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®-credentialed financial advisor with 11 years of industry experience. He is currently with Kingswood Wealth Advisors, LLC and has previously worked at Kingswood Capital Partners and The Leaders Group, Inc. Gilmore also serves as Director of Advanced Markets at TPG Financial, Inc. Kingswood Wealth Advisors, LLC provides investment advisory and consulting services to a diverse client base, including individuals, corporations, pension and ERISA plans, and other institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to meet clients’ objectives and risk tolerance while providing fiduciary plan advisory services.

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 with Foundations Investment Advisors LLC in Hermitage, Tennessee. He holds Series 63 and Series 65 licenses and has five years of industry experience. He has also worked with Capitol Planning Group since 2014. In addition to his advisory work, Stander is involved in the sale of various insurance products. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing a broad range of investment products and extensive corporate affiliations.

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.

Jonathan Sowa is a financial advisor with Csenge Advisory Group, LLC and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Lion Street Financial and FSC Securities Corporation. Outside of his advisory role, he teaches general retirement information through seminars and advises clients on insurance products as an independent agent. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting, using a disciplined investment process that combines fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs.

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.

Amber Moser is a CFP®-designated financial advisor with 11 years of industry experience. She is currently with Winthrop Wealth and has previously worked at Keel Financial Partners, Private Advisor Group, LPL Financial, and Tribune Wealth Management. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and businesses. The firm offers integrated private wealth management with an emphasis on prudence and long-term investment strategies guided by an Investment Committee.

Scott Winters is a financial advisor with IPI Wealth Management, Inc. in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with IPI Wealth Management since 2000 and is also associated with Investment Planners, Inc. since 1996. Outside of advisory work, he is involved in tax preparation through Investment Planners, PLLC. IPI Wealth Management serves a diverse client base that includes individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an investment committee framework, offering a range of portfolio management and financial planning services.

Caroline Dougher is a CFP®-certified financial advisor with 21 years of industry experience, currently with Aprio Wealth Management, LLC. Her prior roles include positions at Mercer Global Advisors, HawsGoodwin Wealth, and Purshe Kaplan Sterling Investments. She is also involved in insurance sales through Aprio Risk Management, LLC. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of strategies including asset allocation, technical analysis, and options-based portfolios, and is known for its multi-team structure and affiliation with a pension consulting business.

Benjamin Romine is a financial advisor at Good Life Advisors, LLC in Nashville, TN, holding Series 65 and Series 63 registrations with one year of industry experience. Prior to joining Good Life Advisors and LPL Financial in 2026, he worked for Ocean Park Asset Management and held various positions including roles at Universal Music Publishing Group and Lipscomb University. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers customized portfolio management, comprehensive financial planning, retirement plan consulting, and access to multiple advisory programs, utilizing a combination of fundamental, technical, and cyclical analysis along with continuous account monitoring.

Robert Caldwell is a financial advisor at Lifeworks Advisors, LLC in Nashville, TN, holding a Series 65 credential with seven years of industry experience. He previously worked at Greensview Wealth Management and Morningstar, Inc. Outside of advisory work, he is involved in insurance sales on a limited basis. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based investment approach using factor-based and smart-beta strategies alongside third-party managers.