Paige Parker is a financial advisor at Thoroughbred Financial Services, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at the Fulton County District Attorney’s Office. Paige also has a background in law, having been a full-time law student at Emory University from 2017 to 2020. Thoroughbred Financial Services provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm’s investment approach emphasizes asset and sector allocation using diversified portfolios primarily composed of mutual funds and ETFs, supplemented by individual securities and outside money managers.

Raymond Mockmore Jr. is a Series 66-licensed financial advisor with Thoroughbred Financial Services, LLC, where he has worked since 2011. He has 16 years of industry experience. In addition to his advisory role, he is also an insurance agent involved in selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, partnerships, and qualified plans. The firm’s investment approach emphasizes asset and sector allocation with diversified portfolios primarily composed of mutual funds and ETFs, supplemented by individual securities and alternative vehicles when appropriate.

Charlotte Goldston is a financial advisor with Thoroughbred Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She worked at UBS Financial Services for 24 years before joining Thoroughbred Financial Services in 2025. Outside of her advisory role, she serves on the board of directors and as a mentor for Rocketown, a youth outreach organization supporting at-risk teens in Nashville. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth individuals and institutions. The firm emphasizes asset and sector allocation with diversified portfolios, utilizing mutual funds, ETFs, and external money managers, and offers both discretionary and nondiscretionary management programs.

Brayden Oswald is a CFP® professional with four years of industry experience, currently serving as an advisor at The Burney Company since 2026. His prior roles include positions at MRWM Advisors, LLC d/b/a Music Row Wealth Management and MRWM Capital Management, LLC. The Burney Company advises 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 approximately $3.59 billion in discretionary assets and offers a range of portfolio management and financial planning services supported by proprietary investment models and actively managed ETFs.

David Hohl is a financial advisor with Gradient Advisors, LLC in Nashville, TN, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at firms such as Transamerica Financial Advisors and Park Ave Securities. Outside of his advisory work, he serves as a licensed notary in Tennessee and is a board member of the Devon Close Homeowners Association. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a diverse client base that includes individuals, retirement plans, trusts, and businesses. The firm operates primarily through third-party money managers and investment advisor representatives, utilizing a largely non-discretionary model that incorporates tools like the Color of Money Risk Analysis in portfolio management.

Christopher Brophy is a CFP® with six years of industry experience, currently serving as a financial advisor at Americana Partners, LLC since 2025. His prior roles include positions at Goodpasture Gray, Minnesota Life Insurance Co, and Securian Financial Services Inc. He has also held roles in entrepreneurial consulting and hospitality before entering the financial services industry. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, utilizing a broad range of investment products and alternative strategies.

Roy Matlock Jr. is a financial advisor with PKS Advisory Services, LLC in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments and Primerica Financial Services. Outside of advising, he owns and hosts The Money and Business Hour Radio Show, a prerecorded and live talk radio program that is also available as a podcast. 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 customizes portfolios based on clients’ risk tolerance and objectives, utilizing mutual funds, ETFs, independent managers, and individual securities, with regular account reviews.

Kelli Gabriel is a financial advisor with Wealth Watch Advisors, Inc. in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Madison Avenue Securities, LLC and Cambridge Investment Research Advisors. Wealth Watch Advisors serves a broad client base including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm uses a combination of quantitative, qualitative, and technical methods to implement portfolio management, including third-party model managers and approved alternative private placements for accredited investors.

Jeremy Rettich is a financial advisor with Virtue Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and serves as Chief Executive Officer of Virtue Capital Management, as well as President of Virtue Advisors, an insurance marketing organization. Rettich is also involved in non-investment activities including membership in a firearms and ammunition sales business. Virtue Capital Management, LLC is a federally registered investment adviser that serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers portfolio management, financial planning, consulting, third-party manager due diligence, sub-advisory services, and ERISA/qualified plan support, utilizing a multi-team model and a combination of tactical, strategic, and dynamic investment approaches.

