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.

William Webb is a financial advisor with Csenge Advisory Group, LLC, holding Series 66 and Series 63 licenses and having 21 years of industry experience. He has worked with Compass Advisory Partners LLC since 2015 and has held roles at Lion Street Financial and FSC Securities Corp. Webb serves on the board of directors for the Awakening Foundation, a charitable organization. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a combined fundamental and technical analysis approach focused on relative strength and customizes portfolios using discretionary or model-based strategies.

Steven Standley is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at D.H. Hill Insurance Services, D H Hill Advisors, D.H. Hill Securities, and American United Life. Standley also owns Standley Financial Group, where he offers life insurance and annuities for planning and retirement income. Additionally, he acts as a referral partner for ABCover, providing solutions to school systems for teacher absenteeism. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, operating on a wrap-fee platform with discretionary trading authority subject to client restrictions.

Harrison Holder is a CFP® and Series 66-licensed financial advisor with three years of industry experience. He has worked at SageSpring Wealth Partners since 2022 and previously at Raymond James Financial Services and Ernst & Young. Holder is also involved with the Sircy-Hurd Wealth Team in a financial advisor capacity. SageSpring Wealth Partners serves a diverse clientele including individual, institutional, and plan sponsor clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm combines multi-team scale with a broad range of investment strategies and oversight capabilities, managing approximately $8.5 billion for over 11,500 clients.

Alexander Jones is a CFP® and ChFC® with 16 years of experience in financial advising. He is currently with Kingswood Wealth Advisors, LLC and previously worked at Eudaimonia Partners, Guardian Wealth Solutions, Guardian Financial, and LPL Financial. Outside of his advisory role, he is an investor and minority owner in a software development firm focused on risk management and enterprise value for business owners, and he owns multiple businesses providing tax consulting and services to business owners. 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 platform using third-party managers and specializes in integrating insurance-linked account management alongside its investment advisory offerings.

Lee Handley III is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Prospera since 2021 and previously spent 15 years at Ek Riley Investments, LLC, followed by a year at LPL Financial. Outside of his advisory role, he is the owner of Handley Enterprises, a business entity used for managing expenses and payroll. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

Michael Hibsch is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Calton & Associates, Triad Advisors, First Horizons Advisors, FTB Advisors, and Invesco Distributors. He is also a licensed insurance agent, assisting clients with coverage needs. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisors. The firm offers portfolio management, financial planning, and consulting services, utilizing a range of investment strategies and implementation options tailored to client objectives.

Danny Gordon is a financial advisor with First Advisors National, LLC in Brentwood, TN, holding a Series 65 designation and 13 years of industry experience. He has served as president of iGroup Senior Markets, a services, insurance, and annuity products firm based in Fairfax, VA, since 2016. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and employs tactical and strategic asset allocation with a focus on third-party money manager selection and oversight.

Benjamin Green is a financial advisor with Wealth Watch Advisors, Inc. He holds a Series 65 designation and has been active in the industry since 2023. His work history includes roles at Ready2Retire LLC and Insurance Advantage LLC. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charities, corporations, and financial institutions. The firm provides discretionary and non-discretionary portfolio management using third-party model managers, financial planning, and consulting services, with an investment approach that combines quantitative, qualitative, and technical methods across various asset classes.

Justin Porrett is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and several other financial firms. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Blake Schnell is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and The University of Alabama. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, with services delivered through Empower’s recordkeeping and administrative platforms.

Daniel Mills is a financial advisor with Guardian Life and Park Avenue Securities holding a Series 63 designation and over 31 years of industry experience. His career includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC prior to his current positions since 2020. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using model portfolios from in-house and third-party managers, as well as a digital advisory solution named VestWise™.

James Davis Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and over 50 years of industry experience. Prior to joining Kestra Advisory in 2022, he worked for NBC Securities, Inc. for 22 years. He is also commissioned as a notary public in Brentwood, Tennessee. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, with a focus on serving large institutional investors such as sovereign wealth funds.

Priya Khanna is a CFA® charterholder based in Nashville, TN, with 19 years of industry experience. She has worked at BNY Investments for 18 years before joining Focus Partners Wealth, LLC, where she has been an advisor since 2025. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a broad range of wealth management and advisory services.

James Murphy Sr. is a financial advisor with TLG Advisors, Inc. based in Nashville, TN, holding a ChFC® designation and Series 63 license. He has 44 years of industry experience, including long tenures at Securities Management & Research, Inc. and American National Insurance Company. He is also involved with Horizon Insurance Group LLC as an independent representative advising securities clients. TLG Advisors, Inc. serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management using a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, with offerings that include a direct-to-consumer digital program called Starlight Portfolios.

William Shallenberger is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Edward Jones and The Prudential Insurance Company of America. Outside of financial services, he has experience providing customer service and servicing air fresheners and deodorizers. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology for client solutions.

Meredith Flautt Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His career includes roles at LPL Financial and Raymond James Financial Services, Inc., as well as ownership of Flautt Financial LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custodial services.