Daniel Benson is a CFP®-designated financial advisor with 17 years of industry experience, currently serving at Beacon Capital Management, LLC. He previously worked at Kalos Capital from 2013 to 2017 and has been associated with Beacon Financial Group, LLC since 2007. In addition to his advisory role, Benson is a licensed insurance sales agent specializing in 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 utilizes diversified investment strategies including mutual funds, ETFs, equities, fixed income, and structured notes, combining fundamental, technical, and quantitative analysis tailored to client-specific objectives.

Laurence Gillston is a financial advisor with Provident Wealth Management, LLC in Brentwood, TN, holding seven years of industry experience. His prior roles include positions at Forbes Family Trust, Hirtle Callaghan & Co. LLC, and Wealthcare Advisory Partners, LLC. Provident Wealth Management provides portfolio management and investment advisory services to individuals, corporations, and other entities, managing approximately $696.6 million in discretionary assets. The firm uses a multifaceted investment approach incorporating fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management alongside consulting on tax and estate planning.

Brandon Walker is a CFP® with 20 years of experience and currently serves as an advisor at Bradford Financial Center. He also owns a legal practice specializing in estates and trusts, which he has operated since 2007. Walker has held roles at multiple affiliated firms including Bradford Insurance and Tower Wealth Advisors since 2014. Bradford Financial Center provides comprehensive financial planning and portfolio management to individuals, trusts, estates, businesses, and retirement plans. The firm employs a combination of trend-based computerized monitoring and analyst review, integrating technical and fundamental analysis in discretionary portfolio management, while coordinating tax, insurance, and mortgage services through its network of affiliated businesses.

Keith Hays is a financial advisor at Cypress Capital, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Cypress Capital since 2014, including prior roles at Hays Advisory, LLC and Hays Capital Management, LLC. Cypress Capital, LLC is a registered investment adviser that serves individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $426 million on a discretionary basis and offers financial planning, portfolio management, retirement-plan consulting, research reports, and estate distribution assistance, using a combination of proprietary models and individual securities tailored to clients’ goals and risk tolerance.

Nathaniel Sems is a financial advisor at Tranquility Partners, LLC with a Series 65 designation and two years of industry experience. Prior to joining Tranquility Partners in 2024, he was not professionally employed in the financial sector. Tranquility Partners provides wealth management and portfolio management services to individual clients, including high-net-worth households, and offers family office services such as financial planning and charitable initiative support. The firm employs diverse analytical methods and trading strategies, manages nearly $1 billion in client assets through a seven-advisor team, and serves a client base that includes both high-net-worth and non-high-net-worth individuals.

Scott Birmingham is a CFP® and ChFC® with 13 years of experience in financial advising. He currently serves at REDW Wealth LLC and has previously worked with firms including Asset Management Resources, Fieldstone Financial, and Abound Wealth. Birmingham is also president of Fair Share Divorces, LLC, a divorce consulting firm based in Franklin, TN. REDW Wealth LLC offers personalized financial planning and wealth management services to a diverse client base, including individuals, trusts, small businesses, and Native American tribes. The firm emphasizes strategic asset allocation using primarily exchange-traded funds and no-load mutual funds and operates as a fee-based advisor affiliated with a certified public accounting firm for integrated tax and advisory services.

Jeffrey Hays is a financial advisor with Cypress Capital, LLC in Franklin, TN, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has held various roles at Cypress Capital and related firms since 2014 and serves as Chair for the Nashville Group of Tiger 21, a peer-to-peer learning network for high-net-worth investors. In this role, he facilitates and leads monthly meetings for group members. Cypress Capital, LLC is a registered investment adviser serving individuals, retirement plans, trusts, estates, and charitable organizations, managing approximately $426 million with a nine-advisor team. The firm provides financial planning, discretionary portfolio management, and other services, implementing customized investment plans using proprietary models and a combination of quantitative and qualitative analysis.

Todd Mcelroy is a financial advisor at PGI Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Philip James Wealth Management since 2018, as well as Principal Life Insurance Co since 2003. Outside of advisory work, he is involved in independent insurance sales, including fixed life insurance and group benefits. PGI Wealth Management is a team-based SEC-registered advisory with eight advisors managing approximately $930.6 million for around 497 clients. The firm offers portfolio management, financial planning, and pension consulting services, emphasizing long-term investment strategies tailored to individual client objectives.

Alexander Pazdan is a financial advisor at PlanRock Wealth Strategies, LLC with over 20 years of industry experience. He holds the Series 65 designation and has worked previously at Victory Capital Management and Persistent Capital Management. His current role involves working within a team-based environment at PlanRock. PlanRock Wealth Strategies provides fee-based, discretionary investment management and model-portfolio services to individuals, institutions, and other financial advisers. The firm emphasizes ETFs, mutual funds, and other liquid instruments through strategic and tactical asset-allocation models, and operates proprietary NYSE-listed ETFs while serving as a sub-advisor to pooled investment vehicles.

