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 63 and Series 65 licenses and has one year of industry experience. Prior to joining United Capital, his work history includes roles at J.P. Morgan Securities, JP Morgan Chase Bank, Dell Technologies, and The University of Tennessee, among others. United Capital provides national financial planning and discretionary investment management services for a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment solutions through a broad affiliate network and offers technology and practice platform services to independent advisors.

Logan Green is a CFP® professional with six years of industry experience, currently affiliated with The Mather Group, LLC. His prior experience includes roles at Point One Private Wealth LLC, Eugenias Advisory Group, Aramark, and Western Kentucky University. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm utilizes an evidence-based investment approach with customizable portfolio options and employs AI and machine-learning tools alongside human oversight in its processes.

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.

Preston Morris is a financial advisor with StoneX Advisors Inc. in Brentwood, Tennessee, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with StoneX Advisors since 2016 and previously worked at StoneX Securities and Morgan Stanley DW Inc. Outside of his advisory work, Morris is involved in managing several family farming operations. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and manager selections to implement client strategies.

Mark Deering is a CFP® with over 21 years of experience in the financial services industry. He has been with SageSpring Wealth Partners since 2004 and previously worked at Raymond James Financial and Raymond James Financial Services. Deering also serves as a manager of DWT Tax LLC, an affiliate providing tax and consulting services to SageSpring clients. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers goals-based portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party money managers.

Justin Parker is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, holding Series 63, 65, and 66 designations and having 22 years of industry experience. He has been with Thoroughbred Financial Services since 2002. He is also an insurance agent, selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services provides investment supervisory services to a variety of clients including individuals, trusts, estates, and retirement plans. The firm’s investment approach centers on asset allocation and employs both tactical and strategic management techniques using mutual funds, ETFs, individual equities, and fixed income, with a focus on tailored portfolios.

Victor Ledoux is a financial advisor with United Advisor Group in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with firms including Cambridge and Woodbury Financial Services. Outside of his advisory role, he serves as president and managing partner of Ascension Financial Partners. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management along with financial and retirement planning. The firm employs a variety of investment approaches, including proprietary model portfolios and third-party money managers, tailored to each client’s needs.

Matthew Bowling is a financial advisor with Sequent Planning, LLC, holding Series 65 and Series 66 credentials and 14 years of industry experience. He has worked at Sequent Planning in multiple periods since 2019 and has prior experience with firms including OSAIC Wealth, Inc., LPL Financial, LLC, and Taylor Securities, Inc. Outside of advisory roles, he is active as an insurance agent with International Insurance Brokerage, LLC and Futurity First Insurance Group. Sequent Planning, LLC, doing business as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, third-party model management, and comprehensive retirement plan services through a network of investment adviser representatives using a structured risk framework and diversified investment approaches.

Chase Keen is a CFP®-certified financial advisor with eight years of industry experience, currently with SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and Ramsey Solutions. SageSpring Wealth Partners serves a diverse client base including high-net-worth individuals, institutional investors, and plan sponsors, offering tailored investment management, financial planning, and consulting services. The firm employs a range of strategies and leverages multiple platforms to provide comprehensive wealth management and institutional solutions.

Bryson Tayes is a CFP® and Series 65 registered advisor with Sagespring Wealth Partners, bringing two years of industry experience. Prior to joining Sagespring, he worked at Mountain High Outfitters and held positions at Samford University and Christ Presbyterian Academy. Sagespring Wealth Partners serves a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers tailored discretionary investment management, financial planning, and consulting services, employing a range of strategies and leveraging multi-team resources alongside institutional capabilities.

Mark Huhta is a financial advisor at AlphaStar Capital Management with three years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining AlphaStar, he worked at multiple firms including Gradient Advisors and Desert Rose Capital Management. Outside of finance, Huhta is an independent musician involved in recording sessions and live performances. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches through model portfolios and uses third-party technology for portfolio construction, serving over 8,400 client relationships with approximately $2.5 billion in assets under management.