Mary Ballard is a financial advisor at SageSpring Wealth Partners with two years of industry experience. She holds a Series 65 designation and previously worked at PYA Waltman Capital, LLC. Outside of advisory roles, she has experience as a self-employed professional and has been involved with The Happy Envelope and Pavilion at Hunter Valley Farm. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets, serving a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and integrated financial planning, utilizing a goals-based approach with a range of investment strategies and third-party manager oversight.

Preston Morris is a financial advisor with StoneX Advisors Inc., holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with StoneX Advisors since 2016 and has worked at StoneX Securities Inc. since 2004. Outside of his advisory role, he is involved in managing family farming operations and serves as a trustee managing assets within family trusts. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, integrating proprietary and third-party money managers with platforms such as Envestnet and Advyzon for portfolio implementation and tax-aware services.

Mark Deering is a CFP® with over 21 years of experience in the financial services industry. He has been with SageSpring Wealth Partners since 2004 and previously worked at Raymond James Financial and Raymond James Financial Services. Deering also serves as a manager of DWT Tax LLC, an affiliate providing tax and consulting services to SageSpring clients. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base, including 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 money managers.

Joshua Stander is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and has professional experience at Foundations Investment Advisors since 2020 and Capitol Planning Group since 2014. In addition to his advisory role, Stander is involved in the sale of various insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of investment strategies and works through a large network of affiliated offices and representatives.

Justin Parker is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, Tennessee, holding Series 63, Series 65, and Series 66 licenses and bringing 22 years of industry experience. He has been with Thoroughbred Financial Services since 2002. Outside of his advisory role, Parker is also engaged as an insurance agent, selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services provides investment supervisory services to a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm’s investment approach centers on asset allocation complemented by sector and manager selection, employing mutual funds, ETFs, individual equities, and fixed income with both tactical and strategic management techniques.

Victor Ledoux is a financial advisor with United Advisor Group in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with firms including Cambridge and Woodbury Financial Services. Outside of his advisory role, he serves as president and managing partner of Ascension Financial Partners. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management along with financial and retirement planning. The firm employs a variety of investment approaches, including proprietary model portfolios and third-party money managers, tailored to each client’s needs.

Matthew Bowling is a financial advisor at Sequent Planning, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at multiple firms including OSAIC Wealth, Inc, LPL Financial, LLC, and Country Capital Management. Bowling is also active as an insurance agent through Futurity First Insurance Group and International Insurance Brokerage, LLC. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a multi-team model emphasizing diversified manager exposures and a structured risk framework.

Matthew Allgood is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Good Life Advisors, LLC, where he has worked since 2021, and has prior experience at LPL Financial and Level Four Advisory Services. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis to tailor advice and offers a range of programmatic solutions along with educational seminars and subscription planning services.

Chase Keen is a CFP®-certified financial advisor with eight years of industry experience, currently with SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and Ramsey Solutions. SageSpring Wealth Partners serves a diverse client base including high-net-worth individuals, institutional investors, and plan sponsors, offering tailored investment management, financial planning, and consulting services. The firm employs a range of strategies and leverages multiple platforms to provide comprehensive wealth management and institutional solutions.

Bryson Tayes is a CFP® and Series 65 registered advisor with Sagespring Wealth Partners, bringing two years of industry experience. Prior to joining Sagespring, he worked at Mountain High Outfitters and held positions at Samford University and Christ Presbyterian Academy. Sagespring Wealth Partners serves a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers tailored discretionary investment management, financial planning, and consulting services, employing a range of strategies and leveraging multi-team resources alongside institutional capabilities.

William Franca is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Silver Oak Securities since 2014 and is also affiliated with Vision Asset Management. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a multi-team network of over 100 professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances.

Mark Huhta is a financial advisor at AlphaStar Capital Management with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with multiple firms including Gradient Advisors, Desert Rose Capital Management, and Brookstone Wealth Advisors. Outside of finance, he is also an independent musician involved in recording sessions and live performances. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches using diverse asset types and third-party portfolio construction tools.

Daniel Browne is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His previous roles include positions at Northwestern Mutual and several wealth management firms. Browne is based in Nashville, TN. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services, including family office and tax preparation, discretionary investment management, and access to private investment opportunities, using a balance-sheet, holistic approach.

Jacob Powell is a CFP® with 12 years of experience in financial advising. He has been with SageSpring Wealth Partners since 2014 and previously worked at Raymond James Financial Services Advisors Inc. from 2014 to 2024. SageSpring Wealth Partners serves a diverse client base including individual households, institutional investors, and plan sponsors. The firm offers customized investment management and consulting services, combining fundamental and technical analysis with a range of investment strategies and third-party manager relationships.

Jon Pourchot is a financial advisor at OneAscent Financial Services LLC with one year of industry experience and holds a Series 65 designation. His prior experience includes roles at Financial Strategies Group LLC, the Tennessee Department of Treasury, Poplar Heights Baptist Church, and Union University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing individualized asset-allocation guidelines and various model-based platforms.

Wilson Reece is a CFP® professional with six years of industry experience, currently advising at Brighton Jones LLC. His prior roles include nine years at Homrich Berg and two years at Dixon Hughes Goodman. Outside of advising, he serves on the boards of directors for two nonprofit organizations, Full Count Ministries and Homes4Homes. Brighton Jones LLC provides comprehensive wealth management services to high-net-worth and ultra-high-net-worth individuals and families, retirement plan sponsors, charitable organizations, and trusts. The firm emphasizes a holistic, balance-sheet approach and offers a range of services including discretionary and non-discretionary investment management, tax preparation, family office services, and access to private investment opportunities.

James Justice is a financial advisor with United Advisor Group, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, THE O.N. Equity Sales Company, and Ohio National Financial Services. He is also an independent insurance agent through Ascension Financial Partners. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management, financial planning, family office services, and financial education. The firm employs a variety of investment approaches, including proprietary model portfolios and third-party money managers, tailored to client needs.

Michael Mercurio is a financial advisor at The Fiduciary Alliance in Nashville, TN, holding a Series 65 designation. He has been with The Fiduciary Alliance since 2026 and previously worked at Stephens & Associates starting in 2015. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, retirement plans, and other advisers. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and manages accounts with an emphasis on tax-efficient strategies and rebalancing.

Daniel Ahlbrandt is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc., LoanDepot, and various mortgage and title service firms. SageSpring Wealth Partners serves individual and institutional clients, offering discretionary investment management, financial planning, and consulting. The firm provides tailored portfolios using a broad range of investment strategies and combines multi-team scale with a mix of client types, including retirement plans, banks, and sovereign wealth funds.

Parker Green is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AllianceBernstein. SageSpring Wealth Partners manages approximately $8.5 billion for over 11,500 clients, serving both individual and institutional investors. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment strategies tailored to each client’s objectives and risk tolerance.