Jeffrey Lynch is a financial advisor with ON Investment Management CO in Nashville, TN, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including over three decades with The O.N. Equity Sales Company and The Ohio National Life Insurance Company. Outside of his advisory role, Lynch is a partner in a restaurant franchise and active in charitable work, serving as president of two nonprofit organizations. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary strategies and access to third-party investment programs.

Kevin Moeller is a financial advisor at Ausdal Financial Partners, Inc. with 29 years of industry experience. He holds the ChFC® designation and several securities licenses (Series 63, 65, 66). Prior to joining Ausdal in 2023, he worked at Allstate Insurance Co and Next Financial Group, Inc. Additionally, Moeller serves as treasurer for a leadership and discipleship organization, managing bookkeeping and budgeting responsibilities. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and businesses, managing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of advisory services tailored to client objectives and risk tolerance, utilizing multiple custodians and third-party money managers, while maintaining dual registration as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Allen Oakley Jr. is a financial advisor with SageSpring Wealth Partners in Franklin, TN, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Raymond James Financial Services, Pinnacle Bank, and Suntrust Advisory Services. He also works as a financial advisor with the Nail Wealth Team under the SageSpring umbrella and collaborates with Vanbridge on client insurance options. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsor clients. The firm offers tailored investment management, financial planning, and consulting services, combining fundamental and technical analysis with customized portfolios that may include a range of traditional and alternative investments.

Adam Johnson is a financial advisor at Savvy with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network and Country Capital Management Co. Outside of advisory work, he is the founder of Revive Risk Management LLC, which focuses on insurance sales, and co-trustee and owner of Dills Donuts Inc., a coffee and donut business. Savvy provides comprehensive investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized, primarily index-based long-term investment strategies while incorporating active equity portfolios, third-party sub-advisers, and technology-driven tools including tax-aware direct indexing and in-house estate planning support.

Martha Walthall is a financial advisor at Thoroughbred Financial Services, LLC with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Thoroughbred in 2024, she held roles at Trinity Wealth Securities and Florida Financial Advisors. Outside of her advisory work, she is also involved in selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services manages over $4 billion in assets for individuals, trusts, charitable organizations, and other entities. The firm’s investment approach centers on asset allocation, using mutual funds, ETFs, and selective equities and fixed income, and combines fundamental and statistical analysis with tactical and strategic management techniques.

Kyle Carlton is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and 11 years of industry experience. He has operated Carlton Financial Group since 2004. Outside of his advisory role, Carlton is principal coach and owner of Calyx Coaching LLC, providing coaching services to start-ups, business executives, and sports teams on leadership, business strategies, and finances. First Advisors National manages discretionary assets primarily for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers combined with fundamental analysis for supplemental security recommendations.

Matthew Kennedy is a financial advisor with Virtue Capital Management, LLC in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at Virtue Capital Management and Impact Holdings, LLC since 2020, with prior experience at First Heartland Capital Inc and as a self-employed professional. Outside of advisory work, he founded Impact Holdings, which provides practice management coaching for dentists, and he is involved in coaching insurance advisors and insurance sales through his own firms. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering portfolio management, financial planning, consulting, and third-party due diligence. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates through a multi-team model with a distinctive structure that includes dual registration and affiliated businesses providing a range of investment and insurance services.

Elisa Jones is a financial advisor at SageSpring Wealth Partners with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Fifth Third Securities. She leads the Jones Wealth Team, where she meets with clients to develop financial plans and assess risk profiles. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans and municipal governments. The firm offers discretionary investment management and consulting services, utilizing a range of investment strategies tailored to clients’ objectives and risk tolerances.

Scott Buell is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Financial Engines Advisors and The Mutual Fund Store. He is also a managing partner and wealth advisor at Flagship Financial Advisors in Brentwood, TN. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of investment advisory representatives. The firm offers financial planning, portfolio management, and advisory services tailored to client goals, utilizing customized asset allocations, model portfolios, and third-party managers.

Cameron Weddington is a financial advisor at Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 66 designation with nine years of industry experience. He has been with Thoroughbred Financial Services since 2017 and previously worked at Guyliano Mortgage Inc. He is also a co-host of The Turkey Hunter Podcast, a non-investment-related activity. Thoroughbred Financial Services provides investment supervisory services to a variety of clients, including individuals, trusts, and charitable organizations, managing approximately $4.04 billion in assets. The firm emphasizes asset allocation and uses a combination of mutual funds, ETFs, and individual securities while employing both tactical and strategic management approaches.

