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.

William Keegan III is a financial advisor at Creative Investment Group with five years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. His prior roles include positions at Pacer Financial, Columbia Management Investment Distributors and Advisors, and Fidelity Investments. Creative Investment Group provides personalized financial planning and both discretionary and non-discretionary investment management to individuals and institutional clients. The firm uses a combination of fundamental and technical analysis to construct primarily equity-focused portfolios and offers a range of investment options, retirement plan fiduciary services, and held-away account support.

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 Certified Financial Planner® with 24 years of industry experience. He currently serves at The Wealth Group – Austin B. Colby & Associates, where he has been since 2021, following a 20-year tenure at Raymond James Financial Services. He holds a Series 66 license and has an additional role as an independent insurance agent. The Wealth Group – Austin B. Colby & Associates provides investment advisory and financial planning services primarily to individuals and high-net-worth clients. The firm focuses on tailored asset allocation strategies, incorporating tax considerations and regular portfolio reviews, and offers both discretionary and non-discretionary management along with held-away retirement account services.

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.

Ryan Furlong is a CFP® with nine years of industry experience, currently serving at Parkwoods Wealth Partners, LLC. His prior roles include positions at PurposePath Capital, Facet Wealth, and Buckingham Wealth Management. He is also a licensed insurance agent. Parkwoods Wealth Partners serves individuals, high-net-worth clients, retirement plans, nonprofits, and corporations with investment management, retirement plan consulting, and financial planning. The firm emphasizes long-term, diversified investment strategies based on Modern Portfolio Theory and offers extended advisory and educational services beyond typical portfolio management.

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.

Jacob Mc Nally is a financial advisor at StewardWell LLC with Series 66 designation and one year of industry experience. His prior work includes roles at Ameritas Life Insurance Corp, Ameritas Advisory Services, and Thompson Financial Group. He also serves as a resident director at Liberty University, overseeing resident assistants and students. StewardWell provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, and estates. The firm uses model portfolios primarily composed of exchange-traded funds and bonds, employing both fundamental and technical analysis with a long-term orientation while adjusting portfolios as needed for client objectives, tax considerations, or liquidity.

Landon Thompson is a financial advisor at StewardWell LLC with one year of industry experience. He holds a Series 66 designation and has prior roles at Ameritas Investment Company, LLC, and Ameritas Advisory Services, LLC. Outside of his advisory work, he is involved with Thompson Financial Group, providing insurance services and client support. StewardWell LLC offers discretionary wealth management and financial planning services to individuals, high net worth individuals, trusts, and estates. The firm employs a long-term investment approach using model portfolios primarily composed of exchange-traded funds and bonds, while also incorporating fundamental and technical analysis to manage client portfolios.

William Bevins Jr. is a CFP® professional at Cypress Capital, LLC with 13 years of industry experience. He has worked at Cypress Capital since 2019 and was briefly with LPL Financial in the same year. Bevins also acts as an agent for BGA Insurance, providing life insurance solutions as part of financial planning. Cypress Capital, LLC serves individuals, retirement plans, trusts, estates, and charitable organizations, managing approximately $426 million on a discretionary basis. The firm employs a team approach and uses a combination of proprietary models and individual securities tailored to client goals, incorporating quantitative and qualitative analysis along with options and hedging strategies in select portfolios.

Crawford Luken is a financial advisor at Luken Investment Analytics, LLC with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Luken Investment Analytics, he worked at LPL Financial and Securities America, Inc. He is also involved with Mobile Mentor, a separate business activity. Luken Investment Analytics, LLC provides investment advisory and financial planning services to individual and high-net-worth clients as well as subscription-based services to other advisers. The firm employs a model allocation approach with quarterly reviews using quantitative, technical, and charting analysis, and sponsors both a wrap fee program and a paid Model Subscription Program for other advisors.

Jones Warf is a CFP® professional with 12 years of industry experience, currently with TBH Global Asset Management, LLC. He has worked at TBH since 2015 and previously spent a year at Citigroup Global Markets. TBH Global Asset Management offers investment management, financial planning, pension and retirement consulting, trustee services, bill-paying, and general consulting to individuals, retirement plans, and business entities. The firm uses a blend of top-down macro, fundamental, and quantitative analysis with asset-allocation model portfolios and incorporates third-party models and tax-optimization tools in its investment process.

John Keys is a financial advisor at Beacon Capital Management, LLC in Franklin, TN, with 12 years of industry experience. He has held positions at Kalos Capital and has over a decade of work experience outside finance at Sperry's Restaurant. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations, managing approximately $1.27 billion in assets across more than 2,000 client relationships.

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.