Richard Scott is a financial advisor with Research Financial Strategies, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Reutemann Financial Solutions, Research Financial Strategies, Purshe Kaplan Sterling Investments, and Yurich Financial Group. Outside of his advisory roles, he is a 50% owner of Yurich Financial Group, which provides CPA, tax preparation, and estate planning services on a seasonal basis. Research Financial Strategies manages approximately $254 million in discretionary assets for individuals, pension plans, trusts, and other entities. The firm employs a technical analysis and active trading approach focused on risk mitigation, primarily using ETFs, and offers services through a hybrid model that includes broker-dealer and insurance channels.

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 designations. His prior experience includes positions 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. The firm employs a long-term, disciplined process combining 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.

Will Settle is a financial advisor at Woodmont Investment Counsel, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Woodmont since 2011. Settle serves on the Board of Directors for Farmer's Bank & Trust Co. 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, ETFs, no-load mutual funds, and alternative investments tailored to clients’ financial circumstances and goals.

Nicklaus Ashby is a financial advisor at Hill Investment Group with two years of industry experience and holds a Series 65 designation. His prior roles include positions at The Mather Group and Eugenias Advisory Group, as well as three years at First United Bank and Trust. Hill Investment Group provides investment management and financial planning services to individuals, high-net-worth clients, families, and institutions. The firm employs a long-term, rules-based approach grounded in Modern Portfolio Theory and manages proprietary ETFs while offering specialized strategies such as boxed-options liquidity and held-away account management.

Keith McKissock is a Series 65-licensed financial advisor with Provident Wealth Management, LLC, bringing 20 years of industry experience. He also serves as an attorney specializing in estate planning and estate administration through Provident Wealth Attorneys, PLLC. McKissock has been affiliated with Provident Wealth Management since 2005 and Provident Wealth Attorneys since 2007. Provident Wealth Management provides portfolio management and investment advisory services to individuals, corporations, and other entities, overseeing approximately $696.6 million in discretionary assets. The firm employs multiple analytical methods and offers both discretionary and non-discretionary management, incorporating mutual funds, ETFs, and periodic portfolio rebalancing.

Mauricio Cortes Resendiz is a CFP® and CFA® with eight years of industry experience. He is currently with Fielder Capital Group LLC, where he has worked since 2025. His prior experience includes roles at The Mather Group, LLC and Eugenias Advisory Group, LLC, as well as positions at Vanderbilt Business School and Fish and Associates. Fielder Capital Group LLC serves individual and institutional clients, offering portfolio management, financial planning, family office services, and retirement-plan fiduciary management. The firm employs strategic asset allocation across various investment vehicles and provides a formal Family Office service and specialized private-asset solutions.

Craig Black is a financial advisor at Optivise Advisory Services LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with several firms, including AE Wealth Management, Compass Wealth Group, Consolidated Tax & Financial, and Black Dynasty, LLC. Outside of his advisory roles, he owns and manages Black Ops GP, a commercial ranch and farm. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other advisers. The firm employs both internally developed models and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by integrated technology and a subscription billing model for employer-sponsored plans.

William Butler is a financial advisor with TBH Global Asset Management, LLC. He holds the Series 66 designation and has 16 years of experience in the financial industry, including prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Butler has ownership interests in several restaurant ventures, including Burger Up, Five Daughters Bakery, and Mojo's Tacos. TBH Global Asset Management provides investment management, financial planning, and retirement consulting to individuals, retirement plans, and business entities. The firm employs a blended investment approach using macro, fundamental, and quantitative analysis, and offers tailored planning engagements along with various third-party model integrations.

Dennis Carter II is a CFP® professional with three years of industry experience, currently with Seven Springs Wealth Group since 2021. He previously worked at Marigold (formerly CM Group) and spent nine years with the Nashville Symphony. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities, managing approximately $1.2 billion in assets. The firm employs a multi-advisor team structure and emphasizes diversified asset-allocation strategies, including the use of third-party managers and alternative investments.

Shawn Johnson is a financial advisor at Kingsview Wealth Management, LLC with 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 29 years. Outside of advising, he is active as a college football and high school referee and officiates adult, high school, and middle school track meets. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management. The firm delivers services through a network of Investment Adviser Representatives and an internal portfolio group, offering tailored portfolio management and access to proprietary and third-party investment strategies.

Michael Nance is a financial advisor at Mutual Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc and Primerica Financial Services for 24 years. In addition to his advisory role, he is an independent insurance agent. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, using a combination of passive and active investment strategies tailored to client objectives.

Timothy Beeman is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Redwood Private Wealth LLC, First Advisors National LLC, and Longevity Capital LLC. In addition to his advisory work, he is involved with Forward Financial and INS Services, where he has been a licensed insurance producer specializing in life, health, and fixed annuities since 1979. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and ERISA consulting, using a model-driven investment approach that incorporates quantitative optimization and economic data inputs.

Steven Lathrop is a financial advisor at Cooper McManus in Franklin, TN, with 38 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Cambridge Investment Research Advisors and Mariner Wealth Advisors. In addition to his advisory role, he is also engaged as an independent insurance broker. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process that includes a variety of securities and model asset-allocation portfolios to tailor strategies to client objectives.

Adam Newman is a CFP® professional with 14 years of industry experience. He has worked at The Burney Company since 2017, with a one-year tenure at Bragg Financial Advisors, Inc. prior to his current role. Newman holds Series 63 and Series 65 licenses and operates out of Brentwood, Tennessee. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team platform and employs proprietary fundamental and quantitative models in its investment process.

Timothy Mathieu is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2019, following six years at The London Company of Virginia LLC. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, employing a model-driven investment approach that integrates quantitative optimization and economic data inputs.

Brent Franklin is a financial advisor at Arete Wealth Advisors, LLC in Nashville, TN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Center Street Securities and Springboard, as well as four years at Lyft Inc. Arete Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Tamah Pederson is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at Bank of America, Merrill, and KeyBank NA. 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, combining fundamental and technical analysis, and offers a range of services including asset management, financial planning, and ETF sub-advisory.

Matthew Gentzkow is a financial advisor at Coastal Bridge Advisors with 12 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Waddell & Associates. Coastal Bridge Advisors offers financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and provides specialized advisory services, including retirement plan consulting and access to various lending and investment vehicles.