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.

Brandon Dillard is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 credential and having 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 his advisory role, he owns a livestock farm and serves as a board member and volunteer with Fellowship Christian Athletes, assisting with planning events and workshops for student athletes. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers and more than 4,000 clients. The firm employs strategic, tactical, and dynamic investment strategies primarily through mutual funds and ETFs, using quantitative models and due diligence on third-party managers, and offers a range of services including portfolio management, financial planning, and retirement education.

Ashley Mcanulty is a financial advisor with Stephens in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. She has been with Stephens since 2016. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

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.

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 financial advisor with First Advisors National, LLC in Brentwood, TN. He holds a Series 65 designation and has 12 years of industry experience. Meyer has served at Cornerstone Senior Services since 2004. He is also principal of Both Hands Financial, an insurance and annuity services business. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party money managers, with supplemental individual security recommendations based on fundamental analysis.