Sarah Summers is a financial advisor at Key Capital Management, Inc. She holds a Series 65 designation and has experience across several firms including Mariposa Group, LifeSci Advisors, and Angelo Gordon. She has been with Key Capital Management since 2025. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches, managing assets across mutual funds, ETFs, fixed income, REITs, and annuities.

Jaret Kiplinger is a financial advisor at Kiplinger Wealth Advisors in Nashville, TN. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining the advisory field, he held roles at Medpace and the Ohio Department of Natural Resources. Kiplinger Wealth Advisors serves individual clients and employer-sponsored retirement plans, offering financial planning, asset management, and retirement plan consulting. The firm uses customized portfolios with strategic and tactical asset allocation and provides both fiduciary and non-fiduciary services for retirement plans.

Bart Bonga is a financial advisor with Rothschild Investment LLC in Brentwood, TN, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked with Rothschild Investment Corporation since 1996. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm uses client-specific asset allocation models and quantitative analysis, offering services that include portfolio management, retirement plan consulting, and oversight of third-party sub-advisers.

Jacob Hester is a financial advisor at Keating Financial Advisory Services in Nashville, TN, holding a Series 65 designation with one year of industry experience. His prior roles include positions at AGP Franklin, LLC dba Strong Tower Wealth Management, eMoney Advisor, and Archer Huntley Financial Services. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, modular financial planning, and consulting services, with investment strategies that include mutual funds, ETFs, individual equities, and fixed income.

Kimberly Voigt is a financial advisor at United Wealth Management, LLC in Nashville, TN, holding a Series 65 designation with four years of industry experience. Her prior roles include positions at Seven Springs Wealth Group, Paradigm Wealth Partners, and Frank Reynolds & Company. United Wealth Management provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and plan participants. The firm emphasizes fundamental analysis and long-term asset allocation strategies, managing approximately $406.6 million across 257 client relationships as of December 2025.

Rukmini Sunkara is a financial advisor at Oasis Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ernst & Young and Primerica. Sunkara is also involved in insurance sales and registered representative activities. Oasis Advisors serves individuals, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis and modern portfolio theory with a long-term trading approach and offers access to a range of investment vehicles, including private placements and cryptocurrency.

Nishann La Nata is a Series 66-licensed financial advisor with nine years of industry experience, currently with Craft Wealth Services. His prior roles include financial planning and advisory positions at First Command Financial Planning and Waddell & Reed. Outside of his advisory work, he is a partner in Lebanon Sisterhood, where he contributes to event planning, promotion, and social media administration. Craft Wealth Services provides investment advisory and financial planning primarily for individual and high-net-worth clients, offering portfolio management and standalone planning with a value-oriented, long-term investment approach that incorporates fundamental and technical analysis alongside tactical allocation and options strategies.

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. He previously worked at Allstate and has been involved with various religious and community organizations, including Indian Lake Peninsula Church and the International Mission Board. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $755.7 million across a range of model portfolios and investment sleeves, with a notable emphasis on non-discretionary asset management.

Chad Wood is a financial advisor with SageGuard Financial Group, LLC and holds a Series 65 designation. He has four years of industry experience and has previously worked at Alphastar Capital Management, LLC and Pineywoods Financial. Outside of financial advising, he was involved with Muy Grande Outdoors LLC and TW Group LLC. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management and comprehensive financial planning, managing approximately $755.7 million across a range of model portfolios and strategies tailored to different risk profiles.

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.

Kristopher Whipple is a financial advisor at Pinkerton Wealth Partners in Nashville, TN, holding a Series 65 license with three years of industry experience. He previously worked at CoreCap Advisors and has operated his own firm, Kristopher Curtis Financial, where he sells life insurance and fixed index annuities. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, formula-driven investment process combining active, passive, and tactical strategies and offers a range of model portfolios and fiduciary services.

Adam Schooley is a financial advisor at Fielder Capital Group LLC with a Series 65 designation and two years of industry experience. His prior experience includes roles at Strategic Financial Partners, Morgan Stanley, and Raymond James, as well as teaching positions at Belmont University and Hendersonville High School. Fielder Capital Group LLC serves individual and institutional clients, offering portfolio management, financial planning, family office services, and retirement-plan fiduciary management. The firm employs strategic asset allocations across various investment vehicles and provides a formal Family Office offering alongside private-asset solutions and ERISA 3(38) fiduciary services.

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 with SageGuard Financial Group, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at SageGuard since 2020, with prior experience at Alphastar Capital Management LLC and Regions Bank. Perez is also the owner and founder of Union Financial Services, LLC, a firm that provides annuity and life insurance sales and planning. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management and comprehensive financial planning through a variety of model portfolios and strategies, managing approximately $755.7 million across a 14-advisor team.

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.

Andrew Reid is a CFP® professional with 10 years of experience in financial advising. He has been with LBMC Investment Advisors, LLC since 2014. LBMC Investment Advisors, LLC provides discretionary portfolio management and advisory services to individuals, high net worth clients, corporate entities, and foundations, managing approximately $1.95 billion in assets. The firm employs a Modern Portfolio Theory-based investment process focused on diversification, cost minimization, and after-tax outcomes, and is affiliated with the regional accounting firm LBMC, PC.

Brian Ruttenbur is a financial advisor at SageGuard Financial Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes positions at Drexel Hamilton, LLC, Imperial Capital, LLC, Smart Rent, and Alarm.com. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management and comprehensive financial planning through a variety of model portfolios and investment sleeves, managing approximately $755.7 million across roughly 2,469 clients.