Bo Hanson is a CFP® and CFA® with 13 years of experience in financial advising. He has worked at Abound Wealth Management, LLC since 2017 and previously spent seven years at Preston & Cleveland Wealth Management, LLC. Outside of advising, he co-owns and manages a real estate holding company, Bribo, with limited time commitment. Abound Wealth Management is a multi-advisor firm serving individuals, trusts, estates, and employer retirement plans with comprehensive wealth management and financial planning. The firm manages approximately $1.95 billion in discretionary assets and emphasizes strategic asset allocation using low-cost mutual funds and ETFs, supported by an internal investment committee.

Austin Colby is a CFP® with 23 years of industry experience, currently serving as an advisor at The Wealth Group – Austin B. Colby & Associates since 2021. Prior to this, he worked for 20 years at Raymond James Financial Services. He is also an independent insurance agent based in Eden Prairie, MN. The Wealth Group – Austin B. Colby & Associates provides portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm offers tailored advice across a range of asset classes and employs asset-allocation frameworks, technical analysis, and both long- and short-term trading strategies, with accounts reviewed at least semi-annually.

Brendan Easterday is a financial advisor at CAP Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CAP Partners since 2013. His previous roles include positions at Comprehensive Asset Management & Servicing, Inc. and Sourceline LLC. Easterday serves on the board of Deer Run and is a board member of the Premiere Centre Board Owners Association. CAP Partners is an SEC-registered investment adviser managing over $220 million in discretionary assets. The firm provides financial counseling, planning, and discretionary asset management to a diverse client base, employing a long-term, buy-and-hold investment approach combined with ongoing monitoring and discretionary trading.

Paul Hayden is a financial advisor at Provident Wealth Management, LLC in Brentwood, TN, holding a Series 65 designation with six years of industry experience. Prior to joining Provident Wealth Management in 2021, he worked at Ameriprise from 2019 to 2021 and at Hayden Energy from 2007 to 2019. Provident Wealth Management provides portfolio management and investment advisory services to individuals, corporations, and other business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment advice to clients’ objectives and risk profiles, employing both long- and short-term trading strategies and utilizing equities, fixed income, mutual funds, ETFs, and other instruments.

Matthew Parks is a financial advisor with Seven Springs Wealth Group in Brentwood, TN, holding a Series 65 designation and six years of industry experience. Prior to joining Seven Springs Wealth Group in 2022, he worked at Dean Dorton Allen Ford, PLLC and Dean Dorton Wealth Management, LLC from 2019 to 2022, and at Mullins, Clemmons & Mayes from 2015 to 2019. In addition to his advisory role, he provides tax advice as an independent contractor for a CPA firm. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities, managing approximately $1.2 billion in assets. The firm employs a multi-advisor team structure and focuses on asset-allocation modeling with diversified strategies, incorporating third-party managers and alternative investments where appropriate.

Drew O'Connor is a CFA® charterholder with 10 years of industry experience. He has worked at CapWealth Advisors, LLC since 2020 and previously spent three years at UBS Financial Services. CapWealth Advisors, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, charitable organizations, and corporate entities. The firm offers discretionary and non-discretionary investment management along with individualized financial planning, using a mix of fundamental and technical analysis through active management strategies that include option writing and allocations to alternative investments.

William Bevins Jr. is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Cypress Capital, LLC since 2019. He briefly worked at LPL Financial in 2019 and has been involved as a licensed agent for life insurance sales. Cypress Capital is a registered investment adviser managing approximately $413.5 million with a seven-advisor team. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, and other organizations, offering financial planning, discretionary portfolio management, and various advisory services through proprietary models and individual securities.

Crawford Luken is a financial advisor at Luken Investment Analytics, LLC with three years of industry experience. He previously worked at LPL Financial and Securities America, Inc. Outside of his advisory role, he is involved with Mobile Mentor. Luken Investment Analytics, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as subscription services to other investment advisers. The firm utilizes a combination of quantitative, technical, and charting analysis for portfolio management and offers a unique paid Model Subscription Program alongside a sponsored wrap fee program.

Jones Warf is a CFP® with 12 years of industry experience, currently serving at TBH Global Asset Management, LLC since 2015. He holds Series 66 and Series 65 licenses and is based in Brentwood, TN. TBH Global Asset Management provides investment management, financial planning, pension and retirement consulting, trustee services, bill-paying, and general consulting to individuals, retirement plans, and business entities. The firm employs a blend of top-down macro, fundamental, and quantitative analysis and utilizes asset-allocation model portfolios, offering both discretionary and non-discretionary account management.

