Amber Moser is a CFP® professional with 11 years of industry experience, currently serving at Winthrop Wealth. She previously worked at Private Advisor Group, LPL Financial, and Tribune Wealth Management. Amber maintains active involvement with Keel Financial Partners. Winthrop Wealth offers discretionary and non-discretionary investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm applies a four-step investment process focusing on prudence and a long-term approach, combining in-house management with third-party sub-advisers to implement diverse strategies.

Hannah Patterson is a CFP® with six years of industry experience, currently serving as a Registered Branch Associate at SageSpring Wealth Partners. She has worked at Raymond James Financial Services Inc. and has a background that includes roles outside of finance such as at Neuhaus Foot & Ankle and the Dyersburg Dyer Co. Chamber of Commerce. SageSpring Wealth Partners manages assets for a diverse client base, including individual households and various institutional clients, offering tailored investment management, financial planning, and retirement plan consulting. The firm employs both fundamental and technical analysis and provides access to OCIO and TAMP programs alongside traditional wealth management services.

Scott Winters is a financial advisor with IPI Wealth Management, Inc. in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with IPI Wealth Management since 2000 and is also associated with Investment Planners, Inc. since 1996. Outside of advisory work, he is involved in tax preparation through Investment Planners, PLLC. IPI Wealth Management serves a diverse client base that includes individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an investment committee framework, offering a range of portfolio management and financial planning services.

Dorothi Brown is a financial advisor at SageSpring Wealth Partners with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services, Ameriprise Financial Services, and TD Ameritrade. Brown also serves as a registered branch associate with the Lighthouse Wealth Team as an independent contractor. 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, with portfolios tailored to client objectives using a range of investment vehicles and leveraging third-party manager relationships and platform services.

Drew Mcmillin is a CFP®-certified financial advisor with 16 years of industry experience, currently with SageSpring Wealth Partners. His prior roles include positions at Raymond James Financial Services and Southwestern Investment Group. Outside of his advisory work, he serves on the finance and investment committee at Southpointe Community Church, overseeing budgeting and spending recommendations. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets, serving a diverse client base that includes high-net-worth individuals, institutions, and retirement plans. The firm provides discretionary, goals-based portfolio management and integrated financial planning services, with a range of investment strategies and specialized client relationships.

John O’Connor is a CFP® with six years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. His prior work history includes roles at Raymond James Financial Services and Wealth Enhancement Group. SageSpring Wealth Partners manages investment and financial planning services for a diverse client base, including individual households and institutional clients such as retirement plans and municipal governments. The firm emphasizes tailored portfolios using a variety of investment vehicles and employs both fundamental and technical analysis as part of its management approach.

Caroline Dougher is a CFP®-certified financial advisor with 21 years of industry experience, currently with Aprio Wealth Management, LLC. Her prior roles include positions at Mercer Global Advisors, HawsGoodwin Wealth, and Purshe Kaplan Sterling Investments. She is also involved in insurance sales through Aprio Risk Management, LLC. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of strategies including asset allocation, technical analysis, and options-based portfolios, and is known for its multi-team structure and affiliation with a pension consulting business.

John Ernst is a CFP® with three years of industry experience, currently with SageSpring Wealth Partners. He previously worked at MassMutual Life Insurance Co and Mass Mutual Investors Services for four years. Outside of financial advising, he also works as an Uber driver on weekends. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans and sovereign wealth funds. The firm offers tailored investment management and consulting services, combining multi-team scale with access to OCIO and TAMP platforms.

Benjamin Romine is a financial advisor with Good Life Advisors, LLC in Nashville, TN. He holds Series 63 and Series 65 designations and has one year of industry experience. Before joining Good Life Advisors, he worked at Ocean Park Asset Management and Universal Music Publishing Group among other roles. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers. Their investment process combines fundamental, technical, and cyclical analysis with continuous account monitoring and rebalancing, utilizing a mix of direct management, model portfolios, and third-party platforms.

