Chevonne Farler is a financial advisor with TBH Global Asset Management, LLC and holds a Series 66 designation. She has 20 years of industry experience, including prior roles at U.S. Bancorp Investments and Raymond James Financial. Farler is also an author and has worked with Rodan & Fields since 2016. TBH Global Asset Management provides investment management, financial planning, and consulting services to individuals, retirement plans, and business entities. The firm employs a blend of macro, fundamental, and quantitative analysis in its investment process and utilizes model portfolios and third-party solutions such as JP Morgan’s tactical multi-asset models and 55ip’s tax-optimization tools.

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 at Key Capital Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Fidelity Personal and Workplace Advisors, Newport Group, and Empower Advisory Group. Outside of finance, Casiano is an artist and designer who creates 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 employs model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various asset classes.

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.

Amanda Dreher is a financial advisor at 12 Th Street Asset Management with two years of industry experience. She holds a Series 65 designation and has worked at 12th Street Asset Management since 2022. Outside of financial advising, she is involved with 2 Danes Furniture Store. 12 Th Street Asset Management serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients. The firm employs a value-oriented, fundamental research approach to long-term All Cap and Small Cap equity strategies and manages over $600 million across various account structures.

Christopher Prest is a financial advisor at Lee Danner & Bass Inc with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cypress Capital, LLC, Principal Street Partners, and Green Square Capital, LLC. Lee Danner & Bass Inc provides discretionary investment management primarily for high-net-worth individuals and institutional clients, employing a disciplined, long-term investment process that combines top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management.

Angela Robinson is a CFA® charterholder with 18 years of industry experience. She has been with HMS Capital Management, LLC since 2009. Robinson holds the Series 63 designation and is based in Nashville, TN. 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 domestic and foreign equities, fixed income, mutual funds, and ETFs, and also offers family office services and asset analysis for non-managed holdings.

Will Settle is a financial advisor at Woodmont Investment Counsel, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Woodmont since 2011. Settle serves on the Board of Directors for Farmer's Bank & Trust Co. 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, ETFs, no-load mutual funds, and alternative investments tailored to clients’ financial circumstances and goals.

Nicklaus Ashby is a financial advisor at Hill Investment Group with two years of industry experience and holds a Series 65 designation. His prior roles include positions at The Mather Group and Eugenias Advisory Group, as well as three years at First United Bank and Trust. Hill Investment Group provides investment management and financial planning services to individuals, high-net-worth clients, families, and institutions. The firm employs a long-term, rules-based approach grounded in Modern Portfolio Theory and manages proprietary ETFs while offering specialized strategies such as boxed-options liquidity and held-away account management.

Keith McKissock is a Series 65-licensed financial advisor with Provident Wealth Management, LLC, bringing 20 years of industry experience. He also serves as an attorney specializing in estate planning and estate administration through Provident Wealth Attorneys, PLLC. McKissock has been affiliated with Provident Wealth Management since 2005 and Provident Wealth Attorneys since 2007. Provident Wealth Management provides portfolio management and investment advisory services to individuals, corporations, and other entities, overseeing approximately $696.6 million in discretionary assets. The firm employs multiple analytical methods and offers both discretionary and non-discretionary management, incorporating mutual funds, ETFs, and periodic portfolio rebalancing.

Jacob Harrison is a financial advisor at Key Capital Management, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise, The Prudential Insurance Company of America, PRUCO Securities, and Northwestern Mutual. His background also includes roles in education and landscaping prior to entering the financial services industry. 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 combines technical, fundamental, and modern portfolio theory approaches to manage assets across mutual funds, ETFs, fixed income, REITs, and annuities.

Mauricio Cortes Resendiz is a CFP® and CFA® with eight years of industry experience. He is currently with Fielder Capital Group LLC, where he has worked since 2025. His prior experience includes roles at The Mather Group, LLC and Eugenias Advisory Group, LLC, as well as positions at Vanderbilt Business School and Fish and Associates. Fielder Capital Group LLC serves individual and institutional clients, offering portfolio management, financial planning, family office services, and retirement-plan fiduciary management. The firm employs strategic asset allocation across various investment vehicles and provides a formal Family Office service and specialized private-asset solutions.

William Butler is a financial advisor with TBH Global Asset Management, LLC, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of advising, he has ownership interests in several local restaurants and is involved in restaurant development ventures. 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 top-down macro, fundamental, and quantitative analysis using asset-allocation model portfolios and integrates third-party models and tax optimization tools in its investment process.

Dennis Carter II is a CFP® professional with three years of industry experience, currently with Seven Springs Wealth Group since 2021. He previously worked at Marigold (formerly CM Group) and spent nine years with the Nashville Symphony. 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 emphasizes diversified asset-allocation strategies, including the use of third-party managers and alternative investments.

Shawn Johnson is a financial advisor with Kingsview Wealth Management, LLC in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 29 years. Outside of his advisory role, he officiates college football and track and field events. Kingsview Wealth Management is a multi-advisor firm serving a diverse client base including individuals, retirement plans, endowments, and municipal clients. The firm offers comprehensive financial planning and wealth management services, utilizing both in-house strategies and third-party managers across various investment products.

Michael Nance is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He previously worked at Pfs Investments Inc and Primerica Financial Services from 2000 to 2024. In addition to his advisory role, he is an Independent Insurance Agent. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, estates, retirement plans, and institutional investors. The firm offers a variety of advisory services using both discretionary and non-discretionary approaches, combining active and passive strategies with an emphasis on diversification and alignment with client objectives.