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 three years of industry experience, currently serving as an advisor at The Burney Company. Prior to joining Burney, he held roles at MRWM Capital Management, MRWM Advisors d/b/a Music Row Wealth Management, and BLR. The Burney Company serves primarily individual investors, including high net worth clients, and also manages accounts for small businesses, pension plans, trusts, estates, and charitable organizations. The firm employs a combination of proprietary fundamental and quantitative models and offers a range of investment solutions, including actively managed ETFs and customized portfolio options.

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.

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, holding Series 63 and Series 65 credentials and has 19 years of industry experience. He serves as Chief Executive Officer of Virtue Capital Management and is also involved in several affiliated entities, including Virtue Advisors, an insurance marketing organization where he is president, and a firearms and ammunition sales business. Rettich has held leadership roles across multiple related firms since 2003. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for more than 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, ERISA and qualified plan consulting, and a financial education course for pre-retirees, employing quantitative models and an active, model-driven investment approach.

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 an advisor with United Capital Financial Advisors holding Series 65 and Series 63 licenses. He has experience at J.P. Morgan Securities and JPMorgan Chase Bank, as well as background in technology and fitness industries. He is currently based in Brentwood, Tennessee. 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 offers a range of customized investment solutions and supports other independent advisors through its technology and practice platform, FinLife Partners.

Logan Green is a CFP® with six years of experience in the financial advisory industry. He has worked at The Mather Group, LLC since 2021 and was previously with Eugenias Advisory Group from 2017 to 2021. His background also includes experience at Aramark and Western Kentucky University. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customization options such as direct indexing and ESG portfolios.

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., holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with StoneX Advisors since 2016 and has worked at StoneX Securities Inc. since 2004. Outside of his advisory role, he is involved in managing family farming operations and serves as a trustee managing assets within family trusts. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, integrating proprietary and third-party money managers with platforms such as Envestnet and Advyzon for portfolio implementation and tax-aware services.

Joshua Stander is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and has professional experience at Foundations Investment Advisors since 2020 and Capitol Planning Group since 2014. In addition to his advisory role, Stander is involved in the sale of various insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of investment strategies and works through a large network of affiliated offices and representatives.

Justin Parker is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, Tennessee, holding Series 63, Series 65, and Series 66 licenses and bringing 22 years of industry experience. He has been with Thoroughbred Financial Services since 2002. Outside of his advisory role, Parker is also engaged as an insurance agent, selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services provides investment supervisory services to a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm’s investment approach centers on asset allocation complemented by sector and manager selection, employing mutual funds, ETFs, individual equities, and fixed income with both tactical and strategic management techniques.

Matthew Allgood is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Good Life Advisors, LLC, where he has worked since 2021, and has prior experience at LPL Financial and Level Four Advisory Services. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis to tailor advice and offers a range of programmatic solutions along with educational seminars and subscription planning services.

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.

William Franca is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Silver Oak Securities since 2014 and is also affiliated with Vision Asset Management. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a multi-team network of over 100 professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances.

Daniel Browne is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His previous roles include positions at Northwestern Mutual and several wealth management firms. Browne is based in Nashville, TN. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services, including family office and tax preparation, discretionary investment management, and access to private investment opportunities, using a balance-sheet, holistic approach.

Michael Mercurio is a financial advisor at The Fiduciary Alliance in Nashville, TN, holding a Series 65 designation. He has been with The Fiduciary Alliance since 2026 and previously worked at Stephens & Associates starting in 2015. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, retirement plans, and other advisers. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and manages accounts with an emphasis on tax-efficient strategies and rebalancing.