Joshua Davis is a Series 65 credentialed financial advisor with 10 years of industry experience. He has been with TBH Global Asset Management, LLC since 2022 and previously worked at TBH Advisors, LLC from 2015 to 2022. TBH Global Asset Management provides investment management, financial planning, pension and retirement consulting, trustee services, bill-paying, and general consulting to individuals, retirement plans, and business entities. The firm employs a blended investment approach combining top-down macro, fundamental, and quantitative analysis and utilizes asset-allocation model portfolios alongside third-party tools and models.

Curtis Henson is a CFP® professional with eight years of industry experience, currently serving at Paul Winkler, Inc. since 2015. He is based in Goodlettsville, TN, and works within a multi-team firm environment. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting 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, while also offering investor education through workshops, podcasts, online courses, and a subscription coaching program.

Thomas Boyd is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with 12 years of industry experience. He holds a Series 65 designation and has been with Decker Wealth Management since 2014. Decker Wealth Management serves individuals—including high-net-worth clients—trusts, estates, charitable organizations, and small businesses, providing financial planning, consulting, and investment management primarily through exchange-traded funds and individual securities. The firm combines fundamental, technical, and cyclical analysis with a focus on asset allocation and tax-aware security selection, and actively uses options and other derivatives in client accounts.

William Braddy III is a CFP® with 22 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC since 2025. He previously worked at BrightChoice Financial, LLC and Kraft Asset Management, LLC, accumulating nearly a decade at each firm. Outside of advisory roles, Mr. Braddy holds minority ownership interests in several businesses, including a property and casualty insurance agency and a flexible workspace company. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning services. The firm applies a long-term investment approach grounded in Modern Portfolio Theory and efficient-market principles, offering both discretionary and non-discretionary portfolio management with diversified allocations.

Charles Laws Jr. is a CFP®-credentialed financial advisor with three years of industry experience, currently with Cahaba Wealth Management, Inc. in Nashville, TN. He has worked at Cahaba since 2021 and has prior experience at Dollar General, Banana Republic, Rhodes College, and Pope John Paul II High School. Cahaba Wealth Management serves individual and high-net-worth clients, trusts, and estates by providing comprehensive financial planning and discretionary investment management. The firm manages approximately $2.06 billion in assets and employs a long-term, risk-aware investment process that integrates mutual funds, ETFs, and select alternatives.

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.

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.