Craig Stapleton Corcoran is a CFP® and CFA® with two years of industry experience. He is currently with Stapleton Asset Management, LLC, where he has worked since 2022. Prior to this, he spent ten years at Securian Asset Management from 2012 to 2022. Stapleton Asset Management provides integrated wealth management services to high-net-worth individuals and a select group of institutional clients, including pension plans, endowments, and charitable organizations. The firm constructs customized portfolios using a combination of active and passive funds, individual securities, and derivatives, supported by quantitative and qualitative research methods.

Charles Crouch is a financial advisor at AGP Franklin, LLC with 35 years of industry experience. His career includes roles at Raymond James Financial Services and Aspen Grove Asset Management prior to joining AGP Franklin. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. AGP Franklin, operating under the names Aspen Grove Asset Management and Strong Tower Wealth Management, provides wealth management, portfolio management, and financial planning services to individual and high-net-worth clients. The firm manages approximately $247 million in assets, focusing on fundamental analysis and a long-term investment strategy with a combination of individual equities, ETFs, mutual funds, bonds, and REITs.

Bennie Hobson is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Springlake Financial Partners. His prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., Inc. Outside of his advisory work, he is a property owner involved in real estate activities unrelated to securities trading. Springlake Financial Partners offers financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a financial-planning-led approach combined with Modern Portfolio Theory, using a mix of passive and selective active management strategies.

Zachary Olinger is a CFP® with 11 years of industry experience, currently serving as an advisor at CAP Partners, LLC since 2018. Prior to joining CAP Partners, he worked at Guardian Life from 2015 to 2018. CAP Partners, LLC is an SEC-registered, multi-member investment adviser that provides personalized investment management, financial planning, and counseling to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm typically employs a long-term, buy-and-hold investment approach combined with fundamental, technical, and cyclical analysis.

William Rogers is a financial advisor at Beacon Capital Management, LLC with 21 years of industry experience and a Series 66 designation. He has been with Beacon since 2016 and previously worked at Kalos Capital, Inc. from 2014 to 2017. Outside of advisory services, he is also an insurance sales agent specializing in life, long-term care, disability insurance, and annuities. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm provides portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations, focusing on tailored, diversified investment strategies.

Tyler Baskin is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at Defining Wealth Partners LLC since 2026 and previously held roles at Applied Capital LLC and Fidelity Brokerage Services LLC. Baskin is also a licensed insurance agent and works as an independent real estate broker on weekends. Defining Wealth Partners serves individual and high-net-worth clients and small businesses with financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach emphasizing low-cost, tax-aware strategies with exposure to value, small-cap, and international equities.

Brian Jass is a financial advisor with Tailwinds Wealth, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Great Waters Wealth Management, CETERA Advisor Networks LLC, AdvisorNet Wealth Management, and Great Waters Financial. Outside of his financial advisory work, he assists with writing and editing for Amanda Kristine Creative Content, LLC, a business owned by his spouse. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and financial planning services. The firm employs a mix of analytical techniques and uses a variety of investment vehicles, often utilizing third-party managers and model portfolios while maintaining fiduciary responsibilities.

Michael Hughes is a CFP® with four years of experience at OLIO Financial Planning. Prior to joining OLIO in 2022, he worked at Viacom for three years. Outside of financial advising, Hughes operates Hartwell Studios, a home-based music and entertainment business where he works as a sole proprietor, producer, audio engineer, and freelance musician. OLIO Financial Planning serves individual clients across a range of wealth levels, as well as retirement plans, nonprofits, and corporations, managing approximately $600 million in assets. The firm offers comprehensive financial planning and investment management using a buy-and-hold, core-and-satellite approach, and utilizes project-based and fixed fees rather than traditional asset-based charges.

Thomas Delaney is a CFA® charterholder with experience at Harris Associates from 2008 to 2025, followed by Lee, Danner & Bass, Inc. from 2025 to 2026, before joining Valtrion Capital Management, LLC in 2026. He is based in Franklin, TN, and is part of a five-advisor team at Valtrion. Valtrion Capital Management serves individuals, trusts, estates, business entities, and retirement plan sponsors, offering financial planning through five packaged plans and discretionary portfolio management tailored to clients’ risk tolerances and time horizons. The firm emphasizes ETF-based solutions for smaller accounts and more customized equity and fixed-income exposure for larger accounts, with specialty planning including equity-compensation guidance and business-integrated financial planning.

William Borleis is a financial advisor with Tactive Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Arete Wealth Management, Center Street Securities, and Cabin Securities. Outside of his advisory work, he is involved in tax and financial planning services through Arno Wealth, LLC, and serves as a life insurance and fixed annuities agent with Borleis Insurance. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including advisor-managed portfolios. The firm uses a Black-Litterman framework for blended model portfolios and offers portfolio management via a robo-advisor platform combined with sub-advisory services, distinguishing itself by operating within TAMP relationships alongside retail offerings.

