Mark Gargano is a financial advisor with National Wealth Management Group, LLC, holding Series 63, 65, and 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Dynamic Wealth Advisors, Morgan Stanley, and LPL Financial. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, as well as retirement plans. The firm employs a long-term, objective-based investment approach with tailored strategies and offers services through multiple program platforms and custodians.

Jeffrey Atchison is a financial advisor at SageGuard Financial Group, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at several firms including Alphastar Capital Management LLC and Brookstone Capital Management LLC. Outside of advisory work, he owns and manages Great Elm Properties, LLC, a property investment business. SageGuard Financial Group is a multi-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management and financial planning using model portfolios and a range of investment strategies, managing approximately $755.7 million across roughly 2,469 clients.

William Jackson is a CFP® professional with 29 years of industry experience, currently serving at Cahaba Wealth Management, Inc. in Nashville, TN, where he has worked since 2016. Outside of his advisory role, he is a partner and CEO of Artist Clarity, Inc., a business management venture, and holds partnerships in non-investment businesses including BLACK DOG, LLC and Serendipity Land, LLC. Cahaba Wealth Management serves individual and high-net-worth clients, trusts, and estates by providing comprehensive financial planning and discretionary investment management. The firm emphasizes long-term cash-flow projections, quantified risk assessments, and utilizes a mix of mutual funds, ETFs, and alternatives to tailor portfolios, while integrating workplace and outside retirement accounts for ongoing monitoring and rebalancing.

Curtis Henson is a CFP® professional with eight years of industry experience, currently serving at Paul Winkler, Inc. since 2015. He is based in Goodlettsville, TN, and works within a multi-team firm environment. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and uses modern portfolio theory and multi-factor approaches in portfolio construction, while also offering investor education through workshops, podcasts, online courses, and a subscription coaching program.

Charles Laws Jr. is a CFP®-credentialed financial advisor with three years of industry experience, currently with Cahaba Wealth Management, Inc. in Nashville, TN. He has worked at Cahaba since 2021 and has prior experience at Dollar General, Banana Republic, Rhodes College, and Pope John Paul II High School. Cahaba Wealth Management serves individual and high-net-worth clients, trusts, and estates by providing comprehensive financial planning and discretionary investment management. The firm manages approximately $2.06 billion in assets and employs a long-term, risk-aware investment process that integrates mutual funds, ETFs, and select alternatives.

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.

Robert Clements III is a financial advisor at Inscription Capital, LLC in Nashville, TN, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior work includes 16 years at Citigroup Global Markets and five years at HSRI Hemp LLC. Inscription Capital, LLC provides holistic financial planning and both discretionary and non-discretionary investment management to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm manages approximately $2.05 billion in assets and utilizes an investment committee approach to build model portfolios using a range of asset types and implementation channels.

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.

Andrew Boulineau is a financial advisor at Fielder Capital Group LLC in Nashville, TN, holding a Series 65 designation with one year of industry experience. He previously worked at Legility for five years and operated his own law office for ten years. He maintains an active law license but does not provide legal services. Fielder Capital Group serves individuals, institutional clients, and plan sponsors by providing investment advisory, family office, and retirement plan services. The firm manages over $1 billion in assets using a mix of quantitative and qualitative research, strategic allocations, and a range of investment vehicles, including equities, fixed income, and private placements.

Cannon Pace is a financial advisor with Applied Capital LLC in Nashville, TN, holding a Series 65 designation and three years of industry experience. Prior to joining Applied Capital in 2022, his background includes roles outside the financial sector and periods as a full-time student. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning, managing approximately $293 million in assets through diversified portfolios that emphasize asset allocation and market-cap weighted index strategies.

Timothy Cantrell is a financial advisor with Applied Capital LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Northwestern Mutual Investment Management from 2013 to 2015. Outside of his advisory role, he owns a business entity called Cantrell and Associates, which handles staff payments. Applied Capital LLC provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm focuses on long-term asset allocation and diversification, using mutual funds, ETFs, equities, bonds, and select alternative investments, while integrating estate-planning tools and offering collaborative financial planning services.

