Jonathan Walker is a CFP® with 15 years of industry experience, currently serving at Paul Winkler, Inc. since 2006. His background includes long-term work within the same firm, where he operates as part of an 11-advisor team. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporate clients. The firm’s investment approach is tailored to client-specific goals and risk tolerance, using modern portfolio theory and multi-factor analysis, and it offers public investor education through workshops, a subscription coaching program, online courses, and authored books.

John Brewington is a financial advisor at SageGuard Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining SageGuard, he worked at Allstate and has held various roles in nonprofit and church organizations. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers both discretionary and non-discretionary management and conducts public educational seminars as part of its client outreach.

Chad Wood is a Series 65 licensed advisor at SageGuard Financial Group, LLC with four years of industry experience. His prior roles include positions at Alphastar Capital Management, LLC and Pineywoods Financial, where he has also served as an account manager. Outside of his advisory work, he was involved with Muy Grande Outdoors LLC and TW Group LLC. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to a range of clients including individuals, high-net-worth clients, and business entities. The firm offers a mix of discretionary and non-discretionary portfolio management, and conducts educational seminars as part of its client outreach.

Christian Von Allmen is a financial advisor with 26 years of industry experience, currently with 724 Capital, LLC. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Jackson National Life Distributors LLC for 20 years and several other financial services companies. Outside of his advisory role, he is also involved as an independent insurance agent and serves as Chief Distribution Officer at Bonsai LLC. 724 Capital, LLC manages approximately $259 million for individuals, corporate clients, and retirement plans, providing portfolio management, pension consulting, and financial planning. The firm uses a combination of model allocations and individualized plans, integrating various analytical methods and generally operates with discretionary trading authority on behalf of its clients.

Gerald Fiess is a financial advisor with Ventura Wealth Management in Nashville, TN, holding a Series 65 designation and five years of industry experience. Prior to joining Ventura Wealth Management in 2021, he worked at Alliance Bernstein Global Fund Administration from 2019 to 2021 and Bank of America/Merrill Lynch from 2011 to 2019. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, using a model-based investment approach focused on asset allocation and risk control.

Jonathan Ameen is a financial advisor at Impact Capital Partners LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 18 years. Impact Capital Partners LLC provides advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, and implementation through third-party managers, typically providing discretionary portfolio management with ongoing monitoring and rebalancing.

David Perez is a financial advisor at SageGuard Financial Group, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at SageGuard and Alphastar Capital Management LLC, as well as Regions Bank. Perez is the owner and founder of Union Financial Services, LLC, a business focused on annuity and life insurance sales and planning. SageGuard Financial Group, LLC provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers both discretionary and non-discretionary management, utilizing strategic and tactical asset allocation across diverse model portfolios and investment sleeves, and conducts educational seminars to introduce services to prospective clients.

Jordan Zuger is a financial advisor at Key Capital Management, Inc. in Hendersonville, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Key Capital Management, he worked at Equitable Advisors, LLC and Northwestern Mutual Investment Services LLC during 2025. Outside of his advisory role, Zuger serves as a referee for Hendersonville Parks and Recreation basketball games. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses model portfolios incorporating technical, fundamental, and modern portfolio theory approaches, managing approximately $393 million in discretionary assets across a diverse mix of investment vehicles.

Brandon Seibel is a financial advisor at Oasis Wealth Planning Advisors with a Series 66 designation and three years of industry experience. Prior to joining Oasis in 2024, he worked at The Vanguard Group and Rodgers & Rodgers LLC. He serves in the Virginia Army National Guard as a Human Resources Specialist. Oasis Wealth Planning Advisors is a fee-only firm that offers integrated wealth planning and investment advisory services to individuals, high-net-worth clients, families, and participant-directed retirement plans. The firm emphasizes personalized advice based on clients’ goals, tax situation, cash flow, and risk tolerance, using a combination of passive and actively managed no-load mutual funds and ETFs.

