Breanne Mc Manus is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Abound Wealth Management, LLC since 2019 and has prior experience including roles at the University of Georgia and Astreaus Advisors, LLC. Abound Wealth Management is a multi-advisor firm that provides wealth management, financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and employer plans. The firm manages approximately $1.95 billion in discretionary assets and employs a strategic, tax-efficient investment approach using low-cost mutual funds and ETFs, supported by an internal investment committee.

Teresa Lundine is a financial advisor at Stronghold Capital Partners LLC with 27 years of industry experience. She holds Series 63, 65, and 66 credentials and has worked with firms including Stronghold Wealth Management and various real estate companies. In addition to advisory work, she is an insurance agent transacting insurance products. Stronghold Capital Partners is a registered investment adviser serving individual and business clients with financial planning, portfolio management, and retirement-plan services. The firm primarily recommends third-party managers and employs a solicitor-centric business model supported by a multi-office team structure.

James Brown is a financial advisor at Sycamore Financial Advisors, Inc. in Nashville, TN, with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Shanklin Capital Management, Inc. dba Sycamore Financial Advisor since 2016 and Wells Fargo Advisors LLC since 2009. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for about 230 households. The firm serves individuals, families, trusts, estates, and small or family-owned businesses, using a strategic asset allocation framework that includes mutual funds, ETFs, individual securities, and active option strategies.

Jennifer Horton is a financial advisor at CapWealth Advisors, LLC in Franklin, TN, with 15 years of industry experience. She holds Series 63 and Series 65 designations and has been with CapWealth Advisors and its affiliated entity since 2010. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporate clients, managing approximately $2.03 billion across about 1,400 relationships. The firm employs a team-based approach that combines fundamental and technical analysis within an active management process, offering discretionary and non-discretionary investment management alongside individualized financial planning.

Andrew Dodd is a CFP® with five years of industry experience, currently serving as an advisor at Abound Wealth Management, LLC. He previously worked at Green & Associates and Northwestern Mutual. Outside of financial services, he is co-owner of several music businesses involved in production and publishing royalty administration. Abound Wealth Management is a multi-advisor firm providing 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 asset allocation approach focused on low-cost mutual funds and ETFs, tax efficiency, and portfolio oversight by an internal investment committee.

Jenny Wilson is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Seven Springs Wealth Group, where she has worked since 2017. Her prior experience includes roles at Silver Oak Securities, Inc. and Securities Service Network. Seven Springs Wealth Group provides financial planning and portfolio management services to individuals, trusts, foundations, retirement plans, and business entities. The firm manages client accounts primarily on a discretionary basis, using asset-allocation modeling and a combination of long- and short-term strategies, including its proprietary SSWG Voyage Portfolio.

Bart Bonga is a financial advisor with Rothschild Investment LLC in Brentwood, TN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Rothschild Investment Corporation since 1996. Rothschild Investment serves individuals, families, trustees, corporations, pension and profit-sharing plans, and other institutional clients by providing portfolio management, financial planning, and retirement plan consulting. The firm uses customized asset-allocation models and a combination of mutual funds, ETFs, individual securities, and sub-advisers to deliver investment advice.

Jacob Hester is a financial advisor at Keating Financial Advisory Services in Nashville, TN, holding a Series 65 designation with one year of industry experience. His prior roles include positions at AGP Franklin, LLC dba Strong Tower Wealth Management, eMoney Advisor, and Archer Huntley Financial Services. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, modular financial planning, and consulting services, with investment strategies that include mutual funds, ETFs, individual equities, and fixed income.

Kimberly Voigt is a financial advisor at United Wealth Management, LLC in Nashville, TN, holding a Series 65 designation with four years of industry experience. Her prior roles include positions at Seven Springs Wealth Group, Paradigm Wealth Partners, and Frank Reynolds & Company. United Wealth Management provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and plan participants. The firm emphasizes fundamental analysis and long-term asset allocation strategies, managing approximately $406.6 million across 257 client relationships as of December 2025.

Austin Schmitt is a financial advisor at Tailwinds Wealth, LLC in Franklin, TN, holding a Series 65 credential. He has been in the financial services industry since 2021, with prior experience at Gratus Funds and Great Waters Financial. Schmitt has been with Tailwinds Wealth since 2026, following his time at Tailwinds Group. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and personalized investment policy statements. The firm employs a variety of analysis techniques and strategies across multiple asset classes and frequently utilizes third-party managers and model portfolios.

