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.

Donald Keeney is a CFP® and CFA® with 18 years of experience in financial advising. He has worked at Cahaba Wealth Management, Inc. since 2021 and previously spent 10 years at Mastrapasqua Asset Management, Inc. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for around 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm focuses on comprehensive financial planning and portfolio management, using long-term cash-flow projections, formal risk-tolerance assessments, and a range of investment vehicles such as mutual funds, ETFs, and alternative strategies.

Thomas Rush is a financial advisor with Creative Investment Group in Nashville, TN. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Creative Investment Group, Rush worked with the Pittsburgh Steelers and Tennessee Titans and has experience in development with Clear Creek Development. Creative Investment Group serves individual clients, including high-net-worth households, as well as institutional clients such as family offices and endowments. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing a broad investable universe and combining fundamental and technical analysis with a generally long-term investment orientation.

Camden Johns is a financial advisor with Creative Investment Group in Nashville, TN, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Aperture Group, The Select Group, Collabera Inc, and Agilea Solutions. Outside of finance, he is involved in an event photography business called Spin360 Photobooth. Creative Investment Group serves individual clients, including high-net-worth households, as well as institutional and entity clients such as family offices, trusts, and endowments. The firm offers portfolio management, financial planning, and retirement-plan advisory, using a broad investable universe and a combination of fundamental and technical analysis within a generally long-term orientation.

Andrew Knell is a financial advisor at Provident Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Provident Wealth Management since 2017. Prior to that, he was associated with One Trusted Advisor Attorneys and Lipscomb University. Provident Wealth Management provides portfolio management and investment advisory services to individuals, including high net worth clients, corporations, and other business entities. The firm manages approximately $696.6 million in discretionary assets and employs a range of analytical methods, including fundamental, technical, and cyclical analysis, to support both long- and short-term trading strategies tailored to client objectives.

Narsing Kommireddi is a financial advisor at Oasis Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PFS Investments and Terra Wealth Management. Kommireddi is also a licensed insurance professional. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management along with financial planning and pension consulting.

David Merrell is a financial advisor at TBH Global Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TBH Global since 2007. Outside of his advisory role, Mr. Merrell serves as a director for SCC Bancshares, Inc., the holding company for St. Clair County State Bank in Missouri, and acts as a personal trustee for client trust accounts. TBH Global Asset Management is an SEC-registered, 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 with fundamental and quantitative methods to create personalized portfolios, utilizing both in-house management and third-party model solutions.

John Hudson III is a financial advisor with Applied Capital LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Applied Capital since 2015 and has also worked with Timothy Cantrell since 2013. Outside of his advisory role, he is a licensed insurance agent. Applied Capital LLC provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes long-term asset allocation and diversification across various asset classes and incorporates alternative investments and digital estate-planning tools in its offerings.

Andrew Michael is a CFA® charterholder with 10 years of industry experience. He has been with Seven Springs Wealth Group, LLC (formerly Sailer Financial, LLC) since 2015. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities with financial planning, discretionary portfolio management, and project-based consulting. The firm employs a multi-advisor team structure and emphasizes asset-allocation modeling with diversified strategies, including the use of third-party managers and alternative investments.

Jacob Butler is a financial advisor at Key Capital Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Key Capital Management, Butler worked at Wood Financial Group, LLC and Jackson National Life Distributors, LLC. Outside of finance, he is involved with Music City Fit Meals. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles, managing approximately $393 million in discretionary assets.

Frank Byrd III is a CFP® and CFA® with 10 years of industry experience, currently serving as an advisor at Fielder Capital Group LLC since 2009. He is based in Nashville, TN, and holds Series 63 and Series 65 licenses. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutional entities, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research and offers a range of strategies including equities, fixed income, derivatives, and private placements.

