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.

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.

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.

Eric Fitzgerald is an advisor at Partners Capital, LLC with credentials including Series 63 and Series 65 licenses and one year of industry experience. His prior work includes nineteen years at Gracie Credit and ongoing experience with Deutsche Bank Securities Inc since 2004. He is also a partner in a hedge fund managed by Partners Capital Investments GP, Inc., which focuses on liquid fixed income and equity securities for accredited investors. Partners Capital, LLC provides portfolio management and advisory services to individuals, high-net-worth clients, and pooled investment vehicles. The firm combines financial planning with sponsorship and management of a private fund that pursues 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 Series 65, Series 63, and Series 66 licenses and five years of industry experience. He previously worked at Pacer Financial, Columbia Management Investment Distributors, Columbia Management Investment Advisors, and Fidelity Investments. Creative Investment Group provides personalized financial planning and investment management services to individuals and institutional clients, including high-net-worth individuals, family offices, and retirement plans. The firm uses a combination of fundamental and technical analysis to manage primarily equity-focused portfolios and offers a range of investment options alongside fiduciary and advisory services.

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.