Melissa Magill is a financial advisor at Prospera Financial Services, Inc. with six years of industry experience. She has previously worked at LPL Financial, E.K. Riley Investments, LLC, and Franklin Templeton Investments. Outside of her advisory role, she is involved with Cascade Wealth Management as an investment representative. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages roughly $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

Dennis Pascarella is a financial advisor with Redhawk Wealth Advisors, Inc. He holds the ChFC® designation and has 38 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and The Financial Legacy Group. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach combines strategic and tactical asset allocation across multiple asset classes, with portfolios monitored by a weekly investment committee.

Tina King is a financial advisor at Merit Financial Advisors with 23 years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors for over 20 years before joining Merit Financial Advisors and Purshe Kaplan Sterling Investments in 2026. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices. The firm manages about $23.9 billion in client assets through long-term, diversified portfolios overseen by an internal Investment Management team and Investment Committee, offering customized wealth-management services including financial planning, retirement plan advice, and educational workshops.

Kyle Attarian is a CFP®, CFA®, and Series 66-registered advisor with 19 years of industry experience. He has been with Plancorp, LLC since 2009. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment process is based on Modern Portfolio Theory and documented Investment Policy Statements, with discretionary and non-discretionary management options, and incorporates tax-aware strategies such as tax-loss harvesting.

Patrick Hardie is a financial advisor at BIP Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors Financial Network LLC and Nations Financial Group, Inc. Outside of BIP Wealth, he is the owner of Harpeth Private Wealth Advisory, LLC, through which he offers investment and advisory services. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management with tailored asset allocations and may offer private-market securities to qualified investors, alongside managing private pooled vehicles and covered-call strategies.

Curtis Stoner is a financial advisor with Gradient Advisors, LLC and holds the Series 63 and Series 65 designations. He has two years of industry experience and has worked at firms including Senior Health and Wealth Solutions, The Prudential Insurance Company of America, and PRUCO Securities. He is also involved in operating Senior Health and Wealth Solutions, LLC, an insurance services business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates through a network of Investment Advisor Representatives, offering mostly non-discretionary advice and employing various analytical approaches in portfolio management.

Stephen Moore is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 credentials and with 40 years of industry experience. His prior work includes a 24-year tenure at Securities America Advisors, Inc. He serves on the Executive Advisory Board of the McAfee School of Business at Union University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers a range of asset management and financial planning services using both advisor-led and model-based approaches, along with outsourced CIO and CCO services.

Julie Coleman is a financial advisor at Bison Wealth, LLC and holds a Series 65 designation. She has one year of industry experience, joining Bison Wealth in 2026. Prior to her advisory role, she worked in the Williamson County School System and spent 18 years at Vanderbilt University. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, a turnkey asset management platform for other advisers, and integrates tactical and strategic allocations across a range of investment types.

Matthew Vysoky is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and 11 years of industry experience. He has been involved with Cornerstone Senior Services since 2004. Outside of his advisory role, he is a licensed insurance agent at Both Hands Financial Services in Brentwood, TN. 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 focuses on selecting and monitoring third-party money managers while supplementing with individual security recommendations, typically managing accounts on a discretionary basis.

Arthur Buckley is a CFP® with 19 years of industry experience. He is currently with Savvy and previously worked at Sanctuary Advisors LLC and United Capital Financial Advisers, LLC. Buckley is the owner of Buckley Management, LLC, which operates his advisory practice ACEAL Management, LLC, and oversees a tax preparation and planning service through licensed CPAs. Savvy offers investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and fintech tools.

Nicola Di Paolo is a CFP® with 23 years of industry experience, currently serving at Kovack Advisors, Inc. since 2020. His prior roles include positions at Vanderbilt Securities and Cambridge Investment Research. He also operates DiPaolo Wealth Management LLC, where he acts as president and an independent insurance agent. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, and financial institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs and offers both discretionary and non-discretionary asset management alongside financial planning and third-party manager recommendations.

Charles Nash is a financial advisor at Brookwood Investment Group with 22 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Brookwood in 2025, he worked at Redwood Private Wealth LLC and PFM Advisor, and he also serves as managing director and insurance producer at Redwood Tax Specialists. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing tailored portfolios across various strategies and a range of affiliated businesses and referral relationships.

Derek Ghia is a CFP® professional with 17 years of industry experience, currently working at Lifeworks Advisors, LLC. His prior roles include positions at Greensview Wealth Management, United Advisors Services, LLC, and Morningstar Investment Services. In addition to his advisory work, he is a licensed insurance producer involved in fixed insurance consultation and sales. Lifeworks Advisors serves a diverse client base, including individual and institutional clients, providing wealth management, financial planning, and retirement plan advisory services. The firm employs a planning-based tranche framework combined with a risk-based investment approach, utilizing diversified mutual funds, ETFs, third-party managers, and various asset classes, supplemented by quantitative analysis and AI decision-support tools.

Jayson Brown is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently associated with Camden Capital, LLC, where he has worked since 2014. Brown holds a Series 66 license and is based in Franklin, Tennessee. He is part of Certuity, LLC, a multi-team firm serving high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. Certuity offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold investment approach that combines fundamental and quantitative analysis.

David Koty is a financial advisor at Zacks Investment Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both LBMZ Securities, Inc. and Zacks Investment Management since 2011. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process centered on quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through its model and index licensing businesses.

Kellen Beard is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with United Advisor Group and has held prior roles at Virtue Capital Management and Jack Keeter & Associates. Outside of advising, Beard provides tax services as an independent tax associate and manages pharmacy operations as an account manager. United Advisor Group offers investment management, financial planning, consulting, and family office services to a diverse client base that includes individuals, small businesses, trusts, and charities. The firm employs a combination of strategic and tactical asset allocation alongside value investing and multiple analysis techniques to tailor portfolios according to clients’ risk tolerance, tax strategies, and time horizons.

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.

Robert Burke Jr. is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 66 designations and 31 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. In addition to his advisory role, he is an independent insurance agent offering life, long-term care, and disability insurance products. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through customized strategies and a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports discretionary account management with an internal portfolio team that delivers models and trade execution across diverse asset classes.

Jeffrey Campion is a financial advisor at Savvy with a Series 65 designation and no prior industry experience. He previously worked at Bank of America for three years and has been involved with the Merchant Giving Project since 2012. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans that typically use a primarily index-based, long-term approach alongside active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and fintech tools.

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.