Michael Manna is a financial advisor at Craft Wealth Services in Nashville, TN, holding a Series 66 designation with five years of industry experience. His prior roles include positions at LPL Financial, Cushman & Wakefield, and General Electric Aviation. He is also the owner of MJM Consulting Inc., a tax and accounting consulting business. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, using a value-oriented, long-term investment approach combined with fundamental, technical, and charting analysis. The firm offers discretionary portfolio management and standalone financial planning with at least annual reviews.

Chevonne Farler is a financial advisor with TBH Global Asset Management, LLC, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at U.S. Bancorp Investments and Raymond James Financial Services. Outside of advising, she has been an author since 2016 and is involved in insurance sales, including fixed life, annuities, health, disability, and long-term care insurance. TBH Global Asset Management is an SEC-registered, 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, fundamental and quantitative methods, and utilizes both in-house and third-party model solutions to create personalized, tax-aware portfolios, while offering a range of advisory and consulting services.

Nathaniel Frigge is a CFP® and Series 65-licensed advisor at Fielder Capital Group LLC with six years of industry experience. He has been with Fielder Capital Group since 2019 and previously worked at Jackson Lewis P.C. from 2017 to 2018. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutional clients, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research and offers a range of strategies including equities, fixed income, private placements, and derivative instruments.

Keith Casiano is a financial advisor with Key Capital Management, Inc. He holds Series 65 and Series 63 licenses and has eight years of industry experience. His career history includes roles at Empower Advisory Group, Newport Group, Quinn Stauffer Financial, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services. Outside of advising, Casiano works as an artist and designer creating commissionable art pieces. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses a mix of technical, fundamental, and modern portfolio theory approaches to implement client plans and manages approximately $393 million in discretionary assets.

Christopher Loper is a financial advisor at Key Capital Management, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at Key Capital Management and Wood Financial Group since 2023. His prior experience includes roles outside the financial industry, including at Oasis Pools and the University of Tennessee at Chattanooga. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs a mix of technical, fundamental, and modern portfolio theory approaches across various investment vehicles and serves approximately 1,730 client relationships with a team of seven advisors.

Wesley Wood is a financial advisor with Key Capital Management, Inc., holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Key Capital Management since 2014 and also owns Wood Financial Group, LLC, which provides financial services and tax preparation. Key Capital Management, Inc. offers discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing model portfolios and a combination of technical, fundamental, and modern portfolio theory investment approaches. The firm manages approximately $393 million in discretionary assets through a team of seven advisors serving around 1,730 client relationships.

Billy Aycock is a financial advisor at Cabin Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Arete Wealth Advisors, LLC and Center Street Securities. Outside of his advisory role, he serves as president of Hazel's Heroes, a personal charitable organization supporting children with type 1 diabetes. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220.2 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, and sub-advisory services, using a variety of investment approaches including fundamental, technical, and asset-allocation analysis.

Phillip Reynolds is a CFP® with 17 years of experience, currently serving at TBH Global Asset Management, LLC since 2009. He previously worked with Banc of America Investment Services, Inc. and Bank of America, N.A. outside of his advisory role, he holds a 15% ownership stake in Endelogy, LLC, a farming and cultivation business, where he is involved in business development. TBH Global Asset Management offers investment management, financial planning, pension and retirement consulting, trustee services, and general consulting to individuals, retirement plans, and business entities. The firm utilizes a blend of top-down macro, fundamental, and quantitative analysis combined with asset-allocation model portfolios and leverages third-party models and trade implementation tools for tailored client solutions.

Richard Erickson is a financial advisor with Jacksonville Wealth Management in Brentwood, TN, holding Series 63, 65, and 66 credentials and 34 years of industry experience. His professional background includes roles at LPL Financial and Waddell & Reed, Inc., as well as a period working at Woodland Middle School. Jacksonville Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, and business entities with portfolio management and financial planning. The firm employs tailored investment plans and model allocations, often managing accounts on a discretionary basis, and utilizes custodial and technology services through LPL Financial to support its client base.