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.

Tracy Olive is a financial advisor at CapWealth Advisors, LLC in Franklin, TN, holding Series 63 and Series 65 credentials with 28 years of industry experience. She has been with CapWealth Advisors and CapWealth Investment Services since 2010. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporate entities, managing approximately $2.03 billion across about 1,400 client relationships. The firm employs an active investment management approach combining fundamental and technical analysis, employing strategies such as option writing and allocations to 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 at Partners Capital, LLC with credentials including Series 63 and Series 65 licenses and one year of industry experience. His prior work includes nineteen years at Gracie Credit and ongoing experience with Deutsche Bank Securities Inc since 2004. He is also a partner in a hedge fund managed by Partners Capital Investments GP, Inc., which focuses on liquid fixed income and equity securities for accredited investors. Partners Capital, LLC provides portfolio management and advisory services to individuals, high-net-worth clients, and pooled investment vehicles. The firm combines financial planning with sponsorship and management of a private fund that pursues 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 three years of experience at Abound Wealth Management, LLC in Franklin, TN. Before joining Abound Wealth Management, he worked at Georgia College and State University and was affiliated with Dunwoody Country Club. Abound Wealth Management is a multi-advisor firm serving individuals, trusts, estates, and employer retirement plans with comprehensive wealth management, financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $1.95 billion in discretionary assets and uses a strategic asset allocation approach focused on low-cost mutual funds and ETFs, tax efficiency, and periodic rebalancing, supported 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.

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.