Carter Thomas is a CFP® professional with 12 years of industry experience. He has worked at Abound Wealth Management, LLC since 2017 and previously spent a year at Preston & Cleveland Wealth Management, LLC. Abound Wealth Management is a multi-advisor firm serving individuals, trusts, estates, and employer retirement plans. The firm manages approximately $1.95 billion in discretionary assets and employs a strategic asset allocation approach using low-cost mutual funds and ETFs, with portfolio oversight by an internal investment committee.

William Decker is a financial advisor with Decker Wealth Management, LLC in Nashville, TN, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Decker Wealth Management since 2009, working within a team of six advisors. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses, providing financial planning, consulting, and investment management. The firm focuses on asset allocation and tax-aware security selection using exchange-traded funds, individual securities, and options strategies, with ongoing portfolio monitoring and regular client reviews.

Robert Mefford is a CFP® professional with one year of industry experience, currently serving at Defining Wealth in Franklin, TN. Prior to joining Defining Wealth, he worked at Seven Springs Wealth Group for several years and has additional experience in various roles including positions at Belmont University and Bank of Lexington. Defining Wealth Partners serves individual and high-net-worth clients as well as small businesses, providing financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach that emphasizes low-cost, tax-aware strategies using ETFs, mutual funds, individual equities, and fixed income.

Breanne Mc Manus is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Abound Wealth Management, LLC since 2019 and has prior experience including roles at the University of Georgia and Astreaus Advisors, LLC. Abound Wealth Management is a multi-advisor firm that provides wealth management, financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and employer plans. The firm manages approximately $1.95 billion in discretionary assets and employs a strategic, tax-efficient investment approach using low-cost mutual funds and ETFs, supported by an internal investment committee.

Teresa Lundine is a financial advisor with Stronghold Capital Partners LLC, holding Series 63, 65, and 66 designations and over 27 years of industry experience. Her previous roles include positions at Stronghold Wealth Management, Zach Taylor Real Estate, United Advisors America, Alliance America, and Valic Financial Advisors. In addition to her advisory work, she is licensed as an insurance agent and transacts insurance-related products. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, with a focus on ERISA 3(21) retirement-plan services and serving primarily as a solicitor for third-party managers and service providers. The firm uses client-specific Investment Policy Statements to guide non-discretionary management and referrals, operating through multiple offices with formal solicitor relationships.

Andrew Dodd is a CFP® with five years of industry experience, currently serving as an advisor at Abound Wealth Management, LLC. He previously worked at Green & Associates and Northwestern Mutual. Outside of financial services, he is co-owner of several music businesses involved in production and publishing royalty administration. Abound Wealth Management is a multi-advisor firm providing comprehensive 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 employs a strategic asset allocation approach focused on low-cost mutual funds and ETFs, tax efficiency, and portfolio oversight by an internal investment committee.

Austin Schmitt is a financial advisor at Tailwinds Wealth, LLC in Franklin, TN, holding a Series 65 credential. He has been in the financial services industry since 2021, with prior experience at Gratus Funds and Great Waters Financial. Schmitt has been with Tailwinds Wealth since 2026, following his time at Tailwinds Group. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and personalized investment policy statements. The firm employs a variety of analysis techniques and strategies across multiple asset classes and frequently utilizes third-party managers and model portfolios.

Eric Baer is a CFP® professional with five years of industry experience, currently serving at Abound Wealth Management, LLC. His prior work includes roles at Watson Planning, ABB, Inc., and GE. Abound Wealth Management is a multi-advisor firm providing comprehensive 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, with an investment committee overseeing portfolio decisions.

Michael Okeefe is a financial advisor with 19 years of industry experience at 12 Th Street Asset Management in Nashville, TN. He holds Series 63 and Series 65 licenses and has been with the firm since 2007. 12 Th Street Asset Management primarily serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients. The firm offers discretionary portfolio management focused on concentrated, long-term All Cap and Small Cap equity strategies using a value-oriented investment process.

Valerie Wilson is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with 22 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Decker Wealth Management since 2009. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses by providing financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using asset allocation and tax-aware security selection, with an investment approach that includes fundamental, technical, and cyclical analysis.

Blake Hummel is a CFP® with one year of industry experience, currently serving at Defining Wealth Partners LLC. His prior work includes roles at Seven Springs Wealth Group, Abound Wealth Management, Ramsey Solutions, and as a self-employed advisor. Defining Wealth Partners serves individual and high-net-worth clients, as well as small businesses, offering financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach focused on low-cost, tax-aware strategies.