Eric Baer is a CFP® professional with five years of industry experience, currently serving at Abound Wealth Management, LLC. His prior work includes roles at Watson Planning, ABB, Inc., and GE. Abound Wealth Management is a multi-advisor firm providing 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 emphasizes strategic asset allocation using low-cost mutual funds and ETFs, with an investment committee overseeing portfolio decisions.

Michael Okeefe is a financial advisor with 19 years of industry experience at 12 Th Street Asset Management in Nashville, TN. He holds Series 63 and Series 65 licenses and has been with the firm since 2007. 12 Th Street Asset Management primarily serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients. The firm offers discretionary portfolio management focused on concentrated, long-term All Cap and Small Cap equity strategies using a value-oriented investment process.

Valerie Wilson is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with 22 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Decker Wealth Management since 2009. 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 asset allocation and tax-aware security selection, with an investment approach that includes fundamental, technical, and cyclical analysis.

Nishann La Nata is a Series 66-licensed financial advisor with nine years of industry experience, currently with Craft Wealth Services. His prior roles include financial planning and advisory positions at First Command Financial Planning and Waddell & Reed. Outside of his advisory work, he is a partner in Lebanon Sisterhood, where he contributes to event planning, promotion, and social media administration. Craft Wealth Services provides investment advisory and financial planning primarily for individual and high-net-worth clients, offering portfolio management and standalone planning with a value-oriented, long-term investment approach that incorporates fundamental and technical analysis alongside tactical allocation and options strategies.

Blake Hummel is a CFP® with one year of industry experience, currently serving at Defining Wealth Partners LLC. His prior work includes roles at Seven Springs Wealth Group, Abound Wealth Management, Ramsey Solutions, and as a self-employed advisor. Defining Wealth Partners serves individual and high-net-worth clients, as well as small businesses, offering financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach focused on low-cost, tax-aware strategies.

Brandon Doering is a financial advisor with Beacon Capital Management, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Beacon Capital Management in 2021, he worked at Gruhn Guitars from 2013 to 2020. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with 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, while providing ongoing supervision tailored to each client’s risk tolerance and investment guidelines.

Phoebe Venable is a CFA® charterholder with over 22 years of experience in the financial industry. She has been with CapWealth Advisors, LLC since 2011. CapWealth Advisors is an SEC-registered advisory firm serving individuals, charitable organizations, and corporate clients. The firm manages approximately $2.03 billion across roughly 1,400 client relationships, employing a mix of fundamental and technical analysis alongside active management strategies that include option writing and allocations to alternative investments.

Kyle Kuyat is a CFP® and ChFC® with nine years of industry experience, currently serving as an advisor at Defining Wealth. His prior experience includes roles at Silver Oak Securities, Inc., The Leaders Group, Inc., and Jackson National Life Distributors. Outside of his advisory work, he is the founder of Advantage Media LLC, a content creation venture focused on non-investment related video and audio production. Defining Wealth Partners serves individual and high-net-worth clients and small businesses with financial planning, retirement-plan advice, and portfolio management. The firm utilizes an evidence-based, broadly diversified buy-and-hold investment approach with a focus on low-cost, tax-aware implementation.

Christian Von Allmen is a financial advisor with 26 years of industry experience, currently with 724 Capital, LLC. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Jackson National Life Distributors LLC for 20 years and several other financial services companies. Outside of his advisory role, he is also involved as an independent insurance agent and serves as Chief Distribution Officer at Bonsai LLC. 724 Capital, LLC manages approximately $259 million for individuals, corporate clients, and retirement plans, providing portfolio management, pension consulting, and financial planning. The firm uses a combination of model allocations and individualized plans, integrating various analytical methods and generally operates with discretionary trading authority on behalf of its clients.

Benjamin Thorson is a Series 66 credentialed advisor with seven years of industry experience. He has worked at The Wealth Group – Austin B. Colby & Associates since 2021 and previously held roles at Raymond James Financial Services. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with portfolio management, financial planning, and managed-account services. The firm uses tailored investment strategies including asset allocation, technical analysis, and both long- and short-term trading, with semi-annual account reviews, and employs third-party technology to manage held-away retirement assets.