Bo Hanson is a CFP® and CFA® with 13 years of experience in financial advising. He has worked at Abound Wealth Management, LLC since 2017 and previously spent seven years at Preston & Cleveland Wealth Management, LLC. Outside of advising, he co-owns and manages a real estate holding company, Bribo, with limited time commitment. Abound Wealth Management is a multi-advisor firm serving individuals, trusts, estates, and employer retirement plans with comprehensive wealth management and financial planning. The firm manages approximately $1.95 billion in discretionary assets and emphasizes strategic asset allocation using low-cost mutual funds and ETFs, supported by an internal investment committee.

Austin Colby is a CFP® with 23 years of industry experience, currently serving as an advisor at The Wealth Group – Austin B. Colby & Associates since 2021. Prior to this, he worked for 20 years at Raymond James Financial Services. He is also an independent insurance agent based in Eden Prairie, MN. The Wealth Group – Austin B. Colby & Associates provides portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm offers tailored advice across a range of asset classes and employs asset-allocation frameworks, technical analysis, and both long- and short-term trading strategies, with accounts reviewed at least semi-annually.

Brendan Easterday is a financial advisor at CAP Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CAP Partners since 2013. His previous roles include positions at Comprehensive Asset Management & Servicing, Inc. and Sourceline LLC. Easterday serves on the board of Deer Run and is a board member of the Premiere Centre Board Owners Association. CAP Partners is an SEC-registered investment adviser managing over $220 million in discretionary assets. The firm provides financial counseling, planning, and discretionary asset management to a diverse client base, employing a long-term, buy-and-hold investment approach combined with ongoing monitoring and discretionary trading.

Drew O'Connor is a CFA® charterholder with 10 years of industry experience. He has worked at CapWealth Advisors, LLC since 2020 and previously spent three years at UBS Financial Services. CapWealth Advisors, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, charitable organizations, and corporate entities. The firm offers discretionary and non-discretionary investment management along with individualized financial planning, using a mix of fundamental and technical analysis through active management strategies that include option writing and allocations to alternative investments.

William Bevins Jr. is a CFP® professional at Cypress Capital, LLC with 13 years of industry experience. He has worked at Cypress Capital since 2019 and was briefly with LPL Financial in the same year. Bevins also acts as an agent for BGA Insurance, providing life insurance solutions as part of financial planning. Cypress Capital, LLC serves individuals, retirement plans, trusts, estates, and charitable organizations, managing approximately $426 million on a discretionary basis. The firm employs a team approach and uses a combination of proprietary models and individual securities tailored to client goals, incorporating quantitative and qualitative analysis along with options and hedging strategies in select portfolios.

John Keys is a financial advisor at Beacon Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kalos Capital from 2016 to 2019. Outside of finance, he was involved with Sperry's Restaurant from 2007 to 2018. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm constructs diversified portfolios using a range of investment vehicles and applies fundamental, technical, and quantitative analysis tailored to each client’s risk tolerance and goals.

Kyle Penders is a CFP® and holds a Series 66 license with four years of industry experience. He is currently an advisor at Defining Wealth, where he joined in 2026. His prior experience includes roles at Charles Schwab Bank, Charles Schwab, Steward Partners Investment Solutions, Lighthouse Wealth, and Amazon. Defining Wealth Partners serves individual and high-net-worth clients as well as small businesses, offering financial planning, retirement-plan advice, and portfolio management through modular or broad-based engagements. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach grounded in Modern Portfolio Theory, focusing on low-cost and tax-aware implementation.

Sarah Pappas is a financial advisor with API Financial Advisors, LLC and holds a Series 65 designation. She has one year of industry experience and has been with API Financial Advisors since 2024. She is also an agency owner at Symmetry Financial Group, where she has worked since 2013. API Financial Advisors, LLC serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and participant account management. The firm utilizes model strategies maintained by an affiliated sub-adviser and additional third-party managers, combining technical and fundamental investment analysis across various asset types.

Brett Luther is a CFP® with 19 years of industry experience, currently serving as an advisor at Cypress Capital, LLC since 2020. Prior to joining Cypress Capital, he spent 11 years at Morgan Stanley Smith Barney. Outside of his advisory work, he operates a cattle farm and participates in competitive fishing tournaments. 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 other organizations, offering financial planning, discretionary portfolio management, and sub-advisory services through proprietary models and individual securities.

