Drew Mcmillin is a CFP®-certified financial advisor with 16 years of industry experience, currently with SageSpring Wealth Partners. His prior roles include positions at Raymond James Financial Services and Southwestern Investment Group. Outside of his advisory work, he serves on the finance and investment committee at Southpointe Community Church, overseeing budgeting and spending recommendations. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets, serving a diverse client base that includes high-net-worth individuals, institutions, and retirement plans. The firm provides discretionary, goals-based portfolio management and integrated financial planning services, with a range of investment strategies and specialized client relationships.

John O’Connor is a CFP® with six years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. His prior work history includes roles at Raymond James Financial Services and Wealth Enhancement Group. SageSpring Wealth Partners manages investment and financial planning services for a diverse client base, including individual households and institutional clients such as retirement plans and municipal governments. The firm emphasizes tailored portfolios using a variety of investment vehicles and employs both fundamental and technical analysis as part of its management approach.

Caroline Dougher is a CFP®-certified financial advisor with 21 years of industry experience, currently with Aprio Wealth Management, LLC. Her prior roles include positions at Mercer Global Advisors, HawsGoodwin Wealth, and Purshe Kaplan Sterling Investments. She is also involved in insurance sales through Aprio Risk Management, LLC. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of strategies including asset allocation, technical analysis, and options-based portfolios, and is known for its multi-team structure and affiliation with a pension consulting business.

John Ernst is a CFP® professional with two years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. Prior to joining SageSpring, he worked at MassMutual Life Insurance Co and Mass Mutual Investors Services for four years. Outside of his advisory role, he also drives for Uber on weekends. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets with a team of about 75 advisors. The firm serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting.

Benjamin Romine is a financial advisor at Good Life Advisors, LLC in Nashville, TN, holding Series 65 and Series 63 registrations with one year of industry experience. Prior to joining Good Life Advisors and LPL Financial in 2026, he worked for Ocean Park Asset Management and held various positions including roles at Universal Music Publishing Group and Lipscomb University. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers customized portfolio management, comprehensive financial planning, retirement plan consulting, and access to multiple advisory programs, utilizing a combination of fundamental, technical, and cyclical analysis along with continuous account monitoring.

Robert Caldwell is a financial advisor at Lifeworks Advisors, LLC in Nashville, TN, holding a Series 65 credential with seven years of industry experience. He previously worked at Greensview Wealth Management and Morningstar, Inc. Outside of advisory work, he is involved in insurance sales on a limited basis. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based investment approach using factor-based and smart-beta strategies alongside third-party managers.

Jeffrey Lynch is a financial advisor with ON Investment Management CO in Nashville, TN, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including over three decades with The O.N. Equity Sales Company and The Ohio National Life Insurance Company. Outside of his advisory role, Lynch is a partner in a restaurant franchise and active in charitable work, serving as president of two nonprofit organizations. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary strategies and access to third-party investment programs.

Allen Oakley Jr. is a financial advisor at SageSpring Wealth Partners with seven years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services, Pinnacle Bank, and SunTrust. Oakley is also associated with the Nail Wealth Team within SageSpring. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers customized portfolios that utilize fundamental and technical analysis, with access to third-party managers and a range of investment strategies spanning stocks, bonds, alternatives, and more.

Martha Walthall is a financial advisor at Thoroughbred Financial Services, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Thoroughbred Financial Services, she worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Walthall is also involved in insurance sales, focusing on life, disability, medical, and long-term care insurance. Thoroughbred Financial Services provides investment supervisory services to a diverse client base including individuals, trusts, estates, and retirement plans. The firm emphasizes asset allocation in its investment approach and uses a combination of mutual funds, ETFs, individual equities, and fixed income, employing both tactical and strategic management techniques.

Erin Thomas is a financial advisor with New Edge Wealth in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. Prior to joining New Edge Wealth in 2026, Erin worked for UBS Financial Services from 2014 to 2026. New Edge Wealth primarily serves ultra-high-net-worth individuals and institutional clients, offering advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary investment solutions supplemented by AI-assisted analytics.

