Alvin Smith II is a financial advisor at Silver Oak Securities, Incorporated with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Silver Oak Securities since 2014. He is also the managing partner of Vision Financial LLC, an insurance agency affiliated with Vision Asset Management, focusing on marketing 401(k) and other investment-related services. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, and other entities through a large team of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs emphasizing discretionary, customized investment management tailored to client objectives and risk tolerances.

Rory Hartmann is a CFP®-certified financial advisor with 13 years of industry experience, currently serving at RFG Advisory, LLC. His prior work includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities from 2011 to 2021. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients, including individuals, trusts, and institutional accounts. The firm employs a mix of actively managed and passive strategies with risk-managed sleeves and offers access to proprietary models, alternative investments, and annuity management.

Bradley Lay is a Series 66-licensed financial advisor with StoneX Advisors Inc. in Franklin, TN, bringing 22 years of industry experience. He previously worked at Raymond James & Associates for six years before joining StoneX in 2019. Outside of his advisory role, he owns Mirror Consulting, where he provides business consulting focused on team dynamics and meeting efficiency, based on his certification as a Working Genius facilitator. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm offers a range of advisory solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

Devonte Thomas is a CFP® with three 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 CenterPoint Energy. Outside of advising, he pursues photography as a part-time interest. SageSpring Wealth Partners serves a diverse client base, including individual households across wealth levels as well as institutional clients such as retirement plans and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and consulting services, using tailored portfolios and a combination of fundamental and technical analysis.

Daniel Parker is a financial advisor at Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 66 designation with 11 years of industry experience. He has been with Thoroughbred Financial Services since 2015. Outside of his advisory role, Parker is involved in selling life, disability, medical, and long-term care insurance and also performs legal work drafting documents and consulting on legal matters. Thoroughbred Financial Services provides investment supervisory services to a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm’s investment approach focuses on asset allocation as the main driver of risk and return and employs a combination of fundamental and statistical analysis with both tactical and strategic management techniques.

Charles Mc Donald IV is a CFA® charterholder and financial advisor at SageSpring Wealth Partners with one year of industry experience. Prior to joining SageSpring, he worked at Kibo Capital Group, OakPoint, Deloitte, Ernst & Young, and held roles at Vanderbilt University and the University of Tennessee. He is a partner in a family-owned property management business, assisting seasonally with tax-related tasks. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, providing discretionary investment management, financial planning, and consulting services. The firm employs a tailored investment approach utilizing fundamental and technical analysis, offering access to OCIO and TAMP programs alongside traditional wealth management.

Lucas Pelletier is a CFP® and Series 66-registered financial advisor at Facet with four years of industry experience. He previously worked at U.S. Bank and Charles Schwab in various roles. Facet serves individual members across a broad range of wealth levels with tiered, subscription-based financial planning and discretionary investment management services. The firm emphasizes holistic planning through its Total Financial Life Resources framework and utilizes technology-driven approaches, including machine-learning recommendations and tax-optimized investment strategies.

Dustin Perkins is a financial advisor with StoneX Advisors Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2019, following prior roles at Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and MetLife Securities Inc. In addition to his advisory role, Perkins is involved as a producer in group employee benefits and operates Oak Crest Financial Partners LLC, a DBA for his financial advisory practice. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors, proprietary model solutions, and third-party money managers to implement investment strategies across various account structures.

Bob Sircy Jr. is a financial advisor at SageSpring Wealth Partners with 19 years of industry experience. He holds a Series 66 credential and has worked at firms including Raymond James Financial Services Advisors, Southwestern Investment Advisory Services, and Sircy-Hurd Wealth Group. Outside of advising, he is involved with the United Way of Metro Nashville. SageSpring Wealth Partners serves a diverse client base, including individuals ranging from non-high-net-worth to high-net-worth households, as well as institutional clients such as retirement plans and state governments. The firm offers tailored investment management and consulting services that incorporate both fundamental and technical analysis and employs a range of investment strategies alongside third-party manager relationships and platform services.

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 financial advisor with StoneX Advisors Inc. holding a Series 66 designation and two years of industry experience. Prior to joining StoneX Securities Inc., he worked at New Constructs and Merrill Lynch. His background includes roles outside finance, such as positions at Duluth Hockey Company and Toppers Pizza. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering 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 advisor-managed portfolios, proprietary models, and third-party money managers to meet client needs.

Charles Nash is a financial advisor at Brookwood Investment Group with 22 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Brookwood in 2025, he worked at Redwood Private Wealth LLC and PFM Advisor, and he also serves as managing director and insurance producer at Redwood Tax Specialists. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing tailored portfolios across various strategies and a range of affiliated businesses and referral relationships.

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 previously worked at Goldman Sachs and Co. from 2016 to 2019 and has been with JPMorgan Securities LLC and JPMorgan Chase Bank since 2019. Needham serves as a director and finance committee member of the Martha O'Bryan Center, an anti-poverty nonprofit organization in Nashville. 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 offers diversified strategies across public and private markets, utilizing a documented due diligence process and an active Investment Committee.

Lucas Dancy Cabeal is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with firms including The Ameriflex Group, Osaic Wealth, DC Financial Strategies, Studio 9 Financial and Insurance Services, and Principal Life Insurance Company. Outside of his advisory role, he serves on the finance committee of a local church and operates an outside insurance business offering health, life, disability, and long-term care insurance products. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering services such as retirement plan consulting and trust and estate services. The firm employs an open-architecture wealth management platform with a mix of advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

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.