Brandon Dillard is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and over 10 years of industry experience. He has been with Virtue Capital Management since 2015 and is also self-employed as an insurance provider specializing in life, annuities, long-term care, and Medicare supplement products. Outside of finance, he owns a livestock business and serves on the board of Fellowship Christian Athletes, assisting with event and workshop planning for student athletes. Virtue Capital Management serves a range of clients including individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm customizes portfolios based on client goals and risk tolerance using tactical, strategic, and dynamic approaches, supported by an investment committee that conducts due diligence on third-party managers and model strategies.

Olivia Huckabay is a financial advisor at SageSpring Wealth Partners in Franklin, TN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at NewEdge Securities, Restoration Hardware, Ernst & Young, and FMC CPA's. She also spent over a decade working with Lipscomb University and St. Andrews Episcopal School. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, offering tailored investment management, financial planning, and consulting services. The firm combines a multi-team approach with institutional client expertise and access to OCIO and TAMP solutions.

Tyler Lamarre is a financial advisor at The Mather Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining The Mather Group, he worked at Eugenias Advisory Group and held a position at the University of Houston. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates third-party AI and machine-learning tools under human oversight.

Alexandra Swanson is a CFP® professional with 16 years of experience in the financial services industry. She is currently with Pure Financial Advisors, LLC and has a background that includes roles at MAI Capital Management and Bellco Credit Union. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets. The firm serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management, employing academic investment frameworks and continuous planning to guide its services.

Bradley Barnes is a CFP® with 18 years of experience in financial advisory, currently with SageSpring Wealth Partners since 2008. He previously worked at Raymond James Financial Services Advisors, Inc. from 2009 to 2017. Outside of his advisory role, he serves on the finance and investment committee at Midtown Fellowship Church, assisting with budget and financial planning decisions. SageSpring Wealth Partners serves a diverse client base including individual households, institutional investors, and plan sponsors. The firm offers discretionary investment management and financial planning with tailored portfolios using a combination of fundamental and technical analysis, and provides access to OCIO and TAMP solutions alongside traditional wealth management.

David Cooper is a financial advisor at Realta Investment Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Realta since 2020, following prior roles at SunTrust Advisory Services and Sun Trust Investment Services. Outside of advisory services, he is involved in retail operations including a CBD store and a tropical fish import business. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm emphasizes individualized advice and asset allocation strategies, offering portfolio management through in-house and third-party managers.

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.

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.