Joseph Weeks is a financial advisor at Key Capital Management, Inc. with five years of industry experience. He holds the Series 66 designation and has previously worked at Shoemaker Financial, Securian Financial Services, and Cetera Advisor Networks. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles, managing approximately $393 million in discretionary assets with a team of seven advisors serving around 1,730 client relationships.

Charles Sells is a financial advisor with WMG Financial Advisors, LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at ProEquities Inc and Lincoln Financial Securities Corp. He is also a licensed insurance agent and occasionally offers insurance products to clients. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm emphasizes long-term portfolio management using modern portfolio theory across diverse asset types and provides comprehensive financial planning and retirement consulting services.

Paul Good is a Series 66–licensed financial advisor at SageGuard Financial Group, LLC with two years of industry experience. He previously worked at Equitable Advisors, LLC and has roles as a goalkeeper director for Tennessee United Soccer Club and head boys’ soccer coach at Merrol Hyde Magnet School. 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 employs a model portfolio approach with both discretionary and non-discretionary management, overseeing approximately $755.7 million for roughly 2,469 clients.

Bradley Bars is a financial advisor at Creative Investment Group in Nashville, TN, with eight years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Bank of America, Merrill, Fifth Third Bank, and Insurance Professionals of Tennessee. Prior to his financial services career, he spent a year with the New York Giants. Creative Investment Group provides personalized financial planning and investment management to individuals—including high-net-worth clients—and institutional entities such as family offices, trusts, and retirement plans. The firm’s approach integrates fundamental and technical analysis to construct primarily equity-focused portfolios, utilizing a variety of investment vehicles and offering additional services such as retirement-plan fiduciary advice and securities-backed lending assistance.

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.

James Brown is a financial advisor at Sycamore Financial Advisors, Inc. in Nashville, TN, with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Shanklin Capital Management, Inc. dba Sycamore Financial Advisor since 2016 and Wells Fargo Advisors LLC since 2009. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for about 230 households. The firm serves individuals, families, trusts, estates, and small or family-owned businesses, using a strategic asset allocation framework that includes mutual funds, ETFs, individual securities, and active option strategies.

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.

Michael Okeefe is a financial advisor with 19 years of industry experience at 12 Th Street Asset Management in Nashville, TN. He holds Series 63 and Series 65 licenses and has been with the firm since 2007. 12 Th Street Asset Management primarily serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients. The firm offers discretionary portfolio management focused on concentrated, long-term All Cap and Small Cap equity strategies using a value-oriented investment process.

Rukmini Sunkara is a financial advisor with Oasis Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at firms including Ernst & Young and Primerica, and is currently also a registered representative of Cape Securities Inc. and an investment adviser representative with Terra Wealth Management. Oasis Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients, using a long-term, fundamental approach that includes a range of investment instruments from traditional funds to private placements and cryptocurrency.

Valerie Wilson is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with 22 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Decker Wealth Management since 2009. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses by providing financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using asset allocation and tax-aware security selection, with an investment approach that includes fundamental, technical, and cyclical analysis.

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, holding a Series 65 designation and three years of industry experience. He has worked with SageGuard Financial Group since 2022 and also serves as an Account Manager at Pineywoods Financial. Outside of financial advisory roles, he has been involved with Muy Grande Outdoors LLC and TW Group LLC in prior years. 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 ongoing portfolio management and comprehensive financial planning using a combination of fundamental and technical analysis across a range of model strategies and asset allocations.

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.

Lauren Oschman is a CFP® professional with 15 years of experience in the financial services industry. She is currently affiliated with Vestia Personal Wealth Advisors in Nashville, TN, and has held roles at Ausdal Financial Partners, Larson Financial entities, and MD Advisory Services. Outside of her advisory work, she serves as Board President for the Crohn’s & Colitis Foundation Tennessee Chapter. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and retirement plan sponsors, offering financial planning, portfolio management, business consulting, and educational workshops. The firm’s investment approach incorporates evidence-based principles and combines discretionary management, third-party sub-advisors, and technology-enabled solutions, while also providing access to alternative and private investments through its Vestia Private Capital platform.