Carri Sanford is a financial advisor at Luken Investment Analytics, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wiley Bros-Aintree Capital LLC and as an independent professional. Outside of her advisory role, she is also active as a real estate agent with Vision Realty Partners. Luken Investment Analytics 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 uses quantitative, technical, and charting analysis to manage portfolios and offers both a sponsored wrap fee program and a paid model subscription service for advisers.

Darwin Johnson is a financial advisor with SageGuard Financial Group, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been associated with SageGuard Financial Group in various capacities since 2009, with a two-year tenure at Alphastar Capital Management LLC from 2021 to 2023. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management and comprehensive financial planning through a range of model portfolios and investment sleeves, managing approximately $755.7 million across roughly 2,469 clients.

Jackson Hornsby is a CFP® with five years of industry experience. He is currently with Luken Investment Analytics, LLC and previously worked at Wells Fargo Clearing Services and Fidelity Investments. Luken Investment Analytics, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as subscription-based services to other advisers. The firm uses quantitative, technical, and charting analysis to manage client portfolios and offers a wrap fee program alongside a paid Model Subscription Program for trade and allocation recommendations.

Aron Frank is a financial advisor at Gambit Capital Management, LLC in Nashville, TN, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Woodbury Financial Services and Ameriprise Financial Services, as well as a year at Menasha Packaging Company. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, through discretionary portfolio management, financial planning, coaching, tax preparation, and outsourced CIO consulting. The firm employs a long-term investment approach using fundamental and cyclical analysis, asset allocation, and options strategies, with portfolios that may include derivatives and private placements tailored to client needs.

Alex Owens is a financial advisor at Sage Rhino Capital LLC in Nashville, TN, holding a Series 65 designation with five years of industry experience. His work history includes roles at Proffitt & Goodson Inc. and PulteGroup, Inc., along with experience at the University of Tennessee’s Master's Investment Learning Center. Sage Rhino Capital LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $883.7 million in discretionary assets. The firm uses a broad investment approach including option strategies and offers extensive planning services that cover investment, retirement, estate, charitable, tax planning, and more.

Jesse Johnson is a financial advisor at Applied Capital LLC with one year of experience at the firm. He holds a Series 66 designation and has prior experience with Jackson National Life Distributors, LLC, Equitable Advisors, LLC, and other companies. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning, managing approximately $293 million in assets. The firm emphasizes asset allocation and diversification using market-cap weighted index strategies and offers multi-tiered planning engagements that can coordinate with outside specialists.

Stephen Martin is a CFP® with 13 years of experience in the financial services industry. He is part of the team at Oasis Wealth Planning Advisors in Nashville, TN, and has previously worked at Fifth Third Securities and Banc One Securities Corporation. Oasis Wealth Planning Advisors is a fee-only advisory firm serving individuals, high-net-worth clients, families, and participant-directed retirement plans. The firm provides integrated wealth planning and investment advisory services, using a combination of passive and actively managed no-load mutual funds and ETFs, and typically acts on a discretionary basis.

Anthony Steffan is a CFP® with 30 years of industry experience. He is currently with HS Wealth Partners, where he has worked since 2024. His prior experience includes roles at Cambridge Investment Research Advisors and UBS Financial Services. In addition to advising, he is a licensed insurance agent and dedicates a portion of his time to insurance sales and implementation of insurance recommendations. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, offering discretionary investment management and comprehensive financial planning. The firm emphasizes a long-term, fundamental investment approach and provides ongoing portfolio supervision and reporting.

Sage Clement is a financial advisor at Oasis Wealth Planning Advisors in Nashville, TN, holding a Series 65 designation with one year of industry experience. Prior to joining Oasis, Sage worked at Blue Trust and PYA Waltman Capital, and has experience in non-financial roles including at Mexicone and Yogi Bear. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning and discretionary portfolio management. The firm employs a strategic asset allocation approach combining passive and active funds with global diversification, tailoring investment strategies to clients’ tax situations, risk tolerance, and goals.

Mariafearlene Brown is a financial advisor at Paul Winkler, Inc. with 14 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with the firm since 2014. Outside of advisory work, she is a self-employed insurance agent, a role she has held since 1996 but currently devotes no time to. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and uses modern portfolio theory and multi-factor approaches in portfolio construction, alongside investor education programs including workshops, podcasts, online courses, and a subscription coaching service.

