Jordan Wedell is a CFP®-certified financial advisor with 10 years of experience. He has worked at SageSpring Wealth Partners since 2016 and was previously with Raymond James Financial Services, Inc. for eight years. Wedell also serves as an insurance agent working with clients to address insurance needs within comprehensive financial plans. SageSpring Wealth Partners serves individual and institutional clients, offering discretionary investment management, financial planning, retirement plan consulting, and third-party manager oversight. The firm employs a tailored investment approach that includes a broad range of asset types and leverages multi-team scale and institutional relationships alongside traditional wealth management services.

Scott Williams is a financial advisor with Advisory Services Network, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, LLC, and Raymond James Financial Services. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Derek Samples is a financial advisor with Stonex Advisors Inc. in Brentwood, TN, holding a Series 66 designation and six years of industry experience. He has worked at Stonex Advisors since 2020 and is also associated with StoneX Securities Inc. and Morris, Smith and Hayden Wealth Management, where he also serves as a financial advisor involved in day-to-day administration and marketing. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering a range of portfolio management and financial planning services through a combination of independent advisors and an in-house Private Client Group. The firm employs multiple investment platforms and strategies, including proprietary models and third-party money managers, to provide tailored solutions with periodic reviews and due diligence.

Adam Smith is a financial advisor at PKS Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Terra Wealth Management, Purshe Kaplan Sterling Investments, PFS Investments Inc, and Primerica Financial Services. Outside of his advisory work, he is involved in raising and selling beef calves on his family farm in Bell Buckle, Tennessee. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets and offers tailored portfolios using a mix of mutual funds, ETFs, independent managers, and individual securities, conducting account reviews at least quarterly.

Jeffrey Russell is a financial advisor with Kovack Advisors, Inc. in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior career includes roles at Morgan Stanley Smith Barney and the Morgan Stanley Private Bank from 2010 to 2021, as well as Merrill from 1997 to 2010. Kovack Advisors is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs using a combination of internally developed models and third-party managers.

Mary Gilmer is a CFP®-certified financial advisor with five years of industry experience, currently with SageSpring Wealth Partners. She previously worked at Raymond James Financial Services and Warren Averett Asset Management. Outside of her advisory role, she is a partner and owner of Stone Builders Group, a business unrelated to investment activities. SageSpring Wealth Partners serves a diverse clientele, including individual and institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and retirement consulting, employing tailored portfolios and a mix of fundamental and technical analysis alongside third-party manager relationships and platform services.

Daniel Stephen is a financial advisor with The Fiduciary Alliance in Nashville, TN. He holds a Series 65 designation and has over 30 years of industry experience, including his ongoing role at Stephen & Associates since 1995. The Fiduciary Alliance serves individual clients, including high-net-worth individuals, as well as retirement plans and other investment advisers. The firm offers discretionary portfolio management, comprehensive financial planning, and estate-planning support, using a combination of fundamental, technical, cyclical, and charting analysis in its investment approach.

Rory Hartmann is a CFP® with 13 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. His career includes roles at Northwestern Mutual Wealth Management Company and affiliated entities from 2011 to 2021. Hartmann is also involved in insurance brokerage activities. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach primarily involves discretionary portfolio management using model strategies, third-party platforms, and offers access to alternative investments and annuity products.

Bradley Lay is a financial advisor with Stonex Advisors Inc. in Franklin, TN, holding a Series 66 credential and bringing 23 years of industry experience. His career includes roles at Raymond James & Associates, Morgan Keegan & Company, LLC, and Amsouth Investment Management Company LLC. Outside of advising, Mr. Lay owns Mirror Consulting, where he provides business consulting focused on team dynamics and meeting efficiency without addressing financial matters; he is a certified facilitator of the Working Genius assessment. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and annuity allocation services. The firm utilizes both proprietary and third-party investment strategies and supports multiple account structures through a large network of independent advisors and in-house experts.

