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.

Ira Work is a financial advisor at First Financial Coaching, Inc. in Nashville, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including 17 years at Paul Winkler, Inc. and 22 years with Work Financial Group, Inc. Outside of his advisory work, he is the managing partner of Work to Fly LLC, a leasing business. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers primarily non-discretionary investment advice and financial analysis, partnering with a third-party asset manager for discretionary portfolio management while emphasizing investment education and workshops.

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.

Paul Mc Kanna is a CFA® charterholder with seven years of experience at Seven Springs Wealth Group and five years at R&M Biometrics, Inc. He serves as a registered agent for HTG LLC, a real estate leasing business where he manages tax preparation and general operations. Seven Springs Wealth Group provides financial planning, discretionary portfolio management, and consulting services to individuals, trusts, foundations, charitable organizations, retirement plans, and business entities. The firm manages approximately $1.2 billion in assets and employs a multi-advisor team approach with an investment process that includes diversified asset allocation and use of third-party managers and alternative investments.

Samuel Davis is a CFP® professional with 18 years of experience and has been with TBH Global Asset Management, LLC since 2008. He holds Series 63 and Series 65 licenses. Outside of advisory work, he is a passive owner of a transportation business. TBH Global Asset Management offers investment management, financial planning, pension and retirement consulting, trustee services, bill-paying, and general consulting to individuals, retirement plans, and businesses. The firm employs a blend of top-down macro, fundamental, and quantitative analysis, utilizes asset-allocation models, and incorporates third-party tools such as JP Morgan’s tactical multi-asset models and automated tax-optimization strategies.

Hannah Lindsey is a CFP® with four years of industry experience, currently serving as a financial advisor at Abound Wealth Management, LLC. She has been with Abound since 2019, following prior roles at ARGI Financial Services and English, Lucas, Priest & Owsley. Abound Wealth Management is a multi-advisor firm providing comprehensive 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 combines strategic asset allocation using low-cost mutual funds and ETFs with public educational outreach, including a financial podcast and seminars.

Connor Roggie is a financial advisor at Beacon Capital Management, LLC with five years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. Prior to joining Beacon Capital Management in 2023, he worked at Radnor Wealth Management and Northwestern Mutual Investment Services. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm provides portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations, managing approximately $1.27 billion in assets across more than 2,000 client relationships.

Carri Sanford is a financial advisor at Luken Investment Analytics, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wiley Bros-Aintree Capital LLC and as an independent professional. Outside of her advisory role, she is also active as a real estate agent with Vision Realty Partners. Luken Investment Analytics provides investment advisory and financial planning services to individual and high-net-worth clients, as well as subscription services to other investment advisers. The firm uses quantitative, technical, and charting analysis to manage portfolios and offers both a sponsored wrap fee program and a paid model subscription service for advisers.

Michael Vaught is a financial advisor at CapWealth Advisors, LLC in Franklin, TN, with three years of industry experience. He holds a Series 65 designation and has been with CapWealth Advisors since 2021. Outside of finance, he has experience working with Dancing Divas and Dudes. CapWealth Advisors is an SEC-registered firm managing approximately $2.03 billion for individuals, charitable organizations, and corporate clients through a team of 12 advisors. The firm employs a mix of fundamental and technical analysis within an active management framework, offering discretionary and non-discretionary investment management alongside individualized financial planning.