Leigh Luther is a financial advisor at Cypress Capital, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank from 2015 to 2020. Outside of his advisory role, he is connected to a family cattle farming operation that has been active since 1977. Cypress Capital is a registered investment adviser managing approximately $413.5 million on a discretionary basis with a seven-advisor team. The firm serves individuals, retirement plans, trusts, and other organizations, offering financial planning, discretionary portfolio management, and sub-advisory services through proprietary models and individual securities.

Jamy Antoine is a CFP® professional with three years of experience in financial advising at The Wealth Group – Austin B. Colby & Associates. Prior to joining the firm, he worked for Select Health Pain & Regenerative Solutions and the Minnesota Disc Institute. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses asset-allocation frameworks and various trading techniques to tailor advice and portfolios to each client’s objectives, time horizon, and risk tolerance.

Cameron Benson is a financial advisor at Beacon Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kalos Capital, Inc. from 2013 to 2017, returning to Beacon Capital Management where he has been since 2000. In addition to his advisory role, Benson is licensed as an insurance sales agent, selling 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 constructs diversified portfolios using institutional mutual funds, ETFs, equities, fixed income, and insurance products, employing both fundamental and technical analysis alongside quantitative manager due diligence.

Javier Marroquin Forcade is a financial advisor at Beacon Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Kestra Investment Services, LLC and Carr, Riggs & Ingram. 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, combining fundamental and technical analysis with quantitative manager due diligence.

Nicholas Kyburz is a Series 65-licensed advisor at Nectarine with one year of industry experience. His prior work includes roles at IBM and Abound Wealth Management. Nectarine serves individual and high-net-worth clients through consultative financial planning, offering services such as one-hour consultations, multi-week plans, and ongoing arrangements. The firm emphasizes long-term asset allocation using low-cost, index-based funds and ETFs and provides a proprietary financial-aggregation app, operating on a fee-for-service model without managing client investment portfolios.

Cameron Poulsen is a CFP® at Abound Wealth Management, LLC with approximately two years of industry experience. Prior to joining Abound Wealth Management, he worked at First Purpose Wealth and Net Worth Advisory Group. He also has seven years of experience at Brigham Young University. Abound Wealth Management is a multi-advisor firm serving individuals, trusts, estates, and employer retirement plans. The firm manages about $1.95 billion in discretionary assets, focusing on strategic asset allocation through low-cost mutual funds and ETFs, tax efficiency, and periodic rebalancing, supported by an internal investment committee.

Stephen Gentzler is a CFP® with 10 years of industry experience, currently serving at Abound Wealth Management, LLC since 2022. Prior to joining Abound, he worked at Murphy Financial Group and Paulson Wealth Management LLC. He holds a Series 65 license and is based in Franklin, TN. Abound Wealth Management is a multi-advisor firm managing approximately $1.95 billion in discretionary assets, providing wealth management, financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, estates, and employer retirement plans. The firm emphasizes strategic asset allocation with low-cost mutual funds and ETFs, supported by an internal investment committee, and also offers an app-based financial planning membership along with public educational content and events.

David Buselmeier is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Capital Management, LLC since 2016. He previously worked at Kalos Capital for one year. Outside of his advisory role, he is licensed as an insurance agent involved in the sales of life, long-term care, disability insurance, and annuities. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses with portfolio management, financial planning, and retirement-plan consulting. The firm employs diversified investment strategies and utilizes third-party managers and institutional custody relationships to tailor portfolios to client objectives.

Jon Mouton is a financial advisor at CAP Partners, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and in various roles outside finance, including at Tech Service Products and Target Co. CAP Partners, LLC is an SEC-registered advisory firm serving a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers personalized investment management with a long-term, buy-and-hold approach, combining fundamental, technical, and cyclical analysis.

Richard Scott is a financial advisor with Research Financial Strategies, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Reutemann Financial Solutions, Research Financial Strategies, Purshe Kaplan Sterling Investments, and Yurich Financial Group. Outside of his advisory roles, he is a 50% owner of Yurich Financial Group, which provides CPA, tax preparation, and estate planning services on a seasonal basis. Research Financial Strategies manages approximately $254 million in discretionary assets for individuals, pension plans, trusts, and other entities. The firm employs a technical analysis and active trading approach focused on risk mitigation, primarily using ETFs, and offers services through a hybrid model that includes broker-dealer and insurance channels.

Noah Blalock is an advisor with Beacon Capital Management, LLC in Franklin, TN, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked with Northwestern Mutual in both investment services and life insurance. Outside of financial services, he was involved with On The Block Sports LLC for two years. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm offers portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations, with tailored investment strategies that include mutual funds, ETFs, equities, fixed income, and other asset classes.