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.

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.

Seth Radow is a financial advisor with Apollon Wealth Management, LLC, holding a Series 63 designation and over 40 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and Raymond James & Associates. Outside of finance, he is a partner and instructor at Kempo DD Martial Arts in Brentwood, Tennessee. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory for private funds.

Sean Cawley is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with RFG Advisory, LLC and has previously worked at Northwestern Mutual in various capacities from 2015 to 2021. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party and proprietary investment strategies.

David Biggs is a financial advisor at Advisory Services Network with 20 years of industry experience. He holds a Series 66 designation and has worked at COVA Wealth Management and Raymond James Financial Services from 2015 to 2022. In addition to his advisory role, he teaches night courses as a professor at Middle Tennessee State University. Advisory Services Network serves individuals, families, corporations, and charitable organizations by providing portfolio management, financial planning, and retirement-plan consulting through a network of approximately 208 independent advisors managing about $8.6 billion in assets. The firm offers tailored investment strategies across various asset classes and multiple implementation options to align with client objectives.

John Baugh is a financial advisor at SageSpring Wealth Partners in Franklin, TN, holding a Series 65 designation with over a decade of experience. He has been associated with Lay & Baugh Law since 2013. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets with around 75 advisors. The firm serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting.

Mitchell Martin is an investment advisor representative at OneAscent Financial Services LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Martin has worked at Stonebridge Investment Counsel, Inc. since 2002, where he serves as president and dedicates approximately half of his time. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers both discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing individualized asset-allocation guidelines and various model-based platforms.

Douglas Grau is a financial advisor at Infinity Financial Services Advisory with 16 years of industry experience. He holds a Series 66 designation and previously worked at Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory role, Grau is involved in operational support for American Rebel, Inc. and manages music royalties through Grau & Associates, LLC dba Yell Records. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a range of investment strategies and analytical methods tailored to clients’ goals and risk tolerance.

Jacob Graves is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Shoemaker Financial, and Generational Wealth Management. Outside of advisory roles, he is involved with Retirement Income Solutions, LLC, focusing on fixed insurance sales and client acquisition. Sound Income Strategies, LLC manages approximately $4.0 billion in assets, serving individuals, pension plans, trusts, estates, corporations, and other advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, operating a scalable advisor network supported by affiliated business lines and training.

Leroy Bizzell Jr. is a financial advisor at Keel Point, LLC with 26 years of industry experience. He has held positions at Keel Point since 2016 and previously worked at Wfg Investments, Inc. from 2010 to 2016. Bizzell holds Series 63 and Series 65 licenses and serves as a finance team member at Christ Community Church, where he reviews the church’s financial statements monthly. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to deliver customized portfolio management, financial planning, and consulting services across various asset classes.

Carl Mcdonald is a financial advisor at United Capital Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Girard Securities, Inc. and Goldman Sachs & Co. Since 1986, he has also been self-employed in life and disability insurance sales. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations, utilizing discretionary portfolio management and access to a range of investment strategies.