William Rogers is a financial advisor at Beacon Capital Management, LLC with 21 years of industry experience and a Series 66 designation. He has been with Beacon since 2016 and previously worked at Kalos Capital, Inc. from 2014 to 2017. Outside of advisory services, he is also an insurance sales agent specializing in life, long-term care, disability insurance, and annuities. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm provides portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations, focusing on tailored, diversified investment strategies.

Jerome Moore is a CFP® professional with 30 years of industry experience, currently serving at Bradford Financial Center. He has held roles at various affiliated firms including Bradford Tax and Accounting, Bradford Insurance, and Tower Wealth Advisors. Moore is also an instructor for the Certified Financial Planner certificate programs at Belmont University and Kaplan. Bradford Financial Center provides comprehensive financial planning and portfolio management for individuals, trusts, estates, businesses, and retirement plans. The firm uses a discretionary investment management approach that integrates computerized trend analysis with multiple research methods and collaborates with a network of affiliated businesses offering tax, insurance, and mortgage services.

William Jackson is a CFP® professional with 29 years of industry experience, currently serving at Cahaba Wealth Management, Inc. in Nashville, TN, where he has worked since 2016. Outside of his advisory role, he is a partner and CEO of Artist Clarity, Inc., a business management venture, and holds partnerships in non-investment businesses including BLACK DOG, LLC and Serendipity Land, LLC. Cahaba Wealth Management serves individual and high-net-worth clients, trusts, and estates by providing comprehensive financial planning and discretionary investment management. The firm emphasizes long-term cash-flow projections, quantified risk assessments, and utilizes a mix of mutual funds, ETFs, and alternatives to tailor portfolios, while integrating workplace and outside retirement accounts for ongoing monitoring and rebalancing.

Joshua Davis is a Series 65 credentialed financial advisor with 10 years of industry experience. He has been with TBH Global Asset Management, LLC since 2022 and previously worked at TBH Advisors, LLC from 2015 to 2022. TBH Global Asset Management provides investment management, financial planning, pension and retirement consulting, trustee services, bill-paying, and general consulting to individuals, retirement plans, and business entities. The firm employs a blended investment approach combining top-down macro, fundamental, and quantitative analysis and utilizes asset-allocation model portfolios alongside third-party tools and models.

Tyler Baskin is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at Defining Wealth Partners LLC since 2026 and previously held roles at Applied Capital LLC and Fidelity Brokerage Services LLC. Baskin is also a licensed insurance agent and works as an independent real estate broker on weekends. Defining Wealth Partners serves individual and high-net-worth clients and small businesses with financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach emphasizing low-cost, tax-aware strategies with exposure to value, small-cap, and international equities.

Brian Jass is a financial advisor with Tailwinds Wealth, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Great Waters Wealth Management, CETERA Advisor Networks LLC, AdvisorNet Wealth Management, and Great Waters Financial. Outside of his financial advisory work, he assists with writing and editing for Amanda Kristine Creative Content, LLC, a business owned by his spouse. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and financial planning services. The firm employs a mix of analytical techniques and uses a variety of investment vehicles, often utilizing third-party managers and model portfolios while maintaining fiduciary responsibilities.

Thomas Boyd is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with 12 years of industry experience. He holds a Series 65 designation and has been with Decker Wealth Management since 2014. Decker Wealth Management serves individuals—including high-net-worth clients—trusts, estates, charitable organizations, and small businesses, providing financial planning, consulting, and investment management primarily through exchange-traded funds and individual securities. The firm combines fundamental, technical, and cyclical analysis with a focus on asset allocation and tax-aware security selection, and actively uses options and other derivatives in client accounts.

William Braddy III is a CFP® with 22 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC since 2025. He previously worked at BrightChoice Financial, LLC and Kraft Asset Management, LLC, accumulating nearly a decade at each firm. Outside of advisory roles, Mr. Braddy holds minority ownership interests in several businesses, including a property and casualty insurance agency and a flexible workspace company. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning services. The firm applies a long-term investment approach grounded in Modern Portfolio Theory and efficient-market principles, offering both discretionary and non-discretionary portfolio management with diversified allocations.

Michael Hughes is a CFP® with four years of experience at OLIO Financial Planning. Prior to joining OLIO in 2022, he worked at Viacom for three years. Outside of financial advising, Hughes operates Hartwell Studios, a home-based music and entertainment business where he works as a sole proprietor, producer, audio engineer, and freelance musician. OLIO Financial Planning serves individual clients across a range of wealth levels, as well as retirement plans, nonprofits, and corporations, managing approximately $600 million in assets. The firm offers comprehensive financial planning and investment management using a buy-and-hold, core-and-satellite approach, and utilizes project-based and fixed fees rather than traditional asset-based charges.

