Michael Claiborne is a Series 65-credentialed advisor with 10 years of industry experience. He is affiliated with First Advisors National, LLC and has been retired since 2015. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, providing investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers, supplemented by fundamental analysis of individual securities.

David Dingess is a financial advisor with M Holdings Securities, Inc. He holds the ChFC® designation and Series 63 license and has 10 years of industry experience. His prior roles include positions at Capital Strategies Group, Inc., RHP Financial, and Keller Williams Realty. Outside of advisory work, he is involved as an affiliate broker in residential real estate sales for family-owned properties and serves on the ownership council of a family business, HG Hill Company. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, utilizing multiple platforms and third-party managers to tailor client solutions.

Lucas Dancy Cabeal is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with firms including The Ameriflex Group, Osaic Wealth, DC Financial Strategies, Studio 9 Financial and Insurance Services, and Principal Life Insurance Company. Outside of his advisory role, he serves on the finance committee of a local church and operates an outside insurance business offering health, life, disability, and long-term care insurance products. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering services such as retirement plan consulting and trust and estate services. The firm employs an open-architecture wealth management platform with a mix of advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

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.

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.

Aaron Johnson is a CFP® with five years of industry experience, currently serving as a financial professional at Silver Oak Securities, Incorporated. His previous experience includes roles at Equitable Advisors and NYLIFE Securities LLC. Outside of his advisory work, he is involved with insurance services through multiple independent contractor roles. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, and trusts through a network of over 100 financial professionals. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives, supported by a platform that integrates ongoing model monitoring and an automated investment process.

Samuel Orr is a financial advisor at SEIA with three years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Truist Investment Services, and Cap Star Bank. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of over 130 advisors managing approximately $22.5 billion in assets. The firm offers multiple managed account programs and financial planning services, employing a client-driven investment process supported by a dedicated research group and overseen by an Investment Committee.

Edgar Stuart is a financial advisor at Stephens with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stephens since 2011. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Kenneth Innis is a financial advisor with M Holdings Securities, Inc. in Nashville, TN, holding over 53 years of industry experience. He has been affiliated with M Holdings Securities since 2000 and serves as Chairman of The R.O.W. Group, a wealth management and business continuation firm where he has worked since 1986. His other business activities include insurance sales and fixed annuity sales. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services, including investment management, retirement plan consulting, financial planning, and insurance-contract advisory services, operating through a network of independent financial professionals and affiliated advisers.

Darryl Amadio is a financial advisor at Brookwood Investment Group with a Series 65 designation and one year of experience at the firm. He has been associated with the Nashville Predators since 2013. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through tailored portfolios that include passive, active, tactical, and blended strategies.

Thomas Bernhardt is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Beacon Global Advisor Network, LLC and previously worked at Chase Buchanan, Askia, and Torreycove Capital Partners LLC. Outside of his advisory roles, he is involved with Bernhardt Properties LLC and Camp LumberJack LLC. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored client portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Robert Cates is a financial advisor with Capital Analysts based in Hermitage, TN. He holds a Series 63 designation and has 35 years of industry experience. His career includes long-term roles with Great American Life Insurance Company and Lincoln Investment Planning, as well as concurrent service in the Bonita Unified School District. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, employing an in-house Investment Management & Research team and proprietary screening tools to guide investment decisions.

Enlai Zhang is a financial advisor with Siebert AdvisorNXT, LLC., holding Series 63 and Series 66 licenses. Zhang has recently started their career in the industry, joining Siebert AdvisorNXT in 2025 following their education at Vanderbilt University. Prior to this, Zhang worked in education at Jefferson County High School and Maury Middle School. Siebert AdvisorNXT serves individuals, families, trusts, and certain business entities, delivering investment management through its web-based AdvisorNXT platform and access to third-party managers. The firm employs an algorithmic approach based on Modern Portfolio Theory to construct portfolios primarily of low-cost ETFs and offers both discretionary and non-discretionary account management options.

Colby Gilmore is a CFP® professional at OneAscent Financial Services LLC with one year of industry experience. Prior to joining OneAscent, he worked at BlueTrust for eight years and KPMG, LLP for two years. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, UMA solutions, and consulting, utilizing individualized asset-allocation guidelines and a combination of advisor-managed and model-based platforms.

Lawrence Hartley is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 63 license and bringing 41 years of industry experience. He has been with Thoroughbred Financial Services since 2000. Outside of his advisory role, Hartley is involved in managing movie and story rights through two entertainment companies and serves in leadership roles with nonprofit organizations supporting adults with disabilities and refugee ministries. Thoroughbred Financial Services provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, 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 where appropriate.

Aaron Robinson is a financial advisor at Advisors Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Alliance Bernstein Investments and Morgan Stanley. Robinson has been with Advisors Capital Management since 2021. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm provides discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans, combining top-down and bottom-up analysis across various asset classes.

Robert Smith is a financial advisor with The Burney Company and holds a Series 66 designation. He has two years of industry experience, including prior roles at Wells Fargo Clearing and Performance Trust Capital Partners. Outside of finance, he has been involved with several sports organizations, including the Auburn University Baseball Team and the Birmingham Barons. The Burney Company serves individual investors, high net worth clients, small businesses, and various institutional accounts. The firm employs proprietary fundamental and quantitative investment models and offers discretionary equity portfolio management, financial planning, and related services through a multi-team advisory platform.

Michael Nunnally is a CFP® professional with 14 years of experience in financial advisory. He currently works at Certuity, LLC and previously spent 10 years at UBS Financial Services Inc. Outside of his advisory role, he is president of JSMN Capital, LLC, where he consults on equity and debt financing for commercial real estate. Certuity serves high- and ultra-high-net-worth clients, including families, private foundations, and family offices, providing investment advisory, financial planning, and outsourced chief investment officer services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold approach, supplementing public market strategies with access to private markets through its private funds and third-party manager due diligence.

James Parrish III is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 credential and 22 years of industry experience. His prior roles include positions at Eudaimonia Advisors LLC and B. Riley Wealth Management, Inc. Outside of finance, he is a sponsored triathlete affiliated with TIMEX and Newton Running, and he is also an author and professional motivational speaker. Kingswood Wealth Advisors provides investment advisory and consulting services to a diverse client base, including individuals, corporations, pension and ERISA plans, and other institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to clients’ objectives and risk tolerance while conducting due diligence and ongoing monitoring of third-party managers and sub-advisors.

Dennis Brown is a financial advisor with Archer Investment Corporation, holding a Series 65 designation and 14 years of industry experience. He has been with Archer since 2011 and is also a partner at Carl A Davis & Co CPAs, where he provides investment services alongside his accounting work. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million through separately managed accounts and proprietary funds. The firm’s investment approach includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes, offering both discretionary management and model-driven strategies.