Crawford Luken is a financial advisor at Luken Investment Analytics, LLC with three years of industry experience. He previously worked at LPL Financial and Securities America, Inc. Outside of his advisory role, he is involved with Mobile Mentor. Luken Investment Analytics, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as subscription services to other investment advisers. The firm utilizes a combination of quantitative, technical, and charting analysis for portfolio management and offers a unique paid Model Subscription Program alongside a sponsored wrap fee program.

Jones Warf is a CFP® with 12 years of industry experience, currently serving at TBH Global Asset Management, LLC since 2015. He holds Series 66 and Series 65 licenses and is based in Brentwood, TN. TBH Global Asset Management provides investment management, financial planning, pension and retirement consulting, trustee services, bill-paying, and general consulting to individuals, retirement plans, and business entities. The firm employs a blend of top-down macro, fundamental, and quantitative analysis and utilizes asset-allocation model portfolios, offering both discretionary and non-discretionary account management.

Cole Hickerson is a financial advisor at Fielder Capital Group LLC with two years of industry experience. He holds a Series 65 designation and has worked at Fielder Capital Group since 2023. His prior experience includes roles at Advance Capital Management and Vanderbilt University among others. Fielder Capital Group serves individual clients, including high-net-worth individuals, as well as various institutional clients such as retirement plan sponsors, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, family office services, and fiduciary management, employing strategic asset allocations and a combination of institutional services with active derivative and margin authority.

John Keys is a financial advisor at Beacon Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kalos Capital from 2016 to 2019. Outside of finance, he was involved with Sperry's Restaurant from 2007 to 2018. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with discretionary and non-discretionary 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 tailored to each client’s risk tolerance and goals.

Kyle Penders is a CFP® and holds a Series 66 license with four years of industry experience. He is currently an advisor at Defining Wealth, where he joined in 2026. His prior experience includes roles at Charles Schwab Bank, Charles Schwab, Steward Partners Investment Solutions, Lighthouse Wealth, and Amazon. Defining Wealth Partners serves individual and high-net-worth clients as well as small businesses, offering financial planning, retirement-plan advice, and portfolio management through modular or broad-based engagements. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach grounded in Modern Portfolio Theory, focusing on low-cost and tax-aware implementation.

Sarah Pappas is a financial advisor with API Financial Advisors, LLC and holds a Series 65 designation. She has one year of industry experience and has been with API Financial Advisors since 2024. She is also an agency owner at Symmetry Financial Group, where she has worked since 2013. API Financial Advisors, LLC serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and participant account management. The firm utilizes model strategies maintained by an affiliated sub-adviser and additional third-party managers, combining technical and fundamental investment analysis across various asset types.

Bentley London is a financial advisor with Caldwell Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Caldwell Advisors since 2018 and maintains an ongoing association with LPL Financial since 2011. Outside of his advisory work, he is involved in raising beef cattle on a farm in Cornersville, Tennessee. Caldwell Advisors, LLC is a SEC-registered investment adviser with a five-person team managing approximately $339 million for nearly 500 clients. The firm serves individuals, pension and profit-sharing plans, trusts, foundations, and other institutions, offering portfolio management, financial planning, and administrative services with an investment approach that combines fundamental and technical analysis tailored to client objectives and risk tolerance.

Brett Luther is a CFP® with 19 years of industry experience, currently serving as an advisor at Cypress Capital, LLC since 2020. Prior to joining Cypress Capital, he spent 11 years at Morgan Stanley Smith Barney. Outside of his advisory work, he operates a cattle farm and participates in competitive fishing tournaments. Cypress Capital is a registered investment adviser with a seven-advisor team managing approximately $413.5 million on a discretionary basis. The firm serves individuals, retirement plans, trusts, and other organizations, offering financial planning, discretionary portfolio management, and sub-advisory services through proprietary models and individual securities.

Mark Shannon is a financial advisor with Strive Financial Group, LLC in Nashville, TN. He holds a Series 65 designation and has been with Strive Financial Group since 2026. Prior to joining the firm, his background includes roles in hospitality and hospitality-related businesses. Strive Financial Group, LLC is a registered investment adviser founded in 2024 that provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative analysis to manage portfolios across various strategies, including long-term allocations, trading, options, and alternative investments.

Leigh Luther is a financial advisor at Cypress Capital, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank from 2015 to 2020. Outside of his advisory role, he is connected to a family cattle farming operation that has been active since 1977. Cypress Capital is a registered investment adviser managing approximately $413.5 million on a discretionary basis with a seven-advisor team. The firm serves individuals, retirement plans, trusts, and other organizations, offering financial planning, discretionary portfolio management, and sub-advisory services through proprietary models and individual securities.

Jamy Antoine is a CFP® professional with three years of experience in financial advising at The Wealth Group – Austin B. Colby & Associates. Prior to joining the firm, he worked for Select Health Pain & Regenerative Solutions and the Minnesota Disc Institute. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses asset-allocation frameworks and various trading techniques to tailor advice and portfolios to each client’s objectives, time horizon, and risk tolerance.

Cameron Benson is a financial advisor at Beacon Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kalos Capital, Inc. from 2013 to 2017, returning to Beacon Capital Management where he has been since 2000. In addition to his advisory role, Benson is licensed as an insurance sales agent, selling life, long-term care, disability insurance, and annuities. 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 institutional mutual funds, ETFs, equities, fixed income, and insurance products, employing both fundamental and technical analysis alongside quantitative manager due diligence.

Jeffrey Littrell is a financial advisor with TBH Global Asset Management, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. TBH Global Asset Management is a multi-advisor firm managing approximately $1.27 billion for nearly 1,000 clients, including individuals, retirement plans, trusts, and businesses. The firm employs a combination of top-down macro analysis and quantitative methods to create personalized portfolios, offering discretionary management alongside third-party model solutions and tax optimization tools.

Derek Bland is a CFP® and PFS™ credentialed financial advisor with 18 years of experience, currently serving at LBMC Investment Advisors, LLC since 2008. He holds Series 63 and Series 65 licenses and works out of Brentwood, TN. 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’s investment approach emphasizes diversification, cost minimization, and after-tax outcomes, utilizing Modern Portfolio Theory and various analytical tools.

Donald Keeney is a CFP® and CFA® with 18 years of experience in financial advising. He has worked at Cahaba Wealth Management, Inc. since 2021 and previously spent 10 years at Mastrapasqua Asset Management, Inc. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for around 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm focuses on comprehensive financial planning and portfolio management, using long-term cash-flow projections, formal risk-tolerance assessments, and a range of investment vehicles such as mutual funds, ETFs, and alternative strategies.

Thomas Rush is a financial advisor with Creative Investment Group in Nashville, TN. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Creative Investment Group, Rush worked with the Pittsburgh Steelers and Tennessee Titans and has experience in development with Clear Creek Development. Creative Investment Group serves individual clients, including high-net-worth households, as well as institutional clients such as family offices and endowments. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing a broad investable universe and combining fundamental and technical analysis with a generally long-term investment orientation.

Camden Johns is a financial advisor with Creative Investment Group in Nashville, TN, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Aperture Group, The Select Group, Collabera Inc, and Agilea Solutions. Outside of finance, he is involved in an event photography business called Spin360 Photobooth. Creative Investment Group serves individual clients, including high-net-worth households, as well as institutional and entity clients such as family offices, trusts, and endowments. The firm offers portfolio management, financial planning, and retirement-plan advisory, using a broad investable universe and a combination of fundamental and technical analysis within a generally long-term orientation.

Javier Marroquin Forcade is a financial advisor at Beacon Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Kestra Investment Services, LLC and Carr, Riggs & Ingram. 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 mutual funds, ETFs, equities, fixed income, and structured notes, combining fundamental and technical analysis with quantitative manager due diligence.

Andrew Knell is a financial advisor at Provident Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Provident Wealth Management since 2017. Prior to that, he was associated with One Trusted Advisor Attorneys and Lipscomb University. Provident Wealth Management provides portfolio management and investment advisory services to individuals, including high net worth clients, corporations, and other business entities. The firm manages approximately $696.6 million in discretionary assets and employs a range of analytical methods, including fundamental, technical, and cyclical analysis, to support both long- and short-term trading strategies tailored to client objectives.

Cameron Poulsen is a CFP® at Abound Wealth Management, LLC with approximately two years of industry experience. Prior to joining Abound Wealth Management, he worked at First Purpose Wealth and Net Worth Advisory Group. He also has seven years of experience at Brigham Young University. Abound Wealth Management is a multi-advisor firm serving individuals, trusts, estates, and employer retirement plans. The firm manages about $1.95 billion in discretionary assets, focusing on strategic asset allocation through low-cost mutual funds and ETFs, tax efficiency, and periodic rebalancing, supported by an internal investment committee.