Spencer Ader is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He is currently with Key Capital Management, Inc., where he has worked since 2022. His prior roles include positions at Foundations Investment Advisors LLC, JLine Financial, Simplicity Wealth, BANK of AMERICA, Merrill, and Shugart Homes. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of technical, fundamental, and modern portfolio theory approaches across various asset classes and manages approximately $393 million in discretionary assets.

Roleen De Ono is a ChFC® credentialed advisor at Paul Winkler, Inc. with three years of industry experience. Prior to joining the firm, De Ono worked at Deloitte Consulting LLP and BHA Consulting LLC. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and utilizes modern portfolio theory and multi-factor approaches in portfolio construction.

Hannah Johnson is a financial advisor at SageGuard Financial Group, LLC with three years of industry experience. She holds a Series 65 license and previously worked at Alphastar Capital Management and Capital City Financial Group. In addition to her advisory role, she is also licensed as an insurance agent. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $755.7 million through a 14-advisor team, offering portfolio management and comprehensive financial planning using a suite of model portfolios and investment sleeves tailored to different client risk profiles.

Hannah Herman is a CFP® and Series 65-licensed advisor at Key Capital Management, Inc. with three years of industry experience. Her prior roles include positions at Wood Financial Group and Kentucky Planning Partners. Outside of advising, she is training to become a fitness instructor with Pure Barre. Key Capital Management, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles.

David Cowee is a financial advisor with SageGuard Financial Group, LLC, holding a Series 65 credential and 18 years of industry experience. He has previously worked with Alphastar Capital Management LLC and Sageguard Investment Advisory Services, and he is president of Pineywoods Financial, where he is also a licensed insurance agent. Outside of his advisory work, he serves as an elder and board member of the nonprofit Fredonia Hill Baptist Church in Nacogdoches, Texas. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm employs both fundamental and technical analysis and offers a variety of model strategies, managing a majority of assets on a non-discretionary basis.

Rachel Biggerstaff is a financial advisor at Key Capital Management, Inc. with five years of industry experience. She holds a Series 65 designation and has been with Key Capital Management since 2020. She also has a longstanding association with Wood Financial Group, LLC. Key Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm manages approximately $393 million in discretionary assets, employs a team of seven advisors, and utilizes a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles.

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.

Zachary Hyche is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients’ priorities to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He provides guidance on topics including general investing, retirement planning, and emergency savings, while also offering access to Bank of America specialists for banking, credit, home financing, and small business solutions. Zachary holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a bachelor's degree from Belmont University. Outside of his professional responsibilities, Zachary is involved with the organization The Store.

Michael Sharpnack is a financial advisor at Paul Winkler, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Paul Winkler, Inc. since 2017. Outside of his advisory role, he has been involved with Calvary Chapel Rivergate since 2014. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporations. The firm employs a co-advisor model using third-party asset managers and applies modern portfolio theory and multi-factor approaches in portfolio construction.

Narsing Kommireddi is a financial advisor at Oasis Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PFS Investments and Terra Wealth Management. Kommireddi is also a licensed insurance professional. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management along with financial planning and pension consulting.

Jacob Butler is a financial advisor at Key Capital Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Key Capital Management, Butler worked at Wood Financial Group, LLC and Jackson National Life Distributors, LLC. Outside of finance, he is involved with Music City Fit Meals. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles, managing approximately $393 million in discretionary assets.

Keith Casiano is a financial advisor with Key Capital Management, Inc. He holds Series 65 and Series 63 licenses and has eight years of industry experience. His career history includes roles at Empower Advisory Group, Newport Group, Quinn Stauffer Financial, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services. Outside of advising, Casiano works as an artist and designer creating commissionable art pieces. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses a mix of technical, fundamental, and modern portfolio theory approaches to implement client plans and manages approximately $393 million in discretionary assets.

Christopher Loper is a financial advisor at Key Capital Management, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at Key Capital Management and Wood Financial Group since 2023. His prior experience includes roles outside the financial industry, including at Oasis Pools and the University of Tennessee at Chattanooga. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs a mix of technical, fundamental, and modern portfolio theory approaches across various investment vehicles and serves approximately 1,730 client relationships with a team of seven advisors.

Wesley Wood is a financial advisor with Key Capital Management, Inc., holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Key Capital Management since 2014 and also owns Wood Financial Group, LLC, which provides financial services and tax preparation. Key Capital Management, Inc. offers discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing model portfolios and a combination of technical, fundamental, and modern portfolio theory investment approaches. The firm manages approximately $393 million in discretionary assets through a team of seven advisors serving around 1,730 client relationships.

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.

Jacob Harrison is a financial advisor with Key Capital Management, Inc. He holds the Series 66 designation and has one year of industry experience. His work history includes roles at LPL Enterprise, The Prudential Insurance Company of America, PRUCO Securities, Northwestern Mutual, and Credence Innovations. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various asset classes, managing approximately $393 million in discretionary assets with a team of seven advisors.

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.

Noreen Burtner is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Facet since 2020. She previously worked at TIAA for five years. Facet serves individual members across a broad range of wealth levels, providing tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial planning through a Total Financial Life Resources framework and utilizes primarily ETF-based discretionary asset-allocation programs.

Michael Herrmann is a financial advisor at Simplicity Wealth with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Vora Wealth Management PLLC. Herrmann has also operated Herrmann Financial Group since 1995, where he serves as an insurance agent selling life, health, disability, long-term care insurance, annuities, and Medicare-related products. Simplicity Wealth serves a diverse client base, including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a “fund-of-funds” investment approach using ETFs, mutual funds, and individual securities, with a focus on model portfolios and offering various overlays such as tax optimization and customized screening.