Kevin Underwood is a financial advisor at SageSpring Wealth Partners with four years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services and Shamrock Trading Corp. SageSpring Wealth Partners serves a diverse client base, including individual households across wealth levels and various institutional clients such as retirement plans and sovereign wealth funds. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

Ryan Terry is a Certified Financial Planner® (CFP®) with 11 years of industry experience. He is currently a financial advisor at SageSpring Wealth Partners, where he has worked since 2014. Prior to this, he spent time at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. SageSpring Wealth Partners serves a diverse client base, including individual households across various wealth levels and a range of institutional clients such as retirement plans, banks, insurance companies, and municipal governments. The firm offers tailored discretionary investment management, financial planning, and consulting services, employing a mix of fundamental and technical analysis alongside multi-team resources and third-party manager platforms.

Jeffrey Green is a financial advisor with Silver Oak Securities, Inc. in Brentwood, TN, holding a Series 66 designation and seven years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance. Outside of his advisory role, he owns a wholesale fine art business, JGA+D. Silver Oak Securities serves individuals, high-net-worth clients, and various institutional entities through a network of over 100 financial professionals and manages approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs focused on discretionary, customized investment management tailored to client objectives and employs operational features such as ongoing model monitoring and automated investment processes.

Jake Kosmala is a financial advisor with Stratos Wealth Advisors LLC holding a Series 65 designation and one year of industry experience. His prior roles include positions at Flagship Financial Advisors, Heartland Bank and Trust Company, and Taiber Kosmala & Associates, LLC. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of supervised investment advisory representatives using both bespoke and model portfolios.

Dennis Delphenich is a financial advisor with Arax Advisory Partners, holding a Series 63 designation and bringing 23 years of industry experience. His prior work includes roles at Gries Financial LLC and Capital Portfolio Advisors in various capacities spanning over two decades. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation approaches.

Eli Watts is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds a Series 66 designation and previously worked at AllianceBernstein and Triad Life Sciences. His background also includes roles in education and business operations. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and supported by around 75 advisors. The firm serves a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting through a goals-based, discretionary approach.

Max Bortenschlager is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera and Artistry Wealth prior to joining SageSpring. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing tailored portfolios that incorporate a variety of asset types and both fundamental and technical analysis.

Jason Plunkett is a CFP® professional with 20 years of industry experience, currently serving as a Financial Advisor at SageSpring Wealth Partners. His prior experience includes roles at Raymond James Financial Services and M&A Securities Group. In addition to his advisory work, he maintains a personal website related to his practice and is licensed as a life insurance agent. SageSpring Wealth Partners serves a wide range of individual and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach that combines fundamental and technical analysis with access to third-party managers and platform services, supporting over 11,500 clients with approximately $8.5 billion in assets under management across 124 advisors.

Katherine Figueredo is a financial advisor at SageSpring Wealth Partners with a Series 65 designation. She has one year of industry experience, including prior roles outside the financial sector. 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 customized investment management and financial planning, utilizing a variety of asset types and combining fundamental and technical analysis with ongoing portfolio oversight.

John Bayrd II is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Nashville, TN, holding a Series 66 designation with five years of industry experience. Prior to his current role, he worked at CVS, Elevation Ventures LLC, ODEM SA, and Excelorators Inc. Outside of his advisory work, he serves on the board of directors for Excelorators, Inc., an education technology company, and teaches a course on retirement planning through the Financial Educators Network. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs and manages a distinctive asset mix with a predominance of non-discretionary assets.

Daniel Knelson is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including First Advisors National, LLC and Cetera Advisor Networks LLC. Outside of his advisory role, Knelson services a Medicare plan book of business through Cornerstone Senior Services and works with ECA Marketing, an independent field marketing organization focused on life insurance and related products. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, charitable organizations, and business entities. The firm employs an open-architecture investment platform with a broad toolkit, including equities, ETFs, options, and alternative funds, and manages over $1.1 billion in client assets.

William Ogles is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes long tenures at Pfs Investments Inc. and Primerica Financial Services, as well as roles at Terra Wealth Management, LLC and ConnectMyBiz LLC. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities, managing approximately $905 million in assets. The firm tailors portfolios based on clients’ risk tolerance and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.

Kristin Sanderson is a financial advisor with PKS Advisory Services, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. Her prior roles include positions at Terra Wealth Management, Primerica Financial Services, and work as an independent ballroom dance instructor. Outside of finance, she coordinates webinars and teaches private dance lessons. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, and charitable organizations. The firm employs a diverse range of investment strategies, including the use of third-party models and independent managers, and offers both discretionary and non-discretionary asset management.

Christopher Nickoloff is a financial advisor at The Mather Group, LLC with 14 years of industry experience. He holds Series 65, Series 63, and Series 66 designations. His prior work includes positions at Peterson Tool Company, Safe-T-Cover, and Independent Financial Partners. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable risk-based allocation models and incorporates AI and machine-learning tools alongside human oversight.

Joshua Kloewer is a financial advisor at Perigon Wealth Management, LLC in Nashville, TN, holding a Series 65 designation and with one year of industry experience. His prior roles include positions at Legacy, JAK Capital LLC, and Fitwel Certification Systems, among others. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm specializes in individualized portfolio construction and serves as sponsor and overseer of wrap programs and sub-advisor relationships, with a notable focus on servicing banking and thrift institutions.

Michael Reynolds is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN. He holds the ChFC® designation and Series 63 license and has 47 years of industry experience. He has been with Thoroughbred Financial Services since 2000. Outside of advisory work, he is a general partner involved in limited real estate management through M.D. Reynolds & Assoc LLC. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, partnerships, and qualified plans. The firm emphasizes asset and sector allocation in diversified portfolios using mutual funds, ETFs, individual securities, and occasionally structured or private-credit vehicles, and it offers both discretionary and nondiscretionary management through multiple program options.

James Greek is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Synovus Securities, SunTrust, and Kraft Asset Management. Outside of his advisory work, he is the owner of JB Merchant Services, a business specializing in ACH and card processing. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, and ERISA plan advisory services, utilizing an open-architecture platform and frequently engaging third-party managers to tailor investment advice to client profiles.

Robert Farnsworth III is a financial advisor at Stephens with a Series 66 credential and two years of industry experience. His prior work includes roles at BDO, USA, Umansky Motor Cars, and academic positions at the University of Mississippi and the University of Tennessee, Knoxville. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Jonathan Burklund is a Series 65 licensed financial advisor with AlphaStar Capital Management in Nashville, TN, bringing five years of industry experience. He previously worked at Centennial Advisors, LLC and holds an active role as a licensed insurance agent at Riverdog Insurance, where he dedicates half of his professional time. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a mix of strategic and tactical investment approaches, utilizing Alphastar Model Portfolios and third-party portfolio construction tools, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Dylan Ibarra is a CFP® professional with three years of industry experience, currently advising clients at The Burney Company. His prior experience includes roles at The Advocate Group, Fidelity Investments, and JustTakeAction. The Burney Company primarily serves individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team platform and employs a blend of proprietary fundamental and quantitative investment models, offering a range of account types and actively managed ETFs.