Nicholas Reed is a CFP® designated financial advisor at Capstone Financial Advisors Inc with six years of industry experience. He has previously worked with Securities America Advisors, Riverbend Financial Group, and Enterprise Holdings Inc. Reed is part of a 17-advisor team based in Brentwood, TN. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach emphasizes asset-class allocation, cost control, and tax efficiency, utilizing a mix of mutual funds, ETFs, individual securities, options, and third-party sub-advisers with a multi-year outlook.

Gregory Herman is a CFP® professional with 22 years of industry experience, currently serving at LBMC Investment Advisors, LLC since 1999. He is based in Brentwood, TN and is part of a three-advisor team at the firm. 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 is grounded in Modern Portfolio Theory, emphasizing diversification, cost minimization, and after-tax outcomes, and benefits from its affiliation with the regional accounting firm LBMC, PC.

Justin Radford is a CFP® with eight years of industry experience currently serving at Beacon Capital Management, LLC since 2020. He previously worked at Edward Jones from 2018 to 2020 and served in the United States Air Force from 2015 to 2018. Beacon Capital Management is a wealth management firm that serves individuals, high-net-worth clients, families, and businesses with portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $1.27 billion in assets across more than 2,000 client relationships, offering diversified, tailored investment strategies and utilizing both fundamental and technical analysis.

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.

Travis Anderson is a Series 65-licensed financial advisor with TBH Global Asset Management, LLC, where he has worked since 2008, accumulating 17 years of industry experience. He holds ownership stakes in several local businesses, including multiple restaurants and a juice bar, and serves on the boards of some of these companies. TBH Global Asset Management is a multi-advisor SEC-registered firm managing approximately $1.27 billion for nearly 1,000 clients, offering services such as discretionary portfolio management, financial planning, and pension consulting. The firm employs a combination of top-down macro analysis, fundamental and quantitative strategies, and integrates both in-house and third-party model solutions to create personalized portfolios.

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.

Kristian Mtetwa is a financial advisor at Atlas with six years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked with firms including ATFS Advisers LLC, 49 Wealth Management LLC, and Thrivent Advisor Network, LLC. Outside of advisory work, he co-founded Synergy Private LLC, a business consulting firm, and is involved in public speaking and consulting through VOT Group LLC. Atlas provides wealth management and financial planning services to individuals, families, trusts, and businesses. The firm uses a long-term, index-based investment approach supplemented by internally managed strategies and third-party sub-advisors and is notable for sponsoring a private credit fund and offering performance-based fee arrangements.

Alexander Pazdan is a financial advisor at PlanRock Wealth Strategies, LLC with over 20 years of industry experience. He holds the Series 65 designation and has worked previously at Victory Capital Management and Persistent Capital Management. His current role involves working within a team-based environment at PlanRock. PlanRock Wealth Strategies provides fee-based, discretionary investment management and model-portfolio services to individuals, institutions, and other financial advisers. The firm emphasizes ETFs, mutual funds, and other liquid instruments through strategic and tactical asset-allocation models, and operates proprietary NYSE-listed ETFs while serving as a sub-advisor to pooled investment vehicles.

Pleshetta Loftin is a financial advisor with Planrock Wealth Strategies, LLC in Brentwood, TN, holding Series 65, 63, and 66 licenses and possessing 12 years of industry experience. Her work history includes roles at Wildflower Investments LLC and Persistent Capital Partners LLC, where she provides consulting and compliance services. Planrock Wealth Strategies offers fee-based, discretionary investment management and advisory services to individuals, institutions, and other advisors, utilizing strategic and tactical asset allocation with proprietary ETFs and ETF-centric model portfolios. The firm also sponsors exchange-traded funds and serves as a sub-advisor to pooled vehicles and registered investment companies.

Beverly Davis is a financial advisor at Caldwell Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Caldwell Advisors since 2015, concurrently affiliated with LPL Financial since 2007. Caldwell Advisors provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and foundations. The firm employs a combination of fundamental and technical analysis and offers discretionary and non-discretionary investment management alongside ongoing client communication and tax considerations.