Robert Caldwell is a financial advisor at Lifeworks Advisors, LLC in Nashville, TN, holding a Series 65 credential with eight years of industry experience. He previously worked at Greensview Wealth Management and Morningstar, Inc. Caldwell is also licensed to conduct insurance sales, dedicating a small portion of his time to insurance-related research and sales. Lifeworks Advisors serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, retirement plans, and businesses. The firm employs both planning-based and traditional risk-based investment strategies, utilizes a combination of low-cost funds, individual securities, options, and third-party managers, and integrates tax and accounting capabilities within its multi-team platform.

Jeffrey Lynch is a financial advisor with ON Investment Management CO in Nashville, TN, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including over three decades with The O.N. Equity Sales Company and The Ohio National Life Insurance Company. Outside of his advisory role, Lynch is a partner in a restaurant franchise and active in charitable work, serving as president of two nonprofit organizations. ON Investment Management Company (ONIMCO) is a 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 using a combination of discretionary and non-discretionary strategies and access to third-party investment programs.

Allen Oakley Jr. is a financial advisor with SageSpring Wealth Partners in Franklin, TN, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Raymond James Financial Services, Pinnacle Bank, and Suntrust Advisory Services. He also works as a financial advisor with the Nail Wealth Team under the SageSpring umbrella and collaborates with Vanbridge on client insurance options. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsor clients. The firm offers tailored investment management, financial planning, and consulting services, combining fundamental and technical analysis with customized portfolios that may include a range of traditional and alternative investments.

Martha Walthall is a financial advisor at Thoroughbred Financial Services, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. In addition to her advisory role, she is engaged as an insurance agent selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services provides investment supervisory services to a range of clients including individuals, trusts, estates, and retirement plans. The firm emphasizes asset allocation as the primary driver of its investment approach, utilizing mutual funds, ETFs, and individual securities while tailoring portfolios to client objectives and risk tolerances.

Erin Thomas is a financial advisor with New Edge Wealth in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. Prior to joining New Edge Wealth in 2026, Erin worked for UBS Financial Services from 2014 to 2026. New Edge Wealth primarily serves ultra-high-net-worth individuals and institutional clients, offering advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary investment solutions supplemented by AI-assisted analytics.

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.

John Hansen is a financial advisor with John Hancock Personal Financial Services, LLC in Nashville, TN. He holds the Series 66 designation and has 15 years of industry experience. Hansen has been affiliated with Manulife Asset Management (US) LLC, John Hancock Distributors LLC, and John Hancock since 2012. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model that delivers generally framed written recommendations, with implementation at the client’s discretion.

Matthew Kennedy is a financial advisor with Virtue Capital Management, LLC in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at Virtue Capital Management and Impact Holdings, LLC since 2020, with prior experience at First Heartland Capital Inc and as a self-employed professional. Outside of advisory work, he founded Impact Holdings, which provides practice management coaching for dentists, and he is involved in coaching insurance advisors and insurance sales through his own firms. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering portfolio management, financial planning, consulting, and third-party due diligence. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates through a multi-team model with a distinctive structure that includes dual registration and affiliated businesses providing a range of investment and insurance services.

Thomas Zeuthen Jr. is a CFP® professional affiliated with Stephens, bringing 20 years of industry experience. His career includes roles at Morgan Stanley and Citigroup Global Markets before joining Stephens in 2012, where he has worked in various capacities. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets for individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Elisa Jones is an advisor at SageSpring Wealth Partners with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Raymond James Financial Services, FIFTH THIRD SECURITIES, Securities America Advisors, and Brecek & Young Advisors. In addition to her advisory role, she leads the Jones Wealth Team, meeting with clients to develop financial plans and assess risk profiles. 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 consulting, employing tailored portfolios that integrate a variety of investment vehicles and leveraging both fundamental and technical analysis.

Scott Buell is a financial advisor at Stratos Wealth Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Financial Engines Advisors L.L.C. and The Mutual Fund Store. Buell is also a managing partner and wealth advisor at Flagship Financial Advisors in Brentwood, TN. Stratos Wealth Advisors serves individual and institutional clients through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals.