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.

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.

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.

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.

Fred Lowrance Jr. is a CFA® charterholder with 11 years of industry experience. He is an advisor at Lee Danner & Bass Inc., a firm with a six-advisor team based in Nashville, TN. He has worked at Avondale Partners, LLC since 2008. Lee Danner & Bass Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients. The firm employs a long-term, disciplined investment process combining top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management.

Mark Smith is a financial advisor with Lee, Danner & Bass, Inc. in Nashville, TN, where he has worked since 1989. He has 22 years of industry experience and is part of a six-advisor team. Lee, Danner & Bass, Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients, employing a long-term, disciplined investment approach that integrates top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management. The firm manages approximately $1.975 billion in discretionary assets across its team.

Richard Bright is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with six years of industry experience. He holds a Series 65 designation and has worked at Decker Wealth Management since 2019. Prior to that, he held roles at Parking Management Co., Caterpillar Financial Services Corp, the Tuscaloosa Tax Collector's Office, and the University of Alabama. Decker Wealth Management serves individuals, trusts, estates, charitable organizations, and small businesses by providing comprehensive financial planning, consulting, and investment management. The firm combines fundamental, technical, and cyclical analysis with tax-aware asset allocation and uses options and other derivatives in client portfolios.

Portia Wells is a CFP® professional with 11 years of experience in financial advising. She has been with HMS Capital Management, LLC since 2016. 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 uses fundamental analysis across multiple model portfolios blending various asset classes and offers services including Family Wealth Advisor support and asset analysis beyond those it directly manages.

Amanda Dreher is a financial advisor at 12 Th Street Asset Management with two years of industry experience. She holds a Series 65 designation and has worked at 12th Street Asset Management since 2022. Outside of financial advising, she is involved with 2 Danes Furniture Store. 12 Th Street Asset Management serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients. The firm employs a value-oriented, fundamental research approach to long-term All Cap and Small Cap equity strategies and manages over $600 million across various account structures.

Christopher Prest is a financial advisor at Lee Danner & Bass Inc with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cypress Capital, LLC, Principal Street Partners, and Green Square Capital, LLC. Lee Danner & Bass Inc provides discretionary investment management primarily for high-net-worth individuals and institutional clients, employing a disciplined, long-term investment process that combines top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management.

Angela Robinson is a CFA® charterholder with 18 years of industry experience. She has been with HMS Capital Management, LLC since 2009. Robinson holds the Series 63 designation and 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 uses fundamental analysis across multiple model portfolios blending domestic and foreign equities, fixed income, mutual funds, and ETFs, and also offers family office services and asset analysis for non-managed holdings.

Tamah Pederson is a financial advisor with Sound Income Strategies, LLC in Nashville, TN, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, and KeyBank. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, actively managing portfolios through fundamental and technical analysis and offering services such as asset management, financial planning, and ETF sub-advisory.

Lindsey Cotter is a Series 65-licensed financial advisor with eight years of industry experience, currently with Sound Income Strategies, LLC. She has held roles at Retirement Income Solutions, LLC and LMC Insurance LLC. Outside of her advisory work, Cotter is a passive owner of a dog grooming business. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4 billion in client assets for individuals, pension plans, trusts, corporations, and other advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, alongside a scalable advisor network supported by affiliated business lines and specialized services.

Robert Farnsworth III is a financial advisor at Stephens in Nashville, TN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at BDO, USA and Umansky Motor Cars, as well as experience in education at the University of Mississippi and the University of Tennessee, Knoxville. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory services, brokerage, investment banking, and research capabilities.

Ryan Cernoch is a financial advisor at Stephens with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. Outside of his advisory work, he serves in the Tennessee Army National Guard. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services with an investment approach that combines bottom-up equity research and committee-driven asset allocation.

Jacob Graves is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Shoemaker Financial, and Generational Wealth Management. Outside of advisory roles, he is involved with Retirement Income Solutions, LLC, focusing on fixed insurance sales and client acquisition. Sound Income Strategies, LLC manages approximately $4.0 billion in assets, serving individuals, pension plans, trusts, estates, corporations, and other advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, operating a scalable advisor network supported by affiliated business lines and training.

Edgar Stuart is a financial advisor at Stephens with Series 63 and Series 65 licenses and 43 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He has been with Stephens since 2011. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering both discretionary and non-discretionary management supported by equity research and committee-driven asset allocation.

Ashley Mcanulty is a financial advisor at Stephens with 23 years of industry experience. She holds the Series 66 designation and has been with Stephens since 2016. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory, brokerage, investment banking, custody, and wrap program services supported by equity research and committee-driven asset management.

James Nichols is a financial advisor at New Edge Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 11 years. Nichols serves on the board of directors for The Preservation Foundation, Inc. and is a partner in the Cumberland River Partnership, where he oversees marketing efforts. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics and human review.

John Hamric is a Series 65-licensed advisor with First Advisors National, LLC, based in Clarksville, TN, and has eight years of industry experience. He has worked at Trad NA since 2015, where he serves as a program manager in environmental services. Additionally, he is an insurance agent with MPG Wealth. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm utilizes third-party money managers and combines tactical and strategic asset allocation methodologies, typically managing accounts on a discretionary basis.