Robert Bolen is a financial advisor at CogentBlue Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including United Income, Inc. and Bolén Asset Management, Inc. He also owns RV Bolen Consulting, a consulting service unrelated to investment advising. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based investment approach tailored to each client’s investment policy, with regular monitoring and rebalancing, and utilizes third-party managers and sub-advisors as appropriate.

Scott Robinson is a financial advisor at Oakworth Asset Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at JP Morgan Chase Bank and JP Morgan Securities LLC. Outside of advisory roles, he has experience in the brewing industry, having worked at Network Brewery. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Stephen Korn is a CFA® charterholder with six years of industry experience. He has been with Fielder Capital Group LLC since 2018 and previously worked at Malkin Capital Management from 2015 to 2018. He serves as a board member of Congregation Micah in Brentwood, TN, where he contributes to community activities and budget approval. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutions, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research, offering strategic allocations across various asset classes and flexible investment strategies.

Lindsay Youngbauer is a CFP® professional with six years of industry experience. She has worked at Woodmont Investment Counsel, LLC since 2019 and was previously with Diversified Trust Company from 2013 to 2019. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm constructs balanced portfolios tailored to clients’ financial circumstances and goals, incorporating estate, tax, insurance, and retirement considerations.

Rory Davis is a financial advisor with Optivise Advisory Services LLC, holding Series 63, 65, and 66 credentials and possessing 13 years of industry experience. His prior roles include positions at PanthRex LLC, Virtue Capital Management, LLC, and a long-standing affiliation with Advisor Worx. Outside of finance, he serves as a wrestling official for high school and collegiate teams, dedicating 10-15 hours weekly during the wrestling season. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios, ERISA-plan advice, and a co-advisory service for employer-sponsored defined contribution plans, combining in-house management with third-party sub-advisors and ongoing client reviews.

Jordan Baker is a Series 65-licensed financial advisor with seven years of experience, currently serving at Tranquility Partners, LLC since 2019. Based in Brentwood, TN, he is part of a seven-advisor team that manages a diverse client base. Tranquility Partners offers wealth management and portfolio management services to individual clients, including high-net-worth households, and provides family office services such as financial planning, cash-flow analysis, and charitable initiative support. The firm employs various analytical methods and trading strategies and manages nearly $1 billion in client assets with a focus on both customized reporting and broad investment access.

William Decker is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with nine years of industry experience. He holds a Series 65 designation and has been with Decker Wealth Management since 2016, following a one-year role at Clarcorr, Inc. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses by providing financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using a combination of fundamental, technical, and cyclical analysis, and employs options and other derivatives in separately managed accounts.

Elizabeth Newman is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, holding Series 63, Series 65, and Series 66 licenses with six years of industry experience. Prior to joining Decker Wealth Management in 2020, she was a homemaker for 15 years. She also serves as secretary for a local corporation involved in contract work with FedEx. Decker Wealth Management serves individuals, trusts, estates, charitable organizations, and small businesses with comprehensive financial planning, consulting, and investment management. The firm uses exchange-traded funds, individual securities, and actively incorporates options and other derivatives in portfolios tailored to client risk tolerance and time horizons.

David Shipman is a CFA® charterholder with 15 years of industry experience. He has been with 12 Th Street Asset Management since 2010. The firm serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients through discretionary portfolio management, sub-advisory arrangements, and private limited partnerships. 12 Th Street Asset Management focuses on concentrated, long-term All Cap and Small Cap equity strategies based on a value-oriented, fundamental research approach emphasizing a margin of safety.

Stephen Frohsin is a financial advisor at Woodmont Investment Counsel, LLC with 26 years of industry experience. He has been with Woodmont since 2004. He holds Series 63 and Series 65 designations. Woodmont Investment Counsel provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm manages approximately $2.01 billion across about 437 client relationships, focusing primarily on high-net-worth households with tailored strategies that include diversified allocations across equities, fixed income, and alternative investments.

Jonathan Maxson is a financial advisor at Beacon Capital Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Beacon since 2001, including prior experience at Kalos Capital Inc. He also sells life, long-term care, and disability insurance, as well as annuities. Beacon Capital Management serves individuals, high-net-worth clients, families, and businesses by providing portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations. The firm manages over $1.27 billion in assets and tailors portfolios using diversified investment strategies to suit each client’s risk tolerance and objectives.

Carter Thomas is a CFP® professional with 12 years of industry experience. He has worked at Abound Wealth Management, LLC since 2017 and previously spent a year at Preston & Cleveland Wealth Management, LLC. Abound Wealth Management is a multi-advisor firm serving individuals, 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, with portfolio oversight by an internal investment committee.

William Decker is a financial advisor with Decker Wealth Management, LLC in Nashville, TN, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Decker Wealth Management since 2009, working within a team of six advisors. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses, providing financial planning, consulting, and investment management. The firm focuses on asset allocation and tax-aware security selection using exchange-traded funds, individual securities, and options strategies, with ongoing portfolio monitoring and regular client reviews.

Andrew Hillis is a financial advisor at TBH Global Asset Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with TBH Global since 2018, following a one-year tenure at 7Twelve Advisors, Inc. TBH Global Asset Management is a multi-advisor SEC-registered firm managing approximately $1.27 billion across nearly 1,000 clients, including individuals, retirement plans, trusts, and businesses. The firm employs a combination of top-down macro analysis and quantitative strategies to create personalized portfolios, utilizing both in-house management and third-party models while offering a range of financial planning and advisory services.

Michael Wallin is a financial advisor with Optivise Advisory Services LLC in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Arete Wealth Advisors, LLC and Panthrex Asset Management, LLC. Outside of his advisory role, Wallin is the managing member of Financial Archetics and Consultants, a fintech firm focused on data gathering and risk assessment tools. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, and other entities, utilizing both internally developed models and third-party sub-advisors. The firm offers a range of investment solutions and supports discretionary and non-discretionary management, incorporating technology tools such as LifeArcPlan®.

Margaret Truitt is a financial advisor at Cahaba Wealth Management, Inc. in Nashville, TN, holding a Series 65 designation with two years of industry experience. Prior to joining Cahaba Wealth Management in 2022, she worked at Xavier University, St. Olaf College, and Homewood High School. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for about 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm provides comprehensive financial planning and portfolio management, using long-term cash-flow projections, risk-tolerance assessments, and documented investment policies to guide asset allocation across mutual funds, ETFs, individual equities, and other strategies.

Melner Bond is a financial advisor at Oasis Wealth Planning Advisors in Nashville, TN, holding the CFA® designation and Series 63 license with 15 years of industry experience. He previously worked at Envision Wealth Planning and has been self-employed as a business consultant since 2015. Outside of advising, he is co-owner and manager of Bond Coffee Company, a coffee bean reseller. 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 emphasizes strategic asset allocation combining passive and active funds, global diversification, and customized investment strategies aligned with clients’ tax situations and risk tolerance.

Robert Mefford is a CFP® professional with one year of industry experience, currently serving at Defining Wealth in Franklin, TN. Prior to joining Defining Wealth, he worked at Seven Springs Wealth Group for several years and has additional experience in various roles including positions at Belmont University and Bank of Lexington. Defining Wealth Partners serves individual and high-net-worth clients as well as small businesses, providing financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach that emphasizes low-cost, tax-aware strategies using ETFs, mutual funds, individual equities, and fixed income.

Charles Sells is a financial advisor with WMG Financial Advisors, LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at ProEquities Inc and Lincoln Financial Securities Corp. He is also a licensed insurance agent and occasionally offers insurance products to clients. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm emphasizes long-term portfolio management using modern portfolio theory across diverse asset types and provides comprehensive financial planning and retirement consulting services.

Stephen Hammers is a financial advisor at PlanRock Wealth Strategies, LLC with 23 years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Victory Capital Advisers and Victory Capital Management from 2015 to 2019. PlanRock Wealth Strategies provides fee-based, discretionary investment management and advisory services to individuals, institutions, and other investment advisers. The firm employs strategic and tactical asset allocation across various instruments and sponsors proprietary ETFs, combining ETF-centric model portfolios with sub-advisory services for registered investment companies.