Mark Shannon is a financial advisor with Strive Financial Group, LLC in Nashville, TN. He holds a Series 65 designation and has been with Strive Financial Group since 2026. Prior to joining the firm, his background includes roles in hospitality and hospitality-related businesses. Strive Financial Group, LLC is a registered investment adviser founded in 2024 that provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative analysis to manage portfolios across various strategies, including long-term allocations, trading, options, and alternative investments.

Zachary Hyche is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients’ priorities to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He provides guidance on topics including general investing, retirement planning, and emergency savings, while also offering access to Bank of America specialists for banking, credit, home financing, and small business solutions. Zachary holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a bachelor's degree from Belmont University. Outside of his professional responsibilities, Zachary is involved with the organization The Store.

Michael Sharpnack is a financial advisor at Paul Winkler, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Paul Winkler, Inc. since 2017. Outside of his advisory role, he has been involved with Calvary Chapel Rivergate since 2014. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporations. The firm employs a co-advisor model using third-party asset managers and applies modern portfolio theory and multi-factor approaches in portfolio construction.

Narsing Kommireddi is a financial advisor at Oasis Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PFS Investments and Terra Wealth Management. Kommireddi is also a licensed insurance professional. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management along with financial planning and pension consulting.

Jacob Butler is a financial advisor at Key Capital Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Key Capital Management, Butler worked at Wood Financial Group, LLC and Jackson National Life Distributors, LLC. Outside of finance, he is involved with Music City Fit Meals. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles, managing approximately $393 million in discretionary assets.

Michael Manna is a financial advisor at Craft Wealth Services in Nashville, TN, holding a Series 66 designation with five years of industry experience. His prior roles include positions at LPL Financial, Cushman & Wakefield, and General Electric Aviation. He is also the owner of MJM Consulting Inc., a tax and accounting consulting business. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, using a value-oriented, long-term investment approach combined with fundamental, technical, and charting analysis. The firm offers discretionary portfolio management and standalone financial planning with at least annual reviews.

Keith Casiano is a financial advisor with Key Capital Management, Inc. He holds Series 65 and Series 63 licenses and has eight years of industry experience. His career history includes roles at Empower Advisory Group, Newport Group, Quinn Stauffer Financial, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services. Outside of advising, Casiano works as an artist and designer creating commissionable art pieces. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses a mix of technical, fundamental, and modern portfolio theory approaches to implement client plans and manages approximately $393 million in discretionary assets.

Christopher Loper is a financial advisor at Key Capital Management, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at Key Capital Management and Wood Financial Group since 2023. His prior experience includes roles outside the financial industry, including at Oasis Pools and the University of Tennessee at Chattanooga. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs a mix of technical, fundamental, and modern portfolio theory approaches across various investment vehicles and serves approximately 1,730 client relationships with a team of seven advisors.

Wesley Wood is a financial advisor with Key Capital Management, Inc., holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Key Capital Management since 2014 and also owns Wood Financial Group, LLC, which provides financial services and tax preparation. Key Capital Management, Inc. offers discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing model portfolios and a combination of technical, fundamental, and modern portfolio theory investment approaches. The firm manages approximately $393 million in discretionary assets through a team of seven advisors serving around 1,730 client relationships.

Billy Aycock is a financial advisor at Cabin Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Arete Wealth Advisors, LLC and Center Street Securities. Outside of his advisory role, he serves as president of Hazel's Heroes, a personal charitable organization supporting children with type 1 diabetes. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220.2 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, and sub-advisory services, using a variety of investment approaches including fundamental, technical, and asset-allocation analysis.

Jacob Harrison is a financial advisor with Key Capital Management, Inc. He holds the Series 66 designation and has one year of industry experience. His work history includes roles at LPL Enterprise, The Prudential Insurance Company of America, PRUCO Securities, Northwestern Mutual, and Credence Innovations. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various asset classes, managing approximately $393 million in discretionary assets with a team of seven advisors.

Shawn Johnson is a financial advisor at Kingsview Wealth Management, LLC with 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 29 years. Outside of advising, he is active as a college football and high school referee and officiates adult, high school, and middle school track meets. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management. The firm delivers services through a network of Investment Adviser Representatives and an internal portfolio group, offering tailored portfolio management and access to proprietary and third-party investment strategies.

Michael Nance is a financial advisor at Mutual Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc and Primerica Financial Services for 24 years. In addition to his advisory role, he is an independent insurance agent. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, using a combination of passive and active investment strategies tailored to client objectives.

Daniel Beringer is a financial advisor at Arax Advisory Partners with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Gries Financial LLC and Charles Schwab. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, offering a range of services including financial planning and retirement plan consulting.

James Barnes is a CFP® with 12 years of experience in the financial services industry and is currently with Navy Federal Investment Services, LLC. His career has been primarily with Navy Federal-affiliated firms since 2013. He serves on the board of the Humane Society of Pensacola, FL. Navy Federal Investment Services, LLC primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

Edward Sizemore III is a financial advisor with MissionSquare Retirement in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with ICMA Retirement Corporation for 20 years. Outside of his advisory role, Sizemore is involved with a bookkeeping business that he manages part-time. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement plans and providing plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm employs a multi-team advisory structure and partners with Morningstar Investment Management to deliver personalized investment advice and model portfolios for more than 40,000 participants.

Michael Herrmann is a financial advisor at Simplicity Wealth with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Vora Wealth Management PLLC. Herrmann has also operated Herrmann Financial Group since 1995, where he serves as an insurance agent selling life, health, disability, long-term care insurance, annuities, and Medicare-related products. Simplicity Wealth serves a diverse client base, including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a “fund-of-funds” investment approach using ETFs, mutual funds, and individual securities, with a focus on model portfolios and offering various overlays such as tax optimization and customized screening.

Nevile Makau is a financial advisor at Kingsview Wealth Management, LLC in Nashville, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Kingsview, he worked at Edward Jones for three years and has experience in non-financial roles including at A&N Heating and Cooling and T-Mobile. He also was involved with Mama Agnes Special Kids, a nonprofit organization. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management. The firm combines tailored portfolio management by Investment Adviser Representatives with proprietary model strategies developed by an internal portfolio group.

Jackson Kubaszyk is a CFP® professional with four years of industry experience, currently associated with Rossby Financial, LLC. He has worked at Osborn Wealth Management, OneAmerica Securities, American United Life, and Bill C Brown Associates. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension/profit-sharing plans, corporations, and other business entities. The firm uses a variety of analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Andrew Andreotta is a financial advisor with Kovack Advisors, Inc. in Hendersonville, Tennessee, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior roles include positions at LPL Financial LLC, Guardian Life Insurance Company, Park Avenue Securities, and Mutual of Omaha. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets for individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm employs a risk-tolerance-based investment process using both proprietary models and third-party managers, providing portfolio management, financial planning, and access to sub-advisory programs.