Chandler Brown is a financial advisor with Retirement Solutions Group and holds a Series 66 designation. He has two years of industry experience, including prior roles at Reflection Financial Strategies and Equitable Advisors. Outside of his advisory work, he was involved with Three Rivers Waterfowlers for four years. Retirement Solutions Group is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm primarily operates through co-advisor relationships, helping clients select actively managed model portfolios and providing written financial plans on a fixed-fee basis.

Ethan Pflug is a financial advisor at AGP Franklin, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Aspen Grove Asset Management and the University of Alabama. AGP Franklin, operating under the names Aspen Grove Asset Management and Strong Tower Wealth Management, provides wealth management and portfolio management services to individual and high-net-worth clients. The firm employs a fundamental, long-term investment approach and manages approximately $247 million in assets across several hundred client relationships.

Jeffrey Hull is a financial advisor with SavvyFi in Franklin, TN, holding a Series 65 designation and six years of industry experience. His prior work includes roles at Nashville Capital Network and Vanderbilt University. Outside of advising, he has passive involvement in real estate leasing as a sole proprietor. SavvyFi specializes in education financing benefit services primarily for employers, offering solutions such as 529 plan administration and student loan repayment through an online platform that emphasizes automated enrollment and digital account reviews. The firm serves a large client base with a focus on employer contracts rather than individual high-net-worth clients.

Raymond Carota is a financial advisor at Carota Wealth Management with 29 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at American Portfolios Financial Services, Inc. for 20 years. Carota also maintains a long-term affiliation with Brandywine Financial Group, Inc. Carota Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering portfolio management, financial planning, and discretionary management of digital assets and cryptocurrencies. The firm employs a proprietary macroeconomic framework, Market Pulse Regimes℠, alongside fundamental and technical analysis to guide portfolio construction and conducts client account management with regular monitoring and rebalancing.

Jonathan Farrell is a CFP® with 21 years of industry experience, currently serving as an advisor at Highmark, LLC since 2025. His prior positions include roles at Commonwealth Financial Network, Lincoln Financial Distributors, Inc., and John Hancock Retirement. In addition to his advisory work, he is an independent insurance agent. Highmark, LLC provides discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, high-net-worth clients, trusts, estates, and qualified employee benefit plans. The firm manages portfolios on a discretionary basis tailored to client goals and employs sub-advisors and third-party model portfolios through a single custodial platform.

Nick Elovitz is a financial advisor at Portus Capital Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Portus Capital Management since 2016, following ten years at PKS Advisory Services and Purshe Kaplan Sterling Investments. Outside of advising, he is involved in substitute teaching at a Catholic school and operates a real estate business focused on purchasing, rehabilitating, and selling properties. Portus Capital Management provides discretionary portfolio management and pension consulting primarily for individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, including options trading strategies, and offers diversified exposure across multiple asset classes.

Diana Halenz is a financial advisor at Tailwind Financial LLC with one year of industry experience. She is also a CPA and owner of two accounting firms, Diana M Halenz CPA LLC and Tailwind CPA LLC, where she provides accounting and tax planning services. Tailwind Financial is a state-registered investment advisory firm that offers financial planning and consulting services to individual clients. The firm emphasizes long-term strategies based on modern portfolio theory and provides tailored recommendations while leaving implementation to clients.

Jeffrey Jordan is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of industry experience. He has been with Processus Wealth & Capital Management, LLC since 2010. The firm provides discretionary investment management and financial planning services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and plan participants. Processus Wealth & Capital Management employs fundamental analysis and combines strategic asset allocation with tactical overlays to construct portfolios from mutual funds, ETFs, and individual large-cap equities.

Douglas Vander Weide is a CFP® with 27 years of industry experience, currently serving as an advisor at Valiant Wealth, LLC in West Des Moines, IA. He has been with Valiant Wealth since 2008 and was previously involved with 2 Fish 5 Loaves, LLC, a fish farming business where he was a partner. Valiant Wealth manages approximately $382 million with a small advisory team, providing discretionary portfolio management, financial planning, and related services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm employs a buy-and-hold, model-portfolio approach supported by proprietary tools and resources from Dimensional Fund Advisors, and it operates private pooled investment vehicles with performance-based fees and direct investments in private companies.

Michael Carmody is a CFA® charterholder with 15 years of industry experience, currently serving at Foresight Investment Advisors, LLC since 2010. He holds a Series 65 license and is involved in several business activities outside of investment advising, including roles in actuarial study material development, CFA exam preparation assistance, and ownership positions in two companies, one of which he leads as president and CEO. Foresight Investment Advisors, LLC is an Arkansas-registered firm that provides portfolio holdings and trade signals to other registered investment advisers. The firm focuses on conservative investment strategies for clients nearing or in retirement and combines fundamental, technical, and cyclical analysis to guide its recommendations.

Hogan Roberts is an advisor at InvestGro LLC with a Series 65 credential and no prior industry experience. His background includes various roles outside the financial sector, including work as a live sound engineer and positions in the hospitality and entertainment industries. InvestGro LLC provides discretionary and non-discretionary asset management, financial planning, and consulting services primarily for individual clients. The firm emphasizes ongoing client education through monthly workshops and tailors investment decisions using fundamental analysis, portfolio theory, and Monte Carlo planning techniques.

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.

John Hinely is a financial advisor at Canterbury Tollgate with nine years of industry experience. He holds a Series 65 designation and has worked with Canterbury Tollgate since 2018, following positions at Spotlight Asset Group, Inc. and Capital Markets IQ, LLC. In addition to his advisory role, he is involved in life and disability insurance planning and sales on a limited basis. Canterbury Tollgate provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors, using a long-term, intrinsic-value investment approach focused on concentrated, benchmark-independent portfolios. The firm serves clients through separately managed accounts and a private pooled vehicle, CTG Fluxion, LP, and employs performance-based compensation along with permitting derivatives in managed accounts.

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.

Mark Gargano is a financial advisor with National Wealth Management Group, LLC, holding Series 65, Series 63, and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Morgan Stanley, LPL Financial, Dynamic Wealth Advisors, and L3 Holdings Inc. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a range of portfolio management and consulting services through multiple program platforms and custodians.

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.

Jerome Moore is a CFP® professional with 30 years of industry experience, currently serving at Bradford Financial Center. He has held roles at various affiliated firms including Bradford Tax and Accounting, Bradford Insurance, and Tower Wealth Advisors. Moore is also an instructor for the Certified Financial Planner certificate programs at Belmont University and Kaplan. Bradford Financial Center provides comprehensive financial planning and portfolio management for individuals, trusts, estates, businesses, and retirement plans. The firm uses a discretionary investment management approach that integrates computerized trend analysis with multiple research methods and collaborates with a network of affiliated businesses offering tax, insurance, and mortgage services.

Joshua Davis is a Series 65 credentialed financial advisor with 10 years of industry experience. He has been with TBH Global Asset Management, LLC since 2022 and previously worked at TBH Advisors, LLC from 2015 to 2022. TBH Global Asset Management provides investment management, financial planning, pension and retirement consulting, trustee services, bill-paying, and general consulting to individuals, retirement plans, and business entities. The firm employs a blended investment approach combining top-down macro, fundamental, and quantitative analysis and utilizes asset-allocation model portfolios alongside third-party tools and models.