Jimmy Orman is a financial advisor at Thoroughbred Financial Services, LLC with 52 years of industry experience. He holds a Series 63 designation and has been with Thoroughbred Financial Services since 2000. Outside of advising, he is involved in managing a farm for hay production and hunting in Dickson, TN. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, and organizations. The firm emphasizes asset and sector allocation using diversified portfolios primarily composed of mutual funds and ETFs, while also evaluating outside managers and conducting regular portfolio reviews.

Richard Smith is a financial advisor at SageSpring Wealth Partners with over 20 years of industry experience. He holds the Series 66 designation and has previous experience at Raymond James Financial Services, where he worked from 2006 to 2024. Smith serves as a committee member for the nonprofit Both Hands, advising on its financial activities. SageSpring Wealth Partners serves a diverse client base including individuals, institutional clients, and plan sponsors, providing discretionary investment management, financial planning, and consulting services. The firm employs a tailored investment approach utilizing a range of asset types and leverages both fundamental and technical analysis, with a distinctive multi-team scale and a mix of institutional clients.

John Scott is a CFP® with 21 years of industry experience, currently serving at ON Investment Management CO. He has concurrently held roles at The ON Equity Sales Company, Ohio National Financial Service, and World Financial Group, INC. Outside of his advisory work, he is involved in the sale and servicing of non-registered insurance products, including life insurance and fixed annuities. ON Investment Management CO is a multi-team SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, and businesses. The firm utilizes a combination of discretionary and non-discretionary management programs and maintains a dual-registration model involving broker-dealer activities.

William Webb is a financial advisor at Csenge Advisory Group, LLC with 21 years of experience in the industry. He holds Series 66 and Series 63 registrations and has previously worked at firms including Compass Advisory Partners LLC, FSC Securities Corporation, and Edward Jones. Webb serves on the board of a charitable foundation, the Awakening Foundation. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment process uses a combination of fundamental and technical analysis with an emphasis on relative strength and a four-step market/sector/manager/risk approach, offering customized portfolio management through discretionary or model-based allocations.

Steven Standley is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Impact Partnership Wealth, he worked extensively with D.H. Hill Insurance Services, D H Hill Advisors, and American United Life. He is also the owner of Standley Financial Group, where he offers life insurance and annuity products for planning and retirement income. Additionally, he serves as a referral partner for ABCover, providing solutions to school systems addressing teacher absenteeism. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, including acting as a sub-adviser to other registered investment advisers. The firm manages approximately $2.96 billion using a variety of model portfolio solutions and discretionary asset management strategies, supported by a broad affiliated-entity ecosystem and relationships with established custodians.

Greg Peters is a financial advisor with First Advisors National, LLC and holds a Series 65 designation. He has three years of industry experience and has worked as a quality control engineer at Nissan since 1995. In addition to his advisory role, Peters is a part-time independent insurance agent specializing in life insurance and annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support individual security recommendations.

Harrison Holder is a CFP® and Series 66-licensed financial advisor with three years of industry experience. He has worked at SageSpring Wealth Partners since 2022 and previously at Raymond James Financial Services and Ernst & Young. Holder is also involved with the Sircy-Hurd Wealth Team in a financial advisor capacity. SageSpring Wealth Partners serves a diverse clientele including individual, institutional, and plan sponsor clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm combines multi-team scale with a broad range of investment strategies and oversight capabilities, managing approximately $8.5 billion for over 11,500 clients.

Alexander Jones is a CFP® and ChFC® with 16 years of experience in the financial advisory industry. He currently works at Kingswood Wealth Advisors, LLC and has previously held roles at Eudaimonia Partners, Guardian Wealth Solutions, Guardian Financial, and LPL Financial. Outside of advisory work, he is an investor and minority owner in Aperio Path Software LLC, a company focused on developing software for risk management and increasing enterprise value for business owners. Kingswood Wealth Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform using both affiliated and unaffiliated third-party managers and integrates insurance-linked account management within its operational model.

Lee Handley III is a financial advisor with Prospera Financial Services, Inc. in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial and Ek Riley Investments, LLC. Handley also owns Handley Enterprises, a business entity used for managing business expenses and payroll. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Cynthia Pillard is a financial advisor with United Advisor Group, holding Series 66, Series 65, and Series 63 licenses and nine years of industry experience. She has worked at multiple firms including Principal Securities Inc., Hornor, Townsend, & Kent LLC, and Shoemaker Financial. In addition to her advisory role, she is an independent insurance agent specializing in life insurance brokerage. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage clients. The firm serves both non-high-net-worth and high-net-worth clients, employing a combination of strategic and tactical asset allocation along with value investing and various analytical methods to tailor portfolios.