Daniel Bryant – President
Daniel Bryant is an author, adjunct lecturer, entrepreneur, philanthropist, and Iron Man. Daniel received his undergraduate degree from Dartmouth College, where he also played baseball, and subsequently received his Master’s…
Read MoreAnnie Amata – Secretary
Annie is the Vice Chairman of G. Robert Toney and Associates and is the Director of Marketing for National Liquidators, the umbrella company for the world’s largest boat liquidation and…
Read MoreArthur B. Laffer, Jr. – Treasurer
Arthur has more than 30 years of investment experience, most recently as President and Lead Portfolio Manager of Laffer Investments, which he founded with his father, Dr. Arthur B. Laffer…
Read MoreBill Yoerger
Bill is the Chief Executive Officer of Blue Ridge ESOP Associates and previously was President of OneAmerica Retirement. He received his B.S in Business Administration from the Ohio State University’s…
Read MoreMatt Wiltshire
Matt Wiltshire was a mayoral Candidate for the city of Nashville in August, 2023. Prior to this role, he was the the Chief Strategy and Intergovernmental Affairs Officer for the…
Read MoreJeremy Weith
Jeremy is the Managing Director of Operations for Sheridan Road Financial, a division of Hub International. He is a retirement plan services professional who is passionate about developing effective retirement…
Read MoreGraham Thomas
Graham is the Director of Relationship Management and Strategic Partnerships at WealthManagement.com. He attended Kenyon College.
Read MoreRichard Tatum
Richard recently became President of Vestwell and is based in Brentwood. Before this role, he was Divisional Vice President for Ascensus. He is a graduate of Lipscomb University, where he…
Read MoreRobert Sherrill
Robert is and award-winning entrepreneur, best-selling author, and President and CEO of Imperial Cleaning Services in Nashville. In addition to his work with ICS, Robert is the founder of Impact…
Read MoreGrace Sanfilippo
Grace is Marketing Manager at VIST Labs. She obtained her MS in marketing from the University of Texas and resides in Chicago.
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