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® with 12 years of experience in the financial services industry and is currently with Navy Federal Investment Services, LLC. His career has been primarily with Navy Federal-affiliated firms since 2013. He serves on the board of the Humane Society of Pensacola, FL. Navy Federal Investment Services, LLC primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

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.

Andrew Byers is a financial advisor with BIP Wealth, LLC in Nashville, TN. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior roles include positions at 1st Source Bank Performance Center and several academic institutions including the University of Notre Dame and Georgia Institute of Technology. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, using tailored asset allocations with mutual funds, ETFs, fixed income, and options-based strategies, and also advises private pooled investment vehicles.

Emily Rogers is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with six years of industry experience. She holds a Series 66 credential and has previously worked at Raymond James Financial Services, Inc. from 2016 to 2019 and again from 2020 to 2024. SageSpring Wealth Partners serves a diverse client base that includes individual households and various institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, and consulting services, employing tailored portfolios that incorporate a range of investment vehicles and utilize both fundamental and technical analysis.

Jackson Kubaszyk is a CFP® professional with four years of industry experience, currently associated with Rossby Financial, LLC. He has worked at Osborn Wealth Management, OneAmerica Securities, American United Life, and Bill C Brown Associates. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension/profit-sharing plans, corporations, and other business entities. The firm uses a variety of analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Patrick Parker is a CFP® with 45 years of experience in the financial services industry. He has been with Thoroughbred Financial Services, LLC since 2000. In addition to his advisory role, he is also licensed as 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 individuals, trusts, estates, charitable organizations, and qualified plans. The firm emphasizes asset and sector allocation, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and alternative vehicles, and offers both discretionary and nondiscretionary management programs.

Michael Haddad is a financial advisor with ON Investment Management Company in Brentwood, Tennessee, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been associated with The O.N. Equity Sales Company since 1995 and National Life of Vermont since 1994. In addition to his advisory role, Haddad is licensed to sell various insurance products including life, disability, long-term care, fixed, health savings accounts, and dental and vision insurance. ON Investment Management Company is a SEC-registered adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment management through a combination of third-party managers and registered investment advisor-directed programs.

Trael Robertson is a financial advisor at Stratos Wealth Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Stratos, he held roles at Flagship Financial Advisors and ALLIANCE Credit Union Texas, among others. He has also worked in educational and entrepreneurial settings, including Lubbock Christian University and various business ventures. Stratos Wealth Advisors serves individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients by providing financial planning and portfolio management through advisor-managed and third-party platforms. The firm benefits from integrated access to SEI-affiliated services, offering a range of investment solutions tailored to client goals.

Warren Nash Jr. is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Aprio Wealth Management, LLC and previously worked at The Commonwealth Group, Cherry Bekaert, LLP, and Frasier, Dean & Howard, PLLC. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation strategies alongside techniques such as dollar-cost averaging and technical analysis, and it maintains continuous account monitoring with at least annual reviews.

Brandon Haumschilt is a CFP® with 15 years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. He spent 12 years with Raymond James Financial Services prior to his current role. Outside of financial advising, he is engaged in producing and DJing music through an independent contracting business. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm provides discretionary investment management, financial planning, and consulting, tailoring portfolios using a range of investment types and leveraging both fundamental and technical analysis.

Joseph Agresto is a CFP® professional at Mutual Advisors, LLC with 14 years of industry experience. He has worked at Mutual Advisors since 2022 and previously at Monarch Advisor Strategies, LLC and Monarch Advisor Solutions, LLC. Agresto is the founder and president of Monarch Advisor Solutions, LLC, a recruiting and consulting firm. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, utilizing a combination of passive and active investment strategies tailored to client objectives.

Colton Hutzel is a financial advisor at Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Walmart and Tennessee Technological University. Thoroughbred Financial Services provides investment supervisory services to a broad client base including individuals, trusts, estates, and retirement plans. The firm manages approximately $4.04 billion in assets and emphasizes asset allocation as the primary factor in portfolio risk and return, using mutual funds, ETFs, individual equities, and fixed income instruments through both tactical and strategic management approaches.

Jonathan Campbell is a financial advisor with RFG Advisory, LLC in Franklin, TN, holding CFP® and CFA® designations and over 27 years of industry experience. His prior roles include positions at Sageview Advisory Group, Capital One Investing, United Income, and Charles Schwab. He is the founder of L7 Wealth, operating as a DBA within RFG Advisory. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm uses a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base with portfolio management, financial planning, and access to alternative investments.

Daniel Trentham is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services, Croft & Frost, Target Corporation, and Anderson Drugs. SageSpring Wealth Partners serves a diverse client base, including individual investors, institutional and plan sponsors, and sovereign wealth funds. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing customized portfolios that combine various asset types and strategies supported by fundamental and technical analysis.

Joel Lagore is a CFP® with 25 years of industry experience, currently serving as an advisor with Procyon. He has previously worked at Sigma Planning Corporation and AE Financial Services, among others. Outside of finance, he owns JPL Music LLC, a business in the music industry. Procyon serves a diverse client base including individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm provides investment management, financial planning, and consulting services with a focus on customized, fundamentally driven portfolios using a range of investment vehicles and integrates both internal management and third-party managers.

Michael Comstock is a CFP® professional with 29 years of industry experience. He is currently with Summit Wealth Group and has prior experience at Commonwealth Financial Network and Premier Private Wealth. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client profiles and employs a range of analytical approaches, often utilizing third-party money managers and sub-advised models.

John Gleason is a CFP® and Series 65-registered advisor with Sagespring Wealth Partners in Franklin, TN, bringing one year of industry experience. His prior experience includes roles at Truxton Trust and Ernst and Young. Sagespring Wealth Partners serves a diverse client base including individual households and institutional clients such as retirement plans and municipal governments. The firm offers investment management, financial planning, and consulting services, employing tailored portfolios with a mix of asset types and leveraging third-party managers and platform services.

John Nail Jr. is a CFP® with 24 years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners in Franklin, TN. He has worked at Raymond James Financial and Raymond James Financial Services, with a combined tenure spanning nearly two decades. Outside of his advisory role, he is an agent assisting clients with long-term care and term life insurance. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans, banks, and municipal governments. The firm offers customized investment management and financial planning services, employing a blend of fundamental and technical analysis and leveraging third-party managers and platform services.

Colton Jenkins is a financial advisor with Sagespring Wealth Partners in Franklin, TN. He holds the Series 65 and Series 63 licenses and has one year of industry experience, including roles at The Leaders Group Inc and DPL Financial Partners LLC. Outside of financial services, he has been involved with the North Central Kentucky 4H Camp. Sagespring Wealth Partners serves a diverse client base including individual investors, retirement plans, institutional clients, and sovereign wealth funds. The firm offers tailored discretionary investment management and consulting services, utilizing a combination of fundamental and technical analysis and managing a wide range of investment types and third-party manager relationships.