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 63, Series 65, and Series 66 licenses. Prior to joining Creative Investment Group, he worked at Pacer Financial, Inc., Columbia Management Investment Distributors, Inc., and Fidelity Investments. Creative Investment Group provides personalized financial planning and investment management services to individuals, including high-net-worth clients, as well as institutional entities such as family offices and qualified retirement plans. The firm employs both fundamental and technical analysis to construct equity-focused portfolios and offers additional services such as retirement-plan fiduciary oversight and securities-backed lending assistance.

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.

Andrew Peapos is a CFP® and Series 66-registered financial advisor with Woodmont Investment Counsel, LLC, based in Nashville, TN. He has two years of industry experience, including prior roles at Abound Wealth Management and Ameriprise. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel primarily to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm typically constructs balanced portfolios using equities, fixed income, cash equivalents, and alternative investments, tailoring strategies to clients’ financial circumstances and goals.

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.

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.

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.

Richard Bright is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with six years of industry experience. He holds a Series 65 designation and has worked at Decker Wealth Management since 2019. Prior to that, he held roles at Parking Management Co., Caterpillar Financial Services Corp, the Tuscaloosa Tax Collector's Office, and the University of Alabama. Decker Wealth Management serves individuals, trusts, estates, charitable organizations, and small businesses by providing comprehensive financial planning, consulting, and investment management. The firm combines fundamental, technical, and cyclical analysis with tax-aware asset allocation and uses options and other derivatives in client 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®-certified financial advisor with 12 years of industry experience. He has been with TBH Global Asset Management, LLC since 2015 and previously worked at Citigroup Global Markets. TBH Global Asset Management offers investment management, financial planning, pension and retirement consulting, trustee services, and bill-paying to individuals, retirement plans, and business entities. The firm employs a blend of top-down macro, fundamental, and quantitative analysis, incorporating third-party models and tax-optimization tools in its investment approach.

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.