Isaac Knittle is a financial advisor at Beacon Capital Management, LLC with three years of industry experience. He holds the Series 66 designation and has prior experience at EQUITABLE ADVISORS llc. Outside of advisory work, he also works as an independent contractor driver for DoorDash. 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 employs diversified portfolios using mutual funds, ETFs, equities, fixed income, and structured notes, supported by fundamental, technical, and quantitative analysis.

Yochanan Hershoff is a CFP® at Abound Wealth Management, LLC with four years of industry experience. His prior roles include positions at Scott Latz CPA and Jack Berkowitz CPA, as well as service in the Israel Defense Forces. He has also been involved with Yedei Chesed and operated Personal Cleaning Services. Abound Wealth Management is a multi-advisor firm serving individual clients, trusts, estates, and employer retirement plans. The firm manages approximately $1.95 billion in discretionary assets and employs a strategic asset allocation approach using low-cost mutual funds and ETFs, alongside an app-based financial planning membership and public educational outreach.

John Preston is a CFP® and PFS™ credentialed financial advisor with 22 years of industry experience. He has been with Abound Wealth Management, LLC since 2017 and previously worked at Preston & Cleveland Wealth Management, LLC for 12 years. He is also president of 88 Times Over, which owns the intellectual property for The Money Guy Show. 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 emphasizes strategic asset allocation with low-cost mutual funds and ETFs, tax-efficient portfolio management, and offers an app-based financial planning membership alongside traditional advisory services.

Eric Hale is a CFP® professional with six years of industry experience. He has been with Abound Wealth Management, LLC since 2016, including its predecessor and current entity. 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 employs a strategic asset allocation approach focused on low-cost mutual funds and ETFs, tax efficiency, and periodic rebalancing, supported by an internal investment committee.

Daniel Banaszak is a CFA® charterholder affiliated with PlanRock Wealth Strategies, LLC. He has experience with Victory Capital from 2015 to 2019 and has been self-employed since 2020. Banaszak has been with PlanRock Investment Management, LLC since 2023. PlanRock Wealth Strategies provides fee-based, discretionary investment management and model-portfolio services to individuals, institutions, and other financial advisers. The firm manages approximately $64.4 million across about 35 client relationships and emphasizes ETF and mutual fund investments using strategic and tactical asset-allocation models.

Adam Colby is a financial advisor with The Wealth Group – Austin B. Colby & Associates, holding a Series 66 credential and 12 years of industry experience. He previously worked at Raymond James Financial Services and has been with his current firm since 2021. Outside of advising, he is also an independent insurance agent. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and managed-account services. The firm customizes portfolios based on clients’ objectives, time horizons, and risk tolerances, employing various techniques including asset allocation and technical analysis.

George Stadler is a CFA® charterholder with 16 years of industry experience. He has been with HMS Capital Management, LLC since 2009. HMS Investment Advisors provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, as well as charitable organizations, corporations, and insurance companies. The firm uses fundamental analysis across multiple model portfolios and offers services that include financial planning, family office support, and advisory relationships involving assets not directly managed by HMS.

Frankie Merritt is a financial advisor with Beacon Capital Management, LLC, holding Series 65 and Series 66 credentials and bringing 17 years of industry experience. He has worked at Beacon since 2013 and previously spent four years with Kalos Capital, Inc. Merritt is also licensed as an insurance sales agent, offering life, long-term care, disability insurance, and annuities. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses with portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations. The firm manages approximately $1.27 billion in assets and focuses on tailored, diversified portfolios that include mutual funds, ETFs, equities, fixed income, real estate funds, structured notes, and insurance products.

Alex Owens is a financial advisor at Sage Rhino Capital LLC in Nashville, TN, holding a Series 65 designation with five years of industry experience. His work history includes roles at Proffitt & Goodson Inc. and PulteGroup, Inc., along with experience at the University of Tennessee’s Master's Investment Learning Center. Sage Rhino Capital LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $883.7 million in discretionary assets. The firm uses a broad investment approach including option strategies and offers extensive planning services that cover investment, retirement, estate, charitable, tax planning, and more.

Tyron Draper is a CFP® with 13 years of industry experience and has been with Beacon Capital Management, LLC since 2016. Prior to joining Beacon, he worked at Kalos Capital for one year. Outside of his advisory role, he is involved in project management focused on the purchase, renovation, and remarketing of distressed properties. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm provides portfolio management, financial planning, and retirement-plan consulting, managing approximately $1.27 billion in assets across more than 2,000 client relationships with diversified investment strategies tailored to client objectives.

