Craig Black is a financial advisor at Optivise Advisory Services LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with several firms, including AE Wealth Management, Compass Wealth Group, Consolidated Tax & Financial, and Black Dynasty, LLC. Outside of his advisory roles, he owns and manages Black Ops GP, a commercial ranch and farm. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other advisers. The firm employs both internally developed models and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by integrated technology and a subscription billing model for employer-sponsored plans.

Steven Lathrop is a financial advisor with Cooper McManus in Franklin, TN. He holds the CFP® and ChFC® designations and has 39 years of industry experience. Prior to joining Cooper McManus, Lathrop worked at Cambridge Investment Research Advisors for 24 years and held roles at Mariner Wealth Advisors and Msec, LLC. He is also an independent insurance broker. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and offers both standalone planning and ongoing asset management services.

Geoffrey Burke is a financial advisor at Northwest Asset Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory work, he is involved in farm and winery ownership through Mosier LLC. Northwest Asset Management provides customized investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory with diversified investments and offers sub-advisory and back-office support to other RIAs.

David Noland is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Summit Wealth Group and Purshe Kaplan Sterling Investments and has prior experience at THE Vanguard Group, Inc. He is also the owner of Parrhesia, LLC, a private entity established to support his advisory and insurance business activities. Summit Wealth Group provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized investment approach using various analytical methods and frequently implements strategies through third-party money managers, managing over $2.3 billion in discretionary assets under management.

Jeffrey Gall is a CFP® and ChFC® with 32 years of industry experience, currently serving at The Wealth Consulting Group. He has worked at Linsco/Private Ledger Corp. and operated Jeffrey Gall Wealth Advisors since 2002. The Wealth Consulting Group is an SEC-registered firm providing advisory services to individuals, corporate clients, retirement plans, and trusts. The firm uses a variety of investment strategies and employs both active and passive management, as well as algorithmic portfolio services with tax optimization features.

Daniel Peterman Jr. is a CFP® professional with 10 years of experience currently serving as a wealth advisor at SageSpring Wealth Partners. His prior experience includes roles at Raymond James Financial Services and Merrill Lynch. Outside of financial services, he has held positions in various companies including Next Level Chef and Dalstrong Inc. SageSpring Wealth Partners serves a diverse client base ranging from non-high-net-worth individuals to institutional and municipal clients. The firm provides discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party manager relationships.

Emily Rogers is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with six years of industry experience. She holds a Series 66 credential and has previously worked at Raymond James Financial Services, Inc. from 2016 to 2019 and again from 2020 to 2024. SageSpring Wealth Partners serves a diverse client base that includes individual households and various institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, and consulting services, employing tailored portfolios that incorporate a range of investment vehicles and utilize both fundamental and technical analysis.

James Garrison is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Before joining Silver Oak Securities in 2020, he worked at Thurston Springer Miller Herd & Titak, Inc. and Grove Point Investments, LLC. Outside of his advisory role, Garrison serves as Treasurer of the Tennessee Beekeepers Association, owns and operates a beekeeping business, and is the Minister of Music at Highland Baptist Church. Silver Oak Securities serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets through a network of over 100 financial professionals. The firm primarily offers discretionary, customized investment management with a variety of advisory programs and emphasizes ongoing model monitoring and automated investment processes.

Trael Robertson is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 65 credential and beginning his advisory career in 2025. His prior work includes roles at Flagship Financial Advisors and ALLIANCE Credit Union Texas. Robertson also has experience in education and business, including positions at Lubbock Christian University and involvement with several entrepreneurial ventures. Stratos Wealth Advisors is an SEC-registered, multi-team firm managing approximately $5.57 billion in assets for nearly 5,000 clients across 31 offices. The firm provides services to individuals, trusts, retirement plans, and institutions, offering comprehensive financial planning and portfolio management through a network of supervised independent advisory representatives.

Brandon Haumschilt is a CFP® with 15 years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. He spent 12 years with Raymond James Financial Services prior to his current role. Outside of financial advising, he is engaged in producing and DJing music through an independent contracting business. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm provides discretionary investment management, financial planning, and consulting, tailoring portfolios using a range of investment types and leveraging both fundamental and technical analysis.