Kyle Carlton is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and 11 years of industry experience. He has operated Carlton Financial Group since 2004. Outside of his advisory role, Carlton is principal coach and owner of Calyx Coaching LLC, providing coaching services to start-ups, business executives, and sports teams on leadership, business strategies, and finances. First Advisors National manages discretionary assets primarily for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers combined with fundamental analysis for supplemental security recommendations.

John Hansen is a financial advisor with John Hancock Personal Financial Services, LLC in Nashville, TN. He holds the Series 66 designation and has 15 years of industry experience. Hansen has been affiliated with Manulife Asset Management (US) LLC, John Hancock Distributors LLC, and John Hancock since 2012. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model that delivers generally framed written recommendations, with implementation at the client’s discretion.

Thomas Zeuthen Jr. is a CFP®-designated financial advisor with 20 years of industry experience, currently serving at Stephens. He has been with Stephens continuously since 2012, holding roles within the firm over more than a decade. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm utilizes a committee-based approach for portfolio management and offers a range of services including financial planning, retirement-plan advisory, and institutional equity research.

Elisa Jones is an advisor with SageSpring Wealth Partners in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Raymond James Financial Services and Fifth Third Securities, among other roles. Jones also leads the Jones Wealth Team, where she meets with clients to discuss financial goals and develop financial plans. SageSpring Wealth Partners serves a diverse client base, including individual households and various institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm combines multi-team scale with a range of investment strategies and access to institutional-quality platforms and services.

Scott Buell is a financial advisor with Stratos Wealth Advisors LLC in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and TMFS Nashville. He is also a managing partner and wealth advisor at Flagship Financial Advisors in Brentwood, TN. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of advisory representatives. The firm utilizes a combination of discretionary and non-discretionary strategies, engaging both affiliated and third-party subadvisers, and maintains custodial relationships with Fidelity and Schwab.

Cameron Weddington is a financial advisor at Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 66 designation with nine years of industry experience. He has been with Thoroughbred Financial Services since 2017 and previously worked at Guyliano Mortgage Inc. He is also a co-host of The Turkey Hunter Podcast, a non-investment-related activity. Thoroughbred Financial Services provides investment supervisory services to a variety of clients, including individuals, trusts, and charitable organizations, managing approximately $4.04 billion in assets. The firm emphasizes asset allocation and uses a combination of mutual funds, ETFs, and individual securities while employing both tactical and strategic management approaches.

Judson Pyatt is a CFP® with 16 years of industry experience, currently affiliated with Sound Income Strategies, LLC. His prior experience includes roles at MassMutual Investors Services, Guardian Life Insurance, and New York Life Insurance Company. Outside of his advisory work, he is involved in a leadership coaching and support role with the BNI Networking Group. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse clientele including individuals, pension plans, trusts, and corporations. The firm focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and affiliated business lines.

Jimmy Orman is a financial advisor at Thoroughbred Financial Services, LLC with 52 years of industry experience. He holds a Series 63 designation and has been with Thoroughbred Financial Services since 2000. Outside of advising, he is involved in managing a farm for hay production and hunting in Dickson, TN. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, and organizations. The firm emphasizes asset and sector allocation using diversified portfolios primarily composed of mutual funds and ETFs, while also evaluating outside managers and conducting regular portfolio reviews.

Richard Smith is a financial advisor at SageSpring Wealth Partners with over 20 years of industry experience. He holds the Series 66 designation and has previous experience at Raymond James Financial Services, where he worked from 2006 to 2024. Smith serves as a committee member for the nonprofit Both Hands, advising on its financial activities. SageSpring Wealth Partners serves a diverse client base including individuals, institutional clients, and plan sponsors, providing discretionary investment management, financial planning, and consulting services. The firm employs a tailored investment approach utilizing a range of asset types and leverages both fundamental and technical analysis, with a distinctive multi-team scale and a mix of institutional clients.

John Scott is a CFP® with 21 years of industry experience, currently serving at ON Investment Management CO. He has concurrently held roles at The ON Equity Sales Company, Ohio National Financial Service, and World Financial Group, INC. Outside of his advisory work, he is involved in the sale and servicing of non-registered insurance products, including life insurance and fixed annuities. ON Investment Management CO is a multi-team SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, and businesses. The firm utilizes a combination of discretionary and non-discretionary management programs and maintains a dual-registration model involving broker-dealer activities.