Jonathan Maxson is a financial advisor at Beacon Capital Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Beacon since 2001, including prior experience at Kalos Capital Inc. He also sells life, long-term care, and disability insurance, as well as annuities. Beacon Capital Management serves individuals, high-net-worth clients, families, and businesses by providing portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations. The firm manages over $1.27 billion in assets and tailors portfolios using diversified investment strategies to suit each client’s risk tolerance and objectives.

Carter Thomas is a CFP® professional with 12 years of industry experience. He has worked at Abound Wealth Management, LLC since 2017 and previously spent a year at Preston & Cleveland Wealth Management, LLC. Abound Wealth Management is a multi-advisor firm serving individuals, trusts, estates, and employer retirement plans. The firm manages approximately $1.95 billion in discretionary assets and employs a strategic asset allocation approach using low-cost mutual funds and ETFs, with portfolio oversight by an internal investment committee.

Andrew Hillis is a financial advisor at TBH Global Asset Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with TBH Global since 2018, following a one-year tenure at 7Twelve Advisors, Inc. TBH Global Asset Management is a multi-advisor SEC-registered firm managing approximately $1.27 billion across nearly 1,000 clients, including individuals, retirement plans, trusts, and businesses. The firm employs a combination of top-down macro analysis and quantitative strategies to create personalized portfolios, utilizing both in-house management and third-party models while offering a range of financial planning and advisory services.

Michael Wallin is a financial advisor with Optivise Advisory Services LLC in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Arete Wealth Advisors, LLC and Panthrex Asset Management, LLC. Outside of his advisory role, Wallin is the managing member of Financial Archetics and Consultants, a fintech firm focused on data gathering and risk assessment tools. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, and other entities, utilizing both internally developed models and third-party sub-advisors. The firm offers a range of investment solutions and supports discretionary and non-discretionary management, incorporating technology tools such as LifeArcPlan®.

Robert Mefford is a CFP® professional with one year of industry experience, currently serving at Defining Wealth in Franklin, TN. Prior to joining Defining Wealth, he worked at Seven Springs Wealth Group for several years and has additional experience in various roles including positions at Belmont University and Bank of Lexington. Defining Wealth Partners serves individual and high-net-worth clients as well as small businesses, providing financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach that emphasizes low-cost, tax-aware strategies using ETFs, mutual funds, individual equities, and fixed income.

Stephen Hammers is a financial advisor at PlanRock Wealth Strategies, LLC with 23 years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Victory Capital Advisers and Victory Capital Management from 2015 to 2019. PlanRock Wealth Strategies provides fee-based, discretionary investment management and advisory services to individuals, institutions, and other investment advisers. The firm employs strategic and tactical asset allocation across various instruments and sponsors proprietary ETFs, combining ETF-centric model portfolios with sub-advisory services for registered investment companies.

Gregory Luken is a financial advisor with Luken Investment Analytics, LLC, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at Luken Investment Analytics since 2013 and previously held roles at SII Investments, Inc. and Luken Investment Group. Outside of his advisory work, he serves as a trustee overseeing a trust account for a family member. Luken Wealth Management serves individual investors, families, trusts, retirement plan participants, and other registered investment advisers. The firm provides financial planning, discretionary portfolio management, and a paid model subscription service, utilizing charting, technical, and quantitative analysis with quarterly model reviews, managing most assets on a discretionary basis.

James Baker IV is a Series 65 licensed financial advisor at Tranquility Partners, LLC with five years of industry experience. He previously worked at Nashville Capital Network and Stephens Inc. before joining Tranquility Partners, where he has been part of the team since 2022. Tranquility Partners is a seven-advisor firm providing wealth management and family office services to individual clients, including high-net-worth households. The firm employs a range of analytical methods and trading strategies, manages nearly $1 billion in client assets, and offers customized reporting with access to a broad investment universe.

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.