Jennifer Miller is a financial advisor at Fielder Capital Group LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Beacon Capital Management and MCGLADREY WEALTH MANAGEMENT LLC/RSM Wealth Management LLC. Fielder Capital Group LLC serves individual and institutional clients, offering portfolio management, financial planning, family office services, and retirement-plan fiduciary management. The firm employs a diverse investment approach, including strategic asset allocation across various securities and private placements, and offers specialized services such as a formal Family Office program and ERISA 3(38) fiduciary representation.

Stephen Korn is a CFA® charterholder with six years of industry experience. He has been with Fielder Capital Group LLC since 2018 and previously worked at Malkin Capital Management from 2015 to 2018. He serves as a board member of Congregation Micah in Brentwood, TN, where he contributes to community activities and budget approval. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutions, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research, offering strategic allocations across various asset classes and flexible investment strategies.

Robert Yarmak is a CFA® charterholder with nine years of industry experience. He is currently with Vertrix Wealth Management, LLC, where he has worked since 2026. Prior to that, Mr. Yarmak held various roles at Greystone Financial Group, LLC and its affiliated entities from 2016 to 2026. Vertrix Wealth Management advises individuals, trusts, estates, small businesses, and employer-sponsored retirement plans, providing portfolio management and retirement plan consulting. The firm employs a tactical, risk-management oriented investment approach that incorporates fundamental and technical analysis, macroeconomic and market sentiment indicators, and dynamic asset allocation.

Margaret Truitt is a financial advisor at Cahaba Wealth Management, Inc. in Nashville, TN, holding a Series 65 designation with three years of industry experience. Prior to joining Cahaba Wealth Management in 2022, she worked in educational roles at Xavier University, St. Olaf College, and Homewood High School. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, offering comprehensive financial planning and discretionary investment management. The firm’s investment approach incorporates long-term cash-flow projections, risk assessments, and primarily utilizes mutual funds and ETFs, with the option to include alternative investments when appropriate.

Melner Bond is a financial advisor at Oasis Wealth Planning Advisors in Nashville, TN, holding the CFA® designation and Series 63 license with 15 years of industry experience. He previously worked at Envision Wealth Planning and has been self-employed as a business consultant since 2015. Outside of advising, he is co-owner and manager of Bond Coffee Company, a coffee bean reseller. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning and discretionary portfolio management. The firm emphasizes strategic asset allocation combining passive and active funds, global diversification, and customized investment strategies aligned with clients’ tax situations and risk tolerance.

Joseph Weeks is a financial advisor at Key Capital Management, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Shoemaker Financial and Cetera. 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 across various investment vehicles, serving approximately 1,730 client relationships with a team of seven advisors.

Charles Sells is a financial advisor with WMG Financial Advisors, LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at ProEquities Inc and Lincoln Financial Securities Corp. He is also a licensed insurance agent and occasionally offers insurance products to clients. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm emphasizes long-term portfolio management using modern portfolio theory across diverse asset types and provides comprehensive financial planning and retirement consulting services.

Paul Good is a financial advisor with SageGuard Financial Group, LLC, holding a Series 66 designation and three years of industry experience. He has worked at SageGuard Financial since 2023 and previously spent time at Equitable Advisors, LLC. Outside of financial advising, he serves as the goalkeeper director for Tennessee United Soccer Club and is the head boys' soccer coach at Merrol Hyde Magnet School. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides ongoing portfolio management and comprehensive financial planning, overseeing approximately $755.7 million in assets through a variety of model portfolios and strategies tailored to different client risk profiles.

Gregory Luken is a financial advisor with Luken Investment Analytics, LLC, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at Luken Investment Analytics since 2013 and previously held roles at SII Investments, Inc. and Luken Investment Group. Outside of his advisory work, he serves as a trustee overseeing a trust account for a family member. Luken Wealth Management serves individual investors, families, trusts, retirement plan participants, and other registered investment advisers. The firm provides financial planning, discretionary portfolio management, and a paid model subscription service, utilizing charting, technical, and quantitative analysis with quarterly model reviews, managing most assets on a discretionary basis.

Amanda Mc Coin is a ChFC® credentialed advisor at Paul Winkler, Inc. with eight years of experience at the firm. Prior to joining Paul Winkler, Inc., she worked for the Home Shopping Network for one year. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporate clients. The firm’s investment approach is tailored to client-specific goals and utilizes third-party asset managers for discretionary trading, while also offering public education through workshops, online courses, and authored books.