Michael Goldston is a financial advisor at Thoroughbred Financial Services, LLC with 46 years of industry experience. He has been with Thoroughbred Financial Services since 2009 and previously operated High Meadow Alpacas from 2003 to 2017. Thoroughbred Financial Services 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 focuses on asset and sector allocation, utilizing diversified portfolios primarily composed of mutual funds and ETFs, and offers both discretionary and nondiscretionary management programs.

Matthew Rettich is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 credential and 19 years of industry experience. He has held roles at Cool Springs Financial, Summit Capital Solutions, and Virtue Financial Holding Company, among others. Rettich is also the owner of Cornerstone Retirement Group, LLC, an investment advisory and financial planning firm. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across 90 advisers and over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing active, model-driven strategies primarily through mutual funds and ETFs.

Beverly Brackins is a financial advisor at Keel Point, LLC with 11 years of industry experience. She holds the Series 65 and Series 63 designations and has been with Keel Point since 2016, following a year at WFG Advisors, LP. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to manage strategic and tactical asset allocations across multiple programs, and it offers services including discretionary and non-discretionary portfolio management, financial planning, OCIO, and corporate retirement consulting.

Charles Provow is a financial advisor with M Holdings Securities, Inc. He holds the ChFC® designation and Series 63 license, and has 46 years of experience in the industry. His career includes over three decades of leadership with ProVow & Associates and Evergreen Consulting Inc. Outside of his advisory work, he serves on the Grove Property Owners Association, overseeing community improvements and compliance. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a network of independent member firms and financial professionals. The firm offers a mix of advisory and brokerage services with investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Seth Radow is a financial advisor with Apollon Wealth Management, LLC, holding a Series 63 designation and over 40 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and Raymond James & Associates. Outside of finance, he is a partner and instructor at Kempo DD Martial Arts in Brentwood, Tennessee. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory for private funds.

Sean Cawley is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with RFG Advisory, LLC and has previously worked at Northwestern Mutual in various capacities from 2015 to 2021. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party and proprietary investment strategies.

Douglas Grau is a financial advisor at Infinity Financial Services Advisory with 16 years of industry experience. He holds a Series 66 designation and previously worked at Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory role, Grau is involved in operational support for American Rebel, Inc. and manages music royalties through Grau & Associates, LLC dba Yell Records. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a range of investment strategies and analytical methods tailored to clients’ goals and risk tolerance.

Leroy Bizzell Jr. is a financial advisor at Keel Point, LLC with 26 years of industry experience. He has held positions at Keel Point since 2016 and previously worked at Wfg Investments, Inc. from 2010 to 2016. Bizzell holds Series 63 and Series 65 licenses and serves as a finance team member at Christ Community Church, where he reviews the church’s financial statements monthly. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to deliver customized portfolio management, financial planning, and consulting services across various asset classes.

Derek Samples is a financial advisor with StoneX Advisors Inc. in Brentwood, TN, holding a Series 66 credential and five years of industry experience. He has worked with StoneX Advisors Inc., StoneX Securities Inc., and Morris, Smith and Hayden Wealth Management, where he also serves as a financial advisor involved in client administration and marketing. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of model-based and third-party manager solutions, supported by platforms such as Envestnet and Advyzon, and operates as part of the broader StoneX Group.

Jeffrey Russell is a financial advisor with Kovack Advisors, Inc. in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined total of 17 years. 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, pension and profit-sharing plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services through a structured investment process supported by Envestnet.

Daniel Stephen is a financial advisor with The Fiduciary Alliance in Nashville, TN. He holds a Series 65 designation and has over 30 years of industry experience, including his ongoing role at Stephen & Associates since 1995. The Fiduciary Alliance serves individual clients, including high-net-worth individuals, as well as retirement plans and other investment advisers. The firm offers discretionary portfolio management, comprehensive financial planning, and estate-planning support, using a combination of fundamental, technical, cyclical, and charting analysis in its investment approach.

Rory Hartmann is a CFP®-certified financial advisor with 13 years of industry experience, currently serving at RFG Advisory, LLC. His prior work includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities from 2011 to 2021. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients, including individuals, trusts, and institutional accounts. The firm employs a mix of actively managed and passive strategies with risk-managed sleeves and offers access to proprietary models, alternative investments, and annuity management.

Daniel Parker is a financial advisor at Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 66 designation with 11 years of industry experience. He has been with Thoroughbred Financial Services since 2015. Outside of his advisory role, Parker is involved in selling life, disability, medical, and long-term care insurance and also performs legal work drafting documents and consulting on legal matters. Thoroughbred Financial Services provides investment supervisory services to a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm’s investment approach focuses on asset allocation as the main driver of risk and return and employs a combination of fundamental and statistical analysis with both tactical and strategic management techniques.

John Atkins is a financial advisor at Thoroughbred Financial Services, LLC with 45 years of industry experience. He has been with Thoroughbred Financial Services since 2000 and holds a Series 63 designation. In addition to his advisory role, Atkins is also 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 high-net-worth individuals, trusts, estates, charitable organizations, and qualified plans. The firm emphasizes asset and sector allocation with diversified portfolios primarily composed of mutual funds and ETFs, supplemented by individual securities and alternative investments when appropriate.

Aristotle Mc Donald is a financial advisor at Virtue Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at United Advisors America, Valic Financial Advisors, and several other firms dating back to 2016. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified/ERISA plans, offering discretionary and non-discretionary portfolio management, financial planning, and third-party manager due diligence. The firm employs a combination of active tactical, strategic, and quantitative approaches to align portfolios with client objectives and risk tolerances.

Edwin Mcknight is a financial advisor at Silver Oak Securities, Inc. with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Silver Oak in 2023, he worked at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he is involved in farming, volunteers with the Republican Party of Rutherford County, serves on the board of a Christian missions nonprofit, and has experience as an author. Silver Oak Securities, Inc. serves individuals, retirement plans, corporations, trusts, and other entities through a multi-team model, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs that emphasize discretionary, customized investment management tailored to client objectives and risk tolerances.

Nicholas Rothrock is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. His prior experience includes roles at Financial & Tax Architects, LLC, Gosimer LLC, and DTI / EPIQ, as well as self-employment since 2020. He is also an independent life insurance producer through Rothrock Wealth and Retirement Strategies, LLC. Foundations Investment Advisors serves a broad client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach in managing investments.

William Witherow is a financial advisor with Thoroughbred Financial Services, LLC in Columbia, Tennessee, holding a Series 63 designation and over 40 years of industry experience. He has been with Thoroughbred Financial Services since 2000. Outside of his advisory role, he serves as president of Roger Witherow & Associates, Inc., an insurance business specializing in group health and life, and is involved in chocolate manufacturing and cybersecurity monitoring through other business ventures. 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 using diversified portfolios primarily composed of mutual funds and ETFs, supplemented by individual securities and alternative vehicles where appropriate.

Samuel Orr is a financial advisor at SEIA with three years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services and Truist Investment Services. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm provides investment management, financial planning, retirement plan consulting, and investment consulting with an investment process that combines strategic asset allocation and tactical adjustments informed by quantitative and qualitative research.

Kenneth Innis is a financial advisor with M HOLDINGS SECURITIES, Inc. and The R.O.W. Group, holding over 53 years of industry experience. He has served as chairman of The R.O.W. Group since 1986, focusing on wealth management, wealth transfer, and business continuation. His other business activities include roles in insurance sales and fixed annuity sales. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and financial professionals, offering a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory.