David Dingess is a ChFC® with 11 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. He has worked with firms including Capital Strategies Group, Inc. and RHP Financial, and has maintained a real estate license for personal transactions within his family. Additionally, he serves on the Home Owners Association and the HG Hill Company Ownership Council in Nashville, TN. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm provides a mix of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, supported by platform providers and custodial arrangements.

Samuel Needham is a financial advisor at Constellation Wealth Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs and Co. He serves on the board and Finance Committee of the Martha O'Bryan Center, a Nashville-based anti-poverty nonprofit organization. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in client assets and employs a diversified investment approach that includes both public markets and private placements, supported by a regularly meeting Investment Committee and a documented due-diligence process.

Zachary Hurd is a CFP® certificant and Series 66 licensee with 14 years of industry experience. He has worked at Raymond James Financial Services and has been with SageSpring Wealth Partners since 2011. At SageSpring, he serves as a partner and team lead financial advisor, providing comprehensive financial planning and investment management. SageSpring Wealth Partners serves a diverse client base including individual households across wealth levels and a variety of institutional clients such as retirement plans, banks, insurance companies, and government entities. The firm offers discretionary investment management, financial planning, and consulting, using tailored portfolios that incorporate a broad range of asset types and strategies supported by fundamental and technical analysis.

Aristotle Mc Donald is a financial advisor at Virtue Capital Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including United Advisors America and Valic Financial Advisors. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, providing portfolio management, financial planning, and consulting services. The firm uses a combination of tactical, strategic, and dynamic investment approaches through a multi-team model and conducts due diligence on third-party managers and strategies.

Andrew Elmore is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Securities America Advisors, Mutual of Omaha, and OSAIC. He serves as a volunteer board member on the executive committee of the Williamson County Association of Realtors, assisting with event planning and scholarship initiatives. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework and offers a range of services including asset management, financial planning, and fiduciary retirement-plan consulting.

Kathryn Murphy is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her previous roles include positions at LPL Financial, Private Advisor Group, Cambridge Investment Research, and several other firms. She is involved with Sound Healthcare, a benefit enrollment organization based in Nashville, TN. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans, offering financial planning, wealth management, and retirement plan consulting. The firm manages client assets through diversified mutual funds, ETFs, individual securities, and independent managers, utilizing both fundamental and technical analysis.

Tabitha Gossett is a financial advisor at SageSpring Wealth Partners with four years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services and SageSpring Wealth Partners. Outside of advising, she works as an assistant to a financial advisor within SageSpring. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans and sovereign wealth funds. The firm provides discretionary investment management and financial planning, employing both fundamental and technical analysis while offering access to third-party managers and platform services.

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® and holds a Series 66 license with seven years of industry experience. He currently works at StoneX Advisors Inc. and Stonex Securities Inc., having previously been employed by Mass Mutual Investors Services, Northwestern Mutual, and The Master's University. Outside of his advisory roles, he serves on the finance team at Trinity Baptist Church and is co-founder and partner of Haven Tax & Advisory, a tax preparation and bookkeeping firm. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals—including high-net-worth clients—corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary strategies using a range of platforms and third-party money managers.

Samuel Orr is a financial advisor at SEIA with a Series 66 designation and three years of industry experience. His prior roles include positions at Truist Investment Services, UBS Financial Services, and Cap Star Bank. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and other institutional clients. The firm offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and investment consulting, utilizing both discretionary and non-discretionary strategies informed by a structured investment process.

Edgar Stuart is a financial advisor at Stephens with Series 63 and Series 65 licenses and 43 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He has been with Stephens since 2011. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering both discretionary and non-discretionary management supported by equity research and committee-driven asset allocation.

Kenneth Innis is a financial advisor with M HOLDINGS SECURITIES, Inc. and The R.O.W. Group, holding over 53 years of industry experience. He has served as chairman of The R.O.W. Group since 1986, focusing on wealth management, wealth transfer, and business continuation. His other business activities include roles in insurance sales and fixed annuity sales. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and financial professionals, offering a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory.

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.

Jackson Ercole is a financial advisor at SageSpring Wealth Partners in Franklin, TN, holding a Series 65 designation. He joined SageSpring in 2026 and has prior experience at firms including BNY, Hancock Askew LLC, and Camden Property Trust. SageSpring Wealth Partners serves a diverse client base, including 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, employing tailored portfolios that incorporate a range of asset types and leverage both fundamental and technical analysis.

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.

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.