Peter Forras Jr. is a financial advisor at Freestone Capital Management, LLC with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Freestone since 2011. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages a family of private pooled investment vehicles, employing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative investments.

Jessica Barnes is a CFP® and Series 66-registered advisor at Thoroughbred Financial Services, LLC with eight years of industry experience. She has worked at UBS Financial Services and Meridian Wealth Management prior to joining Thoroughbred Financial Services. Thoroughbred Financial Services, LLC manages approximately $4.04 billion in client assets and offers investment supervisory services to individuals, trusts, estates, charitable organizations, and various business entities. The firm emphasizes asset allocation in its investment process, using mutual funds, ETFs, and individual securities, and combines fundamental and statistical analysis with both tactical and strategic management techniques.

Laurie Snively is a CFP® professional with 11 years of industry experience, currently serving as an advisor at SageSpring Wealth Partners. Her background includes roles at Raymond James Financial Services and various entrepreneurial ventures such as Laurie Snively Voiceovers. Outside of advisory work, she is also an insurance agent with Vanbridge. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets with a team of about 75 advisors. The firm serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting through a goals-based portfolio management approach.

Dennis Pascarella is a financial advisor with Redhawk Wealth Advisors, Inc. He holds the ChFC® designation and has 38 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and The Financial Legacy Group. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach combines strategic and tactical asset allocation across multiple asset classes, with portfolios monitored by a weekly investment committee.

Peter Wittman is a financial advisor with Redhawk Wealth Advisors, Inc. in Franklin, TN, holding the ChFC® designation and Series 63 and 65 licenses, and has 20 years of industry experience. He has worked at Redhawk Wealth Advisors since 2014 and also serves as president of The Wittman Group, Inc., an insurance sales business he has led since 2006. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm focuses on strategic and tactical asset allocation across various asset classes and offers services including multi-generational wealth management, educational seminars, and captive insurance company account management.

Nathan Mueting is a financial advisor at SageSpring Wealth Partners with three years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services, Inc. He is also involved with For Fee Only, LLC, where he assists clients with their insurance protection needs. SageSpring Wealth Partners serves a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party manager relationships.

James Ridley Jr. is a CFP® with eight years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners since 2018. He previously worked at Raymond James Financial Services, Inc. and has a background that includes time at Vanderbilt Medical. Ridley also acts as an insurance agent with Vanbridge, assisting clients with non-variable insurance products. SageSpring Wealth Partners manages approximately $8.5 billion across 124 advisors, serving a diverse client base that includes individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management and consulting with portfolios tailored to client objectives and risk tolerance, utilizing a range of investment strategies and third-party manager relationships.

Kyler Spencer is a CFP® professional with nine years of industry experience, currently serving at AssuredPartners Investment Advisors. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, and Financial Solutions Midwest. He serves on the board of directors for the National Association of Insurance and Financial Advisors Illinois Chapter, where he holds the position of Secretary and Grand Treasurer. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and offers both discretionary and non-discretionary portfolio management, including third-party manager selection and participant education.

Robert Hamer is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with 15 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services from 2010 to 2024. Outside of advising, he is an insurance agent with VanBridge, where he refers term life, long-term care, and long-term disability insurance cases. SageSpring Wealth Partners manages approximately $6.5 billion in discretionary assets and serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm provides goals-based portfolio management with a range of strategies, third-party manager oversight, and integrated planning services, while also serving less-common client types such as sovereign wealth funds and banking institutions.

Jeremiah Threlkeld is a financial advisor at Virtue Capital Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Virtue Capital Management since 2017. Prior to that, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also an independent insurance agent for various companies. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, and third-party manager selection, employing quantitative models and an active, model-driven investment approach.

Eric Sams is a Series 66-licensed financial advisor at Axxcess Wealth Management, LLC with 16 years of industry experience. He has worked at several firms, including XTON Financial, LLC, WBB Securities LLC, and Keystone Capital Corporation. Outside of his advisory role, Sams serves as President of the Board for Harriet Tubman Village Charter School in San Diego, CA. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive TAMP and sleeve-manager capabilities, supporting other RIAs and broker-dealers with consolidated reporting and administrative oversight.

Terri Ward is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. She holds a Series 63 license and is also a licensed insurance agent for life, health, and annuity products. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers access to third-party managers, alternative investments, and customized portfolio options including ESG and faith-based preferences.

Sten Morgan is a CFP® and ChFC® with 17 years of industry experience, currently serving as an advisor at StoneX Advisors Inc. since 2019. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, Morgan owns Success Mindsets LLC, where he coaches other financial advisors and has authored a book. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple platforms and investment solutions, including advisor-managed portfolios and third-party money managers, to deliver customized investment strategies.

Connor Jeffries is a financial advisor with SageSpring Wealth Partners in Franklin, TN, holding CFP® and Series 66 designations with six years of industry experience. He previously worked at Raymond James Financial Services from 2020 to 2024 and has been with SageSpring since 2019. Outside of his advisory role, he has held positions at Brentwood Baptist Church and Lumefficient Lighting Co. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a range of investment strategies and third-party manager relationships to tailor portfolios to client objectives.

Allen Mc Croskey is a financial advisor at AlphaStar Capital Management with a Series 65 credential and has been in the industry for less than one year. He is also involved with the LegacyTree Foundation, where he has contributed for eight years. AlphaStar Capital Management serves individual and corporate clients, including high-net-worth individuals and retirement plans, providing discretionary investment management, financial planning, and subadvisory services. The firm uses model portfolios and advisor-directed strategies combining strategic and tactical approaches, employing various investment vehicles and third-party portfolio technology.

Tina King is a financial advisor at Merit Financial Advisors with 23 years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors for over 20 years before joining Merit Financial Advisors and Purshe Kaplan Sterling Investments in 2026. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices. The firm manages about $23.9 billion in client assets through long-term, diversified portfolios overseen by an internal Investment Management team and Investment Committee, offering customized wealth-management services including financial planning, retirement plan advice, and educational workshops.

Bart Jones is a financial advisor with IPI Wealth Management, Inc. in Brentwood, TN, holding a Series 63 designation and 26 years of industry experience. He has worked with Ipi Asset Management, Inc. since 2002 and Investment Planners, Inc. since 2000. Outside of advisory work, he provides tax preparation services through a separate business. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an outsourced-agent model for operational functions.

Todd Meucci is a financial advisor with Kingswood Wealth Advisors, LLC in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Alt Fund Distributors LLC, and Eudaimonia Partners, LLC. Outside of advisory work, he serves on the Brentwood YMCA Advisory Board. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture investment platform and integrates closely with affiliated financial entities to support insurance-linked account management.

Caroline Kroll is a financial advisor at SageSpring Wealth Partners with one year of industry experience. She holds a Series 65 credential and previously worked at The M&W Logistics Group Inc. Caroline’s background includes roles in business and community settings, including experience with the YMCA of Middle Tennessee. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional investors, and plan sponsors. The firm offers customized investment management and consulting services, employing both fundamental and technical analysis to tailor portfolios that meet clients’ objectives and risk profiles.

Brian Carden is a financial advisor at Wealth Watch Advisors, Inc with 38 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Madison Avenue Securities, Stewardship Private Wealth Management, and Guardian Life. Outside of advising, Carden is an author and may engage in speaking related to his book. Wealth Watch Advisors serves a broad range of clients including individuals, pension plans, trusts, and financial institutions. The firm employs a disciplined investment process that utilizes third-party model managers, combining quantitative, qualitative, and technical analysis, and offers access to approved alternative private placements for accredited investors.