Karen Tidwell is a financial advisor with CAP Partners, LLC, holding Series 63, 65, and 66 licenses and 27 years of industry experience. Her career includes positions at Victory Capital Advisers, UBS Financial Services, and Merrill prior to joining CAP Partners in 2017. Outside of her financial services work, she owns and operates a photography business in Spring Hill, Tennessee. CAP Partners, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers personalized investment management, financial planning, and counseling services, employing a generally long-term, buy-and-hold investment approach with fundamental, technical, and cyclical analysis.

Dean Goodwin is a Series 65-licensed financial advisor with The Wealth Group – Austin B. Colby & Associates, based in Franklin, TN, with three years of industry experience. Prior to joining his current firm in 2023, he worked at 2NDSWING for five years and CREW2 for two years. The Wealth Group serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, consulting, and managed-account services. The firm employs tailored investment strategies across various asset classes and uses tools such as asset-allocation frameworks and third-party aggregation platforms to manage client portfolios.

Justin Radford is a financial advisor at Beacon Capital Management, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and served in the United States Air Force. 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 a range of investment vehicles and applies fundamental, technical, and quantitative analysis tailored to clients’ risk tolerance and investment guidelines.

Nicholas Shoulta is a financial advisor at Beacon Capital Management, LLC with five years of industry experience. He holds the Series 66 designation and has worked at Beacon since 2020. Outside of his advisory role, he is also an insurance agent involved in the sales of insurance products, including annuities. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and uses diversified investment strategies tailored to client objectives.

Andrew Brenhaug is a financial advisor at Beacon Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Simplicity Wealth and Gradient Advisors LLC. Outside of finance, he has experience in the hospitality industry through a role at BJ's Restaurant & Brewhouse. 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, applying fundamental and technical analysis along with quantitative manager due diligence.

Grace Lewis is a CFP® professional with four years of experience at Abound Wealth Management, LLC and a total of six years in the financial services industry. Prior to joining Abound Wealth Management in 2022, she held roles at Regions Bank and Sentar, Inc., and has experience working in higher education and the coffee business. Abound Wealth Management is a multi-advisor firm offering wealth management, financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $1.95 billion in discretionary assets and emphasizes strategic asset allocation using low-cost mutual funds and ETFs, periodic rebalancing, and tax efficiency, supported by public educational content and an app-based financial planning membership.

Mark Dodson is a CFA® charterholder with 21 years of industry experience. He has worked at Cypress Capital, LLC since 2014 and has held roles at Cypress Capital Advisors, LLC and Hays Capital Management, LLC. Dodson holds the Series 63 designation. 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 organizations, offering financial planning, portfolio management, retirement plan advisory, sub-advisory, and model portfolio services. Their investment approach includes proprietary models and individual securities, employing strategies such as Strategic Income, Global Allocation, and Technology & Innovation.

Daniel Benson is a CFP®-designated financial advisor with 17 years of industry experience, currently serving at Beacon Capital Management, LLC. He previously worked at Kalos Capital from 2013 to 2017 and has been associated with Beacon Financial Group, LLC since 2007. In addition to his advisory role, Benson is a licensed insurance sales agent specializing in 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 utilizes diversified investment strategies including mutual funds, ETFs, equities, fixed income, and structured notes, combining fundamental, technical, and quantitative analysis tailored to client-specific objectives.

Keith Hays is a financial advisor at Cypress Capital, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Cypress Capital since 2014, including prior roles at Hays Advisory, LLC and Hays Capital Management, LLC. Cypress Capital, LLC is a registered investment adviser that serves individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $426 million on a discretionary basis and offers financial planning, portfolio management, retirement-plan consulting, research reports, and estate distribution assistance, using a combination of proprietary models and individual securities tailored to clients’ goals and risk tolerance.

Scott Birmingham is a CFP® and ChFC® with 13 years of experience in financial advisory. He currently serves at REDW Wealth LLC and has prior experience with firms including Asset Management Resources, Wealth Enhancement Group, and TIAA-CREF. Additionally, he is president of Fair Share Divorces, LLC, a divorce consulting business based in Franklin, TN. REDW Wealth LLC offers personalized financial planning and wealth management services to a broad client base including individuals, pension plans, trusts, charitable organizations, and government entities. The firm emphasizes strategic asset allocation primarily through ETFs and no-load mutual funds and benefits from its affiliation with a certified public accounting firm, enabling coordinated tax and advisory services.