combination of fundamental and statistical analysis with both tactical and strategic management techniques.

Shawnna Summers is a financial advisor at B. Riley Wealth Advisors, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including PRUCO Securities, Wells Fargo Clearing, and Wells Fargo Advisors. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.

Lucas Pelletier is a CFP® and Series 66-registered financial advisor at Facet with four years of industry experience. He previously worked at U.S. Bank and Charles Schwab in various roles. Facet serves individual members across a broad range of wealth levels with tiered, subscription-based financial planning and discretionary investment management services. The firm emphasizes holistic planning through its Total Financial Life Resources framework and utilizes technology-driven approaches, including machine-learning recommendations and tax-optimized investment strategies.

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.