Breanne Mc Manus is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Abound Wealth Management, LLC since 2019 and has prior experience including roles at the University of Georgia and Astreaus Advisors, LLC. Abound Wealth Management is a multi-advisor firm that provides wealth management, financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and employer plans. The firm manages approximately $1.95 billion in discretionary assets and employs a strategic, tax-efficient investment approach using low-cost mutual funds and ETFs, supported by an internal investment committee.

Teresa Lundine is a financial advisor at Stronghold Capital Partners LLC with 27 years of industry experience. She holds Series 63, 65, and 66 credentials and has worked with firms including Stronghold Wealth Management and various real estate companies. In addition to advisory work, she is an insurance agent transacting insurance products. Stronghold Capital Partners is a registered investment adviser serving individual and business clients with financial planning, portfolio management, and retirement-plan services. The firm primarily recommends third-party managers and employs a solicitor-centric business model supported by a multi-office team structure.

Jennifer Horton is a financial advisor at CapWealth Advisors, LLC in Franklin, TN, with 15 years of industry experience. She holds Series 63 and Series 65 designations and has been with CapWealth Advisors and its affiliated entity since 2010. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporate clients, managing approximately $2.03 billion across about 1,400 relationships. The firm employs a team-based approach that combines fundamental and technical analysis within an active management process, offering discretionary and non-discretionary investment management alongside individualized financial planning.

Andrew Dodd is a CFP® with five years of industry experience, currently serving as an advisor at Abound Wealth Management, LLC. He previously worked at Green & Associates and Northwestern Mutual. Outside of financial services, he is co-owner of several music businesses involved in production and publishing royalty administration. Abound Wealth Management is a multi-advisor firm providing comprehensive wealth management, financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $1.95 billion in discretionary assets and employs a strategic asset allocation approach focused on low-cost mutual funds and ETFs, tax efficiency, and portfolio oversight by an internal investment committee.

Jenny Wilson is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Seven Springs Wealth Group, where she has worked since 2017. Her prior experience includes roles at Silver Oak Securities, Inc. and Securities Service Network. Seven Springs Wealth Group provides financial planning and portfolio management services to individuals, trusts, foundations, retirement plans, and business entities. The firm manages client accounts primarily on a discretionary basis, using asset-allocation modeling and a combination of long- and short-term strategies, including its proprietary SSWG Voyage Portfolio.

Bart Bonga is a financial advisor with Rothschild Investment LLC in Brentwood, TN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Rothschild Investment Corporation since 1996. Rothschild Investment serves individuals, families, trustees, corporations, pension and profit-sharing plans, and other institutional clients by providing portfolio management, financial planning, and retirement plan consulting. The firm uses customized asset-allocation models and a combination of mutual funds, ETFs, individual securities, and sub-advisers to deliver investment advice.

Austin Schmitt is a financial advisor at Tailwinds Wealth, LLC in Franklin, TN, holding a Series 65 credential. He has been in the financial services industry since 2021, with prior experience at Gratus Funds and Great Waters Financial. Schmitt has been with Tailwinds Wealth since 2026, following his time at Tailwinds Group. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and personalized investment policy statements. The firm employs a variety of analysis techniques and strategies across multiple asset classes and frequently utilizes third-party managers and model portfolios.

Eric Baer is a CFP® professional with five years of industry experience, currently serving at Abound Wealth Management, LLC. His prior work includes roles at Watson Planning, ABB, Inc., and GE. Abound Wealth Management is a multi-advisor firm providing comprehensive wealth management, financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $1.95 billion in discretionary assets and emphasizes strategic asset allocation using low-cost mutual funds and ETFs, with an investment committee overseeing portfolio decisions.

Blake Hummel is a CFP® with one year of industry experience, currently serving at Defining Wealth Partners LLC. His prior work includes roles at Seven Springs Wealth Group, Abound Wealth Management, Ramsey Solutions, and as a self-employed advisor. Defining Wealth Partners serves individual and high-net-worth clients, as well as small businesses, offering financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach focused on low-cost, tax-aware strategies.

Brandon Doering is a financial advisor with Beacon Capital Management, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Beacon Capital Management in 2021, he worked at Gruhn Guitars from 2013 to 2020. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan consulting. The firm constructs diversified portfolios using a range of investment vehicles and applies fundamental, technical, and quantitative analysis, while providing ongoing supervision tailored to each client’s risk tolerance and investment guidelines.

Phoebe Venable is a CFA® charterholder with over 22 years of experience in the financial industry. She has been with CapWealth Advisors, LLC since 2011. CapWealth Advisors is an SEC-registered advisory firm serving individuals, charitable organizations, and corporate clients. The firm manages approximately $2.03 billion across roughly 1,400 client relationships, employing a mix of fundamental and technical analysis alongside active management strategies that include option writing and allocations to alternative investments.

