Donald Meyer is a Series 65-licensed financial advisor with First Advisors National, LLC, based in Brentwood, TN, and has 13 years of industry experience. He is also principal of Both Hands Financial, an insurance and annuity services business. Meyer has worked at Cornerstone Senior Services since 2004. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants, managing approximately $506.8 million in discretionary assets. The firm focuses on selecting and overseeing third-party money managers and uses tactical and strategic asset allocation methodologies to manage client portfolios.

Katherine Wilson is a CFP® with nine years of industry experience, currently practicing at Thoroughbred Financial Services, LLC since 2019. She previously worked at UBS Financial Services Inc. from 2016 to 2019. Thoroughbred Financial Services provides investment supervisory services to a wide range of clients including individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes asset allocation in its investment process and manages approximately $4.04 billion in client assets across various programs using mutual funds, ETFs, individual equities, and fixed income.

Joshua Floyd Sr. is a financial advisor at Keel Point, LLC with three years of industry experience. He holds a Series 66 designation and has a background that includes working with HealthMarkets Insurance Agency in a non-investment capacity. Floyd maintains a limited activity as a licensed health and life insurance agent, primarily overseeing residual income from previous policies. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion in assets. The firm serves individuals, institutional investors, retirement plan sponsors, and corporations, employing a team-based approach that blends fundamental and quantitative analysis to deliver customized portfolio management and consulting services across various asset classes.

Daniel Taylor is a financial advisor with Thoroughbred Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Thoroughbred Financial Services since 2022 and concurrently at Nuveen Investments since 2016. In addition to his advisory role, he is involved in selling life, disability, medical, and long-term care insurance through an independent insurance agency affiliated with Thoroughbred Financial Services. Thoroughbred Financial Services provides investment supervisory services to a diverse client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $4.04 billion in assets, focusing on asset allocation as the primary risk and return driver, utilizing mutual funds, ETFs, individual equities, and fixed income within both tactical and strategic management frameworks.

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.

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.

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.

Joshua Howard is a financial advisor with Advisory Services Network who holds a Series 65 designation and has been in the industry since 2023. Prior to joining Advisory Services Network in 2025, he worked at Howard Financial Services and has experience in education through roles at Williamson County Schools and Marshall County Schools. Outside of his advisory work, he provides ACT math tutoring and tax preparation services. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting with a focus on customized strategies across various asset classes.

Amelia Morgan is a financial advisor at Cooper McManus with 19 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC for 10 years. In addition to her advisory role, Morgan owns Morgan Sterling Private Wealth Management and is an independent insurance agent. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a diverse set of instruments and offers customized asset-allocation portfolios through sub-advisors and co-advisory platforms.

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.

Jeffrey Campion is a financial advisor at Savvy with a Series 65 designation and no prior industry experience. He previously worked at Bank of America for three years and has been involved with the Merchant Giving Project since 2012. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans that typically use a primarily index-based, long-term approach alongside active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and fintech tools.

Elliot Gild is a CFP® with four years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners since 2021. His prior experience includes roles at Raymond James Financial Services, Inc., and a background in real estate with Remax Next. Gild is also involved as an independent contractor mentee with the Tunstall Wealth Team. SageSpring Wealth Partners serves a diverse client base, including both individual households and various institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and retirement plan consulting, using a tailored approach with a wide range of investment strategies supported by multiple third-party platforms and tools.

Mary Ballard is a financial advisor at SageSpring Wealth Partners with two years of industry experience. She holds a Series 65 designation and previously worked at PYA Waltman Capital, LLC. Outside of advisory roles, she has experience as a self-employed professional and has been involved with The Happy Envelope and Pavilion at Hunter Valley Farm. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets, serving a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and integrated financial planning, utilizing a goals-based approach with a range of investment strategies and third-party manager oversight.