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.

Timothy Cantrell is a financial advisor with Applied Capital LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Northwestern Mutual Investment Management from 2013 to 2015. Outside of his advisory role, he owns a business entity called Cantrell and Associates, which handles staff payments. Applied Capital LLC provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm focuses on long-term asset allocation and diversification, using mutual funds, ETFs, equities, bonds, and select alternative investments, while integrating estate-planning tools and offering collaborative financial planning services.

Lukas Smith is a financial advisor with SageGuard Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. His career includes prior roles at UBS Financial Services and Alphastar Capital Management LLC before returning to SageGuard Financial Group, where he has worked in total for nine years. In addition to his advisory work, he is a licensed insurance agent and occasionally offers insurance products. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm focuses on portfolio management and comprehensive financial planning using model portfolios and various investment sleeves, managing a substantial non-discretionary asset base across a diverse client spectrum.

Paul Winkler is a ChFC® credentialed financial advisor with 34 years of industry experience. He has led Paul Winkler, Inc. since 2000. Outside of advising, he authors investment-related books, serves as a therapist at a counseling center, and sits on the Board of Trustees for Trevecca University. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business owners, and corporations. The firm emphasizes investor education through workshops, media content, and coaching programs, implementing portfolios via third-party managers using modern portfolio theory and an efficient-market approach.

Lawson Allen is a financial advisor at Lee, Danner & Bass, Inc. in Nashville, TN, with 22 years of industry experience. He has been with Lee, Danner & Bass since 1994. Lee, Danner & Bass, Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients. The firm employs a long-term, disciplined investment process that combines top-down macro and asset-allocation analysis with bottom-up security selection, active fixed-income management, and limited option strategies.

David Singer is a financial advisor with TBH Global Asset Management, LLC, holding a Series 66 designation and bringing 16 years of industry experience. His career includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Thrivent Investment Management prior to joining TBH Global in 2022. TBH Global Asset Management serves individuals, retirement plans, and business entities with investment management, financial planning, consulting, and trustee services. The firm employs a blend of top-down macro, fundamental, and quantitative analysis, using model portfolios and third-party tools to implement 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.

Ciara Ciez is a financial advisor at Jacksonville Wealth Management with a Series 66 designation and one year of industry experience. She has held roles at LPL Financial, mindbodygreen, RVO Health, and Red Ventures. Jacksonville Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, and business entities with portfolio management and financial planning. The firm uses tailored investment plans and manages client accounts primarily on a discretionary basis, leveraging LPL Financial’s platforms and custodial services.

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.

Brian Koonce is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Paul Winkler, Inc. since 2019. Outside of advising, he also works as an independent tax preparer and is an Enrolled Agent in Goodlettsville, TN. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporate clients. The firm’s approach incorporates modern portfolio theory and multi-factor analysis, and it primarily co-advises with third-party asset managers for discretionary trading while offering educational resources through workshops, courses, and authored books.

Thomas Hatfield is a financial advisor at LBMC Investment Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brasada Capital Management, LP, Pacer Financial, Inc., and Jackson National Life Distributors. LBMC Investment Advisors, LLC provides discretionary portfolio management services to individuals, high net worth clients, corporate entities, and foundations, managing over $2 billion in assets. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversified asset allocation using low-cost funds while minimizing fees and transaction costs.

Jeremy Hutzel is a CFP® and CFA® with 18 years of industry experience. He has been with Seven Springs Wealth Group since 2005, previously working at Securities Service Network and Silver Oak Securities. Hutzel is also licensed as an insurance agent. Seven Springs Wealth Group serves individuals, trusts, foundations, retirement plans, and business entities with financial planning and portfolio management. The firm typically manages client accounts on a discretionary basis using asset-allocation modeling and a combination of long- and short-term strategies, including proprietary portfolios and third-party subadvisors.

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.

Jeffrey Ward is a financial advisor at SageGuard Financial Group, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has a background in residential real estate sales, serving as President of Realty N Motion Inc since 2018. He is also licensed as a life and health insurance agent. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides ongoing portfolio management and comprehensive financial planning using model portfolios tailored to varying risk profiles, managing approximately $755.7 million across 2,469 clients.

Danny Butcher is a financial advisor at Woodstock Wealth Management, Inc. in Nashville, TN, with 16 years of industry experience. He holds a Series 66 designation and has been with Woodstock Wealth Management since 2018. In addition to his advisory role, he manages DL Butcher Consulting, LLC DBA Butcher Agency, where he sells and maintains property and casualty insurance policies. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers a performance-fee program alongside traditional managed account services.