Martha Walthall is a financial advisor at Thoroughbred Financial Services, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Thoroughbred Financial Services, she worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Walthall is also involved in insurance sales, focusing on life, disability, medical, and long-term care insurance. Thoroughbred Financial Services provides investment supervisory services to a diverse client base including individuals, trusts, estates, and retirement plans. The firm emphasizes asset allocation in its investment approach and uses a combination of mutual funds, ETFs, individual equities, and fixed income, employing both tactical and strategic management techniques.

Brennan Roach is a financial advisor at SageSpring Wealth Partners with one year of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research Advisors and Newton Financial Group. Outside of financial services, he has experience with the Nashville Stars Baseball Club. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing tailored portfolios and a combination of fundamental and technical analysis.

Kyle Carlton is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and 11 years of industry experience. He has operated Carlton Financial Group since 2004. Outside of his advisory role, Carlton is principal coach and owner of Calyx Coaching LLC, providing coaching services to start-ups, business executives, and sports teams on leadership, business strategies, and finances. First Advisors National manages discretionary assets primarily for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers combined with fundamental analysis for supplemental security recommendations.

Matthew Kennedy is a financial advisor with Virtue Capital Management, LLC in Murfreesboro, TN. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Kennedy founded Impact Holdings, LLC, a practice management coaching company for dentists, and is involved in coaching and training insurance advisors through Third Box Advisors, LLC. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified plans, offering portfolio management, financial planning, and consulting. The firm employs a combination of tactical, strategic, and quantitative investment strategies tailored to client objectives and risk tolerances.

Elisa Jones is an advisor with SageSpring Wealth Partners in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Raymond James Financial Services and Fifth Third Securities, among other roles. Jones also leads the Jones Wealth Team, where she meets with clients to discuss financial goals and develop financial plans. SageSpring Wealth Partners serves a diverse client base, including individual households and various institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm combines multi-team scale with a range of investment strategies and access to institutional-quality platforms and services.

Scott Buell is a financial advisor with Stratos Wealth Advisors LLC in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and TMFS Nashville. He is also a managing partner and wealth advisor at Flagship Financial Advisors in Brentwood, TN. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of advisory representatives. The firm utilizes a combination of discretionary and non-discretionary strategies, engaging both affiliated and third-party subadvisers, and maintains custodial relationships with Fidelity and Schwab.

Cameron Weddington is a financial advisor at Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 66 designation with nine years of industry experience. He has been with Thoroughbred Financial Services since 2017 and previously worked at Guyliano Mortgage Inc. He is also a co-host of The Turkey Hunter Podcast, a non-investment-related activity. Thoroughbred Financial Services provides investment supervisory services to a variety of clients, including individuals, trusts, and charitable organizations, managing approximately $4.04 billion in assets. The firm emphasizes asset allocation and uses a combination of mutual funds, ETFs, and individual securities while employing both tactical and strategic management approaches.

Jimmy Orman is a financial advisor at Thoroughbred Financial Services, LLC with 52 years of industry experience. He holds a Series 63 designation and has been with Thoroughbred Financial Services since 2000. Outside of advising, he is involved in managing a farm for hay production and hunting in Dickson, TN. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, and organizations. The firm emphasizes asset and sector allocation using diversified portfolios primarily composed of mutual funds and ETFs, while also evaluating outside managers and conducting regular portfolio reviews.

Richard Smith is a financial advisor at SageSpring Wealth Partners with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial and Southwestern Investment Advisory Services. Smith serves as a committee member for Both Hands, a nonprofit organization advising on financial matters. SageSpring Wealth Partners manages approximately $6.5 billion in discretionary assets and supports around 75 advisors serving individual and institutional clients. The firm provides discretionary, goals-based portfolio management combining asset allocation, ongoing monitoring, and periodic rebalancing, and it serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans.

