Blake Harrison is a PFS™ credentialed advisor with CapWealth Advisors, LLC in Franklin, TN. He has 11 years of industry experience, including 10 years at LBMC, PC and one year at CapWealth Advisors. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporations with approximately $2.03 billion under management. The firm employs a team-based approach, combining fundamental and technical analysis and active management strategies to provide investment management and financial planning services.

Matthew Hoffner is a CFP® with 11 years of industry experience, currently serving as an advisor at Abound Wealth Management, LLC since 2017. His prior roles include positions at Monarch Advisory Group, Western Wealth Management, and LPL Financial. Abound Wealth Management is a multi-advisor firm that provides 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, tax-efficient investment approach primarily using low-cost mutual funds and ETFs, supported by an internal investment committee.

Bradley Meyers is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with 25 Financial, where he has worked since 2022. His prior experience includes roles at Arete Wealth Management LLC, Arete Wealth Advisors LLC, and Larson Financial Group. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm creates customized investment programs based on client goals and risk tolerance, using a range of analytical methods and generally managing accounts on a discretionary basis.

Robert Bolen is a financial advisor at CogentBlue Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including United Income, Inc. and Bolén Asset Management, Inc. He also owns RV Bolen Consulting, a consulting service unrelated to investment advising. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based investment approach tailored to each client’s investment policy, with regular monitoring and rebalancing, and utilizes third-party managers and sub-advisors as appropriate.

Scott Robinson is a financial advisor at Oakworth Asset Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at JP Morgan Chase Bank and JP Morgan Securities LLC. Outside of advisory roles, he has experience in the brewing industry, having worked at Network Brewery. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Rory Davis is a financial advisor with Optivise Advisory Services LLC, holding Series 63, 65, and 66 credentials and possessing 13 years of industry experience. His prior roles include positions at PanthRex LLC, Virtue Capital Management, LLC, and a long-standing affiliation with Advisor Worx. Outside of finance, he serves as a wrestling official for high school and collegiate teams, dedicating 10-15 hours weekly during the wrestling season. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios, ERISA-plan advice, and a co-advisory service for employer-sponsored defined contribution plans, combining in-house management with third-party sub-advisors and ongoing client reviews.

Jordan Baker is a Series 65-licensed financial advisor with seven years of experience, currently serving at Tranquility Partners, LLC since 2019. Based in Brentwood, TN, he is part of a seven-advisor team that manages a diverse client base. 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, and charitable initiative support. The firm employs various analytical methods and trading strategies and manages nearly $1 billion in client assets with a focus on both customized reporting and broad investment access.

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.

James Brown is a financial advisor at Sycamore Financial Advisors, Inc. in Nashville, TN, with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Shanklin Capital Management, Inc. dba Sycamore Financial Advisor since 2016 and Wells Fargo Advisors LLC since 2009. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for about 230 households. The firm serves individuals, families, trusts, estates, and small or family-owned businesses, using a strategic asset allocation framework that includes mutual funds, ETFs, individual securities, and active option strategies.

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.