Andrew Elmore is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Securities America Advisors, Mutual of Omaha, and OSAIC. He serves as a volunteer board member on the executive committee of the Williamson County Association of Realtors, assisting with event planning and scholarship initiatives. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework and offers a range of services including asset management, financial planning, and fiduciary retirement-plan consulting.

Derek Ghia is a CFP® and Series 66-licensed advisor with 17 years of industry experience. He currently works at Lifeworks Advisors, LLC and has previously held roles at Greensview Wealth Management, United Advisors Services, and Morningstar Investment Services. Additionally, he is licensed as an insurance producer, providing fixed insurance consultation and sales. Lifeworks Advisors serves a wide range of clients, including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory, utilizing both planning-based and risk-based investment approaches that combine model strategies, low-cost funds, individual securities, options, and third-party managers.

Tabitha Gossett is a financial advisor at SageSpring Wealth Partners with four years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services and SageSpring Wealth Partners. Outside of advising, she works as an assistant to a financial advisor within SageSpring. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans and sovereign wealth funds. The firm provides discretionary investment management and financial planning, employing both fundamental and technical analysis while offering access to third-party managers and platform services.

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.

Thomas Bryant is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at StoneX Advisors Inc. and Stonex Securities Inc., having previously been employed by Mass Mutual Investors Services, Northwestern Mutual, and The Master's University. Outside of his advisory roles, he serves on the finance team at Trinity Baptist Church and is co-founder and partner of Haven Tax & Advisory, a tax preparation and bookkeeping firm. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals—including high-net-worth clients—corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary strategies using a range of platforms and third-party money managers.

Samuel Orr is a financial advisor at SEIA with three years of industry experience. He holds a Series 66 designation and has worked at firms including Truist Investment Services, UBS Financial Services, and Cap Star Bank. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary management across various advisory programs.

Jackson Ercole is a financial advisor at SageSpring Wealth Partners in Franklin, TN, holding a Series 65 designation. He joined SageSpring in 2026 and has prior experience at firms including BNY, Hancock Askew LLC, and Camden Property Trust. SageSpring Wealth Partners serves a diverse client base, including individual households and various institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and retirement plan consulting, employing tailored portfolios that incorporate a range of asset types and leverage both fundamental and technical analysis.

Jacob Byers is a financial advisor at SageSpring Wealth Partners with one year of industry experience. He previously worked at Edward Jones for three years and spent seven years in education before entering the financial sector. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers goals-based portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party manager oversight.

Andrew Frevert is a financial advisor at United Advisor Group with 24 years of industry experience. He holds a Series 66 designation and has worked at various firms, including CION Securities, LLC, Purshe Kaplan Sterling Investments, and Cambridge Investment Research. He is also an independent insurance agent for multiple companies through Ascension Financial Partners. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a range of clients from non-high-net-worth to high-net-worth and employs a combination of strategic and tactical asset allocation with value investing and multiple analytical methods.

Michael Purifoy is a CFP® with 20 years of industry experience, currently serving as a Senior Executive Vice President and Team Leader at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services from 2006 to 2024. Purifoy is also an independent contractor for the Purifoy Wealth Team and holds an insurance license with SageSpring for long-term care and disability insurance. SageSpring Wealth Partners serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach that includes a variety of asset types and leverages multi-team scale and institutional service capabilities.

James Gainer IV is a CFP® and holds a Series 65 license with two years of industry experience. He has been with SageSpring Wealth Partners since 2022, with prior work experience at Perry's Steakhouse and educational roles at Wake Forest University and Ravenwood High School. SageSpring Wealth Partners serves a diverse client base including individual households and institutional clients such as retirement plans, banks, insurance companies, and government entities. The firm offers discretionary investment management and financial planning, using tailored portfolios with a variety of asset types and employs both fundamental and technical analysis, supported by multi-team resources and institutional capabilities.

Denny Rudolph is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Heritage Wealth Management, Next Financial Group, and Edward Jones. Outside of his advisory work, he is also engaged as an artist and musician in Spring Hill, TN. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis, tactical adjustments, and selective hedging to create customized portfolios tailored to each client’s objectives and risk profile.

Jayson Brown is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently associated with Camden Capital, LLC, where he has worked since 2014. Brown holds a Series 66 license and is based in Franklin, Tennessee. He is part of Certuity, LLC, a multi-team firm serving high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. Certuity offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold investment approach that combines fundamental and quantitative analysis.

David Koty is a financial advisor at Zacks Investment Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both LBMZ Securities, Inc. and Zacks Investment Management since 2011. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process centered on quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through its model and index licensing businesses.

Bruce Wilcox is a CFP® professional with seven years of experience in financial advisory. He is currently a financial advisor at SageSpring Wealth Partners and has held prior positions at Raymond James Financial Services and Moolah Coaching. Wilcox also manages DWT Tax LLC, an affiliated tax and consulting service that supports SageSpring clients. SageSpring Wealth Partners serves a diverse client base including individuals, institutions, and plan sponsors, offering discretionary investment management, financial planning, and retirement consulting. The firm uses tailored portfolios with a range of investment strategies and combines multi-team scale with an uncommon mix of institutional client types.

Conner Osswald is a Series 65-licensed advisor with Sagespring Wealth Partners in Franklin, TN, with two years of industry experience. Prior to joining Sagespring, he worked at Capitol Christian Music Group and Platform Artists. Sagespring Wealth Partners serves a diverse client base including individual households and various institutional clients such as retirement plans, banks, insurance companies, and government entities. The firm combines multi-team scale with a broad range of investment strategies and offers discretionary management, financial planning, and oversight of third-party managers.

Thomas Beaupre is a financial advisor at Summit Financial, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Additionally, he is involved with Orange Peach Line, a separate business venture. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

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.

Robert Smith is a financial advisor at The Burney Company with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing. Outside of finance, he has experience with Auburn University’s baseball team. The Burney Company serves primarily 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 discretionary assets through a multi-team platform, offering equity portfolio management, financial planning, and affiliated tax preparation services, and utilizes a combination of proprietary fundamental and quantitative investment models.

Bradley Holloway is a CFP® professional with one year of industry experience, currently working at SageSpring Wealth Partners. Prior to joining SageSpring, he was with Seven Springs Wealth Group for two years and has also held roles at Soar Adventure Tower, Lipscomb University, and Chester County High School. SageSpring Wealth Partners serves a diverse client base including individual households and various institutional clients such as retirement plans, banks, insurance companies, and government entities. The firm offers discretionary investment management, financial planning, and retirement plan consulting with customized portfolios and employs both fundamental and technical analysis as part of its investment process.