Nicholas Shoulta is a financial advisor at Beacon Capital Management, LLC with five years of industry experience. He holds the Series 66 designation and has worked at Beacon since 2020. Outside of his advisory role, he is also an insurance agent involved in the sales of insurance products, including annuities. 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 uses diversified investment strategies tailored to client objectives.

Andrew Brenhaug is a financial advisor at Beacon Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Simplicity Wealth and Gradient Advisors LLC. Outside of finance, he has experience in the hospitality industry through a role at BJ's Restaurant & Brewhouse. 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, applying fundamental and technical analysis along with quantitative manager due diligence.

Grace Lewis is a CFP® professional with four years of experience at Abound Wealth Management, LLC and a total of six years in the financial services industry. Prior to joining Abound Wealth Management in 2022, she held roles at Regions Bank and Sentar, Inc., and has experience working in higher education and the coffee business. Abound Wealth Management is a multi-advisor firm offering wealth management, financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $1.95 billion in discretionary assets and emphasizes strategic asset allocation using low-cost mutual funds and ETFs, periodic rebalancing, and tax efficiency, supported by public educational content and an app-based financial planning membership.

Mark Dodson is a CFA® charterholder with 21 years of industry experience. He has worked at Cypress Capital, LLC since 2014 and has held roles at Cypress Capital Advisors, LLC and Hays Capital Management, LLC. Dodson holds the Series 63 designation. Cypress Capital is a registered investment adviser with a seven-advisor team managing approximately $413.5 million on a discretionary basis. The firm serves individuals, retirement plans, trusts, and organizations, offering financial planning, portfolio management, retirement plan advisory, sub-advisory, and model portfolio services. Their investment approach includes proprietary models and individual securities, employing strategies such as Strategic Income, Global Allocation, and Technology & Innovation.

Tyler Cohen is a financial advisor at Tranquility Partners, LLC in Brentwood, TN, holding a Series 65 credential with four years of industry experience. His prior work includes roles at UBIX Now and Dolphin Beach Service. Tranquility Partners provides wealth management and portfolio management services to individual and high-net-worth clients, offering family office services such as financial planning and wealth transition coordination. The seven-advisor firm employs diverse analytical methods and trading strategies, managing nearly $1 billion in client assets with a client base that includes both high-net-worth and non-high-net-worth individuals.

Travis Anderson is a Series 65-licensed financial advisor with TBH Global Asset Management, LLC, where he has worked since 2008, accumulating 17 years of industry experience. He holds ownership stakes in several local businesses, including multiple restaurants and a juice bar, and serves on the boards of some of these companies. TBH Global Asset Management is a multi-advisor SEC-registered firm managing approximately $1.27 billion for nearly 1,000 clients, offering services such as discretionary portfolio management, financial planning, and pension consulting. The firm employs a combination of top-down macro analysis, fundamental and quantitative strategies, and integrates both in-house and third-party model solutions to create personalized portfolios.

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.

Kristian Mtetwa is a financial advisor at Atlas with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including ATFS Advisers LLC, 49 Wealth Management LLC, and Thrivent Advisor Network, LLC. Outside of advising, he co-founded Synergy Private LLC, a business consulting firm, and is involved with public speaking and event organization through VOT Group LLC. Atlas provides wealth management and financial planning services to individuals, families, and institutional clients. The firm employs a long-term, index-based investment approach supplemented by internally managed strategies and is known for sponsoring private investment vehicles, including a private credit fund.

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.