Aristotle Mc Donald is a financial advisor at Virtue Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at United Advisors America, Valic Financial Advisors, and several other firms dating back to 2016. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified/ERISA plans, offering discretionary and non-discretionary portfolio management, financial planning, and third-party manager due diligence. The firm employs a combination of active tactical, strategic, and quantitative approaches to align portfolios with client objectives and risk tolerances.

Nicholas Rothrock is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors since 2025. His prior experience includes roles at Financial & Tax Architects, LLC, and several other firms. Outside of his advisory work, he is an independent life insurance producer with Rothrock Wealth and Retirement Strategies, LLC. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for around 29,615 clients. The firm serves a diverse client base, including individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 investment adviser representatives.

Andrew Elmore is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 credentials and possessing seven years of industry experience. His prior work includes roles at Mutual of Omaha and Securities America. Elmore is a volunteer executive committee board member of the Williamson County Association of Realtors, contributing to event planning and membership growth initiatives. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, comprehensive financial planning, and retirement plan services through a network of approximately 97 advisors, utilizing a structured risk framework and a combination of firm-developed models, third-party managers, and customized allocations.

Derek Ghia is a CFP® professional with 17 years of industry experience, currently working at Lifeworks Advisors, LLC. His prior roles include positions at Greensview Wealth Management, United Advisors Services, LLC, and Morningstar Investment Services. In addition to his advisory work, he is a licensed insurance producer involved in fixed insurance consultation and sales. Lifeworks Advisors serves a diverse client base, including individual and institutional clients, providing wealth management, financial planning, and retirement plan advisory services. The firm employs a planning-based tranche framework combined with a risk-based investment approach, utilizing diversified mutual funds, ETFs, third-party managers, and various asset classes, supplemented by quantitative analysis and AI decision-support tools.

Tabitha Gossett is a financial advisor at SageSpring Wealth Partners in Franklin, TN, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Southwestern Investment Advisory, Raymond James Financial Services, and Southwestern Investment Group. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets with about 75 advisors serving individual and institutional clients. The firm provides discretionary, goals-based portfolio management, incorporating various investment strategies and integrated planning services while serving a diverse client base including high-net-worth individuals, charitable organizations, and retirement plans.

William Witherow is a financial advisor with Thoroughbred Financial Services, LLC in Columbia, Tennessee, holding a Series 63 designation and over 40 years of industry experience. He has been with Thoroughbred Financial Services since 2000. Outside of his advisory role, he serves as president of Roger Witherow & Associates, Inc., an insurance business specializing in group health and life, and is involved in chocolate manufacturing and cybersecurity monitoring through other business ventures. Thoroughbred Financial Services, LLC 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 using diversified portfolios primarily composed of mutual funds and ETFs, supplemented by individual securities and alternative vehicles where appropriate.

Thomas Bryant is a CFP®-designated financial advisor with seven years of industry experience, currently serving at StoneX Advisors Inc. He previously worked at Mass Mutual Investors Services and Northwestern Mutual. Outside of his advisory role, Bryant contributes to the finance team at Trinity Baptist Church, assisting with the organization of church funds. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting services. The firm utilizes a variety of platforms and third-party managers to implement customized investment strategies.

Samuel Orr is a financial advisor at SEIA with three years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Truist Investment Services, and Cap Star Bank. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of over 130 advisors managing approximately $22.5 billion in assets. The firm offers multiple managed account programs and financial planning services, employing a client-driven investment process supported by a dedicated research group and overseen by an Investment Committee.

Kenneth Innis is a financial advisor with M Holdings Securities, Inc. in Nashville, TN, holding over 53 years of industry experience. He has been affiliated with M Holdings Securities since 2000 and serves as Chairman of The R.O.W. Group, a wealth management and business continuation firm where he has worked since 1986. His other business activities include insurance sales and fixed annuity sales. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services, including investment management, retirement plan consulting, financial planning, and insurance-contract advisory services, operating through a network of independent financial professionals and affiliated advisers.

