John Keys is a financial advisor at Beacon Capital Management, LLC in Franklin, TN, with 12 years of industry experience. He has held positions at Kalos Capital and has over a decade of work experience outside finance at Sperry's Restaurant. 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 third-party manager allocations, managing approximately $1.27 billion in assets across more than 2,000 client relationships.

Cameron Benson is a financial advisor at Beacon Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Beacon since 2000, with a four-year tenure at Kalos Capital, Inc. Benson is also licensed as an insurance sales agent, offering 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 tailored portfolio management, financial planning, and retirement-plan consulting, managing approximately $1.27 billion in assets across more than 2,000 client relationships.

Jeffrey Littrell is a financial advisor at TBH Global Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Independence Capital Co, TBH Advisors, Wells Fargo Clearing, and Edward Jones. TBH Global Asset Management provides investment management, financial planning, pension and retirement consulting, trustee services, and general consulting to individuals, retirement plans, and business entities. The firm employs a blend of macro, fundamental, and quantitative analysis in its investment process and utilizes various third-party models and tools for portfolio implementation and tax optimization.

Derek Bland is a CFP® and PFS™ credentialed financial advisor with 18 years of experience, currently serving at LBMC Investment Advisors, LLC since 2008. He holds Series 63 and Series 65 licenses and works out of Brentwood, TN. 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 emphasizes diversification, cost minimization, and after-tax outcomes, utilizing Modern Portfolio Theory and various analytical tools.

Javier Marroquin Forcade is a financial advisor at Beacon Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Kestra Investment Services, LLC and Carr, Riggs & Ingram. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan consulting. The firm constructs diversified portfolios using mutual funds, ETFs, equities, fixed income, and structured notes, combining fundamental and technical analysis with quantitative manager due diligence.

David Merrell is a financial advisor at TBH Global Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TBH Global since 2007. Outside of his advisory role, Mr. Merrell serves as a director for SCC Bancshares, Inc., the holding company for St. Clair County State Bank in Missouri, and acts as a personal trustee for client trust accounts. TBH Global Asset Management is an SEC-registered, multi-advisor firm managing approximately $1.27 billion for nearly 1,000 clients, including individuals, retirement plans, trusts, and businesses. The firm employs a combination of top-down macro analysis with fundamental and quantitative methods to create personalized portfolios, utilizing both in-house management and third-party model solutions.

David Buselmeier is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Capital Management, LLC since 2016. He previously worked at Kalos Capital for one year. Outside of his advisory role, he is licensed as an insurance agent involved in the sales of 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 with portfolio management, financial planning, and retirement-plan consulting. The firm employs diversified investment strategies and utilizes third-party managers and institutional custody relationships to tailor portfolios to client objectives.

Chevonne Farler is a financial advisor with TBH Global Asset Management, LLC and holds a Series 66 designation. She has 20 years of industry experience, including prior roles at U.S. Bancorp Investments and Raymond James Financial. Farler is also an author and has worked with Rodan & Fields since 2016. TBH Global Asset Management provides investment management, financial planning, and consulting services to individuals, retirement plans, and business entities. The firm employs a blend of macro, fundamental, and quantitative analysis in its investment process and utilizes model portfolios and third-party solutions such as JP Morgan’s tactical multi-asset models and 55ip’s tax-optimization tools.

Phillip Reynolds is a CFP® with 17 years of experience, currently serving at TBH Global Asset Management, LLC since 2009. He previously worked with Banc of America Investment Services, Inc. and Bank of America, N.A. outside of his advisory role, he holds a 15% ownership stake in Endelogy, LLC, a farming and cultivation business, where he is involved in business development. TBH Global Asset Management offers investment management, financial planning, pension and retirement consulting, trustee services, and general consulting to individuals, retirement plans, and business entities. The firm utilizes a blend of top-down macro, fundamental, and quantitative analysis combined with asset-allocation model portfolios and leverages third-party models and trade implementation tools for tailored client solutions.