Brian Ruttenbur is a financial advisor at SageGuard Financial Group, LLC with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Drexel Hamilton, LLC and Imperial Capital, LLC. Ruttenbur is also involved with Alarm.com and Smart Rent. SageGuard Financial Group, LLC provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers both discretionary and non-discretionary management and conducts no-charge educational seminars and workshops for prospective clients.

Seth Kelley is a financial advisor at Oasis Advisors with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including PFS Investments Inc and Purshe Kaplan Sterling Investments. He also spends part of his time involved in insurance sales. Oasis Advisors provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a range of investment strategies and offers customizable fee arrangements and subscription-based planning services.

Lawrence Barnard is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Paul Winkler, Inc. since 2008. He also owns and operates Crown Financial Concepts, where he provides tax consulting and preparation services. Paul Winkler, Inc. offers investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and utilizes modern portfolio theory and multi-factor approaches in portfolio construction.

Spencer Ader is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He is currently with Key Capital Management, Inc., where he has worked since 2022. His prior roles include positions at Foundations Investment Advisors LLC, JLine Financial, Simplicity Wealth, BANK of AMERICA, Merrill, and Shugart Homes. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of technical, fundamental, and modern portfolio theory approaches across various asset classes and manages approximately $393 million in discretionary assets.

Daniel Powers is a CFA® charterholder with 15 years of industry experience. He is affiliated with Still Water Wealth in Nashville, TN, working as part of a seven-advisor team. Prior to joining Still Water Wealth, Powers worked at Gambit Capital Management and SNS Financial Group, including Vector Wealth Management. Outside his advisory role, he serves as a corporate financial analyst for an agricultural operation and is an investor in venture capital entities. Still Water Wealth serves individual and high-net-worth clients with discretionary investment management, employee benefit plan consulting, and retirement-plan advice. The firm employs a combination of fundamental and cyclical analysis, asset-allocation, liability-matching, and options strategies, often using automated ETF platforms and selectively recommending private placements to accredited investors.

Roleen De Ono is a ChFC® credentialed advisor at Paul Winkler, Inc. with three years of industry experience. Prior to joining the firm, De Ono worked at Deloitte Consulting LLP and BHA Consulting LLC. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and utilizes modern portfolio theory and multi-factor approaches in portfolio construction.

Hannah Johnson is a financial advisor at SageGuard Financial Group, LLC with a Series 65 credential and three years of industry experience. She has previously worked at Alphastar Capital Management and Capital City Financial Group. In addition to her advisory role, she is also licensed as an insurance agent. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a mix of discretionary and non-discretionary management and offers public educational seminars as part of its client development.

Hannah Herman is a CFP® and Series 65-licensed advisor at Key Capital Management, Inc. with three years of industry experience. Her prior roles include positions at Wood Financial Group and Kentucky Planning Partners. Outside of advising, she is training to become a fitness instructor with Pure Barre. Key Capital Management, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles.

Malgorzata Guziak is a CFP® and Series 66-registered advisor with four years of industry experience. She is currently with Oasis Wealth Planning Advisors and has previously worked at Thrive Capital Management, Purshe Kaplan Sterling Investments, and Redwood Wealth Management. She also serves as a Notary Public, notarizing documents for clients without compensation. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, families, and participant-directed retirement plans. The firm provides integrated wealth planning and investment advisory services, using a mix of passive and actively managed no-load mutual funds and ETFs, and often acts on a discretionary basis.

David Cowee is a Series 65-licensed advisor with 19 years of industry experience. He is currently with SageGuard Financial Group, LLC and has prior experience at Alphastar Capital Management LLC and Sageguard Investment Advisory Services. Cowee is president of Pineywoods Financial and serves as an elder on the board of Fredonia Hill Baptist Church in Nacogdoches, Texas. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a distinctive investment approach that combines strategic and tactical asset allocation across diversified model portfolios and offers public educational seminars as part of its client outreach.

Rachel Biggerstaff is a financial advisor at Key Capital Management, Inc. with five years of industry experience. She holds a Series 65 designation and has been with Key Capital Management since 2020. She also has a longstanding association with Wood Financial Group, LLC. Key Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm manages approximately $393 million in discretionary assets, employs a team of seven advisors, and utilizes a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles.