Fred Lowrance Jr. is a CFA® charterholder with 11 years of industry experience. He is an advisor at Lee Danner & Bass Inc., a firm with a six-advisor team based in Nashville, TN. He has worked at Avondale Partners, LLC since 2008. Lee Danner & Bass Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients. The firm employs a long-term, disciplined investment process combining top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income 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.

Hannah Herman is a CFP® and Series 65-licensed advisor at Key Capital Management, Inc. with three years of industry experience. Her prior roles include positions at Wood Financial Group and Kentucky Planning Partners. Outside of advising, she is training to become a fitness instructor with Pure Barre. Key Capital Management, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles.

Mark Smith is a financial advisor with Lee, Danner & Bass, Inc. in Nashville, TN, where he has worked since 1989. He has 22 years of industry experience and is part of a six-advisor team. Lee, Danner & Bass, Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients, employing a long-term, disciplined investment approach that integrates top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management. The firm manages approximately $1.975 billion in discretionary assets across its team.

Malgorzata Guziak is a CFP® and Series 66-registered advisor with four years of industry experience. She is currently with Oasis Wealth Planning Advisors and has previously worked at Thrive Capital Management, Purshe Kaplan Sterling Investments, and Redwood Wealth Management. She also serves as a Notary Public, notarizing documents for clients without compensation. Oasis Wealth Planning Advisors is a fee-only 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 mix of passive and actively managed no-load mutual funds and ETFs, and often acts on a discretionary basis.

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.

David Cowee is a Series 65-licensed advisor with 19 years of industry experience. He is currently with SageGuard Financial Group, LLC and has prior experience at Alphastar Capital Management LLC and Sageguard Investment Advisory Services. Cowee is president of Pineywoods Financial and serves as an elder on the board of Fredonia Hill Baptist Church in Nacogdoches, Texas. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a distinctive investment approach that combines strategic and tactical asset allocation across diversified model portfolios and offers public educational seminars as part of its client outreach.

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.

Cole Hickerson is a financial advisor at Fielder Capital Group LLC with two years of industry experience. He holds a Series 65 designation and has worked at Fielder Capital Group since 2023. His prior experience includes roles at Advance Capital Management and Vanderbilt University among others. Fielder Capital Group serves individual clients, including high-net-worth individuals, as well as various institutional clients such as retirement plan sponsors, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, family office services, and fiduciary management, employing strategic asset allocations and a combination of institutional services with active derivative and margin authority.

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.

Rachel Biggerstaff is a financial advisor at Key Capital Management, Inc. with five years of industry experience. She holds a Series 65 designation and has been with Key Capital Management since 2020. She also has a longstanding association with Wood Financial Group, LLC. Key Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm manages approximately $393 million in discretionary assets, employs a team of seven advisors, and utilizes a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles.

Mark Shannon is a financial advisor at Strive Financial Group, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Marriott International and several hospitality and business ventures. Outside of advising, he has been involved with various business activities including leadership roles in multiple hospitality and service companies. Strive Financial Group, LLC, founded in 2024, provides discretionary asset management, financial planning, consulting, and ERISA retirement-plan services to individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative analysis to manage a range of investment strategies and conducts regular portfolio reviews with rebalancing and tax-loss harvesting as appropriate.

Portia Wells is a CFP® professional with 11 years of experience in financial advising. She has been with HMS Capital Management, LLC since 2016. 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 blending various asset classes and offers services including Family Wealth Advisor support and asset analysis beyond those it directly manages.

Zachary Hyche is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients’ priorities to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He provides guidance on topics including general investing, retirement planning, and emergency savings, while also offering access to Bank of America specialists for banking, credit, home financing, and small business solutions. Zachary holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a bachelor's degree from Belmont University. Outside of his professional responsibilities, Zachary is involved with the organization The Store.

Jeffrey Littrell is a financial advisor at TBH Global Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Independence Capital Co, TBH Advisors, Wells Fargo Clearing, and Edward Jones. TBH Global Asset Management provides investment management, financial planning, pension and retirement consulting, trustee services, and general consulting to individuals, retirement plans, and business entities. The firm employs a blend of macro, fundamental, and quantitative analysis in its investment process and utilizes various third-party models and tools for portfolio implementation and tax optimization.

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 the financial services industry. He has been with Cahaba Wealth Management, Inc. since 2021, following ten years at Mastrapasqua Asset Management, Inc., and prior roles at J.J.B. Hilliard, W.L. Lyons, LLC and Hilliard Lyons Capital Management, LLC. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management. The firm manages approximately $2.06 billion and employs a long-term, risk-focused investment process that includes mutual funds, ETFs, and alternatives when appropriate.

Thomas Rush is a financial advisor with Creative Investment Group in Nashville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Creative Investment Group, he worked with the Pittsburgh Steelers and Tennessee Titans. Creative Investment Group provides personalized financial planning and investment management to individuals, including high-net-worth clients, and institutional entities such as family offices and private foundations. The firm combines fundamental and technical analysis to build primarily equity-focused portfolios and offers additional services including retirement-plan fiduciary oversight and held-away account management.