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.

Tyler Baskin is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at Defining Wealth Partners LLC since 2026 and previously held roles at Applied Capital LLC and Fidelity Brokerage Services LLC. Baskin is also a licensed insurance agent and works as an independent real estate broker on weekends. Defining Wealth Partners serves individual and high-net-worth clients and small businesses with financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach emphasizing low-cost, tax-aware strategies with exposure to value, small-cap, and international equities.

Bryan Thompson is a financial advisor at StewardWell LLC in Franklin, TN, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and serves as CEO of Thompson Financial Group, a business involved in financial services and payroll processing. Prior to StewardWell, he worked at Ameritas Advisory Services and Ameritas Investment Company. StewardWell provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, and estates. The firm uses model portfolios mainly composed of ETFs and bonds, applying both fundamental and technical analysis with a generally long-term investment orientation.

Michael Hughes is a CFP® with four years of experience at OLIO Financial Planning. Prior to joining OLIO in 2022, he worked at Viacom for three years. Outside of financial advising, Hughes operates Hartwell Studios, a home-based music and entertainment business where he works as a sole proprietor, producer, audio engineer, and freelance musician. OLIO Financial Planning serves individual clients across a range of wealth levels, as well as retirement plans, nonprofits, and corporations, managing approximately $600 million in assets. The firm offers comprehensive financial planning and investment management using a buy-and-hold, core-and-satellite approach, and utilizes project-based and fixed fees rather than traditional asset-based charges.

Thomas Delaney is a CFA® charterholder with experience at Harris Associates from 2008 to 2025, followed by Lee, Danner & Bass, Inc. from 2025 to 2026, before joining Valtrion Capital Management, LLC in 2026. He is based in Franklin, TN, and is part of a five-advisor team at Valtrion. Valtrion Capital Management serves individuals, trusts, estates, business entities, and retirement plan sponsors, offering financial planning through five packaged plans and discretionary portfolio management tailored to clients’ risk tolerances and time horizons. The firm emphasizes ETF-based solutions for smaller accounts and more customized equity and fixed-income exposure for larger accounts, with specialty planning including equity-compensation guidance and business-integrated financial planning.

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.

William Borleis is a financial advisor with Tactive Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Arete Wealth Management, Center Street Securities, and Cabin Securities. Outside of his advisory work, he is involved in tax and financial planning services through Arno Wealth, LLC, and serves as a life insurance and fixed annuities agent with Borleis Insurance. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including advisor-managed portfolios. The firm uses a Black-Litterman framework for blended model portfolios and offers portfolio management via a robo-advisor platform combined with sub-advisory services, distinguishing itself by operating within TAMP relationships alongside retail offerings.

Karen Tidwell is a financial advisor with CAP Partners, LLC in Franklin, TN, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Victory Capital Advisers, UBS Financial Services, and Merrill. Outside of finance, she owns and operates a photography business. CAP Partners, LLC is an SEC-registered, multi-member investment advisory firm serving a diverse client base that includes individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers personalized investment management with a generally long-term, buy-and-hold approach complemented by fundamental, technical, and cyclical analysis, as well as financial planning and counseling services.

Hunter Anderson is a financial advisor at Seven Springs Wealth Group with two years of industry experience. He holds a Series 65 designation and previously worked at Prudent Street Financial Advisors, LLC. Anderson is also a licensed independent insurance agent. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities with financial planning, discretionary portfolio management, and project-based consulting. The firm manages approximately $1.2 billion in assets and employs a multi-advisor team approach, emphasizing diversified asset-allocation strategies and the use of third-party managers and alternative investments.

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.

Dean Goodwin is a financial advisor with The Wealth Group – Austin B. Colby & Associates, holding a Series 65 designation and three years of industry experience. Prior to joining his current firm in 2023, he worked at 2NDSWING for five years and CREW2 for two years. The Wealth Group – Austin B. Colby & Associates provides investment advisory and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary portfolio management as well as periodic financial planning. The firm’s investment process focuses on asset allocation aligned with client risk profiles and incorporates tax considerations, regular account reviews, and technology to manage allocations.

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 CFP® with eight years of industry experience currently serving at Beacon Capital Management, LLC since 2020. He previously worked at Edward Jones from 2018 to 2020 and served in the United States Air Force from 2015 to 2018. Beacon Capital Management is a wealth management firm that serves individuals, high-net-worth clients, families, and businesses with portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $1.27 billion in assets across more than 2,000 client relationships, offering diversified, tailored investment strategies and utilizing both fundamental and technical analysis.

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.