Hannah Johnson is a financial advisor at SageGuard Financial Group, LLC with three years of industry experience. She holds a Series 65 license and 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 is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $755.7 million through a 14-advisor team, offering portfolio management and comprehensive financial planning using a suite of model portfolios and investment sleeves tailored to different client risk profiles.

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 credential and has worked at Decker Wealth Management since 2019. Prior to that, he held positions at Parking Management Co., Caterpillar Financial Services Corp, and the Tuscaloosa Tax Collector's Office. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses, offering financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using exchange-traded funds, individual securities, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

David Cowee is a financial advisor with SageGuard Financial Group, LLC, holding a Series 65 credential and 18 years of industry experience. He has previously worked with Alphastar Capital Management LLC and Sageguard Investment Advisory Services, and he is president of Pineywoods Financial, where he is also a licensed insurance agent. Outside of his advisory work, he serves as an elder and board member of the nonprofit Fredonia Hill Baptist Church in Nacogdoches, Texas. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm employs both fundamental and technical analysis and offers a variety of model strategies, managing a majority of assets on a non-discretionary basis.

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 with Strive Financial Group, LLC in Nashville, TN. He holds a Series 65 designation and has been with Strive Financial Group since 2026. Prior to joining the firm, his background includes roles in hospitality and hospitality-related businesses. Strive Financial Group, LLC is a registered investment adviser founded in 2024 that provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative analysis to manage portfolios across various strategies, including long-term allocations, trading, options, and alternative investments.

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 financial advising. He has worked at Cahaba Wealth Management, Inc. since 2021 and previously spent 10 years at Mastrapasqua Asset Management, Inc. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for around 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm focuses on comprehensive financial planning and portfolio management, using long-term cash-flow projections, formal risk-tolerance assessments, and a range of investment vehicles such as mutual funds, ETFs, and alternative strategies.

Thomas Rush is a financial advisor with Creative Investment Group in Nashville, TN. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Creative Investment Group, Rush worked with the Pittsburgh Steelers and Tennessee Titans and has experience in development with Clear Creek Development. Creative Investment Group serves individual clients, including high-net-worth households, as well as institutional clients such as family offices and endowments. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing a broad investable universe and combining fundamental and technical analysis with a generally long-term investment orientation.

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.

John Hudson III is a financial advisor with Applied Capital LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Applied Capital since 2015 and has also worked with Timothy Cantrell since 2013. Outside of his advisory role, he is a licensed insurance agent. Applied Capital LLC provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes long-term asset allocation and diversification across various asset classes and incorporates alternative investments and digital estate-planning tools in its offerings.

Jacob Butler is a financial advisor at Key Capital Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Key Capital Management, Butler worked at Wood Financial Group, LLC and Jackson National Life Distributors, LLC. Outside of finance, he is involved with Music City Fit Meals. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles, managing approximately $393 million in discretionary assets.

Frank Byrd III is a CFP® and CFA® with 10 years of industry experience, currently serving as an advisor at Fielder Capital Group LLC since 2009. He is based in Nashville, TN, and holds Series 63 and Series 65 licenses. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutional entities, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research and offers a range of strategies including equities, fixed income, derivatives, and private placements.

Michael Manna is a financial advisor at Craft Wealth Services in Nashville, TN, holding a Series 66 designation with five years of industry experience. His prior roles include positions at LPL Financial, Cushman & Wakefield, and General Electric Aviation. He is also the owner of MJM Consulting Inc., a tax and accounting consulting business. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, using a value-oriented, long-term investment approach combined with fundamental, technical, and charting analysis. The firm offers discretionary portfolio management and standalone financial planning with at least annual reviews.