William Bratton is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services from 2016 to 2024. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs tailored portfolios using various investment vehicles and incorporates fundamental and technical analysis, periodic rebalancing, and third-party manager relationships to support its clients.

Keri Vetere is a financial advisor at SageSpring Wealth Partners with three years of industry experience. She holds a Series 65 credential and has previously worked at Premier Private Wealth, Beacon Capital Management, Edelman Financial Engines, and C&A Financial Group. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, using a goals-based approach that combines asset allocation, ongoing monitoring, and both fundamental and technical analysis.

Garrett Smith is a CFP® with three years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and has experience outside of finance as the owner and DJ for GS Wedding Services. SageSpring Wealth Partners manages roughly $8.5 billion for over 11,500 clients, including both individual households and a range of institutional clients. The firm offers discretionary investment management and consulting, utilizing fundamental and technical analysis along with tailored portfolios that include a diverse array of investment products.

Ryan Cernoch is a financial advisor at Stephens with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and CitiGroup Global Markets in various roles before joining Stephens in 2022. Outside of his advisory work, he is a member of the Tennessee Army National Guard. Stephens provides investment advisory and wealth-management services to a diverse client base, including 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.

Edward Rusnak Jr. is a financial advisor at Nations Financial Group, Inc. with 25 years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Advisors for 14 years. In addition to his role at Nations Financial Group, he owns and operates C & R Capital Management, providing investment and advisory services. Nations Financial Group serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios and outside managers tailored to client objectives and risk tolerance.

Stephen Moore is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 credentials and with 40 years of industry experience. His prior work includes a 24-year tenure at Securities America Advisors, Inc. He serves on the Executive Advisory Board of the McAfee School of Business at Union University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers a range of asset management and financial planning services using both advisor-led and model-based approaches, along with outsourced CIO and CCO services.

Gregory Kirwan Jr. is a CFP® with 19 years of industry experience, currently serving at Savvy since 2025. His prior roles include positions at All That Matters Financial Services LLP, The Windmill Group, Inc., and TIAA. Outside of his advisory work, he operates GHK Transportation as an owner/operator. Savvy provides investment and financial planning services to individuals, trusts, businesses, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios, direct indexing, and specialized sub-adviser strategies, supported by integrated fintech tools and an in-house tax preparation service.

Jace Stieler is a financial advisor at Donaldson Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Old National Bank and MetroNet Inc. Outside of his advisory role, Stieler is involved with ERA First Advantage as a real estate referral agent. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm utilizes proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to create income- and growth-oriented portfolios, serving a diverse client base that includes banking institutions, insurance companies, and municipal plan sponsors.

Thomas Parker is a financial advisor with Thoroughbred Financial Services, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Thoroughbred Financial Services since 2000. Outside of his advisory role, he is a partner and owner of High School Connect, a sports education provider. Thoroughbred Financial Services, LLC offers 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 in its investment process, utilizing diversified portfolios with mutual funds, ETFs, and select individual securities.

Cash Tunstall is a CFP® professional with 13 years of experience in financial advisory services. He is a partner at SageSpring Wealth Partners in Franklin, TN, and previously worked at Raymond James Financial Services Advisors Inc. from 2013 to 2016. In addition to his advisory role, he assists clients with non-variable insurance as an agent. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors. The firm offers tailored discretionary investment management, financial planning, and consulting services, utilizing a range of investment vehicles and leveraging multi-team scale and institutional expertise.

Michael Goldston is a financial advisor at Thoroughbred Financial Services, LLC with 46 years of industry experience. He has been with Thoroughbred Financial Services since 2009 and previously operated High Meadow Alpacas from 2003 to 2017. Thoroughbred Financial Services 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 focuses on asset and sector allocation, utilizing diversified portfolios primarily composed of mutual funds and ETFs, and offers both discretionary and nondiscretionary management programs.

Patricia Imperial is a Series 66-licensed financial advisor at CWA Asset Management Group with 22 years of industry experience. She has worked at Fifth Third Bank and Fifth Third Securities, and has been with CWA Asset Management Group, Calusa River, and The Leaders Group Inc since 2022. CWA Asset Management Group offers discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm employs proprietary investment models and provides family-office services, retirement plan fiduciary services, and access to private pooled investment vehicles.

Julie Coleman is a financial advisor at Bison Wealth, LLC and holds a Series 65 designation. She has one year of industry experience, joining Bison Wealth in 2026. Prior to her advisory role, she worked in the Williamson County School System and spent 18 years at Vanderbilt University. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, a turnkey asset management platform for other advisers, and integrates tactical and strategic allocations across a range of investment types.

Jonathan Workman is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with nine years of industry experience. He holds the Series 65 and Series 66 credentials and has previously worked at Chimera Securities LLC and Morgan Stanley. Workman has also been involved with Marine Park Golf Course in a prior role. SageSpring Wealth Partners serves a diverse client base, including individual households across wealth levels, institutional investors, and plan sponsors. The firm provides discretionary investment management, financial planning, and retirement consulting, utilizing a tailored approach that incorporates multiple asset types, fundamental and technical analysis, and third-party manager relationships.

Matthew Rettich is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 credential and 19 years of industry experience. He has held roles at Cool Springs Financial, Summit Capital Solutions, and Virtue Financial Holding Company, among others. Rettich is also the owner of Cornerstone Retirement Group, LLC, an investment advisory and financial planning firm. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across 90 advisers and over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing active, model-driven strategies primarily through mutual funds and ETFs.

Beverly Brackins is a financial advisor at Keel Point, LLC with 11 years of industry experience. She holds the Series 65 and Series 63 designations and has been with Keel Point since 2016, following a year at WFG Advisors, LP. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to manage strategic and tactical asset allocations across multiple programs, and it offers services including discretionary and non-discretionary portfolio management, financial planning, OCIO, and corporate retirement consulting.

Taylor Keen is a CFP® certificant with seven 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 High Street Development Group. He is also a licensed agent recommending and selling life insurance policies in line with financial planning. SageSpring Wealth Partners serves a broad mix of individual and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs tailored portfolios and leverages multi-team scale to manage approximately $8.5 billion for over 11,500 clients.

Samantha Gilgosch is a financial advisor at SageSpring Wealth Partners with two years of industry experience and a Series 65 credential. She has worked at several firms, including Sequoia Financial Group, SimplePath Wealth Management, and Great Waters Financial. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and supported by about 75 advisors. The firm serves a diverse range of individual and institutional clients, offering personalized investment management, financial planning, and retirement plan consulting through a goals-based, discretionary approach that integrates various strategies and third-party managers.

Seth Frantz is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at JB Wealth Advisors LLC and JB Growth Partners. Outside of traditional advisory roles, he has been involved in financial services, consulting, and education through JB Growth Partners and has experience as a licensed insurance agent selling fixed insurance products. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a diverse range of managed portfolio strategies.

Matthew Vysoky is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and 11 years of industry experience. He has been involved with Cornerstone Senior Services since 2004. Outside of his advisory role, he is a licensed insurance agent at Both Hands Financial Services in Brentwood, TN. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm focuses on selecting and monitoring third-party money managers while supplementing with individual security recommendations, typically managing accounts on a discretionary basis.