Robert Knutsen II is a financial advisor with JDL Advisers and holds a Series 66 designation. He has 17 years of industry experience, including roles at J. Derek Lewis & Associates, Inc. and Harbinger Asset Management, LLC. He is also licensed as an insurance agent for accident, health, life, and fixed annuity contracts affiliated with J. Derek Lewis & Associates. J. Derek Lewis & Associates, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charities, and businesses, focusing on mutual funds and ETFs with discretionary and non-discretionary portfolio management. The firm uses investor profiling, formal investment policy guidelines, and proprietary risk models to construct asset allocations, typically implementing and custodianing accounts through Charles Schwab or mutual fund transfer agents.

Ira Work is a ChFC® credentialed financial advisor with 23 years of industry experience. He currently works at First Financial Coaching, Inc. and previously held roles at Paul Winkler, Inc., Work Financial Group, Inc., and Independent Advisers Group Corp. Outside of advising, he is the managing partner of Work to Fly LLC, a leasing business based in Nashville. First Financial Coaching serves individuals, families, business owners, and corporate clients by providing non-discretionary investment advisory, retirement plan consulting, financial education, and analysis. The firm emphasizes client approval for transactions and often collaborates with an independent manager for discretionary asset management rather than managing assets directly.

David Singer is a financial advisor with TBH Global Asset Management, LLC, holding a Series 66 designation and bringing 16 years of industry experience. His career includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Thrivent Investment Management prior to joining TBH Global in 2022. TBH Global Asset Management serves individuals, retirement plans, and business entities with investment management, financial planning, consulting, and trustee services. The firm employs a blend of top-down macro, fundamental, and quantitative analysis, using model portfolios and third-party tools to implement tailored investment strategies.

Richard Ferguson is a financial advisor at Beacon Capital Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and U.S. Bancorp Investments. Outside of his advisory role, he is a limited partner in a family farm partnership. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement-plan consulting. The firm utilizes diversified investment strategies including mutual funds, ETFs, equities, fixed income, and structured notes, combined with fundamental, technical, and quantitative analysis.

Austin Reiser is a CFP® professional with four years of industry experience, currently serving as an advisor at Beacon Capital Management, LLC since 2021. Prior to this, he worked at Abound Wealth Management LLC and spent three years at Western Kentucky University. Beacon Capital Management is a wealth management firm supporting individuals, high-net-worth clients, families, and businesses with portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations. The firm employs diversified investment strategies and conducts regular account reviews to align with each client’s risk tolerance and objectives.

Thomas Hatfield is a financial advisor at LBMC Investment Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Brasada Capital Management, Pacer Financial, and Jackson National Life Distributors. LBMC Investment Advisors, LLC manages discretionary portfolios for individuals, high net worth clients, corporate entities, and foundations, overseeing more than $2 billion in assets. The firm’s investment approach emphasizes diversified, low-cost asset-class allocations based on Modern Portfolio Theory and uses tools like Morningstar and Monte Carlo simulations to monitor client portfolios.

Samuel Davis is a CFP® professional with 18 years of experience and has been with TBH Global Asset Management, LLC since 2008. He holds Series 63 and Series 65 licenses. Outside of advisory work, he is a passive owner of a transportation business. TBH Global Asset Management offers investment management, financial planning, pension and retirement consulting, trustee services, bill-paying, and general consulting to individuals, retirement plans, and businesses. The firm employs a blend of top-down macro, fundamental, and quantitative analysis, utilizes asset-allocation models, and incorporates third-party tools such as JP Morgan’s tactical multi-asset models and automated tax-optimization strategies.

Connor Roggie is a financial advisor at Beacon Capital Management, LLC with five years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. Prior to joining Beacon Capital Management in 2023, he worked at Radnor Wealth Management and Northwestern Mutual Investment Services. 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, managing approximately $1.27 billion in assets across more than 2,000 client relationships.

Carri Sanford is a financial advisor at Luken Investment Analytics, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wiley Bros-Aintree Capital LLC and as an independent professional. Outside of her advisory role, she is also active as a real estate agent with Vision Realty Partners. Luken Investment Analytics 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 uses quantitative, technical, and charting analysis to manage portfolios and offers both a sponsored wrap fee program and a paid model subscription service for advisers.