Kyle Kuyat is a CFP® and ChFC® with nine years of industry experience, currently serving as an advisor at Defining Wealth. His prior experience includes roles at Silver Oak Securities, Inc., The Leaders Group, Inc., and Jackson National Life Distributors. Outside of his advisory work, he is the founder of Advantage Media LLC, a content creation venture focused on non-investment related video and audio production. Defining Wealth Partners serves individual and high-net-worth clients and small businesses with financial planning, retirement-plan advice, and portfolio management. The firm utilizes an evidence-based, broadly diversified buy-and-hold investment approach with a focus on low-cost, tax-aware implementation.

Benjamin Thorson is a Series 66 credentialed advisor with seven years of industry experience. He has worked at The Wealth Group – Austin B. Colby & Associates since 2021 and previously held roles at Raymond James Financial Services. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with portfolio management, financial planning, and managed-account services. The firm uses tailored investment strategies including asset allocation, technical analysis, and both long- and short-term trading, with semi-annual account reviews, and employs third-party technology to manage held-away retirement assets.

Aaron Zauner is a financial advisor with Caldwell Advisors, LLC in Brentwood, Tennessee, holding a Series 66 credential and 20 years of industry experience. Prior to joining Caldwell Advisors and LPL Financial in 2021, he worked at Fidelity Investments from 2007 to 2021. Outside of his advisory role, Zauner serves as an assistant football coach at Brentwood Middle School. Caldwell Advisors, LLC is a SEC-registered investment adviser with a five-person team managing approximately $339 million for around 482 clients. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and foundations, offering tailored portfolio management and financial planning services that combine fundamental and technical analysis across various asset classes.

Amir Dadabhoy is a financial advisor at Valtrion Capital Management, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney and BGW Wealth Advisors. Valtrion Capital Management serves individuals, trusts, estates, and business entities, providing financial planning, discretionary portfolio management, and retirement plan consulting. The firm uses strategic, tactical, and core-satellite investment approaches, emphasizing ETF-based solutions for smaller accounts and customized equity and fixed-income exposure for larger accounts.

Robert Walker is a CFP® and holds a Series 66 license with 22 years of industry experience. He has been with Cypress Capital, LLC since 2017 and previously worked at Trustcore Investments, Inc. from 2010 to 2017. Outside of his advisory role, he teaches indoor cycling classes at the YMCA of Middle Tennessee and works as a retail sales associate at REI. Cypress Capital is a registered investment adviser managing approximately $413.5 million across a seven-advisor team. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, and other organizations, providing financial planning, discretionary portfolio management, and model portfolio offerings implemented through proprietary models and individual securities.

Anna Norman is a financial advisor with Morling Financial Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. She has worked at Morling Financial Advisors since 2017 and previously at Fidelity Brokerage Services LLC. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations. The firm offers discretionary investment management, financial planning, and pension consulting, implementing tailored strategic asset allocations through a mix of public strategies, alternative pooled vehicles, and ESG integration upon request.

James Baker III is a financial advisor at Tranquility Partners, LLC in Brentwood, TN, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Tranquility Partners since 2015. Tranquility Partners offers wealth management and portfolio management services to individual clients, including high-net-worth households, and provides family office services such as financial planning, cash-flow analysis, wealth transition coordination, and charitable initiative support. The firm’s seven-advisor team manages nearly $1 billion in client assets, employing a range of analytical methods and investing across a broad universe with both long- and short-term strategies.

Robert Mitchell Jr. is a financial advisor with TCP Asset Management, LLC, holding Series 63 and Series 65 credentials and over 21 years of experience in the industry. His career includes roles at Hyams and Associates, Riley Benefits and Investment Group, and Trendency Capital Partners. Outside of investing, he is involved in administration consulting through Hyams and Associates. TCP Asset Management, LLC provides portfolio management, financial planning, pension consulting, and limited annuity management to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm uses a combination of fundamental and technical analysis with a long-term trading approach, employing model portfolios and third-party sub-advised strategies, and documents client objectives through Investment Policy Statements.

Stacey Andres is a Series 65-licensed financial advisor with 11 years of industry experience. She is currently with Optivise Advisory Services LLC and has prior experience at Virtue Capital Management, First American National Investment Advisors, and Anchor Financial, where she also serves as president, providing insurance and college planning services. Andres volunteers with Church of the City in Franklin, TN, assisting with on-site security and safety. Optivise Advisory Services offers portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other advisers. The firm uses both internally developed models and third-party sub-advisors, integrating technology and reporting tools to support discretionary and non-discretionary solutions.