Joseph Osborne is a financial advisor at PKS Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purse Kaplan Sterling Investments, Cape Securities, Terra Wealth Management, and Primerica Financial Services. Outside of his advisory role, he is involved in sales coaching and training through Amerita. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities, managing approximately $905 million in assets. The firm tailors portfolios based on clients’ risk tolerance, time horizon, and objectives, utilizing mutual funds, ETFs, independent managers, and individual securities with a mix of fundamental and technical analysis.

James Webb is a financial advisor with Summit Capital Solutions LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 19 years of industry experience. He has held leadership roles at multiple firms, including Virtue Advisors and Integrity Retirement Group, and serves as Chief Operating Officer of Virtue Advisors, an insurance marketing organization where he trains and mentors producers. Summit Capital Solutions is an independent investment manager that primarily serves other registered investment advisers by providing model portfolio strategies through third-party platforms. The firm offers sector-focused investment models using a combination of fundamental, technical, and quantitative analysis, and is affiliated with insurance distribution and related businesses.

James Hamilton is a financial advisor with IPI Wealth Management, Inc. in Brentwood, TN, holding 21 years of industry experience. He has been with IPI Asset Management, Inc. since 2007 and is also associated with Puryear, Hamilton, Hausman & Wood, PLC. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, utilizing an open-architecture investment platform with proprietary risk-based models and an outsourced-agent operational structure.

Christopher Hayden is a financial advisor with StoneX Advisors Inc. in Brentwood, TN, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with StoneX Advisors Inc. since 2016 and StoneX Securities Inc. since 2006. Outside of his advisory work, he owns a business that rents outdoor movie screens. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers multiple account structures and utilizes a range of proprietary and third-party investment solutions supported by various platforms.

Charles Mcdonald is a financial advisor with First Advisors National, LLC in Murfreesboro, TN. He holds a Series 65 designation and has 16 years of industry experience, including his current role at Cherry Investment Advisors, Ltd. since 2010. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to supplement individual securities recommendations.

Patrick Parker is a CFP® with 45 years of experience in the financial services industry. He has been with Thoroughbred Financial Services, LLC since 2000. In addition to his advisory role, he is also licensed as an insurance agent, selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and qualified plans. The firm emphasizes asset and sector allocation, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and alternative vehicles, and offers both discretionary and nondiscretionary management programs.

Michael Haddad is a financial advisor with ON Investment Management Company in Brentwood, Tennessee, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been associated with The O.N. Equity Sales Company since 1995 and National Life of Vermont since 1994. In addition to his advisory role, Haddad is licensed to sell various insurance products including life, disability, long-term care, fixed, health savings accounts, and dental and vision insurance. ON Investment Management Company is a SEC-registered adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment management through a combination of third-party managers and registered investment advisor-directed programs.

Colton Hutzel is a financial advisor at Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Walmart and Tennessee Technological University. Thoroughbred Financial Services provides investment supervisory services to a broad client base including individuals, trusts, estates, and retirement plans. The firm manages approximately $4.04 billion in assets and emphasizes asset allocation as the primary factor in portfolio risk and return, using mutual funds, ETFs, individual equities, and fixed income instruments through both tactical and strategic management approaches.

Joel Lagore is a CFP® with 25 years of industry experience, currently serving as an advisor with Procyon. He has previously worked at Sigma Planning Corporation and AE Financial Services, among others. Outside of finance, he owns JPL Music LLC, a business in the music industry. Procyon serves a diverse client base including individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm provides investment management, financial planning, and consulting services with a focus on customized, fundamentally driven portfolios using a range of investment vehicles and integrates both internal management and third-party managers.

Christopher Tasik is a CFP® with 20 years of experience in the financial services industry. He is currently with United Advisor Group and has previously worked at BFC Planning, Securities Management & Research, H. Beck, and Cambridge Investment Research. Outside of his advisory work, he is active in community and nonprofit organizations, serving as treasurer for the Kiwanis of Nashville Foundation and holding leadership roles in local neighborhood associations. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisors, offering investment management, financial planning, family office services, and financial education. The firm employs a range of portfolio management strategies, including proprietary model portfolios and customized accounts.

Joel Sues is a Series 65-licensed financial advisor at The Burney Company with seven years of industry experience. He has worked at Burney Partners, LLC since 2019 and previously at The Burney Company from 2016 to 2019. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team advisory platform, offering discretionary equity portfolio management and financial planning, with tax preparation available via an affiliated CPA firm.

E Holder is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Virtue Capital Management since 2013 and is also vice president of advisor development at Virtue Advisors, LLC, where he is involved in recruiting, retention, and training of advisors nationwide. Additionally, he is a licensed insurance agent. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, employing a model-driven investment approach that emphasizes economic data inputs and active management.

James Jones is a financial advisor at Zacks Investment Management, Inc. He holds a Series 65 designation and has 12 years of industry experience, including a decade at Envestnet Asset Management. Jones has worked with LBMZ Securities, Inc. and currently serves at Zacks Investment Management. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary models and offers a wide range of investment strategies and vehicles, serving both direct clients and third-party advisers.

Aaron Hall is a financial advisor at Virtue Capital Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Pacific Financial Group and Jackson National Life Distributors, LLC. Outside of advising, Hall is involved in rideshare driving and is establishing an LLC to support his son's pallet delivery business. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified plans, offering portfolio management, financial planning, and consulting services. The firm integrates tactical, strategic, and model-based investment strategies to customize portfolios according to clients’ objectives and risk tolerances.

Mark Miccioli is a financial advisor with Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 63 designation and 41 years of industry experience. He has been with Thoroughbred Financial Services since 1999. In addition to his advisory role, he is also licensed as an insurance agent, selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, partnerships, and qualified plans. The firm emphasizes asset and sector allocation with diversified portfolios primarily composed of mutual funds and ETFs, and it uses both discretionary and nondiscretionary management approaches.

Horacio Woolcott is a financial advisor at Westminster Financial Advisory Corp with four years of industry experience. He holds the Series 66 designation and has previously worked at Sanford C. Bernstein & Co., LLC and several other firms. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and a primarily buy-and-hold investment strategy.

Peter Forras Jr. is a financial advisor at Freestone Capital Management, LLC with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Freestone since 2011. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages a family of private pooled investment vehicles, employing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative investments.

Jessica Barnes is a CFP® and Series 66-registered advisor at Thoroughbred Financial Services, LLC with eight years of industry experience. She has worked at UBS Financial Services and Meridian Wealth Management prior to joining Thoroughbred Financial Services. Thoroughbred Financial Services, LLC manages approximately $4.04 billion in client assets and offers investment supervisory services to individuals, trusts, estates, charitable organizations, and various business entities. The firm emphasizes asset allocation in its investment process, using mutual funds, ETFs, and individual securities, and combines fundamental and statistical analysis with both tactical and strategic management techniques.

Jeremiah Threlkeld is a financial advisor at Virtue Capital Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Virtue Capital Management since 2017. Prior to that, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also an independent insurance agent for various companies. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, and third-party manager selection, employing quantitative models and an active, model-driven investment approach.

Robert Atkinson is a Series 65–licensed financial advisor with one year of industry experience, currently with Financial & Tax Architects, LLC. His prior experience includes roles at Farmers Insurance and various church and university positions. Financial & Tax Architects offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary strategies with exchange-traded funds, individual securities, and monthly rebalancing, and also provides retirement-plan consulting, educational seminars, and sub-advisory services to other registered investment adviser firms.