Lucas Pelletier is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet in Nashville, TN. He previously worked at U.S. Bank and Charles Schwab before joining Facet. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, utilizing technology-driven processes and model-based asset allocations primarily through ETFs. The firm serves a range of households via phone, video, and a proprietary web platform, employing a flat subscription fee model instead of traditional percentage-based fees.

Dustin Perkins is a financial advisor at StoneX Advisors Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and MetLife Securities Inc. Outside of his advisory role, he serves as a producer for a group employee benefits business and owns Oak Crest Financial Partners LLC, a DBA for his advisory practice. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Bob Sircy Jr. is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with 19 years of industry experience. He holds the Series 66 credential and has worked previously at Southwestern Insurance Group and Raymond James Financial Services Advisors, Inc. He serves as a team member of the Sircy-Hurd Wealth Group within SageSpring Wealth Partners. SageSpring Wealth Partners serves individual clients ranging from non-high-net-worth to high-net-worth households, as well as institutional and plan sponsor clients including retirement plans, banks, insurance companies, and government entities. The firm provides discretionary investment management, financial planning, and consulting services, utilizing tailored portfolios and a combination of fundamental and technical analysis.

Gregory Creel is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Scottrade. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and also offers retirement-plan consulting and educational seminars.

John Atkins is a financial advisor at Thoroughbred Financial Services, LLC with 45 years of industry experience. He has been with Thoroughbred Financial Services since 2000 and holds a Series 63 designation. In addition to his advisory role, Atkins is also an insurance agent selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth 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, supplemented by individual securities and alternative investments when appropriate.

Stephen Lange is a financial advisor at SageSpring Wealth Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services from 2012 to 2024. Lange operates the Lange Wealth Team as a support business adjunct to his advisory role. SageSpring Wealth Partners serves a diverse client base including individual households, institutional investors, and plan sponsors. The firm offers customized discretionary investment management and consulting services, employing a wide range of investment strategies and leveraging third-party managers and platform solutions, supported by a multi-team structure of approximately 124 advisors.

Samuel Moorhead is a Series 66-registered advisor with Stonex Advisors Inc., based in Franklin, TN, and has two years of industry experience. Prior to joining StoneX, he worked at New Constructs for four years and Merrill Lynch for one year. He was previously employed at Duluth Hockey Company, Toppers Pizza, and Dick’s Sporting Goods. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, leveraging proprietary and third-party strategies along with integrated clearing and custody capabilities.

Charles Nash is a CFP® and ChFC® with 22 years of industry experience. He is currently an advisor at Brookwood Investment Group, joining in 2025 after roles at Redwood Private Wealth LLC and PFM Advisor. In addition to his advisory work, he serves as managing director and insurance producer at Redwood Tax Specialists, an insurance agency. Brookwood Investment Group serves individual investors, businesses, and retirement plans with customized portfolio management and financial planning. The firm employs a range of investment strategies and offers both discretionary and non-discretionary management, supported by ongoing monitoring and due diligence.

Michael Claiborne is a Series 65-credentialed advisor with 10 years of industry experience. He is affiliated with First Advisors National, LLC and has been retired since 2015. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, providing investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers, supplemented by fundamental analysis of individual securities.

Amanda Brooke is a CFP® and ChFC® with 19 years of industry experience. She is currently with SageSpring Wealth Partners and has held roles at Dobyns Wealth Team, Southwestern Investment Advisory Services, Southwestern Investment Group, and Raymond James Financial Services. She is involved in client operations and service support through her work with Dobyns Wealth Team and SageSpring Wealth Partners. 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 with a goals-based, discretionary portfolio management approach.

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 five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including United Advisors America and Valic Financial Advisors. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm offers portfolio management and financial planning using a combination of tactical, strategic, and dynamic approaches, supported by an investment committee and a multi-team model of advisers.

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.

Derek Ghia is a CFP® and Series 66-licensed advisor with 17 years of industry experience. He currently works at Lifeworks Advisors, LLC and has previously held roles at Greensview Wealth Management, United Advisors Services, and Morningstar Investment Services. Additionally, he is licensed as an insurance producer, providing fixed insurance consultation and sales. Lifeworks Advisors serves a wide range of clients, including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory, utilizing both planning-based and risk-based investment approaches that combine model strategies, low-cost funds, individual securities, options, and third-party managers.

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.