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 at several firms, including Spotlight Asset Group, Capital Markets IQ, and Chandler Advisors. 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 primarily to high-net-worth individuals, family offices, and institutional clients. The firm employs a valuation- and quality-oriented investment process focused on long-term, concentrated portfolios and manages risk through fundamental analysis and position limits.

Charles Crouch is a financial advisor at AGP Franklin, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Raymond James Financial Services in various capacities from 2002 to 2024. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. AGP Franklin, LLC provides wealth management, investment management, and financial planning services to individual and high-net-worth clients. The firm employs a fundamental analysis approach with a long-term orientation, managing portfolios in-house and offering a wrap fee program that consolidates transaction, custodial, and administrative costs into a single fee.

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 at National Wealth Management Group, LLC with 12 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and has previously worked at Dynamic Wealth Advisors and L3 Holdings Inc. since 2011. 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 diverse range of portfolio management and consulting services through multiple program platforms.

Zachary Olinger is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at CAP Partners, LLC since 2018 and previously was employed by Park Avenue Securities LLC and Guardian Life Insurance Co from 2015 to 2018. CAP Partners, LLC is an SEC-registered investment adviser managing over $220 million in discretionary assets as of January 2025. The firm serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and government entities, employing a long-term, buy-and-hold investment approach combined with ongoing monitoring and discretionary trading.

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 financial advisor at TBH Global Asset Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with TBH Advisors, LLC since 2015 and TBH Global since 2022. TBH Global Asset Management is a multi-advisor firm managing approximately $1.27 billion for nearly 1,000 clients, including individuals, retirement plans, trusts, and businesses. The firm uses a combination of top-down macro analysis and fundamental and quantitative approaches to create personalized portfolios, employing both in-house management and third-party models, while offering a range of services such as discretionary portfolio management, financial planning, and trustee services.

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.

Hillary Stalker is a financial advisor with CapWealth Advisors, LLC in Franklin, TN, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior experience includes roles at The O.N. Equity Sales Company, Strategic Financial Group, Ohio National Financial Services, and several investment advisory firms. She is also involved in managing vested fixed life insurance renewals. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporate entities with approximately $2.03 billion under management. The firm employs both fundamental and technical analysis within an active management approach, offering discretionary and non-discretionary investment management alongside personalized financial planning.

Brian Jass is a financial advisor with Tailwinds Wealth, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Great Waters Wealth Management, CETERA Advisor Networks LLC, AdvisorNet Wealth Management, and Great Waters Financial. Outside of his financial advisory work, he assists with writing and editing for Amanda Kristine Creative Content, LLC, a business owned by his spouse. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and financial planning services. The firm employs a mix of analytical techniques and uses a variety of investment vehicles, often utilizing third-party managers and model portfolios while maintaining fiduciary responsibilities.

William Braddy III is a CFP® with 22 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC since 2025. He previously worked at BrightChoice Financial, LLC and Kraft Asset Management, LLC, accumulating nearly a decade at each firm. Outside of advisory roles, Mr. Braddy holds minority ownership interests in several businesses, including a property and casualty insurance agency and a flexible workspace company. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning services. The firm applies a long-term investment approach grounded in Modern Portfolio Theory and efficient-market principles, offering both discretionary and non-discretionary portfolio management with diversified allocations.

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.

Jason Krueger is a financial advisor at CapWealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at UBS and Equity Net. CapWealth Advisors serves individuals, charitable organizations, and corporate entities, managing over $2 billion across approximately 1,400 client relationships. The firm employs an active management approach using fundamental and technical analysis, including long- and short-term strategies, option writing, and alternative investments.

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.