Devonte Thomas is a CFP® with four years of industry experience, currently working at SageSpring Wealth Partners. He has held roles at SageSpring since 2022 and previously worked at Raymond James Financial Services and CenterPoint Energy. In addition to his advisory work, he pursues photography on the side since moving to Nashville. SageSpring Wealth Partners serves a diverse client base that includes individuals, institutional investors, and plan sponsors. The firm offers tailored investment management and consulting services, integrating fundamental and technical analysis with access to third-party managers and technology platforms.

Daniel Parker is a financial advisor at Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 66 designation with 11 years of industry experience. He has been with Thoroughbred Financial Services since 2015. Outside of his advisory role, Parker is involved in selling life, disability, medical, and long-term care insurance and also performs legal work drafting documents and consulting on legal matters. Thoroughbred Financial Services provides investment supervisory services to a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm’s investment approach focuses on asset allocation as the main driver of risk and return and employs a combination of fundamental and statistical analysis with both tactical and strategic management techniques.

Charles Mc Donald IV is a CFA® charterholder and financial advisor at SageSpring Wealth Partners with one year of industry experience. Prior to joining SageSpring, he worked at Kibo Capital Group, OakPoint, Deloitte, Ernst & Young, and held roles at Vanderbilt University and the University of Tennessee. He is a partner in a family-owned property management business, assisting seasonally with tax-related tasks. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, providing discretionary investment management, financial planning, and consulting services. The firm employs a tailored investment approach utilizing fundamental and technical analysis, offering access to OCIO and TAMP programs alongside traditional wealth management.

Lucas Pelletier is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet in Nashville, TN. He previously worked at U.S. Bank and Charles Schwab before joining Facet. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, utilizing technology-driven processes and model-based asset allocations primarily through ETFs. The firm serves a range of households via phone, video, and a proprietary web platform, employing a flat subscription fee model instead of traditional percentage-based fees.

Dustin Perkins is a financial advisor at StoneX Advisors Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and MetLife Securities Inc. Outside of his advisory role, he serves as a producer for a group employee benefits business and owns Oak Crest Financial Partners LLC, a DBA for his advisory practice. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Bob Sircy Jr. is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with 19 years of industry experience. He holds the Series 66 credential and has worked previously at Southwestern Insurance Group and Raymond James Financial Services Advisors, Inc. He serves as a team member of the Sircy-Hurd Wealth Group within SageSpring Wealth Partners. SageSpring Wealth Partners serves individual clients ranging from non-high-net-worth to high-net-worth households, as well as institutional and plan sponsor clients including retirement plans, banks, insurance companies, and government entities. The firm provides discretionary investment management, financial planning, and consulting services, utilizing tailored portfolios and a combination of fundamental and technical analysis.

Gregory Creel is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Scottrade. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and also offers retirement-plan consulting and educational seminars.

John Atkins is a financial advisor at Thoroughbred Financial Services, LLC with 45 years of industry experience. He has been with Thoroughbred Financial Services since 2000 and holds a Series 63 designation. In addition to his advisory role, Atkins is also an insurance agent selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth 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, supplemented by individual securities and alternative investments when appropriate.

Stephen Lange is a financial advisor at SageSpring Wealth Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services from 2012 to 2024. Lange operates the Lange Wealth Team as a support business adjunct to his advisory role. SageSpring Wealth Partners serves a diverse client base including individual households, institutional investors, and plan sponsors. The firm offers customized discretionary investment management and consulting services, employing a wide range of investment strategies and leveraging third-party managers and platform solutions, supported by a multi-team structure of approximately 124 advisors.

Samuel Moorhead is a Series 66-registered advisor with Stonex Advisors Inc., based in Franklin, TN, and has two years of industry experience. Prior to joining StoneX, he worked at New Constructs for four years and Merrill Lynch for one year. He was previously employed at Duluth Hockey Company, Toppers Pizza, and Dick’s Sporting Goods. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, leveraging proprietary and third-party strategies along with integrated clearing and custody capabilities.

Michael Claiborne is a Series 65-credentialed advisor with 10 years of industry experience. He is affiliated with First Advisors National, LLC and has been retired since 2015. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, providing investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers, supplemented by fundamental analysis of individual securities.