Daniel Powers is a CFA® charterholder with 15 years of industry experience. He is affiliated with Still Water Wealth in Nashville, TN, working as part of a seven-advisor team. Prior to joining Still Water Wealth, Powers worked at Gambit Capital Management and SNS Financial Group, including Vector Wealth Management. Outside his advisory role, he serves as a corporate financial analyst for an agricultural operation and is an investor in venture capital entities. Still Water Wealth serves individual and high-net-worth clients with discretionary investment management, employee benefit plan consulting, and retirement-plan advice. The firm employs a combination of fundamental and cyclical analysis, asset-allocation, liability-matching, and options strategies, often using automated ETF platforms and selectively recommending private placements to accredited investors.

Roleen De Ono is a ChFC® credentialed advisor at Paul Winkler, Inc. with three years of industry experience. Prior to joining the firm, De Ono worked at Deloitte Consulting LLP and BHA Consulting LLC. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and utilizes modern portfolio theory and multi-factor approaches in portfolio construction.

Hannah Johnson is a financial advisor at SageGuard Financial Group, LLC with a Series 65 credential and three years of industry experience. She has previously worked at Alphastar Capital Management and Capital City Financial Group. In addition to her advisory role, she is also licensed as an insurance agent. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a mix of discretionary and non-discretionary management and offers public educational seminars as part of its client development.

Ryan Furlong is a CFP® with nine years of industry experience, currently serving at Parkwoods Wealth Partners, LLC. His prior roles include positions at PurposePath Capital, Facet Wealth, and Buckingham Wealth Management. He is also a licensed insurance agent. Parkwoods Wealth Partners serves individuals, high-net-worth clients, retirement plans, nonprofits, and corporations with investment management, retirement plan consulting, and financial planning. The firm emphasizes long-term, diversified investment strategies based on Modern Portfolio Theory and offers extended advisory and educational services beyond typical portfolio management.

Fred Lowrance Jr. is a CFA® charterholder with 11 years of industry experience. He is an advisor at Lee Danner & Bass Inc., a firm with a six-advisor team based in Nashville, TN. He has worked at Avondale Partners, LLC since 2008. Lee Danner & Bass Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients. The firm employs a long-term, disciplined investment process combining top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management.

Hannah Herman is a CFP® and Series 65-licensed advisor at Key Capital Management, Inc. with three years of industry experience. Her prior roles include positions at Wood Financial Group and Kentucky Planning Partners. Outside of advising, she is training to become a fitness instructor with Pure Barre. Key Capital Management, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles.

Mark Smith is a financial advisor with Lee, Danner & Bass, Inc. in Nashville, TN, where he has worked since 1989. He has 22 years of industry experience and is part of a six-advisor team. Lee, Danner & Bass, Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients, employing a long-term, disciplined investment approach that integrates top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management. The firm manages approximately $1.975 billion in discretionary assets across its team.

Malgorzata Guziak is a CFP® and Series 66-registered advisor with four years of industry experience. She is currently with Oasis Wealth Planning Advisors and has previously worked at Thrive Capital Management, Purshe Kaplan Sterling Investments, and Redwood Wealth Management. She also serves as a Notary Public, notarizing documents for clients without compensation. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, families, and participant-directed retirement plans. The firm provides integrated wealth planning and investment advisory services, using a mix of passive and actively managed no-load mutual funds and ETFs, and often acts on a discretionary basis.

Richard Bright is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with six years of industry experience. He holds a Series 65 designation and has worked at Decker Wealth Management since 2019. Prior to that, he held roles at Parking Management Co., Caterpillar Financial Services Corp, the Tuscaloosa Tax Collector's Office, and the University of Alabama. Decker Wealth Management serves individuals, trusts, estates, charitable organizations, and small businesses by providing comprehensive financial planning, consulting, and investment management. The firm combines fundamental, technical, and cyclical analysis with tax-aware asset allocation and uses options and other derivatives in client portfolios.

