Nashville Office

Dallas George is the President and Managing Partner of Waypoint Financial Partners, LLC. He received the Wharton Certificate in Retirement Planning as a graduate of the Equitable Retirement Institute at the University of Pennsylvania’s Wharton School of Business. Dallas started his career in 2003 with his current broker-dealer, now Equitable Advisors in Chattanooga and has consistently been ranked as one of Equitable’s top producers in the United States. In 2007, Dallas and his family relocated to Franklin, Tennessee, to better focus his effort on managing and growing his Nashville-area team.

Throughout his career, Dallas has emphasized retirement income planning for his clients. Dallas has built his business through helping his clients navigate the complex issues surrounding the three phases of retirement planning: Accumulation, Distribution, and Transfer. Dallas makes it a priority to customize each retirement plan to meet each client’s unique needs and goals.

Dallas holds Series 7 and 66 FINRA Registrations, along with life, health, and variable products licenses

AR Insurance License # 7373222

Academic & Professional Achievement

• B.S. Lipscomb University
• Equitable Advisors Hall of Fame
• The Order of Excalibur
• Equitable Advisors Golden Eagle Award
• Numerous Equitable Advisors Awards for Excellence

Dallas and his children reside in Franklin, Tennessee. They support several local charitable organizations and are active at Otter Creek Church of Christ. His children Clay and Grace Elaine are students at Battle Ground Academy. Dallas is an avid outdoorsman and enjoys hunting, fishing, snow skiing, and CrossFit.

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/customer-service/brokerage-and-advisory to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Will Parker has developed his skills and experience in retirement planning and investment advisory services since becoming a financial professional with his current broker-dealer, now Equitable Advisors in 2007 with a genuine concern for the client. As a Waypoint Financial partner Will works with clients throughout the mid-state. Will firmly believes professional client service through all phases of retirement is critical to the client’s success. Informed and proactive, he gains a deep understanding of his client’s needs and looks at the big picture when helping them accomplish their financial goals and objectives. He holds ethical and experiential standards as paramount in providing his clients with personal, integrated financial planning strategies.

Will holds a B.S. in Finance and Economics from Lipscomb University and he is a graduate of the Equitable Institute at Harvard, a specialized learning curriculum on asset allocation and behavioral finance. He has earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning. Will is also a member of the National Association of Insurance and Financial Advisors (NAIFA).

Will, wife Andrea, and their four children live on a working farm in Arrington, Tennessee. They are active in the Brentwood Hills Church of Christ.

FINRA Series 7, 66 Registrations

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/customer-service/brokerage-and-advisory to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Professional Approach & Experience

Floyd Hughes has served as the Client Relationship Director at Waypoint Financial in the Franklin office since 2010. Floyd is a key member of the sales team, managing the relationship between Waypoint Financial Franklin, future prospects, and existing clients. Floyd will be the first to meet prospects over lunch or dinner, establishing the first contact with our company. Highly respected among the team, peers, and clients, Floyd builds those relationships based on trust and value. We are fortunate and honored to have Floyd on our team.

Academic & Professional Achievement

• B.S. Vanderbilt University

Life Outside of Business

Floyd and his wife Patricia have lived in Smyrna Tennessee for the last 13 years. They enjoy spending time with their 2 daughters, son in law and 1 grandchild. Floyd and his wife are active members of Eastside Church of Christ, where Floyd serves as a pulpit minister.

Floyd Hughes offers administrative support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Professional Approach & Experience

Kurt serves as the Business and Operations Manager for the Franklin office of Waypoint Financial. He has over 9 years of financial services industry experience and his primary responsibility is supporting clients through the onboarding process and providing continuing account service. Kurt is a valued team member and the go to person for trades, distributions, and contributions needs. With his keen since of humor, joy of client interaction, and knowledge of products you will find your visit with Kurt engaging and informative.

Academic and Professional Achievements

• B.S. University of Cincinnati
• FINRA Series 7 and 66 registrations
• Life, health & variable contracts licenses

AR Insurance License # 12626040

Life Outside of Business

Kurt and his wife Ashley live in Thompson’s Station with their twin daughters and son. They enjoy playing golf, traveling, and checking out the new restaurants around town.

Kurt Coalmer offers securities through, Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC. Waypoint Financial Partners is not owned or operated by Equitable Advisors, or Equitable Network.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/customer-service/brokerage-and-advisory to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Professional Approach & Experience

With over a decade of experience in financial services, Steve now serves as an Operations Associate, assisting with the operations role in the Franklin office of Waypoint Financial Partners. His primary responsibility is to provide customer oriented service insuring that all new accounts are opened correctly and are in proper order. Additionally, he reviews all advisory and brokerage distributions request and contributions, confirming they are processed quickly and efficiently. Steve also provides clientele guidance regarding long term care and Medicare alternatives. Respected among his colleagues, Steve is valued team member at Waypoint Financial.

Academic & Professional Achievement

• B.S. Auburn University
• FINRA Series 7 and 66 registrations
• Life, health, variable contracts licenses

Life Outside of Business

Steve and his wife Trish live in Franklin Tennessee, and have two grown children and two grandchildren.

Steve Curlee is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), and provides administrative support services only. Waypoint Financial Partners, LLC is not owned or operated by Equitable Advisors, LLC.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/customer-service/brokerage-and-advisory to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Stephen Curlee offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

After working as a summer intern in 2018, Coleman joined the firm full-time upon completing his B.B.A in Managerial Finance at the University of Mississippi. Coleman has responsibilities critical to Waypoint Franklin’s day-to-day operations and plays a major role in all facets of the retirement planning and client onboarding process. As a registered sales assistant, Coleman customizes each client’s retirement plan to suit his or her income needs, helps with new account openings and transfers, handles existing client service requests, and assists with administrative tasks for all Waypoint offices.