Richard Erickson is a financial advisor with Jacksonville Wealth Management in Brentwood, TN, holding Series 63, 65, and 66 credentials and 34 years of industry experience. His professional background includes roles at LPL Financial and Waddell & Reed, Inc., as well as a period working at Woodland Middle School. 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 employs tailored investment plans and model allocations, often managing accounts on a discretionary basis, and utilizes custodial and technology services through LPL Financial to support its client base.

Richard Scott is a financial advisor with Research Financial Strategies, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Reutemann Financial Solutions, Research Financial Strategies, Purshe Kaplan Sterling Investments, and Yurich Financial Group. Outside of his advisory roles, he is a 50% owner of Yurich Financial Group, which provides CPA, tax preparation, and estate planning services on a seasonal basis. Research Financial Strategies manages approximately $254 million in discretionary assets for individuals, pension plans, trusts, and other entities. The firm employs a technical analysis and active trading approach focused on risk mitigation, primarily using ETFs, and offers services through a hybrid model that includes broker-dealer and insurance channels.

Noah Blalock is an advisor with Beacon Capital Management, LLC in Franklin, TN, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked with Northwestern Mutual in both investment services and life insurance. Outside of financial services, he was involved with On The Block Sports LLC for two years. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm offers portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations, with tailored investment strategies that include mutual funds, ETFs, equities, fixed income, and other asset classes.

William Butler is a financial advisor with TBH Global Asset Management, LLC, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of advising, he has ownership interests in several local restaurants and is involved in restaurant development ventures. TBH Global Asset Management provides investment management, financial planning, pension and retirement consulting, trustee services, and general consulting to individuals, retirement plans, and business entities. The firm employs a blend of top-down macro, fundamental, and quantitative analysis using asset-allocation model portfolios and integrates third-party models and tax optimization tools in its investment process.

Timothy Beeman is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Redwood Private Wealth LLC, First Advisors National LLC, and Longevity Capital LLC. In addition to his advisory work, he has been involved with Forward Financial and INS Services since 1979, where he sells life, health, and fixed annuities as a licensed insurance producer. Virtue Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a combination of tactical, strategic, and dynamic investment approaches and operates with a multi-team model that provides discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Alyssa Srey is a financial advisor at Virtue Capital Management, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Kennedy Wealth Design for three years. Outside of advising, she is involved in coaching and training for dentists and insurance advisors through her roles at Impact Holdings Management and Third Box Advisors. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates a multi-team model that includes due diligence on third-party managers and offers client education such as a retirement course.

Adam Newman is a CFP® professional with 14 years of industry experience. He has worked at The Burney Company since 2017, with a one-year tenure at Bragg Financial Advisors, Inc. prior to his current role. Newman holds Series 63 and Series 65 licenses and operates out of Brentwood, Tennessee. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team platform and employs proprietary fundamental and quantitative models in its investment process.

Timothy Mathieu is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He worked at The London Company of Virginia LLC for six years before joining Virtue Capital Management in 2019. Virtue Capital Management serves a range of clients including individuals, trusts, charitable organizations, and corporations. The firm customizes portfolios using tactical, strategic, and dynamic approaches, supported by an investment committee, and delivers advice through a multi-team model that includes independent investment adviser representatives.

Heath Randall is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with firms including First Command Advisory Services and TD Ameritrade. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing model strategies and third-party platforms.

Matthew Gentzkow is a financial advisor at Coastal Bridge Advisors with 12 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Waddell & Associates. Coastal Bridge Advisors offers financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and provides specialized advisory services, including retirement plan consulting and access to various lending and investment vehicles.

Joseph Osborne is a financial advisor at PKS Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purse Kaplan Sterling Investments, Cape Securities, Terra Wealth Management, and Primerica Financial Services. Outside of his advisory role, he is involved in sales coaching and training through Amerita. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities, managing approximately $905 million in assets. The firm tailors portfolios based on clients’ risk tolerance, time horizon, and objectives, utilizing mutual funds, ETFs, independent managers, and individual securities with a mix of fundamental and technical analysis.