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.

Nevile Makau is a financial advisor at Kingsview Wealth Management, LLC in Nashville, TN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Edward Jones and work outside finance at A&N Heating and Cooling and T-Mobile. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and municipal clients. The firm offers comprehensive wealth management and financial planning services, utilizing both in-house and third-party investment strategies across a variety of asset classes.

Jackson Kubaszyk is a financial advisor with Rossby Financial, LLC in Nashville, TN. He holds the CFP® designation along with Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Rossby Financial, he worked at Osborn Wealth Management and OneAmerica Securities, among other roles. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs 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 Series 65-licensed advisor with Stratos Wealth Advisors LLC, based in Franklin, TN. He has been in the financial industry since 2025, with prior experience at Flagship Financial Advisors and ALLIANCE Credit Union Texas. Robertson has a background that includes roles outside financial services, such as education and construction. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisory representatives. The firm offers customized financial planning, portfolio management, and third-party manager programs 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 financial advisor at Mutual Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Monarch Advisor Strategies, Monarch Advisor Solutions, and Fidelity. Agresto is also the President and Founder of Monarch Advisor Solutions, LLC, a recruiting and consulting business. Mutual Advisors serves a diverse client base ranging from individual investors to institutional clients, including sovereign wealth funds. The firm offers a variety of advisory and consulting services, employing both active and passive investment strategies tailored to client objectives.

Colton Hutzel is a financial advisor at Thoroughbred Financial Services, LLC with two years of industry experience. He holds a Series 66 designation and has prior work experience including roles at Walmart and Tennessee Technological University. Thoroughbred Financial Services provides investment supervisory services to a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and retirement plans. The firm emphasizes asset allocation as the primary determinant of risk and return, using mutual funds and ETFs supplemented by individual equities and fixed income, and employs both tactical and strategic management techniques tailored to client objectives.

Jonathan Campbell is a CFP® and CFA® with 27 years of industry experience. He is currently an advisor with RFG Advisory, LLC and also associated with Sageview Advisory Group, LLC. His prior work includes roles at Capital One Investing, Schwab Private Client Investment Advisory, and First Independent Advisory Services, among others. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments and annuity platforms, utilizing a variety of model strategies and third-party platforms.

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®-certified financial advisor with 25 years of industry experience, currently associated with Procyon Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. He has previously worked with firms including Sigma Planning Corporation and AE Financial Services, LLC. Outside of finance, he owns JPL Music LLC, a music industry business based in Brentwood, TN. Procyon provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets, primarily utilizing non-discretionary strategies with mutual funds, ETFs, equities, and fixed income, and integrates AI tools for research and monitoring.

Michael Comstock is a Certified Financial Planner® at Summit Wealth Group with 30 years of experience in the financial services industry. He previously worked at Commonwealth Financial Network for 18 years and Premier Private Wealth, LLC for 27 years. Comstock holds Series 63 registration and has some involvement in fixed insurance sales. 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 allocations based on client profiles and uses a variety of analytical methods, often implementing strategies through third-party money managers, with ongoing account monitoring and annual reviews.

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 63 and Series 65 designations and has one year of industry experience. Prior to joining SageSpring, he worked at The Leaders Group Inc and DPL Financial Partners LLC. He has been involved with the North Central Kentucky 4H Camp and Club. SageSpring Wealth Partners serves a diverse client base including individual households ranging from non-high-net-worth to high-net-worth, as well as institutional clients such as retirement plans, banks, insurance companies, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and consulting services, employing a tailored approach that incorporates a broad range of investment strategies and leverages multiple platform relationships.

Timothy Greer is a CFP® with 44 years of industry experience, currently affiliated with Advisory Services Network. He has held roles at Calton & Associates and FFI Alternatives, and has been with Advisory Services Network since 2012. Outside of advisory work, he assists clients in obtaining adequate insurance coverage through a separate agency. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans with a network of 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets across a range of investment strategies and implementation options.

Katie Centofonti is a CFP®-certified financial advisor with 20 years of industry experience. She has worked at SageSpring Wealth Partners since 2013 and previously held roles at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Centofonti also operates under the Centofonti Wealth Team name and serves as an agent recommending non-variable insurance products. 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 services, utilizing a range of investment strategies tailored to client objectives and risk tolerance.