Steven Lathrop is a financial advisor with Cooper McManus in Franklin, TN. He holds the CFP® and ChFC® designations and has 39 years of industry experience. Prior to joining Cooper McManus, Lathrop worked at Cambridge Investment Research Advisors for 24 years and held roles at Mariner Wealth Advisors and Msec, LLC. He is also an independent insurance broker. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and offers both standalone planning and ongoing asset management services.

Adam Newman is a CFP® professional with 14 years of industry experience. He has worked at The Burney Company since 2017, with a one-year tenure at Bragg Financial Advisors, Inc. prior to his current role. Newman holds Series 63 and Series 65 licenses and operates out of Brentwood, Tennessee. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team platform and employs proprietary fundamental and quantitative models in its investment process.

Timothy Mathieu is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He worked at The London Company of Virginia LLC for six years before joining Virtue Capital Management in 2019. Virtue Capital Management serves a range of clients including individuals, trusts, charitable organizations, and corporations. The firm customizes portfolios using tactical, strategic, and dynamic approaches, supported by an investment committee, and delivers advice through a multi-team model that includes independent investment adviser representatives.

Brent Franklin is a financial advisor at Arete Wealth Advisors, LLC in Nashville, TN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Center Street Securities and Springboard, as well as four years at Lyft Inc. Arete Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Tamah Pederson is a financial advisor with Sound Income Strategies, LLC in Nashville, TN, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, and KeyBank. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, actively managing portfolios through fundamental and technical analysis and offering services such as asset management, financial planning, and ETF sub-advisory.

Matthew Gentzkow is a financial advisor at Coastal Bridge Advisors with 12 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Waddell & Associates. Coastal Bridge Advisors offers financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and provides specialized advisory services, including retirement plan consulting and access to various lending and investment vehicles.

Joseph Osborne is a financial advisor at PKS Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purse Kaplan Sterling Investments, Cape Securities, Terra Wealth Management, and Primerica Financial Services. Outside of his advisory role, he is involved in sales coaching and training through Amerita. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities, managing approximately $905 million in assets. The firm tailors portfolios based on clients’ risk tolerance, time horizon, and objectives, utilizing mutual funds, ETFs, independent managers, and individual securities with a mix of fundamental and technical analysis.

Geoffrey Burke is a financial advisor at Northwest Asset Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory work, he is involved in farm and winery ownership through Mosier LLC. Northwest Asset Management provides customized investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory with diversified investments and offers sub-advisory and back-office support to other RIAs.

Andrew Martin is a financial advisor with Silver Oak Securities, Inc. in Nashville, TN, holding Series 63 and Series 66 credentials and over 41 years of industry experience. He previously worked at 7Twelve Advisors, LLC, Girard Securities, Inc., OSAIC Services, Inc., and Spelman & Co., Inc. Outside of advising, he is a writer and has authored Dollarlogic and various trade press articles. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals and manages about $2.4 billion in discretionary assets. The firm offers a variety of advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances.

James Webb is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 19 years of industry experience. He has held leadership roles at multiple affiliated firms, including serving as Chief Operating Officer of Virtue Advisors, an insurance marketing organization where he trains and mentors producers. Webb is also involved in compliance consulting and offers model portfolios and sub-advisory services through affiliated entities. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm provides discretionary and non-discretionary portfolio management, financial planning, third-party manager due diligence, and ERISA/qualified plan support, utilizing a multi-team model and a mix of tactical, strategic, and dynamic investment approaches.

James Hamilton is a financial advisor with IPI Wealth Management, Inc. in Brentwood, TN, holding 21 years of industry experience. He has been with IPI Asset Management, Inc. since 2007 and is also associated with Puryear, Hamilton, Hausman & Wood, PLC. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, utilizing an open-architecture investment platform with proprietary risk-based models and an outsourced-agent operational structure.

David Noland is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Summit Wealth Group and Purshe Kaplan Sterling Investments and has prior experience at THE Vanguard Group, Inc. He is also the owner of Parrhesia, LLC, a private entity established to support his advisory and insurance business activities. Summit Wealth Group provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized investment approach using various analytical methods and frequently implements strategies through third-party money managers, managing over $2.3 billion in discretionary assets under management.

Melissa Evans is a financial advisor with United Capital Financial Advisors in Brentwood, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include positions at Southwestern Investment Group, SageSpring Wealth Partners, Plunkett Wealth Team, Raymond James Financial Services, Eudaimonia Partners, Diversicare, and Wileybros Aintree Capital. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, along with client-facing technology and a variety of ancillary services.

Daniel Beringer is a CFP® and Series 66-registered advisor with eight years of industry experience. He is currently with Arax Advisory Partners and has prior work history at Gries Financial LLC and Charles Schwab. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal and third-party portfolio management alongside customized asset-allocation strategies.

Christopher Hayden is a financial advisor with Stonex Advisors Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Stonex Advisors in 2016, he worked at StoneX Securities Inc. since 2006 and spent two years at Wells Fargo Clearing. Outside of his advisory role, he owns a business that rents out outdoor movie screens. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a variety of strategies and platforms to implement its investment solutions and operates as part of the broader StoneX Group.

Seth Stewart is a financial advisor at Kingswood Wealth Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Stephens Inc for 13 years. Outside of his advisory role, he is involved in residential property investment and leasing of single-family residences. Kingswood Wealth Advisors serves a diverse client base, including individual investors, high-net-worth clients, and institutions, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture investment platform and integrates affiliated financial entities to support insurance-linked account management.

Jeffrey Gall is a financial advisor with The Wealth Consulting Group in Franklin, TN, holding CFP® and ChFC® designations and over 32 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 2002 and previously operated Jeffrey Gall Wealth Advisors for more than two decades. The Wealth Consulting Group is an SEC-registered firm serving individual, corporate, retirement plan, and trust clients. It offers tailored investment strategies combining fundamental, technical, macroeconomic, and quantitative analysis through both active and passive management across multiple platforms.

Daniel Peterman Jr. is a CFP® professional with 10 years of experience currently serving as a wealth advisor at SageSpring Wealth Partners. His prior experience includes roles at Raymond James Financial Services and Merrill Lynch. Outside of financial services, he has held positions in various companies including Next Level Chef and Dalstrong Inc. SageSpring Wealth Partners serves a diverse client base ranging from non-high-net-worth individuals to institutional and municipal clients. The firm provides discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party manager relationships.

James Barnes is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Navy Federal Investment Services, LLC and has held various roles within Navy Federal’s affiliated entities since 2013. Barnes serves as a board member of the Humane Society of Pensacola, FL. Navy Federal Investment Services serves members of Navy Federal Credit Union, as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers and supports a range of portfolio solutions including unified managed accounts and automated ETF portfolios.

Edward Sizemore III is a financial advisor with MissionSquare Retirement in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with ICMA Retirement Corporation for 20 years. Outside of his advisory role, Sizemore is involved with a bookkeeping business that he manages part-time. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement plans and providing plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm employs a multi-team advisory structure and partners with Morningstar Investment Management to deliver personalized investment advice and model portfolios for more than 40,000 participants.