John Scott is a CFP® with 21 years of industry experience, currently affiliated with On Investment Management CO in Franklin, TN. He has worked at The ON Equity Sales Company since 2016, Ohio National Financial Service since 2015, and World Financial Group, Inc. since 2014. Outside of his advisory role, he is also involved in selling life insurance. On Investment Management CO is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts, utilizing a range of third-party investment programs.

William Webb is a financial advisor with Csenge Advisory Group, LLC, holding Series 66 and Series 63 licenses and having 21 years of industry experience. He has worked with Compass Advisory Partners LLC since 2015 and has held roles at Lion Street Financial and FSC Securities Corp. Webb serves on the board of directors for the Awakening Foundation, a charitable organization. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a combined fundamental and technical analysis approach focused on relative strength and customizes portfolios using discretionary or model-based strategies.

Steven Standley is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at D.H. Hill Insurance Services, D H Hill Advisors, D.H. Hill Securities, and American United Life. Standley also owns Standley Financial Group, where he offers life insurance and annuities for planning and retirement income. Additionally, he acts as a referral partner for ABCover, providing solutions to school systems for teacher absenteeism. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, operating on a wrap-fee platform with discretionary trading authority subject to client restrictions.

Harrison Holder is a CFP® and Series 66-licensed financial advisor with three years of industry experience. He has worked at SageSpring Wealth Partners since 2022 and previously at Raymond James Financial Services and Ernst & Young. Holder is also involved with the Sircy-Hurd Wealth Team in a financial advisor capacity. SageSpring Wealth Partners serves a diverse clientele including individual, institutional, and plan sponsor clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm combines multi-team scale with a broad range of investment strategies and oversight capabilities, managing approximately $8.5 billion for over 11,500 clients.

Alexander Jones is a CFP® and ChFC® with 15 years of industry experience. He is currently with Kingswood Wealth Advisors, LLC and has previously worked at Eudaimonia Partners, Guardian Wealth Solutions, Guardian Financial, and LPL Financial. Outside of advisory work, he is an investor and minority owner in a software development company focused on risk management and enterprise value for business owners. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to each client’s goals and risk tolerance, offering portfolio management, third-party manager oversight, and various consulting services.

Lee Handley III is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Prospera since 2021 and previously spent 15 years at Ek Riley Investments, LLC, followed by a year at LPL Financial. Outside of his advisory role, he is the owner of Handley Enterprises, a business entity used for managing expenses and payroll. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

Cynthia Pillard is a financial advisor at United Advisor Group with nine years of industry experience. She holds Series 66, Series 65, and Series 63 licenses and has worked with multiple firms including Ascension Financial Partners, Hornor, Townsend & Kent LLC, and Principal Securities Inc. In addition to her advisory role, she operates as an independent insurance agent specializing in life insurance brokerage. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base using proprietary model portfolios, third-party sub-advisors, and custom accounts, combining strategic and tactical asset allocation with value investing and various analytical approaches.

Michael Hibsch is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Calton & Associates, Triad Advisors, First Horizons Advisors, FTB Advisors, and Invesco Distributors. He is also a licensed insurance agent, assisting clients with coverage needs. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisors. The firm offers portfolio management, financial planning, and consulting services, utilizing a range of investment strategies and implementation options tailored to client objectives.

Danny Gordon is a financial advisor with First Advisors National, LLC in Brentwood, TN, holding a Series 65 designation and 13 years of industry experience. He has served as president of iGroup Senior Markets, a services, insurance, and annuity products firm based in Fairfax, VA, since 2016. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and employs tactical and strategic asset allocation with a focus on third-party money manager selection and oversight.

Justin Porrett is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and several other financial firms. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Daniel Mills is a financial advisor with Guardian Life and Park Avenue Securities holding a Series 63 designation and over 31 years of industry experience. His career includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC prior to his current positions since 2020. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using model portfolios from in-house and third-party managers, as well as a digital advisory solution named VestWise™.