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.

Robert Cates is a financial advisor with Capital Analysts in Hermitage, TN, holding a Series 63 designation and 35 years of industry experience. His work history includes long-term roles at Great American Life Insurance Company and Lincoln Investment Planning, Inc., as well as service with Bonita Unified School District. Capital Analysts serves a broad client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm’s investment approach involves discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team, and it offers advisors flexibility with custom portfolios, third-party manager selection, and various program options.

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.

Robert Smith is a financial advisor with The Burney Company and holds a Series 66 designation. He has two years of industry experience, including prior roles at Wells Fargo Clearing and Performance Trust Capital Partners. Outside of finance, he has been involved with several sports organizations, including the Auburn University Baseball Team and the Birmingham Barons. The Burney Company serves individual investors, high net worth clients, small businesses, and various institutional accounts. The firm employs proprietary fundamental and quantitative investment models and offers discretionary equity portfolio management, financial planning, and related services through a multi-team advisory platform.

Bradley Holloway is a CFP® professional with one year of industry experience, currently working at SageSpring Wealth Partners. Prior to joining SageSpring, he was with Seven Springs Wealth Group for two years and has also held roles at Soar Adventure Tower, Lipscomb University, and Chester County High School. 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 offers discretionary investment management, financial planning, and retirement plan consulting with customized portfolios and employs both fundamental and technical analysis as part of its investment process.

Michael Nunnally is a CFP® professional with 14 years of experience in financial advisory. He currently works at Certuity, LLC and previously spent 10 years at UBS Financial Services Inc. Outside of his advisory role, he is president of JSMN Capital, LLC, where he consults on equity and debt financing for commercial real estate. Certuity serves high- and ultra-high-net-worth clients, including families, private foundations, and family offices, providing investment advisory, financial planning, and outsourced chief investment officer services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold approach, supplementing public market strategies with access to private markets through its private funds and third-party manager due diligence.

Matthew Zaczyk is a financial advisor at Summit Wealth Group with a Series 65 designation and one year of industry experience. His prior roles include positions at The Trust Company of Tennessee and Mountain Commerce Bank, as well as experience with Holistic Home LLC and Liberty University. Summit Wealth Group LLC provides wealth management and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a range of analytical approaches to customize target allocations based on clients’ financial profiles and goals, often utilizing third-party money managers and sub-advised models.

James Parrish III is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Eudaimonia Advisors LLC and B. Riley Wealth Management, Inc. Outside of his advisory role, Parrish is a sponsored triathlete who conducts clinics for Timex and has been a marketing ambassador for Newton Running. He is also an author and professional motivational speaker, and he engages in personal coaching and development through an independent business owner role with ACN. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, employing an open-architecture platform with both discretionary and non-discretionary investment advice tailored to client profiles.

Conner Crocker is a CFP® and holds a Series 66 license with two years of industry experience. He has worked at SageSpring Wealth Partners since 2023 and previously was with Raymond James Financial Services and Graybar Electric. Crocker also spent several years at Lipscomb University in various roles. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers tailored investment management, financial planning, and retirement plan consulting, employing a combination of fundamental and technical analysis across a broad range of investment options.

Thomas Parker is a ChFC®-designated financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, bringing 52 years of industry experience. He has been with Thoroughbred Financial Services since 1999. Outside of his advisory role, Parker serves on the boards of two nonprofit organizations focused on community development and sports promotion. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and qualified plans. The firm emphasizes asset and sector allocation, utilizing diversified portfolios mainly composed of mutual funds and ETFs, and offers both discretionary and nondiscretionary management through various account programs.

Mariam Mikhail is a financial advisor at SageSpring Wealth Partners with a Series 65 designation and one year of experience in the industry. Her prior work history includes roles at L&R Co. and TC Media LLC, among others. SageSpring serves a diverse client base that includes both non‑high-net-worth and high-net-worth individuals, as well as institutional clients such as retirement plans, banks, insurance companies, and state and municipal governments. The firm offers discretionary investment management and consulting services with a comprehensive investment approach tailored to client objectives, incorporating fundamental and technical analysis, portfolio rebalancing, and access to third-party manager platforms.

Peter Lesnik is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2012. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and uses fundamental analysis to construct client investment policies across a variety of securities and platforms.