Charles Laws Jr. is a CFP®-credentialed financial advisor with three years of industry experience, currently with Cahaba Wealth Management, Inc. in Nashville, TN. He has worked at Cahaba since 2021 and has prior experience at Dollar General, Banana Republic, Rhodes College, and Pope John Paul II High School. Cahaba Wealth Management serves individual and high-net-worth clients, trusts, and estates by providing comprehensive financial planning and discretionary investment management. The firm manages approximately $2.06 billion in assets and employs a long-term, risk-aware investment process that integrates mutual funds, ETFs, and select alternatives.

Thomas Delaney is a CFA® charterholder with experience at Harris Associates from 2008 to 2025, followed by Lee, Danner & Bass, Inc. from 2025 to 2026, before joining Valtrion Capital Management, LLC in 2026. He is based in Franklin, TN, and is part of a five-advisor team at Valtrion. Valtrion Capital Management serves individuals, trusts, estates, business entities, and retirement plan sponsors, offering financial planning through five packaged plans and discretionary portfolio management tailored to clients’ risk tolerances and time horizons. The firm emphasizes ETF-based solutions for smaller accounts and more customized equity and fixed-income exposure for larger accounts, with specialty planning including equity-compensation guidance and business-integrated financial planning.

Mary O’Leary is a financial advisor at Luken Investment Analytics, LLC with eight years of industry experience. She holds the ChFC® designation and the Series 65 license. Her prior experience includes roles at Levine Group LLC and SII Investments. Outside of her advisory work, she provides financial planning education as an independent contractor. Luken Wealth Management serves individual investors, families, trusts, retirement plan participants, and other registered investment advisers. The firm offers financial planning, discretionary portfolio management, and a paid model subscription service that delivers newsletters and security-rating recommendations to other advisors.

Jack Dupuy is a CFA® charterholder at Woodmont Investment Counsel, LLC with two years of industry experience. He has worked at Woodmont Investment Counsel since 2023 and previously held roles at PNC Bank and Regions Bank. Woodmont Investment Counsel provides discretionary investment management and advisory services primarily to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm constructs tailored portfolios with balanced allocations using equities, fixed income, cash equivalents, and alternative investments, managing approximately $2.01 billion across about 437 client relationships.

Karen Tidwell is a financial advisor with CAP Partners, LLC, holding Series 63, 65, and 66 licenses and 27 years of industry experience. Her career includes positions at Victory Capital Advisers, UBS Financial Services, and Merrill prior to joining CAP Partners in 2017. Outside of her financial services work, she owns and operates a photography business in Spring Hill, Tennessee. CAP Partners, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers personalized investment management, financial planning, and counseling services, employing a generally long-term, buy-and-hold investment approach with fundamental, technical, and cyclical analysis.

Hunter Anderson is a financial advisor at Seven Springs Wealth Group with two years of industry experience. He holds a Series 65 designation and previously worked at Prudent Street Financial Advisors, LLC. Anderson is also a licensed independent insurance agent. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities with financial planning, discretionary portfolio management, and project-based consulting. The firm manages approximately $1.2 billion in assets and employs a multi-advisor team approach, emphasizing diversified asset-allocation strategies and the use of third-party managers and alternative investments.

Manuel Otero is a financial advisor at United Capital Management of Kansas, Inc. with a Series 65 credential. He has eight years of prior experience at Pinnacle Financial Partners and has been with United Capital Management since 2024. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a research-driven approach to construct diversified portfolios across multiple asset classes and provides services including financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Nicholas Reed is a CFP® designated financial advisor at Capstone Financial Advisors Inc with six years of industry experience. He has previously worked with Securities America Advisors, Riverbend Financial Group, and Enterprise Holdings Inc. Reed is part of a 17-advisor team based in Brentwood, TN. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach emphasizes asset-class allocation, cost control, and tax efficiency, utilizing a mix of mutual funds, ETFs, individual securities, options, and third-party sub-advisers with a multi-year outlook.

Dean Goodwin is a Series 65-licensed financial advisor with The Wealth Group – Austin B. Colby & Associates, based in Franklin, TN, with three years of industry experience. Prior to joining his current firm in 2023, he worked at 2NDSWING for five years and CREW2 for two years. The Wealth Group serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, consulting, and managed-account services. The firm employs tailored investment strategies across various asset classes and uses tools such as asset-allocation frameworks and third-party aggregation platforms to manage client portfolios.

Robert Clements III is a financial advisor at Inscription Capital, LLC in Nashville, TN, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior work includes 16 years at Citigroup Global Markets and five years at HSRI Hemp LLC. Inscription Capital, LLC provides holistic financial planning and both discretionary and non-discretionary investment management to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm manages approximately $2.05 billion in assets and utilizes an investment committee approach to build model portfolios using a range of asset types and implementation channels.

Gregory Herman is a CFP® professional with 22 years of industry experience, currently serving at LBMC Investment Advisors, LLC since 1999. He is based in Brentwood, TN and is part of a three-advisor team at the firm. LBMC Investment Advisors, LLC provides discretionary portfolio management and advisory services to individuals, high net worth clients, corporate entities, and foundations, managing approximately $1.95 billion in assets. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing diversification, cost minimization, and after-tax outcomes, and benefits from its affiliation with the regional accounting firm LBMC, PC.