Academic & Professional Achievements

• B.B.A University of Mississippi
• FINRA Series 7 and 66 registrations
• Life, health, variable contracts licenses

AR Insurance License # 18999260

Life Outside of Business

Coleman grew up in the Middle Tennessee area and now lives in Sylvan Park. He graduated from Battle Ground Academy in Franklin, TN in 2014. He enjoys both watching and playing sports – particularly golf, which he plays nearly every weekend.

Coleman Kruse offers securities through, Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC. Waypoint Financial Partners is not owned or operated by Equitable Advisors, or Equitable Network.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/customer-service/brokerage-and-advisory to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Vicky has been with Waypoint since late 2018, serving as a Marketing Associate for Dallas George’s team in our Franklin Office. As part of her role, Vicky is responsible for coordinating and managing client appreciation events, scheduling and confirming meetings, and providing back-office assistance as needed.

Vicky lives in Brentwood with her husband Trey and their children, Presley and Brady. They enjoy spending time with family and friends at the lake boating and wakeboarding and are active members of Clearview Baptist Church in Franklin.

Vicky Hill offers administrative support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Melvin started with Waypoint Financial Partners, LLC in May of 2019, after retiring from Nissan Motor Manufacturing in Smyrna with 36 years of service. Melvin’s duties with Waypoint include identifying potential retirees and scheduling advisor consultations accordingly.

Melvin lives with his wife, Senino, in Murfreesboro, and they have 3 daughters and 5 grandchildren. Melvin enjoys traveling, sports, and spending time with his friends and family, and is an active member of the Evergreen Missionary Baptist Church in Columbia.

Melvin Norwood offers administrative support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

After interning with us in 2020, Parker joined the firm full-time upon completing his BSBA in Finance concentrated in Business Analytics at the University of Tennessee. As part of his role, Parker is responsible for a broad array of back-office operations such as taking withdrawals, rebalancing portfolios, and updating account info. His personable and outgoing nature is perfect for the day-to-day interaction with clients both on the phone and in person.

Parker enjoys all things competitive. He is avid lacrosse player who competed as a captain on the club team during his time in Knoxville. He enjoys golf, time on the lake, and listening to live music.

Academic & Professional Achievement

• B.S.B.A. University of Tennessee
• Series 7, 66 FINRA registrations
• Life, health, variable contracts licenses

Parker Barton is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), and provides administrative support services only. Waypoint Financial Partners, LLC is not owned or operated by Equitable Advisors, LLC.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/customer-service/brokerage-and-advisory to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Parker Barton offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Hurley started at Waypoint Franklin in June 2022, after retiring from Nissan Motor Manufacturing with 30 years of service. Hurley’s duties include identifying potential clients and scheduling advisor consultations accordingly.

Life Outside of Business

Hurley lives with his wife, Shonnel in Nashville. They have 2 daughters, Andrea and Alicia, and enjoy their time along with two grandchildren, Jalea and Jordan. Hurley enjoys physical fitness , sports and spending time with friends and family.

Hurley Williams offers administrative support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state

Cindy works with Will Parker’s team as the Client Relationship Manager at Waypoint Financial Partners in our Franklin office. In a world of numerous options, it is of upmost importance that we are pursuing an ideal client experience from the time a client is referred to us through our longstanding relationship. Cindy’s overall responsibility is delivering extraordinary client service and executing successful client events. She is a great fit for our team given her ability to be professional, caring, and genuinely interested in making other people feel special. Feel free to reach out to her to schedule a meeting or with questions, she would be happy to assist you or ensure someone from our team reaches out to you.

Cindy was born and raised in Middle Tennessee. She and her husband, Jeff, live in Murfreesboro. She has two sons, Josh and Jacob. Cindy is an avid baseball fan and loves watching her son, Jacob, pitch for the University of Illinois-Chicago. She enjoys traveling, cooking, and spending time with her family and friends. Cindy and Jeff are members of New Vision Baptist Church in Murfreesboro.

Cindy Key offers administrative support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Justin serves as an Operations Associate for Will Parker’s team in the Franklin office of Waypoint Financial Partners. Justin plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operational duties, he helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner. His strong analytical and research skills are of great value to our clients. His excellent attitude and an extraordinary client service orientation have made him a valued team member.

Justin lives in the Franklin area and graduated from the University of Notre Dame. He played football for Notre Dame as a placekicker and uses his knowledge to help coach other kickers in the area seeking an opportunity to play at the collegiate level.

FINRA Series 7, 66 Registrations

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

The CRPC® (Chartered Retirement Planning Counselor SM) designation is sought by financial services sales professionals whose focus includes clients preparing for or living in retirement. The designation’s required curriculum is administered by The College for Financial Planning, a regionally- accredited institution accredited by the Higher Learning Commission, a member of the North Central Association. The College is a wholly owned subsidiary of Apollo Group, Inc., Phoenix, AZ. The mark CRPC is owned by the College for Financial Planning and is awarded to individuals who successfully complete the College’s initial and ongoing designation requirements. For information regarding complaints against a designee, visit www.cffpdesignations.com/Designee/standards.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/customer-service/brokerage-and-advisory to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.