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.

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.

Benjamin Thorson is a financial advisor at The Wealth Group – Austin B. Colby & Associates with seven years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial Services and CH Robinson. The Wealth Group – Austin B. Colby & Associates provides investment advisory and financial planning services to individuals and high-net-worth clients, focusing on asset allocation tailored to client risk profiles and incorporating tax considerations. The firm offers both discretionary and non-discretionary portfolio management and conducts regular reviews or rebalancing for managed accounts.

Aaron Zauner is a financial advisor with Caldwell Advisors, LLC in Brentwood, Tennessee, holding a Series 66 credential and 20 years of industry experience. Prior to joining Caldwell Advisors and LPL Financial in 2021, he worked at Fidelity Investments from 2007 to 2021. Outside of his advisory role, Zauner serves as an assistant football coach at Brentwood Middle School. Caldwell Advisors, LLC is a SEC-registered investment adviser with a five-person team managing approximately $339 million for around 482 clients. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and foundations, offering tailored portfolio management and financial planning services that combine fundamental and technical analysis across various asset classes.

Amir Dadabhoy is a financial advisor at Valtrion Capital Management, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney and BGW Wealth Advisors. Valtrion Capital Management serves individuals, trusts, estates, and business entities, providing financial planning, discretionary portfolio management, and retirement plan consulting. The firm uses strategic, tactical, and core-satellite investment approaches, emphasizing ETF-based solutions for smaller accounts and customized equity and fixed-income exposure for larger accounts.

Robert Walker is a CFP® and holds a Series 66 license with 22 years of industry experience. He has been with Cypress Capital, LLC since 2017 and previously worked at Trustcore Investments, Inc. from 2010 to 2017. Outside of his advisory role, he teaches indoor cycling classes at the YMCA of Middle Tennessee and works as a retail sales associate at REI. Cypress Capital is a registered investment adviser managing approximately $413.5 million across a seven-advisor team. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, and other organizations, providing financial planning, discretionary portfolio management, and model portfolio offerings implemented through proprietary models and individual securities.

Anna Norman is a financial advisor at Morling Financial Advisors, LLC with 14 years of industry experience. She holds the Series 66 designation and has worked at Morling Financial Advisors since 2017, following roles at Fidelity Brokerage Services LLC and Edward Jones. Morling Financial Advisors serves a range of clients including individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations. The firm provides discretionary investment management, financial planning, and consulting services, tailoring portfolios with a mix of public equity, fixed income, mutual funds, ETFs, and alternative investments, including private equity and real estate.

James Baker III is a financial advisor at Tranquility Partners, LLC in Brentwood, TN, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Tranquility Partners since 2015. 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, wealth transition coordination, and charitable initiative support. The firm’s seven-advisor team manages nearly $1 billion in client assets, employing a range of analytical methods and investing across a broad universe with both long- and short-term strategies.

Robert Mitchell Jr. is a financial advisor with TCP Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His work history includes roles at Hyams and Associates, Riley Benefits and Investment Group, and Trendency Capital Partners. Outside of advisory services, he is involved in administration consulting through Hyams and Associates. TCP Asset Management, LLC provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, financial planning, pension consulting, and estate-planning referrals via a digital platform. The firm manages accounts primarily on a discretionary basis, tailoring allocations to clients’ goals and utilizing multiple sub-advisers and model providers across an 11-office footprint with over $1 billion in assets managed.

Stacey Andres is a Series 65-licensed financial advisor with 11 years of industry experience. She is currently with Optivise Advisory Services LLC and has prior experience at Virtue Capital Management, First American National Investment Advisors, and Anchor Financial, where she also serves as president, providing insurance and college planning services. Andres volunteers with Church of the City in Franklin, TN, assisting with on-site security and safety. Optivise Advisory Services offers portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other advisers. The firm uses both internally developed models and third-party sub-advisors, integrating technology and reporting tools to support discretionary and non-discretionary solutions.

Michael Brooks is a CFA® charterholder with 22 years of industry experience. He has been with Cypress Capital, LLC since 2014 and also works with Cypress Capital Advisors, LLC. The firm manages approximately $413.5 million on a discretionary basis through a team of seven advisors. Cypress Capital serves individuals, including high-net-worth clients, retirement plans, trusts, and other organizations, offering financial planning, discretionary portfolio management, and sub-advisory services using proprietary models and a range of investment strategies.

