James Webb is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 19 years of industry experience. He has held leadership roles at multiple affiliated firms, including serving as Chief Operating Officer of Virtue Advisors, an insurance marketing organization where he trains and mentors producers. Webb is also involved in compliance consulting and offers model portfolios and sub-advisory services through affiliated entities. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm provides discretionary and non-discretionary portfolio management, financial planning, third-party manager due diligence, and ERISA/qualified plan support, utilizing a multi-team model and a mix of tactical, strategic, and dynamic investment approaches.

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. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Stonex Advisors in 2016, he worked at StoneX Securities Inc. since 2006 and spent two years at Wells Fargo Clearing. Outside of his advisory role, he owns a business that rents out outdoor movie screens. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a variety of strategies and platforms to implement its investment solutions and operates as part of the broader StoneX Group.

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 with two years of industry experience. He holds a Series 66 designation and has prior work experience including roles at Walmart and Tennessee Technological University. Thoroughbred Financial Services provides investment supervisory services to a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and retirement plans. The firm emphasizes asset allocation as the primary determinant of risk and return, using mutual funds and ETFs supplemented by individual equities and fixed income, and employs both tactical and strategic management techniques tailored to client objectives.

Joel Lagore is a CFP®-certified financial advisor with 25 years of industry experience, currently associated with Procyon Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. He has previously worked with firms including Sigma Planning Corporation and AE Financial Services, LLC. Outside of finance, he owns JPL Music LLC, a music industry business based in Brentwood, TN. Procyon provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets, primarily utilizing non-discretionary strategies with mutual funds, ETFs, equities, and fixed income, and integrates AI tools for research and monitoring.

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 credential and bringing 12 years of industry experience. He has been affiliated with Virtue Capital Management since 2013 and Virtue Advisors, LLC since 2010, where he also serves as Vice President of Advisor Development, involved in recruiting and training advisors nationwide. Additionally, he is a licensed insurance agent. Virtue Capital Management, LLC serves a range of clients including individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm offers customized portfolio management and financial planning through a multi-team model, combining tactical, strategic, and dynamic investment approaches with due diligence on third-party managers.

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.

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 nine years of industry experience. She has worked previously at Meridian Wealth Management, LLC and UBS Financial Services. Thoroughbred Financial Services provides investment supervisory services to a diverse client base, including individuals, trusts, estates, and retirement plans. The firm emphasizes asset allocation in its investment approach and offers a combination of tactical and strategic management using mutual funds, ETFs, individual equities, and fixed income instruments.

Jeremiah Threlkeld is a financial advisor with Virtue Capital Management, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Virtue Capital Management since 2017 and previously held roles at Cambridge Investment Research Advisors, OSAIC Services, and Wells Fargo Advisors. In addition to his advisory work, he operates as an independent insurance agent for various companies. Virtue Capital Management, LLC serves a diverse range of clients including individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a multi-team model offering discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services, with customized investment strategies that combine tactical, strategic, and dynamic approaches.

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.

Bart Jones is a financial advisor with IPI Wealth Management, Inc. in Brentwood, TN, holding a Series 63 designation and 26 years of industry experience. He has worked with Ipi Asset Management, Inc. since 2002 and Investment Planners, Inc. since 2000. Outside of advisory work, he provides tax preparation services through a separate business. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an outsourced-agent model for operational functions.

Brian Carden is a financial advisor at Wealth Watch Advisors, Inc with 38 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Madison Avenue Securities, Stewardship Private Wealth Management, and Guardian Life. Outside of advising, Carden is an author and may engage in speaking related to his book. Wealth Watch Advisors serves a broad range of clients including individuals, pension plans, trusts, and financial institutions. The firm employs a disciplined investment process that utilizes third-party model managers, combining quantitative, qualitative, and technical analysis, and offers access to approved alternative private placements for accredited investors.