Kevin Underwood is a financial advisor at SageSpring Wealth Partners with four years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services and Shamrock Trading Corp. SageSpring Wealth Partners serves a diverse client base, including individual households across wealth levels and various institutional clients such as retirement plans and sovereign wealth funds. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

Ryan Terry is a Certified Financial Planner® (CFP®) with 11 years of industry experience. He is currently a financial advisor at SageSpring Wealth Partners, where he has worked since 2014. Prior to this, he spent time at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. SageSpring Wealth Partners serves a diverse client base, including individual households across various wealth levels and a range of institutional clients such as retirement plans, banks, insurance companies, and municipal governments. The firm offers tailored discretionary investment management, financial planning, and consulting services, employing a mix of fundamental and technical analysis alongside multi-team resources and third-party manager platforms.

David Pearcy is a Series 65-licensed financial advisor with six years of industry experience. He is currently affiliated with Sound Income Strategies, LLC and Firm Foundation Retirement LLC, where he holds an owner/agent position. Pearcy has also worked with Buffalo Health Advisors as an independent agent, selling Medicare supplement and Advantage plans. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm’s investment approach focuses on fixed-income and income-oriented strategies, utilizing fundamental and technical analysis alongside active portfolio management and third-party manager allocations.

Jeffrey Green is a financial advisor with Silver Oak Securities, Inc. in Brentwood, TN, holding a Series 66 designation and seven years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance. Outside of his advisory role, he owns a wholesale fine art business, JGA+D. Silver Oak Securities serves individuals, high-net-worth clients, and various institutional entities through a network of over 100 financial professionals and manages approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs focused on discretionary, customized investment management tailored to client objectives and employs operational features such as ongoing model monitoring and automated investment processes.

Dennis Delphenich is a financial advisor at Arax Advisory Partners with 23 years of industry experience. He holds the Series 63 designation and has worked previously at Gries Financial LLC and Capital Portfolio Advisors in various capacities over a span of three decades. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both in-house and external resources along with a blend of traditional and alternative investments.

Eli Watts is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds a Series 66 designation and previously worked at AllianceBernstein and Triad Life Sciences. His background also includes roles in education and business operations. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and supported by around 75 advisors. The firm serves a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting through a goals-based, discretionary approach.

Max Bortenschlager is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera and Artistry Wealth prior to joining SageSpring. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing tailored portfolios that incorporate a variety of asset types and both fundamental and technical analysis.

Robert Scott is a ChFC® credentialed financial advisor with 15 years of industry experience. He is currently with Accurate Wealth Management, LLC and has prior experience at truAdvice, LLC and Global Financial Private Capital. Outside of advisory work, he occasionally sells landscape and still life paintings that he personally creates. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers with discretionary portfolio management, financial planning, and educational services. The firm emphasizes individualized asset allocations focused on value, safety, quality, and risk control, managing most accounts on a discretionary basis and employing third-party subadvisers when appropriate.

Jason Plunkett is a CFP® professional with 20 years of industry experience, currently serving as a Financial Advisor at SageSpring Wealth Partners. His prior experience includes roles at Raymond James Financial Services and M&A Securities Group. In addition to his advisory work, he maintains a personal website related to his practice and is licensed as a life insurance agent. SageSpring Wealth Partners serves a wide range of individual and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach that combines fundamental and technical analysis with access to third-party managers and platform services, supporting over 11,500 clients with approximately $8.5 billion in assets under management across 124 advisors.

Katherine Figueredo is a financial advisor at SageSpring Wealth Partners with a Series 65 designation. She has one year of industry experience, including prior roles outside the financial sector. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm offers customized investment management and financial planning, utilizing a variety of asset types and combining fundamental and technical analysis with ongoing portfolio oversight.

John Bayrd II is a Series 66-licensed financial advisor with five years of industry experience, currently with LaSalle St. Investment Advisors, L.L.C. in Nashville, TN. His prior work history includes roles at CVS, Elevation Ventures LLC, ODEM SA, and Excelorators Inc. Bayrd serves on the board of directors for Excelorators Inc., an education technology company, and is involved in teaching financial education courses for LaSalle St. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, and other entities. The firm offers both non-discretionary and discretionary management programs, employing asset-allocation models with a mix of mutual funds, ETFs, equities, fixed income, and options.

Daniel Knelson is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at several firms including Financial & Tax Architects, First Advisors National, and Cetera Advisor Networks. Outside of advising, he manages a Medicare plan book of business with Cornerstone Senior Services and works as an insurance agent with Knelson Retirement Solutions. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture platform with tailored investment strategies using a broad range of investment tools and continuous portfolio monitoring.

William Ogles is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes long tenures at Pfs Investments Inc. and Primerica Financial Services, as well as roles at Terra Wealth Management, LLC and ConnectMyBiz LLC. 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 and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.

Kristin Sanderson is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She has previously worked at Terra Wealth Management, Primerica Financial Services, and Primerica Advisors. Outside of financial advising, she works as an independent ballroom dance instructor and coordinates webinars for SalesTeamPro. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, and charitable organizations. The firm uses a variety of investment strategies, including third-party models and alternative investments, to tailor portfolios based on client risk tolerance and time horizon.

Christopher Nickoloff is a financial advisor at The Mather Group, LLC with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Peterson Tool Company, Safe-T-Cover, Independent Financial Partners, LPL Financial, Colony Park Financial Services LLC, and Merrill. The Mather Group primarily serves high-net-worth individuals, family offices, and corporate clients, providing financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Joshua Kloewer is a financial advisor at Perigon Wealth Management, LLC in Nashville, TN, holding a Series 65 designation and with one year of industry experience. His prior roles include positions at Legacy, JAK Capital LLC, and Fitwel Certification Systems, among others. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm specializes in individualized portfolio construction and serves as sponsor and overseer of wrap programs and sub-advisor relationships, with a notable focus on servicing banking and thrift institutions.

Michael Reynolds is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN. He holds the ChFC® designation and Series 63 license and has 47 years of industry experience. He has been with Thoroughbred Financial Services since 2000. Outside of advisory work, he is a general partner involved in limited real estate management through M.D. Reynolds & Assoc LLC. 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 emphasizes asset and sector allocation in diversified portfolios using mutual funds, ETFs, individual securities, and occasionally structured or private-credit vehicles, and it offers both discretionary and nondiscretionary management through multiple program options.

James Greek is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Synovus Securities, SunTrust, and Kraft Asset Management. Outside of his advisory work, he is the owner of JB Merchant Services, a business specializing in ACH and card processing. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, and ERISA plan advisory services, utilizing an open-architecture platform and frequently engaging third-party managers to tailor investment advice to client profiles.

Robert Farnsworth III is a financial advisor at Stephens in Nashville, TN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at BDO, USA and Umansky Motor Cars, as well as experience in education at the University of Mississippi and the University of Tennessee, Knoxville. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory services, brokerage, investment banking, and research capabilities.

Douglas Hardy is a CFP® professional with 23 years of experience in financial services. He is currently with Summit Wealth Group and also affiliated with Purshe Kaplan Sterling Investments. His prior experience includes roles at Maryland Farms Wealth Management, Commonwealth Financial Network, and UBS Financial Services. In addition to advisory activities, he is involved in fixed insurance sales through Brentwood Financial Partners. 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 employs a customized investment approach that incorporates multiple analytical methods and often uses third-party money managers and sub-advised models, maintaining ongoing account monitoring and regular reviews.