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 serving as a financial advisor at RFG Advisory, LLC. His career includes roles at Northwestern Mutual Wealth Management Company and affiliated entities from 2011 to 2021. Hartmann is also involved in insurance brokerage activities. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach primarily involves discretionary portfolio management using model strategies, third-party platforms, and offers access to alternative investments and annuity products.

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.

Devonte Thomas is a CFP® with four years of industry experience, currently working at SageSpring Wealth Partners. He has held roles at SageSpring since 2022 and previously worked at Raymond James Financial Services and CenterPoint Energy. In addition to his advisory work, he pursues photography on the side since moving to Nashville. SageSpring Wealth Partners serves a diverse client base that includes individuals, institutional investors, and plan sponsors. The firm offers tailored investment management and consulting services, integrating fundamental and technical analysis with access to third-party managers and technology platforms.

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.

Charles Mc Donald IV is a CFA® charterholder and financial advisor at SageSpring Wealth Partners with one year of industry experience. Prior to joining SageSpring, he worked at Kibo Capital Group, OakPoint, Deloitte, Ernst & Young, and held roles at Vanderbilt University and the University of Tennessee. He is a partner in a family-owned property management business, assisting seasonally with tax-related tasks. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, providing discretionary investment management, financial planning, and consulting services. The firm employs a tailored investment approach utilizing fundamental and technical analysis, offering access to OCIO and TAMP programs alongside traditional wealth management.

Dustin Perkins is a financial advisor at StoneX Advisors Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and MetLife Securities Inc. Outside of his advisory role, he serves as a producer for a group employee benefits business and owns Oak Crest Financial Partners LLC, a DBA for his advisory practice. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Bob Sircy Jr. is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with 19 years of industry experience. He holds the Series 66 credential and has worked previously at Southwestern Insurance Group and Raymond James Financial Services Advisors, Inc. He serves as a team member of the Sircy-Hurd Wealth Group within SageSpring Wealth Partners. SageSpring Wealth Partners serves individual clients ranging from non-high-net-worth to high-net-worth households, as well as institutional and plan sponsor clients including retirement plans, banks, insurance companies, and government entities. The firm provides discretionary investment management, financial planning, and consulting services, utilizing tailored portfolios and a combination of fundamental and technical analysis.

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 Series 66-registered advisor with Stonex Advisors Inc., based in Franklin, TN, and has two years of industry experience. Prior to joining StoneX, he worked at New Constructs for four years and Merrill Lynch for one year. He was previously employed at Duluth Hockey Company, Toppers Pizza, and Dick’s Sporting Goods. 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 multiple account structures and model-based solutions, leveraging proprietary and third-party strategies along with integrated clearing and custody capabilities.

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 holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs and Co. He serves on the board and Finance Committee of the Martha O'Bryan Center, a Nashville-based anti-poverty nonprofit organization. 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 employs a diversified investment approach that includes both public markets and private placements, supported by a regularly meeting Investment Committee and a documented due-diligence process.

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 and has worked at multiple firms, including United Advisors America and Valic Financial Advisors. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm offers portfolio management and financial planning using a combination of tactical, strategic, and dynamic approaches, supported by an investment committee and a multi-team model of advisers.