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, Tennessee. He holds Series 63, 65, and 66 licenses and has 22 years of industry experience. Parker has been with Thoroughbred Financial Services since 2002. He is also active as an insurance agent, selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services provides investment supervisory services to individuals, trusts, charitable organizations, and various business entities. The firm manages approximately $4.04 billion in assets, focusing on asset allocation and employing a combination of strategic and tactical management techniques.

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 and holds Series 65 and Series 66 licenses. He has 14 years of industry experience, including roles at OSAIC Wealth, Inc, LPL Financial, and Country Capital Management. Bowling is also active as an insurance agent with International Insurance Brokerage, LLC and Futurity First Insurance Group. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement plan services through a network of advisors using a structured risk framework and diversified investment strategies.

Chase Keen is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and Ramsey Solutions. SageSpring Wealth Partners serves a diverse client base including individual households and various institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolios with a mix of asset types and employs both fundamental and technical analysis, leveraging multi-team scale and platform services to provide OCIO and TAMP solutions alongside traditional wealth management.

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 Series 63, Series 65, and Series 66 licenses and has worked at multiple firms including Gradient Advisors, Desert Rose Capital Management, and Brookstone Wealth Advisors. In addition to his advisory work, Huhta is an independent musician involved in recording sessions and live performances. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios with strategic and tactical approaches, integrates third-party portfolio construction technology, and provides ERISA-related plan services.

Jacob Powell is a CFP® professional with 13 years of industry experience. He has worked at SageSpring Wealth Partners since 2014 and had a one-year tenure at Raymond James Financial Services Advisors Inc. He is based in Franklin, TN. SageSpring Wealth Partners serves a diverse client base including individual households across wealth levels, institutional clients, and plan sponsors. The firm offers discretionary investment management and consulting services, utilizing a variety of investment products and both fundamental and technical analysis to tailor portfolios to client objectives.

Jon Pourchot is a financial advisor at OneAscent Financial Services LLC with one year of industry experience and holds a Series 65 designation. His prior experience includes roles at Financial Strategies Group LLC, the Tennessee Department of Treasury, Poplar Heights Baptist Church, and Union University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing individualized asset-allocation guidelines and various model-based platforms.

Wilson Reece is a CFP® professional with six years of industry experience. He is currently with Brighton Jones LLC and previously worked at Homrich Berg and Dixon Hughes Goodman. Outside of his advisory role, he serves on the boards of the nonprofit organizations Full Count Ministries and Homes4Homes. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach for Personal CFO clients and offers a range of services including portfolio management, financial planning, tax preparation, and family office support.

James Justice is a financial advisor with United Advisor Group, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, THE O.N. Equity Sales Company, and Ohio National Financial Services. He is also an independent insurance agent through 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, financial planning, family office services, and financial education. The firm employs a variety of investment approaches, including proprietary model portfolios and third-party money managers, tailored to client needs.

Daniel Ahlbrandt is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc., LoanDepot, and various mortgage and title service firms. SageSpring Wealth Partners serves individual and institutional clients, offering discretionary investment management, financial planning, and consulting. The firm provides tailored portfolios using a broad range of investment strategies and combines multi-team scale with a mix of client types, including retirement plans, banks, and sovereign wealth funds.

Parker Green is a financial advisor at SageSpring Wealth Partners with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining SageSpring, he worked at AllianceBernstein and has a background that includes roles at High Point University and John Green & Company Realtors. SageSpring Wealth Partners serves a diverse client base, including both non‑high-net-worth and high-net-worth individuals, as well as various institutional clients such as retirement plans and sovereign wealth funds. The firm offers tailored discretionary investment management and consulting services using a range of investment strategies and leverages multi-team scale alongside access to OCIO and TAMP solutions.

Hannah Patterson is a CFP® and Series 66-registered financial advisor with six years of industry experience. She has worked at SageSpring Wealth Partners since 2019 and was previously with Raymond James Financial Services from 2020 to 2024. Outside of advisory work, she is an associate employee with the Deering Wealth Team. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional investors, and plan sponsors. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a combination of fundamental and technical analysis along with a variety of portfolio strategies tailored to client goals.