Nicholas Bryan is a CFP® professional at Abound Wealth Management, LLC with four years at the firm and two years of industry experience. Prior to joining Abound, he worked at Deloitte and SourceHive, and spent six years at Brigham Young University. Abound Wealth Management is a multi-advisor firm serving individuals, trusts, estates, and employer retirement plans, managing approximately $1.95 billion in discretionary assets. The firm uses a strategic asset allocation approach with low-cost mutual funds and ETFs, emphasizes tax efficiency, and offers a standalone app-based financial planning membership alongside its comprehensive wealth management services.

Sage Clement is a financial advisor at Oasis Wealth Planning Advisors in Nashville, TN, holding a Series 65 designation with one year of industry experience. Prior to joining Oasis, Sage worked at Blue Trust and PYA Waltman Capital, and has experience in non-financial roles including at Mexicone and Yogi Bear. 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 employs a strategic asset allocation approach combining passive and active funds with global diversification, tailoring investment strategies to clients’ tax situations, risk tolerance, and goals.

Andrea Fletcher is a CFP® with 18 years of industry experience, currently serving at Vestia Personal Wealth Advisors in Nashville, TN. She previously worked for Larson Financial Securities, LLC and Larson Financial Group, LLC for 15 years. Andrea holds Series 63 and Series 66 licenses. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, offering financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach and utilizes a combination of in-house management, third-party sub-advisors, and technology-enabled solutions across client segments.

Blake Harrison is a PFS™ credentialed advisor with CapWealth Advisors, LLC in Franklin, TN. He has 11 years of industry experience, including 10 years at LBMC, PC and one year at CapWealth Advisors. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporations with approximately $2.03 billion under management. The firm employs a team-based approach, combining fundamental and technical analysis and active management strategies to provide investment management and financial planning services.

Matthew Hoffner is a CFP® with 11 years of industry experience, currently serving as an advisor at Abound Wealth Management, LLC since 2017. His prior roles include positions at Monarch Advisory Group, Western Wealth Management, and LPL Financial. Abound Wealth Management is a multi-advisor firm that provides comprehensive wealth management, financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $1.95 billion in discretionary assets and employs a strategic, tax-efficient investment approach primarily using low-cost mutual funds and ETFs, supported by an internal investment committee.

Bradley Meyers is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with 25 Financial, where he has worked since 2022. His prior experience includes roles at Arete Wealth Management LLC, Arete Wealth Advisors LLC, and Larson Financial Group. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm creates customized investment programs based on client goals and risk tolerance, using a range of analytical methods and generally managing accounts on a discretionary basis.

Jennifer Miller is a financial advisor at Fielder Capital Group LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Beacon Capital Management and MCGLADREY WEALTH MANAGEMENT LLC/RSM Wealth Management LLC. 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 a diverse investment approach, including strategic asset allocation across various securities and private placements, and offers specialized services such as a formal Family Office program and ERISA 3(38) fiduciary representation.

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.

Robert Yarmak is a CFA® charterholder with nine years of industry experience. He is currently with Vertrix Wealth Management, LLC, where he has worked since 2026. Prior to that, Mr. Yarmak held various roles at Greystone Financial Group, LLC and its affiliated entities from 2016 to 2026. Vertrix Wealth Management advises individuals, trusts, estates, small businesses, and employer-sponsored retirement plans, providing portfolio management and retirement plan consulting. The firm employs a tactical, risk-management oriented investment approach that incorporates fundamental and technical analysis, macroeconomic and market sentiment indicators, and dynamic asset allocation.

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.