Katherine Wilson is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Thoroughbred Financial Services, LLC since 2015, with a three-year tenure at UBS Financial Services, Inc. from 2016 to 2019. Thoroughbred Financial Services, LLC provides investment supervisory services to a range of clients including individuals, trusts, estates, and retirement plans, managing approximately $4.04 billion in assets. The firm uses a disciplined investment process focused on asset allocation, combining fundamental and statistical analysis, and employs both tactical and strategic management techniques.

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.

Joshua Floyd Sr. is a financial advisor at Keel Point, LLC with two years of industry experience. He holds a Series 66 designation and has been with Keel Point since 2023. Floyd is also licensed as a health and life insurance agent, maintaining residual income from prior sales while transitioning fully to his current role. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based investment approach combining fundamental and quantitative analysis across diverse asset classes, and it offers a range of portfolio management and consulting services including discretionary and non-discretionary strategies.

Daniel Taylor is a financial advisor with Thoroughbred Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Thoroughbred Financial Services since 2022 and concurrently at Nuveen Investments since 2016. In addition to his advisory role, he is involved in selling life, disability, medical, and long-term care insurance through an independent insurance agency affiliated with Thoroughbred Financial Services. Thoroughbred Financial Services provides investment supervisory services to a diverse client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $4.04 billion in assets, focusing on asset allocation as the primary risk and return driver, utilizing mutual funds, ETFs, individual equities, and fixed income within both tactical and strategic management frameworks.

Paige Parker is a financial advisor at Thoroughbred Financial Services, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at the Fulton County District Attorney’s Office. Paige also has a background in law, having been a full-time law student at Emory University from 2017 to 2020. Thoroughbred Financial Services provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm’s investment approach emphasizes asset and sector allocation using diversified portfolios primarily composed of mutual funds and ETFs, supplemented by individual securities and outside money managers.

Raymond Mockmore Jr. is a Series 66-licensed financial advisor with Thoroughbred Financial Services, LLC, where he has worked since 2011. He has 16 years of industry experience. In addition to his advisory role, he is also an insurance agent involved in selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, partnerships, and qualified plans. The firm’s investment approach emphasizes asset and sector allocation with diversified portfolios primarily composed of mutual funds and ETFs, supplemented by individual securities and alternative vehicles when appropriate.

Charlotte Goldston is a financial advisor with Thoroughbred Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She worked at UBS Financial Services for 24 years before joining Thoroughbred Financial Services in 2025. Outside of her advisory role, she serves on the board of directors and as a mentor for Rocketown, a youth outreach organization supporting at-risk teens in Nashville. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth individuals and institutions. The firm emphasizes asset and sector allocation with diversified portfolios, utilizing mutual funds, ETFs, and external money managers, and offers both discretionary and nondiscretionary management programs.

Brayden Oswald is a CFP® professional with three years of industry experience, currently serving as an advisor at The Burney Company. Prior to joining Burney, he held roles at MRWM Capital Management, MRWM Advisors d/b/a Music Row Wealth Management, and BLR. The Burney Company serves primarily individual investors, including high net worth clients, and also manages accounts for small businesses, pension plans, trusts, estates, and charitable organizations. The firm employs a combination of proprietary fundamental and quantitative models and offers a range of investment solutions, including actively managed ETFs and customized portfolio options.

David Hohl is a financial advisor with Gradient Advisors, LLC in Nashville, TN, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at firms such as Transamerica Financial Advisors and Park Ave Securities. Outside of his advisory work, he serves as a licensed notary in Tennessee and is a board member of the Devon Close Homeowners Association. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a diverse client base that includes individuals, retirement plans, trusts, and businesses. The firm operates primarily through third-party money managers and investment advisor representatives, utilizing a largely non-discretionary model that incorporates tools like the Color of Money Risk Analysis in portfolio management.

Ian Gensler is a financial advisor at SageSpring Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining SageSpring, he worked at Schneider Electric and General Motors and attended Hillsdale College. 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 personalized investment management, financial planning, and retirement plan consulting, utilizing a goals-based portfolio management approach that combines asset allocation, ongoing monitoring, and periodic rebalancing.

Christopher Brophy is a CFP® with six years of industry experience, currently serving as a financial advisor at Americana Partners, LLC since 2025. His prior roles include positions at Goodpasture Gray, Minnesota Life Insurance Co, and Securian Financial Services Inc. He has also held roles in entrepreneurial consulting and hospitality before entering the financial services industry. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, utilizing a broad range of investment products and alternative strategies.

Roy Matlock Jr. is a financial advisor with PKS Advisory Services, LLC in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments and Primerica Financial Services. Outside of advising, he owns and hosts The Money and Business Hour Radio Show, a prerecorded and live talk radio program that is also available as a podcast. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities, managing approximately $905 million in assets. The firm customizes portfolios based on clients’ risk tolerance and objectives, utilizing mutual funds, ETFs, independent managers, and individual securities, with regular account reviews.

Kelli Gabriel is a financial advisor with Wealth Watch Advisors, Inc. in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Madison Avenue Securities, LLC and Cambridge Investment Research Advisors. Wealth Watch Advisors serves a broad client base including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm uses a combination of quantitative, qualitative, and technical methods to implement portfolio management, including third-party model managers and approved alternative private placements for accredited investors.

Jeremy Rettich is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and has 19 years of industry experience. He serves as Chief Executive Officer of Virtue Capital Management and is also involved in several affiliated entities, including Virtue Advisors, an insurance marketing organization where he is president, and a firearms and ammunition sales business. Rettich has held leadership roles across multiple related firms since 2003. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for more than 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, ERISA and qualified plan consulting, and a financial education course for pre-retirees, employing quantitative models and an active, model-driven investment approach.

Taylor Hollis is a CFP® and holds a Series 66 license, with six years of industry experience. He is currently with Ritholtz Wealth Management and has worked concurrently at FTB Advisors, Inc. since 2015. Outside of his advisory roles, he is the majority owner of Hollis Holdings, LLC, a real estate and construction business based in Nashville, TN, where he assists with administrative duties. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm employs a goal-based investment approach that emphasizes asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays and alternative investments, supported by digital platforms that provide automated risk profiling and tax-loss harvesting.

John Fussell is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 63 designation and 29 years of industry experience. He has been with Thoroughbred Financial Services since 2000. Outside of his advisory role, Fussell is involved in an independent insurance agency where he services existing insurance cases and sells life, disability, medical, and long-term care insurance. Thoroughbred Financial Services 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’s investment approach emphasizes asset and sector allocation, using diversified portfolios of mutual funds, ETFs, individual securities, and occasionally structured or private-credit vehicles, with ongoing manager evaluation and periodic reviews.

Wyatt Carpenter is an advisor with United Capital Financial Advisors holding Series 65 and Series 63 licenses. He has experience at J.P. Morgan Securities and JPMorgan Chase Bank, as well as background in technology and fitness industries. He is currently based in Brentwood, Tennessee. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of customized investment solutions and supports other independent advisors through its technology and practice platform, FinLife Partners.

Logan Green is a CFP® with six years of experience in the financial advisory industry. He has worked at The Mather Group, LLC since 2021 and was previously with Eugenias Advisory Group from 2017 to 2021. His background also includes experience at Aramark and Western Kentucky University. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customization options such as direct indexing and ESG portfolios.

John Gilmore is a CFP® with 11 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC. Prior to joining Kingswood in 2026, he worked with The Leaders Group, Inc. and TPG Financial, Inc., where he is a director involved in insurance business activities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture investment platform, often employing third-party managers and supporting insurance-linked account management.