Martin Mcfarlin is a financial advisor at Arkadios Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kalos Management and Kalos Capital. Outside of his advisory work, he is president of Malachi 4 Publishing, focusing on writing, publishing, and public speaking. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports customized investment strategies through its internal portfolio team and offers discretionary management with various analytical approaches.

Jacob Byers is a financial advisor at SageSpring Wealth Partners with one year of industry experience. He previously worked at Edward Jones for three years and spent seven years in education before entering the financial sector. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base that includes 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 manager oversight.

Andrew Frevert is a financial advisor at United Advisor Group with 24 years of industry experience. He holds a Series 66 designation and has worked at various firms, including CION Securities, LLC, Purshe Kaplan Sterling Investments, and Cambridge Investment Research. He is also an independent insurance agent for multiple companies through Ascension Financial Partners. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a range of clients from non-high-net-worth to high-net-worth and employs a combination of strategic and tactical asset allocation with value investing and multiple analytical methods.

Michael Purifoy is a CFP® with 20 years of industry experience, currently serving as a Senior Executive Vice President and Team Leader at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services from 2006 to 2024. Purifoy is also an independent contractor for the Purifoy Wealth Team and holds an insurance license with SageSpring for long-term care and disability insurance. SageSpring Wealth Partners serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach that includes a variety of asset types and leverages multi-team scale and institutional service capabilities.

James Gainer IV is a CFP® and holds a Series 65 license with two years of industry experience. He has been with SageSpring Wealth Partners since 2022, with prior work experience at Perry's Steakhouse and educational roles at Wake Forest University and Ravenwood High School. SageSpring Wealth Partners serves a diverse client base including individual households and institutional clients such as retirement plans, banks, insurance companies, and government entities. The firm offers discretionary investment management and financial planning, using tailored portfolios with a variety of asset types and employs both fundamental and technical analysis, supported by multi-team resources and institutional capabilities.

Jayson Brown is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently associated with Camden Capital, LLC, where he has worked since 2014. Brown holds a Series 66 license and is based in Franklin, Tennessee. He is part of Certuity, LLC, a multi-team firm serving high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. Certuity offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold investment approach that combines fundamental and quantitative analysis.

David Koty is a financial advisor at Zacks Investment Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both LBMZ Securities, Inc. and Zacks Investment Management since 2011. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process centered on quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through its model and index licensing businesses.

Bruce Wilcox is a CFP® professional with seven years of experience in financial advisory. He is currently a financial advisor at SageSpring Wealth Partners and has held prior positions at Raymond James Financial Services and Moolah Coaching. Wilcox also manages DWT Tax LLC, an affiliated tax and consulting service that supports SageSpring clients. SageSpring Wealth Partners serves a diverse client base including individuals, institutions, and plan sponsors, offering discretionary investment management, financial planning, and retirement consulting. The firm uses tailored portfolios with a range of investment strategies and combines multi-team scale with an uncommon mix of institutional client types.

Conner Osswald is a Series 65-licensed advisor with Sagespring Wealth Partners in Franklin, TN, with two years of industry experience. Prior to joining Sagespring, he worked at Capitol Christian Music Group and Platform Artists. Sagespring Wealth Partners serves a diverse client base including individual households and various institutional clients such as retirement plans, banks, insurance companies, and government entities. The firm combines multi-team scale with a broad range of investment strategies and offers discretionary management, financial planning, and oversight of third-party managers.

Thomas Beaupre is a financial advisor at Summit Financial, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Additionally, he is involved with Orange Peach Line, a separate business venture. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Lawrence Hartley is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 63 license and bringing 41 years of industry experience. He has been with Thoroughbred Financial Services since 2000. Outside of his advisory role, Hartley is involved in managing movie and story rights through two entertainment companies and serves in leadership roles with nonprofit organizations supporting adults with disabilities and refugee ministries. Thoroughbred Financial Services provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, and qualified plans. The firm emphasizes asset and sector allocation with diversified portfolios primarily composed of mutual funds and ETFs, supplemented by individual securities and alternative investments where appropriate.