Brett Wright is a financial advisor at Optivise Advisory Services LLC with two years of industry experience. He holds a Series 65 designation and has been involved with River of Life Church since 2015. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations, utilizing both internally developed models and third-party sub-advisors across various asset classes. The firm incorporates technology-driven reporting tools and offers both discretionary and non-discretionary management solutions.

Katelyn Dunstan is a CFP® with three years of industry experience currently working at Vestia Personal Wealth Advisors in Nashville, TN. Her prior roles include positions at Ausdal Financial Partners, Taylor Securities, Northwestern Mutual, and TD Ameritrade. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach and offers comprehensive financial planning, portfolio management, business consulting, and educational workshops.

Jesse Johnson is a financial advisor at Applied Capital LLC with one year of experience at the firm. He holds a Series 66 designation and has prior experience with Jackson National Life Distributors, LLC, Equitable Advisors, LLC, and other companies. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning, managing approximately $293 million in assets. The firm emphasizes asset allocation and diversification using market-cap weighted index strategies and offers multi-tiered planning engagements that can coordinate with outside specialists.

Ryan Hitt is a financial advisor at CapWealth Advisors, LLC in Franklin, TN, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with CapWealth Advisors and its affiliated entity, CapWealth Investment Services, since 2009. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporate clients with about $2.03 billion in assets under management. The firm employs a combination of fundamental and technical analysis in an active management process that includes long- and short-term strategies, option writing, and alternative investments.

Stephen Martin is a CFP® with 13 years of experience in the financial services industry. He is part of the team at Oasis Wealth Planning Advisors in Nashville, TN, and has previously worked at Fifth Third Securities and Banc One Securities Corporation. Oasis Wealth Planning Advisors is a fee-only advisory 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 combination of passive and actively managed no-load mutual funds and ETFs, and typically acts on a discretionary basis.

Anthony Steffan is a CFP® with 30 years of industry experience. He is currently with HS Wealth Partners, where he has worked since 2024. His prior experience includes roles at Cambridge Investment Research Advisors and UBS Financial Services. In addition to advising, he is a licensed insurance agent and dedicates a portion of his time to insurance sales and implementation of insurance recommendations. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, offering discretionary investment management and comprehensive financial planning. The firm emphasizes a long-term, fundamental investment approach and provides ongoing portfolio supervision and reporting.

Nicholas Bryan is a CFP® professional at Abound Wealth Management, LLC with four years at the firm and two years of industry experience. Prior to joining Abound, he worked at Deloitte and SourceHive, and spent six years at Brigham Young University. Abound Wealth Management is a multi-advisor firm serving individuals, trusts, estates, and employer retirement plans, managing approximately $1.95 billion in discretionary assets. The firm uses a strategic asset allocation approach with low-cost mutual funds and ETFs, emphasizes tax efficiency, and offers a standalone app-based financial planning membership alongside its comprehensive wealth management services.

Sage Clement is a financial advisor at Oasis Wealth Planning Advisors in Nashville, TN, holding a Series 65 designation with one year of industry experience. Prior to joining Oasis, Sage worked at Blue Trust and PYA Waltman Capital, and has experience in non-financial roles including at Mexicone and Yogi Bear. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning and discretionary portfolio management. The firm employs a strategic asset allocation approach combining passive and active funds with global diversification, tailoring investment strategies to clients’ tax situations, risk tolerance, and goals.

Andrea Fletcher is a CFP® with 18 years of industry experience, currently serving at Vestia Personal Wealth Advisors in Nashville, TN. She previously worked for Larson Financial Securities, LLC and Larson Financial Group, LLC for 15 years. Andrea holds Series 63 and Series 66 licenses. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, offering financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach and utilizes a combination of in-house management, third-party sub-advisors, and technology-enabled solutions across client segments.

Matthew Hoffner is a CFP® with 11 years of industry experience, currently serving as an advisor at Abound Wealth Management, LLC since 2017. His prior roles include positions at Monarch Advisory Group, Western Wealth Management, and LPL Financial. Abound Wealth Management is a multi-advisor firm that provides comprehensive wealth management, financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $1.95 billion in discretionary assets and employs a strategic, tax-efficient investment approach primarily using low-cost mutual funds and ETFs, supported by an internal investment committee.