Bryan Fastenau is a CFA® charterholder with seven years of industry experience. He has worked at HMS Capital Management since 2018 and previously spent 30 years at US Trust. He 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 employs fundamental analysis across multiple model portfolios that include a mix of domestic and foreign equities, fixed income, mutual funds, and ETFs, and it also offers specialized strategies such as a Tactical Hedge overlay.

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.

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.

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.

Eric Fitzgerald is an advisor with Partners Capital, LLC, holding Series 63 and Series 65 licenses and bringing two years of industry experience. His prior work includes a long tenure at Gracie Credit and Deutsche Bank Securities Inc. Additionally, he is a partner in Partners Capital Investments GP, Inc., which manages a hedge fund focused on a portfolio of primarily fixed income and some equity liquid securities for accredited investors. Partners Capital, LLC offers portfolio management and advisory services to individuals and high-net-worth clients, along with sponsorship and management of a private fund. The firm serves both discretionary and non-discretionary accounts, employing an opportunistic credit and equity strategy emphasizing liquid investments and hedging.

Daniel Davis is a financial advisor with Adk Wealth Advisory Group, holding a Series 63 license and 38 years of industry experience. He has worked with LPL Financial since 1998 and has been with Kraft, Davis & Associates, LLC (doing business as ADK Wealth Advisory Group) since 2015. ADK Wealth Advisory Group is an SEC-registered investment adviser serving individual and high-net-worth clients, providing fee-based investment management and financial planning. The firm offers a range of services including retirement-plan advisory and tailored planning, managing portfolios using fundamental and technical analysis across various asset classes, and acting as both program sponsor and portfolio manager for its wrap fee offerings.

Jonah Paul is a CFP® professional with three years of experience at Abound Wealth Management, LLC in Franklin, TN. Before joining Abound Wealth Management, he worked at Georgia College and State University and was affiliated with Dunwoody Country Club. Abound Wealth Management is a multi-advisor firm serving individuals, trusts, estates, and employer retirement plans with comprehensive wealth management, financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $1.95 billion in discretionary assets and uses a strategic asset allocation approach focused on low-cost mutual funds and ETFs, tax efficiency, and periodic rebalancing, supported by an internal investment committee.

Angela Moore is a financial advisor at PlanRock Wealth Strategies, LLC in Franklin, TN, holding a Series 65 designation with four years of industry experience. She previously worked at Compass Advisory Partners and PlanRock Investments LLC, and earlier was affiliated with the University of Findlay. PlanRock Wealth Strategies provides fee-based, discretionary investment management and model-portfolio services to individuals, institutions, and financial advisers. The firm manages approximately $64.4 million across around 35 client relationships, utilizing ETFs, mutual funds, and other liquid instruments through strategic and tactical asset allocation models with ongoing monitoring and rebalancing.

William Keegan III is a financial advisor at Creative Investment Group with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Creative Investment Group, he worked at Pacer Financial, Inc., Columbia Management Investment Distributors, Inc., and Fidelity Investments. Creative Investment Group provides personalized financial planning and investment management services to individuals, including high-net-worth clients, as well as institutional entities such as family offices and qualified retirement plans. The firm employs both fundamental and technical analysis to construct equity-focused portfolios and offers additional services such as retirement-plan fiduciary oversight and securities-backed lending assistance.

Colin Caldwell is a financial advisor with Caldwell Advisors, LLC in Brentwood, TN. He holds a Series 66 designation and has one year of experience in the industry. His prior experience includes roles at LPL Financial, Shift4, Simplus, PricewaterhouseCoopers, CTC Consulting, and Deloitte Consulting. Caldwell Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as corporate pension plans, trusts, and foundations. The firm employs a combination of fundamental and technical analysis, using strategies like asset allocation and dollar-cost averaging, and offers continuous investment advice along with administrative services and financial planning.

Andrew Peapos is a CFP® and Series 66-registered financial advisor with Woodmont Investment Counsel, LLC, based in Nashville, TN. He has two years of industry experience, including prior roles at Abound Wealth Management and Ameriprise. 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, cash equivalents, and alternative investments, tailoring strategies to clients’ financial circumstances and goals.

Seth Kelley is a financial advisor with Oasis Advisors in Mount Juliet, TN, holding the Series 63 and Series 65 designations and having 26 years of industry experience. His work history includes long-term service at PFS Investments Inc and more recent roles at Purshe Kaplan Sterling Investments, CAPE Securities, and American Global Wealth Management. He also engages in investment-related insurance sales as part of his other business activities. Oasis Advisors is a team-based firm that provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients and employs a discretionary investment approach that incorporates fundamental analysis, modern portfolio theory, and quantitative methods across a diverse range of asset types.

Joshalyn Baca is a financial advisor at HS Wealth Partners with 23 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Cambridge Investment Research Advisors. Baca is also a licensed insurance agent involved in insurance sales and implementation. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, offering discretionary investment management and comprehensive financial planning. The firm employs a primarily long-term, fundamental investment approach and manages approximately $397.6 million for around 180 clients.

Daniel Powers is a CFA® charterholder with 15 years of industry experience. He is currently a financial advisor at Gambit Capital Management, LLC, where he has worked since 2022. Prior to that, he held advisory roles at SNS Financial Group, LLC and its affiliate, Vector Wealth Management, from 2011 through 2022. Outside of his advisory work, Powers is a corporate financial analyst for an agricultural operation and an investor in venture capital entities. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, providing discretionary portfolio management alongside financial planning, coaching, tax preparation, and outsourced CIO consulting. The firm employs a long-term investment philosophy that incorporates fundamental and cyclical analysis, asset allocation, and options strategies tailored to each client, with portfolios that may include derivatives and private placements.

Bo Hanson is a CFP® and CFA® with 13 years of experience in financial advising. He has worked at Abound Wealth Management, LLC since 2017 and previously spent seven years at Preston & Cleveland Wealth Management, LLC. Outside of advising, he co-owns and manages a real estate holding company, Bribo, with limited time commitment. Abound Wealth Management is a multi-advisor firm serving individuals, trusts, estates, and employer retirement plans with comprehensive wealth management and financial planning. The firm manages approximately $1.95 billion in discretionary assets and emphasizes strategic asset allocation using low-cost mutual funds and ETFs, supported by an internal investment committee.