Mary O’Leary is a financial advisor at Luken Investment Analytics, LLC with eight years of industry experience. She holds the ChFC® designation and the Series 65 license. Her prior experience includes roles at Levine Group LLC and SII Investments. Outside of her advisory work, she provides financial planning education as an independent contractor. Luken Wealth Management serves individual investors, families, trusts, retirement plan participants, and other registered investment advisers. The firm offers financial planning, discretionary portfolio management, and a paid model subscription service that delivers newsletters and security-rating recommendations to other advisors.

William Borleis is a financial advisor with Tactive Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Arete Wealth Management, Center Street Securities, and Cabin Securities. Outside of his advisory work, he is involved in tax and financial planning services through Arno Wealth, LLC, and serves as a life insurance and fixed annuities agent with Borleis Insurance. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including advisor-managed portfolios. The firm uses a Black-Litterman framework for blended model portfolios and offers portfolio management via a robo-advisor platform combined with sub-advisory services, distinguishing itself by operating within TAMP relationships alongside retail offerings.

Karen Tidwell is a financial advisor with CAP Partners, LLC in Franklin, TN, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Victory Capital Advisers, UBS Financial Services, and Merrill. Outside of finance, she owns and operates a photography business. CAP Partners, LLC is an SEC-registered, multi-member investment advisory firm serving a diverse client base that includes individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers personalized investment management with a generally long-term, buy-and-hold approach complemented by fundamental, technical, and cyclical analysis, as well as financial planning and counseling services.

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.

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.

Dean Goodwin is a financial advisor with The Wealth Group – Austin B. Colby & Associates, holding a Series 65 designation and three years of industry experience. Prior to joining his current firm in 2023, he worked at 2NDSWING for five years and CREW2 for two years. The Wealth Group – Austin B. Colby & Associates provides investment advisory and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary portfolio management as well as periodic financial planning. The firm’s investment process focuses on asset allocation aligned with client risk profiles and incorporates tax considerations, regular account reviews, and technology to manage allocations.

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.

Justin Radford is a CFP® with eight years of industry experience currently serving at Beacon Capital Management, LLC since 2020. He previously worked at Edward Jones from 2018 to 2020 and served in the United States Air Force from 2015 to 2018. Beacon Capital Management is a wealth management firm that serves individuals, high-net-worth clients, families, and businesses with portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $1.27 billion in assets across more than 2,000 client relationships, offering diversified, tailored investment strategies and utilizing both fundamental and technical analysis.

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.

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 industry experience. He is currently with REDW Wealth LLC and has previously worked at firms including Asset Management Resources, Byb Financial Coach, and TIAA-CREF. Birmingham is also the president of Fair Share Divorces, LLC, a divorce consulting business based in Franklin, TN. REDW Wealth LLC provides financial planning, investment advisory, and wealth management services to a diverse client base including individuals, pension plans, trusts, small businesses, and Native American tribes. The firm emphasizes strategic asset allocation using primarily ETFs and no-load mutual funds and operates as a fee-based advisor connected to a certified public accounting firm.