Lukas Smith is a financial advisor with SageGuard Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. His career includes prior roles at UBS Financial Services and Alphastar Capital Management LLC before returning to SageGuard Financial Group, where he has worked in total for nine years. In addition to his advisory work, he is a licensed insurance agent and occasionally offers insurance products. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm focuses on portfolio management and comprehensive financial planning using model portfolios and various investment sleeves, managing a substantial non-discretionary asset base across a diverse client spectrum.

Paul Winkler is a ChFC® credentialed financial advisor with 34 years of industry experience. He has led Paul Winkler, Inc. since 2000. Outside of advising, he authors investment-related books, serves as a therapist at a counseling center, and sits on the Board of Trustees for Trevecca University. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business owners, and corporations. The firm emphasizes investor education through workshops, media content, and coaching programs, implementing portfolios via third-party managers using modern portfolio theory and an efficient-market approach.

Ciara Ciez is a financial advisor at Jacksonville Wealth Management with a Series 66 designation and one year of industry experience. She has held roles at LPL Financial, mindbodygreen, RVO Health, and Red Ventures. Jacksonville Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, and business entities with portfolio management and financial planning. The firm uses tailored investment plans and manages client accounts primarily on a discretionary basis, leveraging LPL Financial’s platforms and custodial services.

Brian Koonce is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Paul Winkler, Inc. since 2019. Outside of advising, he also works as an independent tax preparer and is an Enrolled Agent in Goodlettsville, TN. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporate clients. The firm’s approach incorporates modern portfolio theory and multi-factor analysis, and it primarily co-advises with third-party asset managers for discretionary trading while offering educational resources through workshops, courses, and authored books.

Thomas Hatfield is a financial advisor at LBMC Investment Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brasada Capital Management, LP, Pacer Financial, Inc., and Jackson National Life Distributors. LBMC Investment Advisors, LLC provides discretionary portfolio management services to individuals, high net worth clients, corporate entities, and foundations, managing over $2 billion in assets. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversified asset allocation using low-cost funds while minimizing fees and transaction costs.

Jeffrey Ward is a financial advisor at SageGuard Financial Group, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has a background in residential real estate sales, serving as President of Realty N Motion Inc since 2018. He is also licensed as a life and health insurance agent. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides ongoing portfolio management and comprehensive financial planning using model portfolios tailored to varying risk profiles, managing approximately $755.7 million across 2,469 clients.

Danny Butcher is a financial advisor at Woodstock Wealth Management, Inc. in Nashville, TN, with 16 years of industry experience. He holds a Series 66 designation and has been with Woodstock Wealth Management since 2018. In addition to his advisory role, he manages DL Butcher Consulting, LLC DBA Butcher Agency, where he sells and maintains property and casualty insurance policies. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers a performance-fee program alongside traditional managed account services.

James Wood is a CFP® professional with 28 years of experience in the financial industry. He has worked at Paul Winkler, Inc. since 2014 and held prior roles at firms including A Clear Strategy, LLC, Signature Investments, Inc., Sicor Securities Inc, Cambridge Investment Research Advisors, and Osaic FA, Inc. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporate clients. The firm’s approach incorporates modern portfolio theory and multi-factor analysis, typically recommending third-party asset managers for portfolio implementation while offering educational resources such as workshops, online courses, and authored books.

Chason Mc Kay is a financial advisor at Longview Wealth Management with a Series 65 designation and two years of industry experience. Prior to joining Longview, he worked at Aetna and Bright Event Productions and was a full-time student for four years. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets and serving individuals, pension and profit-sharing plans, and corporate clients. The firm provides asset management, financial planning, divorce consulting, and access to third-party manager programs, using a blend of mutual funds, ETFs, stocks, bonds, and various analytical approaches in portfolio management.