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. His prior roles include positions at United Advisors America, Valic Financial Advisors, and several other firms dating back to 2016. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified/ERISA plans, offering discretionary and non-discretionary portfolio management, financial planning, and third-party manager due diligence. The firm employs a combination of active tactical, strategic, and quantitative approaches to align portfolios with client objectives and risk tolerances.

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.

Derek Ghia is a CFP® professional with 17 years of industry experience, currently working at Lifeworks Advisors, LLC. His prior roles include positions at Greensview Wealth Management, United Advisors Services, LLC, and Morningstar Investment Services. In addition to his advisory work, he is a licensed insurance producer involved in fixed insurance consultation and sales. Lifeworks Advisors serves a diverse client base, including individual and institutional clients, providing wealth management, financial planning, and retirement plan advisory services. The firm employs a planning-based tranche framework combined with a risk-based investment approach, utilizing diversified mutual funds, ETFs, third-party managers, and various asset classes, supplemented by quantitative analysis and AI decision-support tools.

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®-designated financial advisor with seven years of industry experience, currently serving at StoneX Advisors Inc. He previously worked at Mass Mutual Investors Services and Northwestern Mutual. Outside of his advisory role, Bryant contributes to the finance team at Trinity Baptist Church, assisting with the organization of church funds. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting services. The firm utilizes a variety of platforms and third-party managers to implement customized investment strategies.

Samuel Orr is a financial advisor at SEIA with three years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services and Truist Investment Services. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm provides investment management, financial planning, retirement plan consulting, and investment consulting with an investment process that combines strategic asset allocation and tactical adjustments informed by quantitative and qualitative research.

Edgar Stuart is a financial advisor at Stephens with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stephens since 2011. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

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.

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 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.