Joshua Davis is a financial advisor at TBH Global Asset Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with TBH Advisors, LLC since 2015 and TBH Global since 2022. TBH Global Asset Management is a multi-advisor firm managing approximately $1.27 billion for nearly 1,000 clients, including individuals, retirement plans, trusts, and businesses. The firm uses a combination of top-down macro analysis and fundamental and quantitative approaches to create personalized portfolios, employing both in-house management and third-party models, while offering a range of services such as discretionary portfolio management, financial planning, and trustee services.

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.

Mary O’Leary is a financial advisor at Luken Investment Analytics, LLC with eight years of industry experience. She holds the ChFC® designation and the Series 65 license. Her prior experience includes roles at Levine Group LLC and SII Investments. Outside of her advisory work, she provides financial planning education as an independent contractor. Luken Wealth Management serves individual investors, families, trusts, retirement plan participants, and other registered investment advisers. The firm offers financial planning, discretionary portfolio management, and a paid model subscription service that delivers newsletters and security-rating recommendations to other advisors.

Thomas Chase is a financial advisor with Capital Markets IQ, LLC in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at Kalos Management and Kalos Capital from 2015 to 2017, and at Reliance First Capital and A Mortgage Boutique between 2020 and 2021. Chase serves as a board member for Young Professionals, a nonprofit organization involved in community service and professional development activities. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and select international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, offering wealth management, financial planning, and alternative investment support.

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 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.

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 Series 63 and Series 66 licenses and has worked at firms including ATFS Advisers LLC, 49 Wealth Management LLC, and Thrivent Advisor Network, LLC. Outside of advising, he co-founded Synergy Private LLC, a business consulting firm, and is involved with public speaking and event organization through VOT Group LLC. Atlas provides wealth management and financial planning services to individuals, families, and institutional clients. The firm employs a long-term, index-based investment approach supplemented by internally managed strategies and is known for sponsoring private investment vehicles, including a private credit fund.

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 at PlanRock Wealth Strategies, LLC with 12 years of industry experience. She holds Series 65, Series 63, and Series 66 credentials and has worked at Wildflower Investments LLC, PlanRock Investment Management, and Persistent Capital Partners LLC, among others. Outside of advisory, she consults on business and compliance issues for Persistent Capital Partners. PlanRock Wealth Strategies offers fee-based, discretionary investment management and advisory services to individuals, institutions, and other investment advisers. The firm emphasizes strategic and tactical asset allocation using mutual funds, ETFs, equities, and fixed income, and it sponsors exchange-traded funds while providing sub-advisory services to 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.

Ira Work is a financial advisor at First Financial Coaching, Inc. in Nashville, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including 17 years at Paul Winkler, Inc. and 22 years with Work Financial Group, Inc. Outside of his advisory work, he is the managing partner of Work to Fly LLC, a leasing business. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers primarily non-discretionary investment advice and financial analysis, partnering with a third-party asset manager for discretionary portfolio management while emphasizing investment education and workshops.

David Singer is a financial advisor with TBH Global Asset Management, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked with TBH Advisors, LLC since 2016 and joined TBH Global in 2022. TBH Global Asset Management provides investment management, financial planning, pension and retirement consulting, trustee services, bill-paying, and general consulting to individuals—including high-net-worth and accredited investors—as well as retirement plans and business entities. The firm employs a blend of top-down macro, fundamental, and quantitative analysis, utilizing asset-allocation model portfolios and third-party tools to support 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 eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Brasada Capital Management, LP, Pacer Financial, Inc., and Jackson National Life Distributors. LBMC Investment Advisors, LLC manages over $2 billion in client assets and provides discretionary portfolio management to individuals, high net worth clients, corporate entities, and foundations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified asset-class allocations, low-cost funds, and minimizing fees and transaction costs.