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.

Timothy Ray is a financial advisor at StoneX Advisors Inc. with a Series 66 credential and one year of industry experience. His prior work includes roles at StoneX Securities Inc. and AssuredPartners, as well as involvement with the PGA Tour. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies, including proprietary models and third-party managers, supported by platforms like Envestnet and Advyzon.

Jacob Greene is a CFP® professional with six years of industry experience, currently serving at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and Southwestern Advantage. 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 provides discretionary investment management and consulting services, employing a tailored approach that integrates fundamental and technical analysis, third-party manager relationships, and technology tools for strategy implementation and oversight.

Christopher Cooley is a CFP® professional with 33 years of experience in the financial advisory industry. He is currently affiliated with Kingswood Wealth Advisors, LLC and has held prior roles at Raymond James Financial Services and several other firms. Outside of advisory work, he owns a dry cleaning franchise, NPF Investments Inc. dba Lapels Dry Cleaning. Kingswood Wealth Advisors serves a broad range of clients, including individual, high-net-worth, and institutional investors, providing portfolio management, financial planning, and ERISA plan advisory services. The firm utilizes an open-architecture platform with third-party managers and integrates insurance-linked account management within its multi-team operational model.

Wyatt Gilbert is a financial advisor at SageSpring Wealth Partners with a Series 65 credential and one year of industry experience. Prior to joining SageSpring, he was a full-time student for ten years. Outside of his advisory role, he operates a basketball training business for children. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets, serving a diverse range of individual and institutional clients. The firm provides goals-based portfolio management, financial planning, and consulting services, employing a variety of investment strategies and overseeing third-party managers.

Christopher Tasik is a CFP® with 20 years of experience in the financial services industry. He is currently with United Advisor Group and has previously worked at BFC Planning, Securities Management & Research, H. Beck, and Cambridge Investment Research. Outside of his advisory work, he is active in community and nonprofit organizations, serving as treasurer for the Kiwanis of Nashville Foundation and holding leadership roles in local neighborhood associations. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisors, offering investment management, financial planning, family office services, and financial education. The firm employs a range of portfolio management strategies, including proprietary model portfolios and customized accounts.

Tyler Martin is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently with OneAscent Financial Services LLC and has been affiliated with Stonebridge Investment Counsel, LLC since 2013, where he serves as COO and an investment advisor representative. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers a range of asset management and financial planning services, utilizing both advisor-managed and model-based approaches, and provides additional services such as outsourced CIO and CCO functions.

Joel Sues is a Series 65-licensed financial advisor at The Burney Company with seven years of industry experience. He has worked at Burney Partners, LLC since 2019 and previously at The Burney Company from 2016 to 2019. 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 approximately $3.59 billion in discretionary assets through a multi-team advisory platform, offering discretionary equity portfolio management and financial planning, with tax preparation available via an affiliated CPA firm.

E Holder is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Virtue Capital Management since 2013 and is also vice president of advisor development at Virtue Advisors, LLC, where he is involved in recruiting, retention, and training of advisors nationwide. Additionally, he is a licensed insurance agent. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, employing a model-driven investment approach that emphasizes economic data inputs and active management.

James Jones is a financial advisor at Zacks Investment Management, Inc. He holds a Series 65 designation and has 12 years of industry experience, including a decade at Envestnet Asset Management. Jones has worked with LBMZ Securities, Inc. and currently serves at Zacks Investment Management. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary models and offers a wide range of investment strategies and vehicles, serving both direct clients and third-party advisers.

Michael Burchett is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, holding Series 65 and Series 66 credentials with one year of industry experience. Prior to joining Meridian, he held academic positions at the University of Houston, Fordham University, and West Virginia University. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, using a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and occasional alternative investments.

Aaron Hall is a financial advisor at Virtue Capital Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Pacific Financial Group and Jackson National Life Distributors, LLC. Outside of advising, Hall is involved in rideshare driving and is establishing an LLC to support his son's pallet delivery business. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified plans, offering portfolio management, financial planning, and consulting services. The firm integrates tactical, strategic, and model-based investment strategies to customize portfolios according to clients’ objectives and risk tolerances.

Melissa Magill is a financial advisor at Prospera Financial Services, Inc. with six years of industry experience. She has previously worked at LPL Financial, E.K. Riley Investments, LLC, and Franklin Templeton Investments. Outside of her advisory role, she is involved with Cascade Wealth Management as an investment representative. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages roughly $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

Mark Miccioli is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 63 designation and 41 years of industry experience. He has been with Thoroughbred Financial Services since 1999. 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 individuals, trusts, estates, charitable organizations, corporations, partnerships, and qualified plans. The firm emphasizes asset and sector allocation with diversified portfolios primarily composed of mutual funds and ETFs, and it uses both discretionary and nondiscretionary management approaches.

Richard Ina is a financial advisor at New Edge Wealth with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2013 to 2023 before joining New Edge Wealth in 2023. Ina is the managing member of Ina Wealth Financial Services, LLC, an entity formed to join New Edge Wealth. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, separately managed accounts, and alternative exposures such as private equity and structured-note strategies.

Horacio Woolcott is a financial advisor at Westminster Financial Advisory Corp with four years of industry experience. He holds the Series 66 designation and has previously worked at Sanford C. Bernstein & Co., LLC and several other firms. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and a primarily buy-and-hold investment strategy.

Matthew Swinford is a financial advisor at Advisory Alpha, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at JB Growth Partners, 1-800 Accountant, and Online Trading Academy. Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for individual and high-net-worth clients through roughly 60 advisors. The firm employs a fund-of-funds approach with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.

Isaac Lindell is a CFP® with two years of industry experience, currently advising at SageSpring Wealth Partners. His background includes roles at Raymond James Financial Services and Ernst & Young. SageSpring Wealth Partners serves a diverse client base including individual households and institutional clients such as retirement plans and sovereign wealth funds. The firm offers a range of services including discretionary investment management and retirement plan consulting, utilizing tailored portfolios and a combination of fundamental and technical analysis.

James Dugan is a financial advisor at United Capital Financial Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at AllianceBernstein and Bank of America. United Capital Financial Advisors 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 supports customized investment strategies and operates the FinLife Partners platform to assist independent advisors.