Lauren Oschman is a CFP® professional with 15 years of experience in the financial services industry. She is currently affiliated with Vestia Personal Wealth Advisors in Nashville, TN, and has held roles at Ausdal Financial Partners, Larson Financial entities, and MD Advisory Services. Outside of her advisory work, she serves as Board President for the Crohn’s & Colitis Foundation Tennessee Chapter. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and retirement plan sponsors, offering financial planning, portfolio management, business consulting, and educational workshops. The firm’s investment approach incorporates evidence-based principles and combines discretionary management, third-party sub-advisors, and technology-enabled solutions, while also providing access to alternative and private investments through its Vestia Private Capital platform.

Amir Dadabhoy is a financial advisor at Valtrion Capital Management, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney and BGW Wealth Advisors. Valtrion Capital Management serves individuals, trusts, estates, and business entities, providing financial planning, discretionary portfolio management, and retirement plan consulting. The firm uses strategic, tactical, and core-satellite investment approaches, emphasizing ETF-based solutions for smaller accounts and customized equity and fixed-income exposure for larger accounts.

Robert Walker is a CFP® and holds a Series 66 license with 22 years of industry experience. He has been with Cypress Capital, LLC since 2017 and previously worked at Trustcore Investments, Inc. from 2010 to 2017. Outside of his advisory role, he teaches indoor cycling classes at the YMCA of Middle Tennessee and works as a retail sales associate at REI. Cypress Capital is a registered investment adviser managing approximately $413.5 million across a seven-advisor team. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, and other organizations, providing financial planning, discretionary portfolio management, and model portfolio offerings implemented through proprietary models and individual securities.

Jonathan Ameen is a financial advisor at Impact Capital Partners LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 18 years. Impact Capital Partners LLC provides advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, and implementation through third-party managers, typically providing discretionary portfolio management with ongoing monitoring and rebalancing.

Francis Bass III is a CFA® charterholder with 22 years of industry experience. He has been with Lee, Danner & Bass, Inc. since 1999. Lee, Danner & Bass, Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients, employing a long-term, disciplined process that combines top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management. The firm manages approximately $2 billion in discretionary assets across six advisors.

Anna Norman is a financial advisor with Morling Financial Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. She has worked at Morling Financial Advisors since 2017 and previously at Fidelity Brokerage Services LLC. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations. The firm offers discretionary investment management, financial planning, and pension consulting, implementing tailored strategic asset allocations through a mix of public strategies, alternative pooled vehicles, and ESG integration upon request.

Brian Kopinski is a CFA® charterholder with four years of industry experience. He has been with Woodmont Investment Counsel, LLC since 2021 and previously worked at Harris Associates LP for nine years. 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 constructs balanced portfolios tailored to clients’ financial circumstances, incorporating equities, fixed income, alternative investments, and considerations for estate, tax, insurance, and retirement planning.

Nicole Hughes is a CFP® professional with seven years of industry experience. She has worked at Woodmont Investment Counsel, LLC since 2021 and was previously with SBK Financial, Inc. for six years. 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, incorporating equities, fixed income, and alternative investments with consideration for estate, tax, insurance, and retirement factors.

James Baker III is a financial advisor at Tranquility Partners, LLC in Brentwood, TN, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Tranquility Partners since 2015. 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, wealth transition coordination, and charitable initiative support. The firm’s seven-advisor team manages nearly $1 billion in client assets, employing a range of analytical methods and investing across a broad universe with both long- and short-term strategies.

Michael Brooks is a CFA® charterholder with 22 years of industry experience. He has been with Cypress Capital, LLC since 2014 and also works with Cypress Capital Advisors, LLC. The firm manages approximately $413.5 million on a discretionary basis through a team of seven advisors. Cypress Capital serves individuals, including high-net-worth clients, retirement plans, trusts, and other organizations, offering financial planning, discretionary portfolio management, and sub-advisory services using proprietary models and a range of investment strategies.

Skye Mejia is a financial advisor at Creative Investment Group with eight years of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial LLC, Bank of America, and Merrill Lynch. Outside of her advisory role, Mejia is an investor in a quick service restaurant business in Nashville. Creative Investment Group is a SEC-registered advisory firm serving individual clients, including high-net-worth households, as well as institutional clients such as family offices, trusts, and endowments. The firm offers portfolio management and financial planning services, employing a long-term investment approach with flexibility for tactical adjustments across a broad range of asset classes.

