Jack Herndon Jr. is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 63 designation and over 41 years of industry experience. He has been with Thoroughbred Financial Services since 1999. Outside of his advisory role, he also works as an insurance agent, selling life, disability, medical, and long-term care insurance. 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 emphasizes asset and sector allocation with diversified portfolios primarily composed of mutual funds and ETFs, and it offers both discretionary and nondiscretionary management through various account programs.

Jeffrey Bolling is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2010 to 2017. He is also involved with Bolling Wealth Group LLC, an investment-related business affiliated with B. Riley Wealth Management. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of investment programs and manages over $4 billion in client assets through a team of approximately 173 advisors.

Elliot Gild is a CFP® with four years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners since 2021. His prior experience includes roles at Raymond James Financial Services, Inc., and a background in real estate with Remax Next. Gild is also involved as an independent contractor mentee with the Tunstall Wealth Team. SageSpring Wealth Partners serves a diverse client base, including both 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, using a tailored approach with a wide range of investment strategies supported by multiple third-party platforms and tools.

Mary Ballard is a financial advisor at SageSpring Wealth Partners with two years of industry experience. She holds a Series 65 designation and previously worked at PYA Waltman Capital, LLC. Outside of advisory roles, she has experience as a self-employed professional and has been involved with The Happy Envelope and Pavilion at Hunter Valley Farm. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets, serving a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and integrated financial planning, utilizing a goals-based approach with a range of investment strategies and third-party manager oversight.

Preston Morris is a financial advisor with StoneX Advisors Inc. in Brentwood, Tennessee, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with StoneX Advisors since 2016 and previously worked at StoneX Securities and Morgan Stanley DW Inc. Outside of his advisory work, Morris is involved in managing several family farming operations. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and manager selections to implement client strategies.

Mark Deering is a CFP® with over 21 years of experience in the financial services industry. He has been with SageSpring Wealth Partners since 2004 and previously worked at Raymond James Financial and Raymond James Financial Services. Deering also serves as a manager of DWT Tax LLC, an affiliate providing tax and consulting services to SageSpring clients. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base, including 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 money managers.

Justin Parker is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, holding Series 63, 65, and 66 designations and having 22 years of industry experience. He has been with Thoroughbred Financial Services since 2002. He is also an insurance agent, selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services provides investment supervisory services to a variety of clients including individuals, trusts, estates, and retirement plans. The firm’s investment approach centers on asset allocation and employs both tactical and strategic management techniques using mutual funds, ETFs, individual equities, and fixed income, with a focus on tailored portfolios.

Victor Ledoux is a financial advisor with United Advisor Group in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with firms including Cambridge and Woodbury Financial Services. Outside of his advisory role, he serves as president and managing partner of Ascension Financial Partners. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management along with financial and retirement planning. The firm employs a variety of investment approaches, including proprietary model portfolios and third-party money managers, tailored to each client’s needs.

Matthew Bowling is a financial advisor with Sequent Planning, LLC, holding Series 65 and Series 66 credentials and 14 years of industry experience. He has worked at Sequent Planning in multiple periods since 2019 and has prior experience with firms including OSAIC Wealth, Inc., LPL Financial, LLC, and Taylor Securities, Inc. Outside of advisory roles, he is active as an insurance agent with International Insurance Brokerage, LLC and Futurity First Insurance Group. Sequent Planning, LLC, doing business as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, third-party model management, and comprehensive retirement plan services through a network of investment adviser representatives using a structured risk framework and diversified investment approaches.

Matthew Allgood is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Good Life Advisors, LLC, where he has worked since 2021, and has prior experience at LPL Financial and Level Four Advisory Services. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis to tailor advice and offers a range of programmatic solutions along with educational seminars and subscription planning services.

Chase Keen is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and Ramsey Solutions. 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 emphasizes tailored portfolios with a mix of asset types and employs both fundamental and technical analysis, leveraging multi-team scale and platform services to provide OCIO and TAMP solutions alongside traditional wealth management.

Bryson Tayes is a CFP® and Series 65 registered advisor with Sagespring Wealth Partners, bringing two years of industry experience. Prior to joining Sagespring, he worked at Mountain High Outfitters and held positions at Samford University and Christ Presbyterian Academy. Sagespring Wealth Partners serves a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers tailored discretionary investment management, financial planning, and consulting services, employing a range of strategies and leveraging multi-team resources alongside institutional capabilities.

Mark Huhta is a financial advisor at AlphaStar Capital Management with three years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining AlphaStar, he worked at multiple firms including Gradient Advisors and Desert Rose Capital Management. Outside of finance, Huhta is an independent musician involved in recording sessions and live performances. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches through model portfolios and uses third-party technology for portfolio construction, serving over 8,400 client relationships with approximately $2.5 billion in assets under management.

Daniel Browne is a CFP® with eight years of experience in financial advising, currently with Brighton Jones LLC. His prior roles include positions at Sagespring Wealth Partners, Raymond James Financial Services, and Northwestern Mutual. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach with discretionary investment authority and access to an affiliated ecosystem including private investment funds, a trust company, and legal services.

Jacob Powell is a CFP® professional with 13 years of industry experience. He has worked at SageSpring Wealth Partners since 2014 and had a one-year tenure at Raymond James Financial Services Advisors Inc. He is based in Franklin, TN. SageSpring Wealth Partners serves a diverse client base including individual households across wealth levels, institutional clients, and plan sponsors. The firm offers discretionary investment management and consulting services, utilizing a variety of investment products and both fundamental and technical analysis to tailor portfolios to client objectives.

Wilson Reece is a CFP® professional with six years of industry experience. He is currently with Brighton Jones LLC and previously worked at Homrich Berg and Dixon Hughes Goodman. Outside of his advisory role, he serves on the boards of the nonprofit organizations Full Count Ministries and Homes4Homes. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach for Personal CFO clients and offers a range of services including portfolio management, financial planning, tax preparation, and family office support.

James Justice is a financial advisor with United Advisor Group, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, THE O.N. Equity Sales Company, and Ohio National Financial Services. He is also an independent insurance agent through Ascension Financial Partners. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management, financial planning, family office services, and financial education. The firm employs a variety of investment approaches, including proprietary model portfolios and third-party money managers, tailored to client needs.

Michael Mercurio is a financial advisor at The Fiduciary Alliance in Nashville, TN, holding a Series 65 designation. He has been with The Fiduciary Alliance since 2026 and previously worked at Stephens & Associates starting in 2015. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, retirement plans, and other advisers. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and manages accounts with an emphasis on tax-efficient strategies and rebalancing.

Daniel Ahlbrandt is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc., LoanDepot, and various mortgage and title service firms. SageSpring Wealth Partners serves individual and institutional clients, offering discretionary investment management, financial planning, and consulting. The firm provides tailored portfolios using a broad range of investment strategies and combines multi-team scale with a mix of client types, including retirement plans, banks, and sovereign wealth funds.

Parker Green is a financial advisor at SageSpring Wealth Partners with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining SageSpring, he worked at AllianceBernstein and has a background that includes roles at High Point University and John Green & Company Realtors. SageSpring Wealth Partners serves a diverse client base, including both non‑high-net-worth and high-net-worth individuals, as well as various institutional clients such as retirement plans and sovereign wealth funds. The firm offers tailored discretionary investment management and consulting services using a range of investment strategies and leverages multi-team scale alongside access to OCIO and TAMP solutions.