Crawford Luken is a financial advisor at Luken Investment Analytics, LLC with three years of industry experience. He previously worked at LPL Financial and Securities America, Inc. Outside of his advisory role, he is involved with Mobile Mentor. Luken Investment Analytics, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as subscription services to other investment advisers. The firm utilizes a combination of quantitative, technical, and charting analysis for portfolio management and offers a unique paid Model Subscription Program alongside a sponsored wrap fee program.

Jones Warf is a CFP® with 12 years of industry experience, currently serving at TBH Global Asset Management, LLC since 2015. He holds Series 66 and Series 65 licenses and is based in Brentwood, TN. 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 blend of top-down macro, fundamental, and quantitative analysis and utilizes asset-allocation model portfolios, offering both discretionary and non-discretionary account management.

John Keys is a financial advisor at Beacon Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kalos Capital from 2016 to 2019. Outside of finance, he was involved with Sperry's Restaurant from 2007 to 2018. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm constructs diversified portfolios using a range of investment vehicles and applies fundamental, technical, and quantitative analysis tailored to each client’s risk tolerance and goals.

Cameron Benson is a financial advisor at Beacon Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kalos Capital, Inc. from 2013 to 2017, returning to Beacon Capital Management where he has been since 2000. In addition to his advisory role, Benson is licensed as an insurance sales agent, selling life, long-term care, disability insurance, and annuities. 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 institutional mutual funds, ETFs, equities, fixed income, and insurance products, employing both fundamental and technical analysis alongside quantitative manager due diligence.

Jeffrey Littrell is a financial advisor with TBH Global Asset Management, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. 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 employs a combination of top-down macro analysis and quantitative methods to create personalized portfolios, offering discretionary management alongside third-party model solutions and tax optimization tools.

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, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at U.S. Bancorp Investments and Raymond James Financial Services. Outside of advising, she has been an author since 2016 and is involved in insurance sales, including fixed life, annuities, health, disability, and long-term care insurance. 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, fundamental and quantitative methods, and utilizes both in-house and third-party model solutions to create personalized, tax-aware portfolios, while offering a range of advisory and consulting services.

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.

William Butler is a financial advisor with TBH Global Asset Management, LLC. He holds the Series 66 designation and has 16 years of experience in the financial industry, including prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Butler has ownership interests in several restaurant ventures, including Burger Up, Five Daughters Bakery, and Mojo's Tacos. TBH Global Asset Management provides investment management, financial planning, and retirement consulting to individuals, retirement plans, and business entities. The firm employs a blended investment approach using macro, fundamental, and quantitative analysis, and offers tailored planning engagements along with various third-party model integrations.

Timothy Beeman is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and nine 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 is involved with Forward Financial and INS Services, where he has been a licensed insurance producer specializing in life, health, and fixed annuities since 1979. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and ERISA consulting, using a model-driven investment approach that incorporates quantitative optimization and economic data inputs.

Alyssa Srey is a financial advisor at Virtue Capital Management, LLC with one year of industry experience. She holds a Series 65 credential and has previously worked at Kennedy Wealth Design and Boston Scientific. Outside of her advisory role, she is involved in coaching and training for dentists and insurance advisors through IMPACT Holdings Management and Third Box Advisors, LLC. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing a model-driven approach that incorporates quantitative optimization and economic data inputs.

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 at Virtue Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2019, following six years at The London Company of Virginia LLC. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, employing a model-driven investment approach that integrates quantitative optimization and economic data inputs.

Heath Randall is a financial advisor at RFG Advisory, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at First Command Advisory Services, First Command Brokerage Services, and TD Ameritrade. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, typically managing assets through a combination of actively managed and passive strategies with an emphasis on risk management.

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.