Pleshetta Loftin is a financial advisor at PlanRock Wealth Strategies, LLC with 12 years of industry experience. She holds Series 65, Series 63, and Series 66 credentials and has worked at Wildflower Investments LLC, PlanRock Investment Management, and Persistent Capital Partners LLC, among others. Outside of advisory, she consults on business and compliance issues for Persistent Capital Partners. PlanRock Wealth Strategies offers fee-based, discretionary investment management and advisory services to individuals, institutions, and other investment advisers. The firm emphasizes strategic and tactical asset allocation using mutual funds, ETFs, equities, and fixed income, and it sponsors exchange-traded funds while providing sub-advisory services to registered investment companies.

David Singer is a financial advisor with TBH Global Asset Management, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked with TBH Advisors, LLC since 2016 and joined TBH Global in 2022. TBH Global Asset Management provides investment management, financial planning, pension and retirement consulting, trustee services, bill-paying, and general consulting to individuals—including high-net-worth and accredited investors—as well as retirement plans and business entities. The firm employs a blend of top-down macro, fundamental, and quantitative analysis, utilizing asset-allocation model portfolios and third-party tools to support tailored investment strategies.

Billy Caldwell is a financial advisor at Caldwell Advisors, LLC in Brentwood, TN, with 34 years of industry experience. He has held positions at LPL Financial LLC since 2009 and founded Caldwell Advisors, LLC in 2008. Caldwell holds Series 63 and Series 65 licenses and offers long-term care insurance coverage as part of his wealth management services. Caldwell Advisors, LLC is a SEC-registered investment adviser with a five-person team managing approximately $339 million for around 482 clients. The firm serves individuals, pension and profit-sharing plans, trusts, foundations, and other institutions, utilizing a combination of fundamental and technical analysis to tailor portfolios across mutual fund, equity, and fixed-income strategies according to client objectives and risk tolerance.

Richard Ferguson is a financial advisor at Beacon Capital Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and U.S. Bancorp Investments. Outside of his advisory role, he is a limited partner in a family farm partnership. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement-plan consulting. The firm utilizes diversified investment strategies including mutual funds, ETFs, equities, fixed income, and structured notes, combined with fundamental, technical, and quantitative analysis.

Susan Mull is a financial advisor at CAP Partners, LLC in Franklin, TN, holding a Series 65 designation with six years of industry experience. She has been with CAP Partners since 2018 and previously worked with The Shoppes on Main, LLC for nine years. CAP Partners is an SEC-registered investment adviser managing over $220 million in discretionary assets as of January 2025. The firm provides financial counseling, planning, and asset management services to a diverse client base, including individuals, institutions, and government entities, with an investment approach that combines fundamental, technical, and cyclical analysis.

Austin Reiser is a CFP® professional with four years of industry experience, currently serving as an advisor at Beacon Capital Management, LLC since 2021. Prior to this, he worked at Abound Wealth Management LLC and spent three years at Western Kentucky University. Beacon Capital Management is a wealth management firm supporting individuals, high-net-worth clients, families, and businesses with portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations. The firm employs diversified investment strategies and conducts regular account reviews to align with each client’s risk tolerance and objectives.

Michael Yarbrough is a CFP® professional with six years of industry experience. He is currently with Seven Springs Wealth Group and previously worked at RFG Advisory, LLC DBA Lealand Wealth Partners, CapWealth Advisors, LLC, LBMC Investment Advisors, LLC, and O Neill Hagaman. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities with financial planning, discretionary portfolio management, and project-based consulting. The firm manages approximately $1.2 billion in assets and employs a multi-advisor team approach, emphasizing diversified asset-allocation strategies and the use of third-party managers and alternative investments.

Christopher Picciurro is a financial advisor with Cabin Advisors, LLC, holding the PFS™ designation and over 20 years of industry experience. He has worked with multiple firms, including Integrated Financial Group and Center Street Advisors, and is the founder of Teaching Tax Flow LLC, an educational platform focused on tax planning. His other roles include managing partner of Integrated Financial Group and involvement in practice management and consulting through Semper Cresente LLC. Cabin Advisors, LLC serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages approximately $220.2 million across 368 client relationships and offers financial planning, portfolio management, unified managed accounts, sub-advisory services, and variable annuity management through a team of 14 advisors.

Thomas Hatfield is a financial advisor at LBMC Investment Advisors, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Brasada Capital Management, LP, Pacer Financial, Inc., and Jackson National Life Distributors. LBMC Investment Advisors, LLC manages over $2 billion in client assets and provides discretionary portfolio management to individuals, high net worth clients, corporate entities, and foundations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified asset-class allocations, low-cost funds, and minimizing fees and transaction costs.

Jeremy Hutzel is a CFP®, CFA®, and Series 66-registered financial advisor with 17 years of industry experience. He has worked at Seven Springs Wealth Group since 2005 and previously held roles at Securities Service Network and Silver Oak Securities. Hutzel is also a licensed insurance agent. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities, offering financial planning, discretionary portfolio management, and project-based consulting. The firm employs a multi-advisor team structure and emphasizes asset-allocation modeling with diversified strategies, including the use of third-party managers and alternative investments.

Michael Organ is a financial advisor at CAP Partners, LLC in Franklin, TN, holding a Series 66 designation with 18 years of industry experience. He has been with Victory Capital Advisors and Victory Capital Management since 2015. CAP Partners is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and various institutional clients. The firm offers financial counseling, planning, and discretionary asset management, utilizing a combination of fundamental, technical, and cyclical investment analysis with a long-term, buy-and-hold approach.