Cory Carlton is a financial advisor at Optivise Advisory Services LLC with a Series 65 designation and one year of industry experience. He is also the Chief Executive Officer of Both Hands Financial Group, an insurance services firm based in Brentwood, TN. Carlton has held advisory roles since 2016, including at First Advisors National, LLC. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other advisers. The firm employs both internally developed model portfolios and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by technology and reporting tools.

James Dickson is a CFP® and holds a Series 65 license with five years of experience in financial advising. He has been with Paul Winkler, Inc. since 2018 and previously worked for Hickman County Schools for 18 years. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporations. The firm uses a co-advisor structure with third-party asset managers and employs modern portfolio theory and multi-factor approaches in portfolio construction, alongside investor education through workshops, media, and subscription-based coaching programs.

Phillip Burnett III is a financial advisor with Resolute Wealth Strategies, LLC in Nashville, TN. He holds a Series 65 credential and has experience dating back to 2018, previously working at Cumberland Trust and Investment Company for seven years. Resolute Wealth Strategies serves individuals, families, and various entities including family offices and qualified retirement plans. The firm provides comprehensive financial planning and investment management, employing a customized approach that combines fundamental and technical analysis with a focus on long-term management and fiduciary responsibility.

Michael Shahan is a CFP® with seven years of industry experience, currently serving as a financial advisor at CapWealth Advisors, LLC. His prior experience includes roles at SageSpring Wealth Partners, Dobyns Wealth Team, and Raymond James Financial Services, among others. CapWealth Advisors is an SEC-registered firm managing approximately $2.03 billion for individuals, charitable organizations, and corporate clients. The firm employs active management strategies combining fundamental and technical analysis, providing both discretionary and non-discretionary investment management alongside customized financial planning.

Brandon Seibel is a financial advisor at Oasis Wealth Planning Advisors with a Series 66 designation and three years of industry experience. Prior to joining Oasis in 2024, he worked at The Vanguard Group and Rodgers & Rodgers LLC. He serves in the Virginia Army National Guard as a Human Resources Specialist. Oasis Wealth Planning Advisors is a fee-only firm that offers integrated wealth planning and investment advisory services to individuals, high-net-worth clients, families, and participant-directed retirement plans. The firm emphasizes personalized advice based on clients’ goals, tax situation, cash flow, and risk tolerance, using a combination of passive and actively managed no-load mutual funds and ETFs.

Tracy Olive is a financial advisor at CapWealth Advisors, LLC in Franklin, TN, holding Series 63 and Series 65 credentials with 28 years of industry experience. She has been with CapWealth Advisors and CapWealth Investment Services since 2010. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporate entities, managing approximately $2.03 billion across about 1,400 client relationships. The firm employs an active investment management approach combining fundamental and technical analysis, employing strategies such as option writing and allocations to alternative investments.

Carolyn Bennett is a CFA® charterholder and holds a Series 65 license with six years of industry experience. She has worked at Woodmont Investment Counsel, LLC since 2019 and previously at Investure, LLC from 2015 to 2019. Woodmont Investment Counsel provides discretionary and non-discretionary investment management to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm constructs balanced portfolios tailored to clients’ financial circumstances using a range of investment vehicles, including individual securities, ETFs, and alternative investments.

Andrew Reid is a CFP® professional with 10 years of experience in financial advising. He has been with LBMC Investment Advisors, LLC since 2014. 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 employs a Modern Portfolio Theory-based investment process focused on diversification, cost minimization, and after-tax outcomes, and is affiliated with the regional accounting firm LBMC, PC.

Ethan Slate is a financial advisor with Applied Capital LLC in Nashville, TN, holding a Series 65 designation and four years of industry experience. Prior to joining Applied Capital in 2021, he held roles at Barren River District Health Department, Fed Ex, Elevate Tennessee LLC, the International Association of Structural Movers, and Toothman Structure Movers. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning through both fee-for-service and full-service models. The firm manages approximately $293 million in discretionary assets, focusing on asset allocation and diversification using primarily mutual funds, ETFs, equities, and bonds.