David Cowee is a Series 65-licensed advisor with 19 years of industry experience. He is currently with SageGuard Financial Group, LLC and has prior experience at Alphastar Capital Management LLC and Sageguard Investment Advisory Services. Cowee is president of Pineywoods Financial and serves as an elder on the board of Fredonia Hill Baptist Church in Nacogdoches, Texas. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a distinctive investment approach that combines strategic and tactical asset allocation across diversified model portfolios and offers public educational seminars as part of its client outreach.

Cole Hickerson is a financial advisor at Fielder Capital Group LLC with two years of industry experience. He holds a Series 65 designation and has worked at Fielder Capital Group since 2023. His prior experience includes roles at Advance Capital Management and Vanderbilt University among others. Fielder Capital Group serves individual clients, including high-net-worth individuals, as well as various institutional clients such as retirement plan sponsors, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, family office services, and fiduciary management, employing strategic asset allocations and a combination of institutional services with active derivative and margin authority.

Rachel Biggerstaff is a financial advisor at Key Capital Management, Inc. with five years of industry experience. She holds a Series 65 designation and has been with Key Capital Management since 2020. She also has a longstanding association with Wood Financial Group, LLC. Key Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm manages approximately $393 million in discretionary assets, employs a team of seven advisors, and utilizes a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles.

Mark Shannon is a financial advisor at Strive Financial Group, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Marriott International and several hospitality and business ventures. Outside of advising, he has been involved with various business activities including leadership roles in multiple hospitality and service companies. Strive Financial Group, LLC, founded in 2024, provides discretionary asset management, financial planning, consulting, and ERISA retirement-plan services to individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative analysis to manage a range of investment strategies and conducts regular portfolio reviews with rebalancing and tax-loss harvesting as appropriate.

Portia Wells is a CFP® professional with 11 years of experience in financial advising. She has been with HMS Capital Management, LLC since 2016. HMS Investment Advisors provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, as well as charitable organizations, corporations, and insurance companies. The firm uses fundamental analysis across multiple model portfolios blending various asset classes and offers services including Family Wealth Advisor support and asset analysis beyond those it directly manages.

Zachary Hyche is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients’ priorities to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He provides guidance on topics including general investing, retirement planning, and emergency savings, while also offering access to Bank of America specialists for banking, credit, home financing, and small business solutions. Zachary holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a bachelor's degree from Belmont University. Outside of his professional responsibilities, Zachary is involved with the organization The Store.

Donald Keeney is a CFP® and CFA® with 18 years of experience in the financial services industry. He has been with Cahaba Wealth Management, Inc. since 2021, following ten years at Mastrapasqua Asset Management, Inc., and prior roles at J.J.B. Hilliard, W.L. Lyons, LLC and Hilliard Lyons Capital Management, LLC. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management. The firm manages approximately $2.06 billion and employs a long-term, risk-focused investment process that includes mutual funds, ETFs, and alternatives when appropriate.

Thomas Rush is a financial advisor with Creative Investment Group in Nashville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Creative Investment Group, he worked with the Pittsburgh Steelers and Tennessee Titans. Creative Investment Group provides personalized financial planning and investment management to individuals, including high-net-worth clients, and institutional entities such as family offices and private foundations. The firm combines fundamental and technical analysis to build primarily equity-focused portfolios and offers additional services including retirement-plan fiduciary oversight and held-away account management.

Camden Johns is a financial advisor with Creative Investment Group in Nashville, TN, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Aperture Group, The Select Group, Collabera Inc, and Agilea Solutions. Outside of finance, he is involved in an event photography business called Spin360 Photobooth. Creative Investment Group serves individual clients, including high-net-worth households, as well as institutional and entity clients such as family offices, trusts, and endowments. The firm offers portfolio management, financial planning, and retirement-plan advisory, using a broad investable universe and a combination of fundamental and technical analysis within a generally long-term orientation.

Michael Sharpnack is a financial advisor at Paul Winkler, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Paul Winkler, Inc. since 2017. Outside of his advisory role, he has been involved with Calvary Chapel Rivergate since 2014. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporations. The firm employs a co-advisor model using third-party asset managers and applies modern portfolio theory and multi-factor approaches in portfolio construction.

Narsing Kommireddi is a financial advisor at Oasis Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PFS Investments and Terra Wealth Management. Kommireddi is also a licensed insurance professional. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management along with financial planning and pension consulting.