Robert Smith is a financial advisor at The Burney Company with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing. Outside of finance, he has experience with Auburn University’s baseball team. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages discretionary assets through a multi-team platform, offering equity portfolio management, financial planning, and affiliated tax preparation services, and utilizes a combination of proprietary fundamental and quantitative investment models.

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 with Kingswood Wealth Advisors, LLC in Nashville, TN, holding a Series 66 credential and 22 years of industry experience. His prior roles include positions at Eudaimonia Advisors LLC, B. Riley Wealth Management, and Nasdaq Dorsey Wright. Outside of financial advising, he is a sponsored triathlete affiliated with Timex Multisport Team and Newton Running, and he is also an author and professional motivational speaker. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform with both discretionary and non-discretionary investment approaches and integrates insurance-linked account management alongside affiliated financial entities.

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.

Brandon Dillard is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and over 10 years of industry experience. He has been with Virtue Capital Management since 2015 and is also self-employed as an insurance provider specializing in life, annuities, long-term care, and Medicare supplement products. Outside of finance, he owns a livestock business and serves on the board of Fellowship Christian Athletes, assisting with event and workshop planning for student athletes. Virtue Capital Management serves a range of clients including individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm customizes portfolios based on client goals and risk tolerance using tactical, strategic, and dynamic approaches, supported by an investment committee that conducts due diligence on third-party managers and model strategies.

Ashley Mcanulty is a financial advisor at Stephens with 23 years of industry experience. She holds the Series 66 designation and has been with Stephens since 2016. 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 a range of advisory, brokerage, investment banking, custody, and wrap program services supported by equity research and committee-driven asset management.

Olivia Huckabay is a financial advisor at SageSpring Wealth Partners in Franklin, TN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at NewEdge Securities, Restoration Hardware, Ernst & Young, and FMC CPA's. She also spent over a decade working with Lipscomb University and St. Andrews Episcopal School. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, offering tailored investment management, financial planning, and consulting services. The firm combines a multi-team approach with institutional client expertise and access to OCIO and TAMP solutions.

Tyler Lamarre is a financial advisor at The Mather Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining The Mather Group, he worked at Eugenias Advisory Group and held a position at the University of Houston. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates third-party AI and machine-learning tools under human oversight.

Alexandra Swanson is a CFP® professional with 16 years of experience in the financial services industry. She is currently with Pure Financial Advisors, LLC and has a background that includes roles at MAI Capital Management and Bellco Credit Union. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets. The firm serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management, employing academic investment frameworks and continuous planning to guide its services.

Bradley Barnes is a CFP® with 18 years of experience in financial advisory, currently with SageSpring Wealth Partners since 2008. He previously worked at Raymond James Financial Services Advisors, Inc. from 2009 to 2017. Outside of his advisory role, he serves on the finance and investment committee at Midtown Fellowship Church, assisting with budget and financial planning decisions. SageSpring Wealth Partners serves a diverse client base including individual households, institutional investors, and plan sponsors. The firm offers discretionary investment management and financial planning with tailored portfolios using a combination of fundamental and technical analysis, and provides access to OCIO and TAMP solutions alongside traditional wealth management.

David Cooper is a financial advisor at Realta Investment Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Realta since 2020, following prior roles at SunTrust Advisory Services and Sun Trust Investment Services. Outside of advisory services, he is involved in retail operations including a CBD store and a tropical fish import business. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm emphasizes individualized advice and asset allocation strategies, offering portfolio management through in-house and third-party managers.

Donald Meyer is a Series 65-licensed financial advisor with First Advisors National, LLC, based in Brentwood, TN, and has 13 years of industry experience. He is also principal of Both Hands Financial, an insurance and annuity services business. Meyer has worked at Cornerstone Senior Services since 2004. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants, managing approximately $506.8 million in discretionary assets. The firm focuses on selecting and overseeing third-party money managers and uses tactical and strategic asset allocation methodologies to manage client portfolios.

Katherine Wilson is a CFP® with nine years of industry experience, currently practicing at Thoroughbred Financial Services, LLC since 2019. She previously worked at UBS Financial Services Inc. from 2016 to 2019. Thoroughbred Financial Services provides investment supervisory services to a wide range of clients including individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes asset allocation in its investment process and manages approximately $4.04 billion in client assets across various programs using mutual funds, ETFs, individual equities, and fixed income.

Elizabeth Patterson is a financial advisor at BIP Wealth, LLC in Nashville, TN, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Georgia Tech Athletic Association, Invesco, and involvement with Michelle Collier Volleyball Camps and Press Sports. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including both public and private market investments, and operates specialized strategies such as covered-call SMAs and private pooled vehicles.

James Nichols is a financial advisor at New Edge Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 11 years. Nichols serves on the board of directors for The Preservation Foundation, Inc. and is a partner in the Cumberland River Partnership, where he oversees marketing efforts. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics and human review.