Taylor Hollis is a CFP® and holds a Series 66 license, with six years of industry experience. He is currently with Ritholtz Wealth Management and has worked concurrently at FTB Advisors, Inc. since 2015. Outside of his advisory roles, he is the majority owner of Hollis Holdings, LLC, a real estate and construction business based in Nashville, TN, where he assists with administrative duties. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm employs a goal-based investment approach that emphasizes asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays and alternative investments, supported by digital platforms that provide automated risk profiling and tax-loss harvesting.

John Fussell is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 63 designation and 29 years of industry experience. He has been with Thoroughbred Financial Services since 2000. Outside of his advisory role, Fussell is involved in an independent insurance agency where he services existing insurance cases and sells life, disability, medical, and long-term care insurance. Thoroughbred Financial Services 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’s investment approach emphasizes asset and sector allocation, using diversified portfolios of mutual funds, ETFs, individual securities, and occasionally structured or private-credit vehicles, with ongoing manager evaluation and periodic reviews.

Wyatt Carpenter is a financial advisor with United Capital Financial Advisors in Brentwood, TN. He holds Series 65 and Series 63 licenses and has started his career in the financial industry in 2024, with prior experience that includes roles at J.P. Morgan Securities and Chase Bank. Outside of finance, Carpenter has been involved with TITLE Boxing Club for several years. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm combines client-specific financial plans with a variety of investment strategies and offers services such as sub-advisory consulting and a technology platform supporting independent advisors.

John Gilmore is a CFP® with 11 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC. Prior to joining Kingswood in 2026, he worked with The Leaders Group, Inc. and TPG Financial, Inc., where he is a director involved in insurance business activities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture investment platform, often employing third-party managers and supporting insurance-linked account management.

Jack Herndon Jr. is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 63 designation and over 41 years of industry experience. He has been with Thoroughbred Financial Services since 1999. Outside of his advisory role, he also works as an insurance agent, selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services 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 with diversified portfolios primarily composed of mutual funds and ETFs, and it offers both discretionary and nondiscretionary management through various account programs.

Preston Morris is a financial advisor with StoneX Advisors Inc. in Brentwood, Tennessee, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with StoneX Advisors since 2016 and previously worked at StoneX Securities and Morgan Stanley DW Inc. Outside of his advisory work, Morris is involved in managing several family farming operations. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and manager selections to implement client strategies.

Joshua Stander is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked with Foundations since 2020 and has been associated with Capitol Planning Group since 2014. Outside of his advisory roles, he is also involved in insurance sales, working as an insurance agent. Foundations Investment Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management services using a combination of fundamental, technical, and cyclical analysis, supported by a network of affiliated offices and third-party sub-advisers.

Justin Parker is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, Tennessee. He holds Series 63, 65, and 66 licenses and has 22 years of industry experience. Parker has been with Thoroughbred Financial Services since 2002. He is also active as an insurance agent, selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services provides investment supervisory services to individuals, trusts, charitable organizations, and various business entities. The firm manages approximately $4.04 billion in assets, focusing on asset allocation and employing a combination of strategic and tactical management techniques.

Matthew Bowling is a financial advisor with Sequent Planning, LLC and holds Series 65 and Series 66 licenses. He has 14 years of industry experience, including roles at OSAIC Wealth, Inc, LPL Financial, and Country Capital Management. Bowling is also active as an insurance agent with International Insurance Brokerage, LLC and Futurity First Insurance Group. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement plan services through a network of advisors using a structured risk framework and diversified investment strategies.

Mark Scherba is a financial advisor at Packerland Brokerage Services, Inc. with 23 years of industry experience. He holds the ChFC® designation and the Series 63 license. Prior to joining Packerland in 2019, he worked at Questar Asset Management and Questar Capital from 2011 to 2019. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements on the Hilltop/Envestnet platform. The firm offers both brokerage and advisory services, combining individualized financial planning with discretionary or non-discretionary account management.

Daniel Browne is a CFP® with eight years of experience in financial advising, currently with Brighton Jones LLC. His prior roles include positions at Sagespring Wealth Partners, Raymond James Financial Services, and Northwestern Mutual. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach with discretionary investment authority and access to an affiliated ecosystem including private investment funds, a trust company, and legal services.