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.

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 with one year of industry experience. She holds a Series 65 credential and previously worked with the Williamson County School System and Vanderbilt University. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm utilizes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

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® professional with 24 years of industry experience, currently serving at Kovack Advisors, Inc. Since 2020, he has held roles at Kovack Advisors, LLC and Kovack Securities, LLC. His prior experience includes positions at Vanderbilt Securities, Cambridge Investment Research, and LPL Financial. Outside of his advisory work, he is president of DiPaolo Wealth Management LLC, an independent insurance agency. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing both internally created and third-party investment models supported by an Envestnet workflow.

Charles Nash is a CFP® and ChFC® with 22 years of industry experience. He is currently an advisor at Brookwood Investment Group, joining in 2025 after roles at Redwood Private Wealth LLC and PFM Advisor. In addition to his advisory work, he serves as managing director and insurance producer at Redwood Tax Specialists, an insurance agency. Brookwood Investment Group serves individual investors, businesses, and retirement plans with customized portfolio management and financial planning. The firm employs a range of investment strategies and offers both discretionary and non-discretionary management, supported by ongoing monitoring and due diligence.

Derek Ghia is a CFP® and Series 66-licensed advisor with 17 years of industry experience. He currently works at Lifeworks Advisors, LLC and has previously held roles at Greensview Wealth Management, United Advisors Services, and Morningstar Investment Services. Additionally, he is licensed as an insurance producer, providing fixed insurance consultation and sales. Lifeworks Advisors serves a wide range of clients, including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory, utilizing both planning-based and risk-based investment approaches that combine model strategies, low-cost funds, individual securities, options, and third-party managers.

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.

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.

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.

Lee Handley III is a financial advisor with Prospera Financial Services, Inc. in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial and Ek Riley Investments, LLC. Handley also owns Handley Enterprises, a business entity used for managing business expenses and payroll. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Arthur Creel Jr. is a financial advisor at Farther with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Carmichael Capital, Inc., SS&C Market Services, LLC, and DST Systems Inc. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and utilizes bespoke or algorithmic model portfolios with automatic rebalancing.

Christina Horan is a CFP® professional with 14 years of industry experience, currently advising clients at Mariner Wealth Advisors since 2021. Prior to joining Mariner, she worked at LPL Financial for seven years. She holds a Series 63 license and is based in Nashville, TN. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized, discretionary portfolio management supported by an internal investment committee and integrates tax and accounting services alongside retirement plan consulting and other financial solutions.

Claud Haws Sr. is a CFP® professional with 29 years of industry experience, currently with Mercer Global Advisors Inc. He previously worked at Hawsgoodwin Investment Management, LLC, and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory role, he is a partner and part-owner of HG Main Street Partners, a real estate investment company. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Richard Lunsford is a CFP® and ChFC® with 20 years of industry experience. He joined Mariner Wealth in 2024 and previously worked at Financial Engines Advisors, Schwab Private Client Investment Advisory, Creative Planning, and USAA financial planning services. Outside of advising, he is a partner in an Amazon storefront business. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with notable integration of tax and accounting services.

Corey Creel is a CFP® and ChFC® affiliated with Farther in Nashville, TN, with over eight years of experience in financial services. He previously worked at Omni Wealth Management and Northwestern Mutual. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary private investment fund recommendations. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios with automatic rebalancing and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.