Mark Shannon is a financial advisor at Strive Financial Group, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Marriott International and several hospitality and business ventures. Outside of advising, he has been involved with various business activities including leadership roles in multiple hospitality and service companies. Strive Financial Group, LLC, founded in 2024, provides discretionary asset management, financial planning, consulting, and ERISA retirement-plan services to individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative analysis to manage a range of investment strategies and conducts regular portfolio reviews with rebalancing and tax-loss harvesting as appropriate.

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 at Key Capital Management, Inc. with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Newport Group. Outside of finance, Casiano is an artist and designer who creates commissionable art pieces. Key Capital Management, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses model portfolios and combines technical, fundamental, and modern portfolio theory approaches to manage discretionary assets totaling approximately $393 million.

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 at Key Capital Management, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise, The Prudential Insurance Company of America, PRUCO Securities, and Northwestern Mutual. His background also includes roles in education and landscaping prior to entering the financial services industry. 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 combines technical, fundamental, and modern portfolio theory approaches to manage assets across mutual funds, ETFs, fixed income, REITs, and annuities.

Shawn Johnson is a financial advisor with Kingsview Wealth Management, LLC in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 29 years. Outside of his advisory role, he officiates college football and track and field events. Kingsview Wealth Management is a multi-advisor firm serving a diverse client base including individuals, retirement plans, endowments, and municipal clients. The firm offers comprehensive financial planning and wealth management services, utilizing both in-house strategies and third-party managers across various investment products.

Michael Nance is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He previously worked at Pfs Investments Inc and Primerica Financial Services from 2000 to 2024. In addition to his advisory role, he is an Independent Insurance Agent. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, estates, retirement plans, and institutional investors. The firm offers a variety of advisory services using both discretionary and non-discretionary approaches, combining active and passive strategies with an emphasis on diversification and alignment with client objectives.

Daniel Beringer is a financial advisor at Arax Advisory Partners in Nashville, TN, holding CFP® and Series 66 designations with eight years of industry experience. His prior roles include positions at Gries Financial LLC and Charles Schwab, where he worked from 2016 to 2022. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, employing both traditional and alternative investment strategies supported by AI tools and third-party analytics.

James Barnes is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Navy Federal Investment Services, LLC and has held various roles within Navy Federal’s affiliated entities since 2013. Barnes serves as a board member of the Humane Society of Pensacola, FL. Navy Federal Investment Services serves members of Navy Federal Credit Union, as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers and supports a range of portfolio solutions including unified managed accounts and automated ETF portfolios.

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 Series 63 and Series 65 licenses and previously worked at Vora Wealth Management PLLC before joining Simplicity Wealth. Herrmann also operates Herrmann Financial Group as a sole proprietor, primarily engaged in the sales and servicing of insurance-based products, including life, health, disability, long-term care, annuities, and Medicare. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering discretionary and non-discretionary portfolio management along with technology and operational support for advisers.

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. His prior roles include positions at Edward Jones and work outside finance at A&N Heating and Cooling and T-Mobile. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and municipal clients. The firm offers comprehensive wealth management and financial planning services, utilizing both in-house and third-party investment strategies across a variety of asset classes.

Jackson Kubaszyk is a CFP® designated financial advisor at Rossby Financial, LLC in Nashville, TN, with four years of industry experience. His prior roles include positions at Osborn Wealth Management, OneAmerica Securities, and American United Life. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $565 million in discretionary assets and employs a range of analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Andrew Andreotta is a financial advisor at Kovack Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with LPL Financial, Guardian Life Insurance Company, Park Avenue Securities, Mutual of Omaha, and Modern Woodmen of America. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing a risk-tolerance based investment process that utilizes both internal models and third-party managers.