Cory Carlton is a financial advisor at Optivise Advisory Services LLC with two years of industry experience. He holds a Series 65 designation and has worked at Optivise since 2024. In addition to his advisory role, he serves as Chief Executive Officer of Both Hands Financial Group, an insurance services company in Brentwood, TN, since 2016. 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 and a subscription-based co-advisory service for employer-sponsored retirement plans.

James Dickson is a CFP® and holds a Series 65 license with five years of experience in financial advising. He has been with Paul Winkler, Inc. since 2018 and previously worked for Hickman County Schools for 18 years. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporations. The firm uses a co-advisor structure with third-party asset managers and employs modern portfolio theory and multi-factor approaches in portfolio construction, alongside investor education through workshops, media, and subscription-based coaching programs.

Jay Bennett is a financial advisor at Expand Financial Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Bennett is a high school teacher employed by Maury County Public Schools. Expand Financial Group offers asset management, comprehensive portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis in managing portfolios that include stocks, bonds, ETFs, mutual funds, and alternative investments.

Andrew Reid is a CFP® professional with 10 years of experience in financial advising. He has been with LBMC Investment Advisors, LLC since 2014. 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 employs a Modern Portfolio Theory-based investment process focused on diversification, cost minimization, and after-tax outcomes, and is affiliated with the regional accounting firm LBMC, PC.

Eric Fitzgerald is an advisor with Partners Capital, LLC, holding Series 63 and Series 65 licenses and bringing two years of industry experience. His prior work includes a long tenure at Gracie Credit and Deutsche Bank Securities Inc. Additionally, he is a partner in Partners Capital Investments GP, Inc., which manages a hedge fund focused on a portfolio of primarily fixed income and some equity liquid securities for accredited investors. Partners Capital, LLC offers portfolio management and advisory services to individuals and high-net-worth clients, along with sponsorship and management of a private fund. The firm serves both discretionary and non-discretionary accounts, employing an opportunistic credit and equity strategy emphasizing liquid investments and hedging.

Daniel Davis is a financial advisor with Adk Wealth Advisory Group, holding a Series 63 license and 38 years of industry experience. He has worked with LPL Financial since 1998 and has been with Kraft, Davis & Associates, LLC (doing business as ADK Wealth Advisory Group) since 2015. ADK Wealth Advisory Group is an SEC-registered investment adviser serving individual and high-net-worth clients, providing fee-based investment management and financial planning. The firm offers a range of services including retirement-plan advisory and tailored planning, managing portfolios using fundamental and technical analysis across various asset classes, and acting as both program sponsor and portfolio manager for its wrap fee offerings.

Jonah Paul is a CFP® professional with one year of industry experience, currently serving at Abound Wealth Management, LLC. His background includes roles at Georgia College and State University and Dunwoody Country Club. Abound Wealth Management is a multi-advisor firm providing comprehensive wealth management, financial planning, portfolio management, and retirement-plan consulting to individual clients, trusts, estates, and employer plans. The firm’s approach centers on strategic asset allocation using low-cost mutual funds and ETFs, with added emphasis on tax efficiency and portfolio oversight by an internal investment committee.

Angela Moore is a financial advisor at PlanRock Wealth Strategies, LLC in Franklin, TN, holding a Series 65 designation with four years of industry experience. She previously worked at Compass Advisory Partners and PlanRock Investments LLC, and earlier was affiliated with the University of Findlay. PlanRock Wealth Strategies provides fee-based, discretionary investment management and model-portfolio services to individuals, institutions, and financial advisers. The firm manages approximately $64.4 million across around 35 client relationships, utilizing ETFs, mutual funds, and other liquid instruments through strategic and tactical asset allocation models with ongoing monitoring and rebalancing.

Colin Caldwell is a financial advisor with Caldwell Advisors, LLC in Brentwood, TN. He holds a Series 66 designation and has one year of experience in the industry. His prior experience includes roles at LPL Financial, Shift4, Simplus, PricewaterhouseCoopers, CTC Consulting, and Deloitte Consulting. Caldwell Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as corporate pension plans, trusts, and foundations. The firm employs a combination of fundamental and technical analysis, using strategies like asset allocation and dollar-cost averaging, and offers continuous investment advice along with administrative services and financial planning.