Samuel Orr is a financial advisor at SEIA with three years of industry experience. He holds a Series 66 designation and has worked at firms including Truist Investment Services, UBS Financial Services, and Cap Star Bank. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary management across various advisory programs.

Edgar Stuart is a financial advisor at Stephens with Series 63 and Series 65 licenses and 43 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He has been with Stephens since 2011. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering both discretionary and non-discretionary management supported by equity research and committee-driven asset allocation.

Kenneth Innis is a financial advisor with M HOLDINGS SECURITIES, Inc. and The R.O.W. Group, holding over 53 years of industry experience. He has served as chairman of The R.O.W. Group since 1986, focusing on wealth management, wealth transfer, and business continuation. His other business activities include roles in insurance sales and fixed annuity sales. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and financial professionals, offering a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory.

Darryl Amadio is a financial advisor at Brookwood Investment Group with a Series 65 designation and one year of experience at the firm. He has been associated with the Nashville Predators since 2013. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through tailored portfolios that include passive, active, tactical, and blended strategies.

Jackson Ercole is a financial advisor at SageSpring Wealth Partners in Franklin, TN, holding a Series 65 designation. He joined SageSpring in 2026 and has prior experience at firms including BNY, Hancock Askew LLC, and Camden Property Trust. SageSpring Wealth Partners serves a diverse client base, including 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, employing tailored portfolios that incorporate a range of asset types and leverage both fundamental and technical analysis.

Jacob Byers is a financial advisor at SageSpring Wealth Partners with one year of industry experience. He previously worked at Edward Jones for three years and spent seven years in education before entering the financial sector. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base that includes 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 manager oversight.

Andrew Frevert is a financial advisor at United Advisor Group with 24 years of industry experience. He holds a Series 66 designation and has worked at various firms, including CION Securities, LLC, Purshe Kaplan Sterling Investments, and Cambridge Investment Research. He is also an independent insurance agent for multiple companies through Ascension Financial Partners. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a range of clients from non-high-net-worth to high-net-worth and employs a combination of strategic and tactical asset allocation with value investing and multiple analytical methods.

Michael Purifoy is a CFP® with 20 years of industry experience, currently serving as a Senior Executive Vice President and Team Leader at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services from 2006 to 2024. Purifoy is also an independent contractor for the Purifoy Wealth Team and holds an insurance license with SageSpring for long-term care and disability insurance. SageSpring Wealth Partners serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach that includes a variety of asset types and leverages multi-team scale and institutional service capabilities.

James Gainer IV is a CFP® and holds a Series 65 license with two years of industry experience. He has been with SageSpring Wealth Partners since 2022, with prior work experience at Perry's Steakhouse and educational roles at Wake Forest University and Ravenwood High School. SageSpring Wealth Partners serves a diverse client base including individual households and institutional clients such as retirement plans, banks, insurance companies, and government entities. The firm offers discretionary investment management and financial planning, using tailored portfolios with a variety of asset types and employs both fundamental and technical analysis, supported by multi-team resources and institutional capabilities.

Jayson Brown is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently associated with Camden Capital, LLC, where he has worked since 2014. Brown holds a Series 66 license and is based in Franklin, Tennessee. He is part of Certuity, LLC, a multi-team firm serving high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. Certuity offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold investment approach that combines fundamental and quantitative analysis.

David Koty is a financial advisor at Zacks Investment Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both LBMZ Securities, Inc. and Zacks Investment Management since 2011. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process centered on quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through its model and index licensing businesses.

Bruce Wilcox is a CFP® professional with seven years of experience in financial advisory. He is currently a financial advisor at SageSpring Wealth Partners and has held prior positions at Raymond James Financial Services and Moolah Coaching. Wilcox also manages DWT Tax LLC, an affiliated tax and consulting service that supports SageSpring clients. SageSpring Wealth Partners serves a diverse client base including individuals, institutions, and plan sponsors, offering discretionary investment management, financial planning, and retirement consulting. The firm uses tailored portfolios with a range of investment strategies and combines multi-team scale with an uncommon mix of institutional client types.

Conner Osswald is a Series 65-licensed advisor with Sagespring Wealth Partners in Franklin, TN, with two years of industry experience. Prior to joining Sagespring, he worked at Capitol Christian Music Group and Platform Artists. Sagespring Wealth Partners serves a diverse client base including individual households and various institutional clients such as retirement plans, banks, insurance companies, and government entities. The firm combines multi-team scale with a broad range of investment strategies and offers discretionary management, financial planning, and oversight of third-party managers.

Thomas Bernhardt is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Beacon Global Advisor Network, LLC and previously worked at Chase Buchanan, Askia, and Torreycove Capital Partners LLC. Outside of his advisory roles, he is involved with Bernhardt Properties LLC and Camp LumberJack LLC. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored client portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Robert Cates is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 35 years of industry experience. His career includes long-term roles at Great American Life Insurance Company and Lincoln Investment Planning, Inc. Outside of advising, he owns and manages a rental property. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and in-house investment teams.

Enlai Zhang is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 66 registrations. Zhang has been with Muriel Siebert & Co., LLC since 2025 and has no prior industry experience. Before entering the financial industry, Zhang's background includes roles in education at Vanderbilt University and local schools. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform incorporating Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management with access to multiple sub-advisers.

Thomas Beaupre is a financial advisor at Summit Financial, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Additionally, he is involved with Orange Peach Line, a separate business venture. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Colby Gilmore is a CFP® professional at OneAscent Financial Services LLC with one year of industry experience. Prior to joining OneAscent, he worked at BlueTrust for eight years and KPMG, LLP for two years. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, UMA solutions, and consulting, utilizing individualized asset-allocation guidelines and a combination of advisor-managed and model-based platforms.

Lawrence Hartley is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 63 license and bringing 41 years of industry experience. He has been with Thoroughbred Financial Services since 2000. Outside of his advisory role, Hartley is involved in managing movie and story rights through two entertainment companies and serves in leadership roles with nonprofit organizations supporting adults with disabilities and refugee ministries. Thoroughbred Financial Services provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, 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 where appropriate.

Aaron Robinson is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Alliance Bernstein Investments, Inc., Morgan Stanley Private Bank, and Spirited Funds. Advisors Capital Management serves a diverse client base that includes individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management using a combination of top-down macro analysis and bottom-up security selection across a range of customized private accounts and model strategies.