Joseph Agresto is a financial advisor at Mutual Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Monarch Advisor Strategies, Monarch Advisor Solutions, and Fidelity. Agresto is also the President and Founder of Monarch Advisor Solutions, LLC, a recruiting and consulting business. Mutual Advisors serves a diverse client base ranging from individual investors to institutional clients, including sovereign wealth funds. The firm offers a variety of advisory and consulting services, employing both active and passive investment strategies tailored to client objectives.

Jonathan Campbell is a financial advisor with RFG Advisory, LLC in Franklin, TN, holding CFP® and CFA® designations and over 27 years of industry experience. His prior roles include positions at Sageview Advisory Group, Capital One Investing, United Income, and Charles Schwab. He is the founder of L7 Wealth, operating as a DBA within RFG Advisory. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm uses a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base with portfolio management, financial planning, and access to alternative investments.

Daniel Trentham is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services, Croft & Frost, Target Corporation, and Anderson Drugs. SageSpring Wealth Partners serves a diverse client base, including individual investors, institutional and plan sponsors, and sovereign wealth funds. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing customized portfolios that combine various asset types and strategies supported by fundamental and technical analysis.

Michael Comstock is a CFP® professional with 29 years of industry experience. He is currently with Summit Wealth Group and has prior experience at Commonwealth Financial Network and Premier Private Wealth. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client profiles and employs a range of analytical approaches, often utilizing third-party money managers and sub-advised models.

John Gleason is a CFP® and Series 65-registered advisor with Sagespring Wealth Partners in Franklin, TN, bringing one year of industry experience. His prior experience includes roles at Truxton Trust and Ernst and Young. Sagespring Wealth Partners serves a diverse client base including individual households and institutional clients such as retirement plans and municipal governments. The firm offers investment management, financial planning, and consulting services, employing tailored portfolios with a mix of asset types and leveraging third-party managers and platform services.

John Nail Jr. is a CFP® with 24 years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners in Franklin, TN. He has worked at Raymond James Financial and Raymond James Financial Services, with a combined tenure spanning nearly two decades. Outside of his advisory role, he is an agent assisting clients with long-term care and term life insurance. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans, banks, and municipal governments. The firm offers customized investment management and financial planning services, employing a blend of fundamental and technical analysis and leveraging third-party managers and platform services.

Colton Jenkins is a financial advisor with Sagespring Wealth Partners in Franklin, TN. He holds the Series 65 and Series 63 licenses and has one year of industry experience, including roles at The Leaders Group Inc and DPL Financial Partners LLC. Outside of financial services, he has been involved with the North Central Kentucky 4H Camp. Sagespring Wealth Partners serves a diverse client base including individual investors, retirement plans, institutional clients, and sovereign wealth funds. The firm offers tailored discretionary investment management and consulting services, utilizing a combination of fundamental and technical analysis and managing a wide range of investment types and third-party manager relationships.

Katie Centofonti is a CFP®-certified financial advisor with 20 years of industry experience. She has worked at SageSpring Wealth Partners since 2013 and previously held roles at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Centofonti also operates under the Centofonti Wealth Team name and serves as an agent recommending non-variable insurance products. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors. The firm provides discretionary investment management, financial planning, and consulting services, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

Timothy Ray is a financial advisor with Stonex Advisors Inc. holding a Series 66 designation. He has experience working at StoneX Securities Inc. since 2026 and has been involved with the PGA Tour since 2020. His background also includes roles at AssuredPartners, Lipscomb University, and the University of Tennessee. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and related consulting services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, offering multiple account structures and model-based solutions.

Jacob Greene is a CFP® professional with six years of industry experience, currently serving at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and Southwestern Advantage. SageSpring Wealth Partners serves a diverse client base, including individual households across wealth levels and various institutional clients such as retirement plans and sovereign wealth funds. The firm provides discretionary investment management and consulting services, employing a tailored approach that integrates fundamental and technical analysis, third-party manager relationships, and technology tools for strategy implementation and oversight.