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 in Franklin, TN, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Victory Capital Advisers, UBS Financial Services, and Merrill. Outside of finance, she owns and operates a photography business. CAP Partners, LLC is an SEC-registered, multi-member investment advisory firm serving a diverse client base that includes individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers personalized investment management with a generally long-term, buy-and-hold approach complemented by fundamental, technical, and cyclical analysis, as well as financial planning and counseling services.

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 financial advisor with The Wealth Group – Austin B. Colby & Associates, holding a Series 65 designation and 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 – Austin B. Colby & Associates provides investment advisory and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary portfolio management as well as periodic financial planning. The firm’s investment process focuses on asset allocation aligned with client risk profiles and incorporates tax considerations, regular account reviews, and technology to manage allocations.

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.

Justin Radford is a CFP® with eight years of industry experience currently serving at Beacon Capital Management, LLC since 2020. He previously worked at Edward Jones from 2018 to 2020 and served in the United States Air Force from 2015 to 2018. Beacon Capital Management is a wealth management firm that serves individuals, high-net-worth clients, families, and businesses with portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $1.27 billion in assets across more than 2,000 client relationships, offering diversified, tailored investment strategies and utilizing both fundamental and technical analysis.

Nicholas Shoulta is a financial advisor at Beacon Capital Management, LLC with five years of industry experience. He holds the Series 66 designation and has worked at Beacon since 2020. Outside of his advisory role, he is also an insurance agent involved in the sales of insurance products, including annuities. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and uses diversified investment strategies tailored to client objectives.

Andrew Brenhaug is a financial advisor at Beacon Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Simplicity Wealth and Gradient Advisors LLC. Outside of finance, he has experience in the hospitality industry through a role at BJ's Restaurant & Brewhouse. 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 mutual funds, ETFs, equities, fixed income, and structured notes, applying fundamental and technical analysis along with quantitative manager due diligence.

Grace Lewis is a CFP® professional with four years of experience at Abound Wealth Management, LLC and a total of six years in the financial services industry. Prior to joining Abound Wealth Management in 2022, she held roles at Regions Bank and Sentar, Inc., and has experience working in higher education and the coffee business. Abound Wealth Management is a multi-advisor firm offering 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, periodic rebalancing, and tax efficiency, supported by public educational content and an app-based financial planning membership.

Cade Schacher is a CFP® professional with nine years of industry experience, currently serving at Woodmont Investment Counsel, LLC since 2021. Prior to joining Woodmont, he worked at JP Morgan Securities LLC and JPMorgan Chase Bank from 2016 to 2021. He also has experience with Regis University from 2016 to 2020. Woodmont Investment Counsel provides discretionary investment management and advisory services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm creates tailored investment strategies based on detailed financial reviews and implements diversified portfolios across multiple asset classes.

Mark Dodson is a CFA® charterholder with 21 years of industry experience. He has worked at Cypress Capital, LLC since 2014 and has held roles at Cypress Capital Advisors, LLC and Hays Capital Management, LLC. Dodson holds the Series 63 designation. Cypress Capital is a registered investment adviser with a seven-advisor team managing approximately $413.5 million on a discretionary basis. The firm serves individuals, retirement plans, trusts, and organizations, offering financial planning, portfolio management, retirement plan advisory, sub-advisory, and model portfolio services. Their investment approach includes proprietary models and individual securities, employing strategies such as Strategic Income, Global Allocation, and Technology & Innovation.

Tyler Cohen is a financial advisor at Tranquility Partners, LLC in Brentwood, TN, holding a Series 65 credential with four years of industry experience. His prior work includes roles at UBIX Now and Dolphin Beach Service. Tranquility Partners provides wealth management and portfolio management services to individual and high-net-worth clients, offering family office services such as financial planning and wealth transition coordination. The seven-advisor firm employs diverse analytical methods and trading strategies, managing nearly $1 billion in client assets with a client base that includes both high-net-worth and non-high-net-worth individuals.

Travis Anderson is a Series 65-licensed financial advisor with TBH Global Asset Management, LLC, where he has worked since 2008, accumulating 17 years of industry experience. He holds ownership stakes in several local businesses, including multiple restaurants and a juice bar, and serves on the boards of some of these companies. TBH Global Asset Management is a multi-advisor SEC-registered firm managing approximately $1.27 billion for nearly 1,000 clients, offering services such as discretionary portfolio management, financial planning, and pension consulting. The firm employs a combination of top-down macro analysis, fundamental and quantitative strategies, and integrates both in-house and third-party model solutions to create personalized portfolios.

Christina King is a financial advisor at Vestia Personal Wealth Advisors with six years of industry experience. She holds a Series 65 designation and has been with Vestia since 2019. Prior to joining Vestia, she held roles in marketing research and the hospitality industry. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach and offers comprehensive financial planning, portfolio management, business consulting, and educational workshops.