John Keys is a financial advisor at Beacon Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kalos Capital from 2016 to 2019. Outside of finance, he was involved with Sperry's Restaurant from 2007 to 2018. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with discretionary and non-discretionary 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 tailored to each client’s risk tolerance and goals.

Kyle Penders is a CFP® and holds a Series 66 license with four years of industry experience. He is currently an advisor at Defining Wealth, where he joined in 2026. His prior experience includes roles at Charles Schwab Bank, Charles Schwab, Steward Partners Investment Solutions, Lighthouse Wealth, and Amazon. Defining Wealth Partners serves individual and high-net-worth clients as well as small businesses, offering financial planning, retirement-plan advice, and portfolio management through modular or broad-based engagements. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach grounded in Modern Portfolio Theory, focusing on low-cost and tax-aware implementation.

Sarah Pappas is a financial advisor with API Financial Advisors, LLC and holds a Series 65 designation. She has one year of industry experience and has been with API Financial Advisors since 2024. She is also an agency owner at Symmetry Financial Group, where she has worked since 2013. API Financial Advisors, LLC serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and participant account management. The firm utilizes model strategies maintained by an affiliated sub-adviser and additional third-party managers, combining technical and fundamental investment analysis across various asset types.

Bentley London is a financial advisor with Caldwell Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Caldwell Advisors since 2018 and maintains an ongoing association with LPL Financial since 2011. Outside of his advisory work, he is involved in raising beef cattle on a farm in Cornersville, Tennessee. Caldwell Advisors, LLC is a SEC-registered investment adviser with a five-person team managing approximately $339 million for nearly 500 clients. The firm serves individuals, pension and profit-sharing plans, trusts, foundations, and other institutions, offering portfolio management, financial planning, and administrative services with an investment approach that combines fundamental and technical analysis tailored to client objectives and risk tolerance.

Brett Luther is a CFP® with 19 years of industry experience, currently serving as an advisor at Cypress Capital, LLC since 2020. Prior to joining Cypress Capital, he spent 11 years at Morgan Stanley Smith Barney. Outside of his advisory work, he operates a cattle farm and participates in competitive fishing tournaments. 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 other organizations, offering financial planning, discretionary portfolio management, and sub-advisory services through proprietary models and individual securities.

Leigh Luther is a financial advisor at Cypress Capital, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank from 2015 to 2020. Outside of his advisory role, he is connected to a family cattle farming operation that has been active since 1977. Cypress Capital is a registered investment adviser managing approximately $413.5 million on a discretionary basis with a seven-advisor team. The firm serves individuals, retirement plans, trusts, and other organizations, offering financial planning, discretionary portfolio management, and sub-advisory services through proprietary models and individual securities.

Jamy Antoine is a CFP® professional with three years of experience in financial advising at The Wealth Group – Austin B. Colby & Associates. Prior to joining the firm, he worked for Select Health Pain & Regenerative Solutions and the Minnesota Disc Institute. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses asset-allocation frameworks and various trading techniques to tailor advice and portfolios to each client’s objectives, time horizon, and risk tolerance.

Cameron Benson is a financial advisor at Beacon Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kalos Capital, Inc. from 2013 to 2017, returning to Beacon Capital Management where he has been since 2000. In addition to his advisory role, Benson is licensed as an insurance sales agent, selling life, long-term care, disability insurance, and annuities. 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 institutional mutual funds, ETFs, equities, fixed income, and insurance products, employing both fundamental and technical analysis alongside quantitative manager due diligence.

Jeffrey Littrell is a financial advisor with TBH Global Asset Management, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. TBH Global Asset Management is a multi-advisor firm managing approximately $1.27 billion for nearly 1,000 clients, including individuals, retirement plans, trusts, and businesses. The firm employs a combination of top-down macro analysis and quantitative methods to create personalized portfolios, offering discretionary management alongside third-party model solutions and tax optimization tools.

Derek Bland is a CFP® and PFS™ credentialed financial advisor with 18 years of experience, currently serving at LBMC Investment Advisors, LLC since 2008. He holds Series 63 and Series 65 licenses and works out of Brentwood, TN. 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 emphasizes diversification, cost minimization, and after-tax outcomes, utilizing Modern Portfolio Theory and various analytical tools.

Javier Marroquin Forcade is a financial advisor at Beacon Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Kestra Investment Services, LLC and Carr, Riggs & Ingram. 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, combining fundamental and technical analysis with quantitative manager due diligence.