Kyle Kuyat is a CFP® and ChFC® with nine years of industry experience, currently serving as an advisor at Defining Wealth. His prior experience includes roles at Silver Oak Securities, Inc., The Leaders Group, Inc., and Jackson National Life Distributors. Outside of his advisory work, he is the founder of Advantage Media LLC, a content creation venture focused on non-investment related video and audio production. Defining Wealth Partners serves individual and high-net-worth clients and small businesses with financial planning, retirement-plan advice, and portfolio management. The firm utilizes an evidence-based, broadly diversified buy-and-hold investment approach with a focus on low-cost, tax-aware implementation.

Robert Walker is a CFP® and holds a Series 66 license with 22 years of industry experience. He has been with Cypress Capital, LLC since 2017 and previously worked at Trustcore Investments, Inc. from 2010 to 2017. Outside of his advisory role, he teaches indoor cycling classes at the YMCA of Middle Tennessee and works as a retail sales associate at REI. Cypress Capital is a registered investment adviser managing approximately $413.5 million across a seven-advisor team. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, and other organizations, providing financial planning, discretionary portfolio management, and model portfolio offerings implemented through proprietary models and individual securities.

Anna Norman is a financial advisor at Morling Financial Advisors, LLC with 14 years of industry experience. She holds the Series 66 designation and has worked at Morling Financial Advisors since 2017, following roles at Fidelity Brokerage Services LLC and Edward Jones. Morling Financial Advisors serves a range of clients including individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations. The firm provides discretionary investment management, financial planning, and consulting services, tailoring portfolios with a mix of public equity, fixed income, mutual funds, ETFs, and alternative investments, including private equity and real estate.

Michael Brooks is a CFA® charterholder with 22 years of industry experience. He has been with Cypress Capital, LLC since 2014 and also works with Cypress Capital Advisors, LLC. The firm manages approximately $413.5 million on a discretionary basis through a team of seven advisors. Cypress Capital serves individuals, including high-net-worth clients, retirement plans, trusts, and other organizations, offering financial planning, discretionary portfolio management, and sub-advisory services using proprietary models and a range of investment strategies.

Bryan Fastenau is a CFA® charterholder with seven years of industry experience. He has worked at HMS Capital Management since 2018 and previously spent 30 years at US Trust. He 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 employs fundamental analysis across multiple model portfolios that include a mix of domestic and foreign equities, fixed income, mutual funds, and ETFs, and it also offers specialized strategies such as a Tactical Hedge overlay.

Daniel Davis is a financial advisor with Adk Wealth Advisory Group, holding a Series 63 license and 38 years of industry experience. He has worked with LPL Financial since 1998 and has been with Kraft, Davis & Associates, LLC (doing business as ADK Wealth Advisory Group) since 2015. ADK Wealth Advisory Group is an SEC-registered investment adviser serving individual and high-net-worth clients, providing fee-based investment management and financial planning. The firm offers a range of services including retirement-plan advisory and tailored planning, managing portfolios using fundamental and technical analysis across various asset classes, and acting as both program sponsor and portfolio manager for its wrap fee offerings.

Jonah Paul is a CFP® professional with three years of experience at Abound Wealth Management, LLC in Franklin, TN. Before joining Abound Wealth Management, he worked at Georgia College and State University and was affiliated with Dunwoody Country Club. Abound Wealth Management is a multi-advisor firm serving individuals, trusts, estates, and employer retirement plans with comprehensive wealth management, financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $1.95 billion in discretionary assets and uses a strategic asset allocation approach focused on low-cost mutual funds and ETFs, tax efficiency, and periodic rebalancing, supported by an internal investment committee.

Bo Hanson is a CFP® and CFA® with 13 years of experience in financial advising. He has worked at Abound Wealth Management, LLC since 2017 and previously spent seven years at Preston & Cleveland Wealth Management, LLC. Outside of advising, he co-owns and manages a real estate holding company, Bribo, with limited time commitment. Abound Wealth Management is a multi-advisor firm serving individuals, trusts, estates, and employer retirement plans with comprehensive wealth management and financial planning. The firm manages approximately $1.95 billion in discretionary assets and emphasizes strategic asset allocation using low-cost mutual funds and ETFs, supported by an internal investment committee.

William Bevins Jr. is a CFP® professional at Cypress Capital, LLC with 13 years of industry experience. He has worked at Cypress Capital since 2019 and was briefly with LPL Financial in the same year. Bevins also acts as an agent for BGA Insurance, providing life insurance solutions as part of financial planning. Cypress Capital, LLC serves individuals, retirement plans, trusts, estates, and charitable organizations, managing approximately $426 million on a discretionary basis. The firm employs a team approach and uses a combination of proprietary models and individual securities tailored to client goals, incorporating quantitative and qualitative analysis along with options and hedging strategies in select portfolios.