Jack Dupuy is a CFA® charterholder at Woodmont Investment Counsel, LLC with two years of industry experience. He has worked at Woodmont Investment Counsel since 2023 and previously held roles at PNC Bank and Regions Bank. Woodmont Investment Counsel provides discretionary investment management and advisory services primarily to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm constructs tailored portfolios with balanced allocations using equities, fixed income, cash equivalents, and alternative investments, managing approximately $2.01 billion across about 437 client relationships.

Hunter Anderson is a financial advisor at Seven Springs Wealth Group with two years of industry experience. He holds a Series 65 designation and previously worked at Prudent Street Financial Advisors, LLC. Anderson is also a licensed independent insurance agent. 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.

Manuel Otero is a financial advisor at United Capital Management of Kansas, Inc. with a Series 65 credential. He has eight years of prior experience at Pinnacle Financial Partners and has been with United Capital Management since 2024. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a research-driven approach to construct diversified portfolios across multiple asset classes and provides services including financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Nicholas Reed is a CFP® designated financial advisor at Capstone Financial Advisors Inc with six years of industry experience. He has previously worked with Securities America Advisors, Riverbend Financial Group, and Enterprise Holdings Inc. Reed is part of a 17-advisor team based in Brentwood, TN. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach emphasizes asset-class allocation, cost control, and tax efficiency, utilizing a mix of mutual funds, ETFs, individual securities, options, and third-party sub-advisers with a multi-year outlook.

Robert Clements III is a financial advisor at Inscription Capital, LLC in Nashville, TN, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior work includes 16 years at Citigroup Global Markets and five years at HSRI Hemp LLC. Inscription Capital, LLC provides holistic financial planning and both discretionary and non-discretionary investment management to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm manages approximately $2.05 billion in assets and utilizes an investment committee approach to build model portfolios using a range of asset types and implementation channels.

Gregory Herman is a CFP® professional with 22 years of industry experience, currently serving at LBMC Investment Advisors, LLC since 1999. He is based in Brentwood, TN and is part of a three-advisor team at the firm. 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 is grounded in Modern Portfolio Theory, emphasizing diversification, cost minimization, and after-tax outcomes, and benefits from its affiliation with the regional accounting firm LBMC, PC.

Cade Schacher is a CFP® professional with nine years of industry experience, currently serving at Woodmont Investment Counsel, LLC since 2021. Prior to joining Woodmont, he worked at JP Morgan Securities LLC and JPMorgan Chase Bank from 2016 to 2021. He also has experience with Regis University from 2016 to 2020. Woodmont Investment Counsel provides discretionary investment management and advisory services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm creates tailored investment strategies based on detailed financial reviews and implements diversified portfolios across multiple asset classes.

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.

Christina King is a financial advisor at Vestia Personal Wealth Advisors with six years of industry experience. She holds a Series 65 designation and has been with Vestia since 2019. Prior to joining Vestia, she held roles in marketing research and the hospitality industry. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach and offers comprehensive financial planning, portfolio management, business consulting, and educational workshops.

Vincent Gaglione is a financial advisor with Resolute Wealth Strategies, LLC, holding a Series 65 designation. He has one year of industry experience and previously worked at The Marlene and Spencer Hays Foundation and MHC Truck Leasing. Prior to his finance career, he worked at the University of Tennessee. Resolute Wealth Strategies serves individuals, families, and various entities such as family offices and private foundations by offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes customized asset allocation based on thorough client analysis and typically uses equities and ETFs as core holdings while incorporating other investment types according to client goals.

Andrew Boulineau is a financial advisor at Fielder Capital Group LLC in Nashville, TN, holding a Series 65 designation with one year of industry experience. He previously worked at Legility for five years and operated his own law office for ten years. He maintains an active law license but does not provide legal services. Fielder Capital Group serves individuals, institutional clients, and plan sponsors by providing investment advisory, family office, and retirement plan services. The firm manages over $1 billion in assets using a mix of quantitative and qualitative research, strategic allocations, and a range of investment vehicles, including equities, fixed income, and private placements.

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.

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.

Cannon Pace is a financial advisor with Applied Capital LLC in Nashville, TN, holding a Series 65 designation and three years of industry experience. Prior to joining Applied Capital in 2022, his background includes roles outside the financial sector and periods as a full-time student. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning, managing approximately $293 million in assets through diversified portfolios that emphasize asset allocation and market-cap weighted index strategies.

Alex Bars is a financial advisor at Creative Investment Group with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC. Prior to his financial career, Bars was employed by the Las Vegas Raiders and Chicago Bears. Outside of advising, he is involved in a small non-investment business as a landlord for Smoke Meats 64. Creative Investment Group provides personalized financial planning and investment management to individuals and institutional clients, including high-net-worth families and qualified retirement plans. The firm utilizes both fundamental and technical analysis to manage primarily equity-focused portfolios and offers a range of investment options along with retirement-plan fiduciary services and held-away account support.

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 the Series 63, 65, and 66 credentials and has worked at firms including Wildflower Investments LLC, PlanRock Investment Management, and Persistent Capital Partners LLC. Outside of her advisory work, she consults on business and compliance issues at Persistent Capital Partners. PlanRock Wealth Strategies provides fee-based, discretionary investment management and advisory services to individuals, institutions, and other investment advisers. The firm offers strategic and tactical asset allocation across multiple asset classes and is notable for sponsoring proprietary ETFs while also acting as a sub-advisor to pooled vehicles and registered investment companies.

Dana Brisendine is a financial advisor at HMS Investment Advisors with 19 years of industry experience. He holds a Series 63 designation and has been with HMS Capital Management, LLC since 2009. HMS Investment Advisors provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, as well as charitable organizations, corporations, and insurance companies. The firm uses fundamental analysis across multiple model portfolios, blending various asset classes and offering specialized strategies including options overlays, while also advising on assets not directly managed by HMS.