Jeffrey Hays is a financial advisor with Cypress Capital, LLC in Franklin, TN, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has held various roles at Cypress Capital and related firms since 2014 and serves as Chair for the Nashville Group of Tiger 21, a peer-to-peer learning network for high-net-worth investors. In this role, he facilitates and leads monthly meetings for group members. Cypress Capital, LLC is a registered investment adviser serving individuals, retirement plans, trusts, estates, and charitable organizations, managing approximately $426 million with a nine-advisor team. The firm provides financial planning, discretionary portfolio management, and other services, implementing customized investment plans using proprietary models and a combination of quantitative and qualitative analysis.

Todd Mcelroy is a financial advisor with PGI Wealth Management in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Carson Wealth, Philip James Wealth Management, and Principal Life Insurance Co. He is also involved in independent insurance sales, including fixed life insurance and health-related products. PGI Wealth Management is a team-based SEC-registered advisory firm serving nearly 500 clients with a focus on discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes long-term strategies like diversified asset allocation and integrates insurance offerings through licensed representatives.

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.

Susan Mull is a financial advisor at CAP Partners, LLC in Franklin, TN, holding a Series 65 designation with six years of industry experience. She has been with CAP Partners since 2018 and previously worked with The Shoppes on Main, LLC for nine years. CAP Partners is an SEC-registered investment adviser managing over $220 million in discretionary assets as of January 2025. The firm provides financial counseling, planning, and asset management services to a diverse client base, including individuals, institutions, and government entities, with an investment approach that combines fundamental, technical, and cyclical 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.

Christopher Picciurro is a financial advisor with Cabin Advisors, LLC, holding the PFS™ designation and over 20 years of industry experience. He has worked with multiple firms, including Integrated Financial Group and Center Street Advisors, and is the founder of Teaching Tax Flow LLC, an educational platform focused on tax planning. His other roles include managing partner of Integrated Financial Group and involvement in practice management and consulting through Semper Cresente LLC. Cabin Advisors, LLC serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages approximately $220.2 million across 368 client relationships and offers financial planning, portfolio management, unified managed accounts, sub-advisory services, and variable annuity management through a team of 14 advisors.

Michael Organ is a Series 66 credentialed advisor with 18 years of industry experience. He has worked at Victory Capital Advisors since 2015 and previously held roles at Compass Advisory Partners LLC and Compass Efficient Model Portfolios, LLC. He is currently a member of the team at CAP Partners, LLC in Franklin, TN. CAP Partners, LLC is an SEC-registered, multi-member investment adviser serving a diverse client base that includes individuals, pension plans, trusts, and charitable organizations. The firm offers personalized investment management with a long-term, buy-and-hold approach, incorporating fundamental, technical, and cyclical analysis in security selection.

Hannah Lindsey is a CFP® with four years of industry experience, currently serving as a financial advisor at Abound Wealth Management, LLC. She has been with Abound since 2019, following prior roles at ARGI Financial Services and English, Lucas, Priest & Owsley. 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 combines strategic asset allocation using low-cost mutual funds and ETFs with public educational outreach, including a financial podcast and seminars.

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.

Tanya Spiller is a financial advisor at CAP Partners, LLC with 12 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining CAP Partners, she worked at Wells Fargo Clearing for five years. CAP Partners, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary portfolio management with a long-term, buy-and-hold approach, complemented by financial planning and counseling services.

Christopher Pramas is a CFP® professional with four years of experience at Abound Wealth Management, LLC. His prior work includes roles at Boston University, The TJX Companies, Inc., Kohl's Corporation, and Target Corporation. Abound Wealth Management is a multi-advisor firm serving individuals, trusts, estates, and employer retirement plans with a focus on strategic asset allocation using low-cost mutual funds and ETFs. The firm manages approximately $1.95 billion in assets and offers both comprehensive wealth management and an app-based financial planning membership.

Aubrey Snyder is a financial advisor at Beacon Capital Management, LLC with a Series 65 designation and over eight years of industry experience. Prior to joining Beacon Capital Management in 2026, he worked at Flagship Financial Advisors and Financial Engines. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses with discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations. The firm manages approximately $1.27 billion in assets across 17 advisors and emphasizes diversified portfolios tailored to client objectives.

Isaac Knittle is a financial advisor at Beacon Capital Management, LLC with three years of industry experience. He holds the Series 66 designation and has prior experience at EQUITABLE ADVISORS llc. Outside of advisory work, he also works as an independent contractor driver for DoorDash. 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 employs diversified portfolios using mutual funds, ETFs, equities, fixed income, and structured notes, supported by fundamental, technical, and quantitative analysis.

Yochanan Hershoff is a CFP® at Abound Wealth Management, LLC with four years of industry experience. His prior roles include positions at Scott Latz CPA and Jack Berkowitz CPA, as well as service in the Israel Defense Forces. He has also been involved with Yedei Chesed and operated Personal Cleaning Services. Abound Wealth Management is a multi-advisor firm serving individual clients, 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, alongside an app-based financial planning membership and public educational outreach.

John Preston is a CFP® and PFS™ credentialed financial advisor with 22 years of industry experience. He has been with Abound Wealth Management, LLC since 2017 and previously worked at Preston & Cleveland Wealth Management, LLC for 12 years. He is also president of 88 Times Over, which owns the intellectual property for The Money Guy Show. 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 emphasizes strategic asset allocation with low-cost mutual funds and ETFs, tax-efficient portfolio management, and offers an app-based financial planning membership alongside traditional advisory services.

Eric Hale is a CFP® professional with six years of industry experience. He has been with Abound Wealth Management, LLC since 2016, including its predecessor and current entity. 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 employs a strategic asset allocation approach focused on low-cost mutual funds and ETFs, tax efficiency, and periodic rebalancing, supported by an internal investment committee.

Adam Colby is a financial advisor with The Wealth Group – Austin B. Colby & Associates, holding a Series 66 credential and 12 years of industry experience. He previously worked at Raymond James Financial Services and has been with his current firm since 2021. Outside of advising, he is also an independent insurance agent. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and managed-account services. The firm customizes portfolios based on clients’ objectives, time horizons, and risk tolerances, employing various techniques including asset allocation and technical analysis.

Frankie Merritt is a financial advisor with Beacon Capital Management, LLC, holding Series 65 and Series 66 credentials and bringing 17 years of industry experience. He has worked at Beacon since 2013 and previously spent four years with Kalos Capital, Inc. Merritt is also licensed as an insurance sales agent, offering 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 with portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations. The firm manages approximately $1.27 billion in assets and focuses on tailored, diversified portfolios that include mutual funds, ETFs, equities, fixed income, real estate funds, structured notes, and insurance products.

Tyron Draper is a CFP® with 13 years of industry experience and has been with Beacon Capital Management, LLC since 2016. Prior to joining Beacon, he worked at Kalos Capital for one year. Outside of his advisory role, he is involved in project management focused on the purchase, renovation, and remarketing of distressed properties. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm provides portfolio management, financial planning, and retirement-plan consulting, managing approximately $1.27 billion in assets across more than 2,000 client relationships with diversified investment strategies tailored to client objectives.

Brett Wright is a financial advisor at Optivise Advisory Services LLC with two years of industry experience. He holds a Series 65 designation and has been involved with River of Life Church since 2015. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations, utilizing both internally developed models and third-party sub-advisors across various asset classes. The firm incorporates technology-driven reporting tools and offers both discretionary and non-discretionary management solutions.