Brentwood, TN Westpark Drive Office

Adam Newman is a CFP® professional with 14 years of industry experience. He has worked at The Burney Company since 2017, with a one-year tenure at Bragg Financial Advisors, Inc. prior to his current role. Newman holds Series 63 and Series 65 licenses and operates out of Brentwood, Tennessee. The Burney Company advises 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 platform and employs proprietary fundamental and quantitative models in its investment process.

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.

Nathaniel Willson is a CFP® and Series 66 licensed advisor at The Burney Company with one year of industry experience. Prior to joining The Burney Company, he worked at GreerWalker LLP and Grant Thornton LLP. The Burney Company advises 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 discretionary equity portfolios using a combination of proprietary fundamental and quantitative models and offers customized account options along with tax preparation services through an affiliated CPA firm.

Dylan Ibarra is a CFP® with three years of industry experience, currently serving as a financial advisor at The Burney Company. He previously worked at The Advocate Group, LLC, Fidelity Investments, and several other organizations. The Burney Company advises 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, financial planning, and tax preparation services via an affiliated CPA firm.

Robert Smith is a financial advisor at The Burney Company with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing. Outside of finance, he has experience with Auburn University’s baseball team. 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 discretionary assets through a multi-team platform, offering equity portfolio management, financial planning, and affiliated tax preparation services, and utilizes a combination of proprietary fundamental and quantitative investment models.

Brayden Oswald is a CFP® professional with four years of industry experience, currently serving as an advisor at The Burney Company since 2026. His prior roles include positions at MRWM Advisors, LLC d/b/a Music Row Wealth Management and MRWM Capital Management, LLC. The Burney Company advises 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 and offers a range of portfolio management and financial planning services supported by proprietary investment models and actively managed ETFs.