Ethan Slate is a financial advisor with Applied Capital LLC in Nashville, TN, holding a Series 65 designation and four years of industry experience. Prior to joining Applied Capital in 2021, he held roles at Barren River District Health Department, Fed Ex, Elevate Tennessee LLC, the International Association of Structural Movers, and Toothman Structure Movers. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning through both fee-for-service and full-service models. The firm manages approximately $293 million in discretionary assets, focusing on asset allocation and diversification using primarily mutual funds, ETFs, equities, and bonds.

Seth Kelley is a financial advisor with Oasis Advisors in Mount Juliet, TN, holding the Series 63 and Series 65 designations and having 26 years of industry experience. His work history includes long-term service at PFS Investments Inc and more recent roles at Purshe Kaplan Sterling Investments, CAPE Securities, and American Global Wealth Management. He also engages in investment-related insurance sales as part of his other business activities. Oasis Advisors is a team-based firm that provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients and employs a discretionary investment approach that incorporates fundamental analysis, modern portfolio theory, and quantitative methods across a diverse range of asset types.

Joshalyn Baca is a financial advisor at HS Wealth Partners with 23 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Cambridge Investment Research Advisors. Baca is also a licensed insurance agent involved in insurance sales and implementation. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, offering discretionary investment management and comprehensive financial planning. The firm employs a primarily long-term, fundamental investment approach and manages approximately $397.6 million for around 180 clients.

Lawrence Barnard is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Paul Winkler, Inc. since 2008. He also owns and operates Crown Financial Concepts, where he provides tax consulting and preparation services. Paul Winkler, Inc. offers 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 utilizes modern portfolio theory and multi-factor approaches in portfolio construction.

Spencer Ader is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He is currently with Key Capital Management, Inc., where he has worked since 2022. His prior roles include positions at Foundations Investment Advisors LLC, JLine Financial, Simplicity Wealth, BANK of AMERICA, Merrill, and Shugart Homes. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of technical, fundamental, and modern portfolio theory approaches across various asset classes and manages approximately $393 million in discretionary assets.

Daniel Powers is a CFA® charterholder with 15 years of industry experience. He is currently a financial advisor at Gambit Capital Management, LLC, where he has worked since 2022. Prior to that, he held advisory roles at SNS Financial Group, LLC and its affiliate, Vector Wealth Management, from 2011 through 2022. Outside of his advisory work, Powers is a corporate financial analyst for an agricultural operation and an investor in venture capital entities. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, providing discretionary portfolio management alongside financial planning, coaching, tax preparation, and outsourced CIO consulting. The firm employs a long-term investment philosophy that incorporates fundamental and cyclical analysis, asset allocation, and options strategies tailored to each client, with portfolios that may include derivatives and private placements.

Roleen De Ono is a ChFC® credentialed advisor at Paul Winkler, Inc. with three years of industry experience. Prior to joining the firm, De Ono worked at Deloitte Consulting LLP and BHA Consulting LLC. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and utilizes modern portfolio theory and multi-factor approaches in portfolio construction.

Hannah Johnson is a financial advisor at SageGuard Financial Group, LLC with three years of industry experience. She holds a Series 65 license and previously worked at Alphastar Capital Management and Capital City Financial Group. In addition to her advisory role, she is also licensed as an 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 manages approximately $755.7 million through a 14-advisor team, offering portfolio management and comprehensive financial planning using a suite of model portfolios and investment sleeves tailored to different client risk profiles.

Hannah Herman is a CFP® and Series 65-licensed advisor at Key Capital Management, Inc. with three years of industry experience. Her prior roles include positions at Wood Financial Group and Kentucky Planning Partners. Outside of advising, she is training to become a fitness instructor with Pure Barre. Key Capital Management, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles.

Malgorzata Guziak is a CFP® and Series 66-registered advisor with four years of industry experience. She is currently with Oasis Wealth Planning Advisors and has previously worked at Thrive Capital Management, Purshe Kaplan Sterling Investments, and Redwood Wealth Management. She also serves as a Notary Public, notarizing documents for clients without compensation. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, families, and participant-directed retirement plans. The firm provides integrated wealth planning and investment advisory services, using a mix of passive and actively managed no-load mutual funds and ETFs, and often acts on a discretionary basis.

Crawford Luken is a financial advisor at Luken Investment Analytics, LLC with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Luken Investment Analytics, he worked at LPL Financial and Securities America, Inc. He is also involved with Mobile Mentor, a separate business activity. Luken Investment Analytics, LLC provides investment advisory and financial planning services to individual and high-net-worth clients as well as subscription-based services to other advisers. The firm employs a model allocation approach with quarterly reviews using quantitative, technical, and charting analysis, and sponsors both a wrap fee program and a paid Model Subscription Program for other advisors.

David Cowee is a financial advisor with SageGuard Financial Group, LLC, holding a Series 65 license and bringing 19 years of industry experience. He has previously worked at Alphastar Capital Management LLC and Sageguard Investment Advisory Services and has been president of Pineywoods Financial since 1994. Outside of his advisory work, he serves as an elder on the board of Fredonia Hill Baptist Church, overseeing spiritual and business matters. 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 manages approximately $755.7 million across 2,469 clients, using a documented Investment Policy Statement and a range of model portfolios to accommodate various risk profiles, with a notable emphasis on non-discretionary account management.

Cole Hickerson is a financial advisor at Fielder Capital Group LLC with two years of industry experience. He holds a Series 65 designation and has worked at Fielder Capital Group since 2023. His prior experience includes roles at Advance Capital Management and Vanderbilt University among others. Fielder Capital Group serves individual clients, including high-net-worth individuals, as well as various institutional clients such as retirement plan sponsors, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, family office services, and fiduciary management, employing strategic asset allocations and a combination of institutional services with active derivative and margin authority.

Rachel Biggerstaff is a financial advisor at Key Capital Management, Inc. with five years of industry experience. She holds a Series 65 designation and has been with Key Capital Management since 2020. She also has a longstanding association with Wood Financial Group, LLC. Key Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm manages approximately $393 million in discretionary assets, employs a team of seven advisors, and utilizes a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles.

Mark Shannon is a financial advisor with Strive Financial Group, LLC in Nashville, TN. He holds a Series 65 designation and has been with Strive Financial Group since 2026. Prior to joining the firm, his background includes roles in hospitality and hospitality-related businesses. Strive Financial Group, LLC is a registered investment adviser founded in 2024 that provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative analysis to manage portfolios across various strategies, including long-term allocations, trading, options, and alternative investments.

Zachary Hyche is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients’ priorities to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He provides guidance on topics including general investing, retirement planning, and emergency savings, while also offering access to Bank of America specialists for banking, credit, home financing, and small business solutions. Zachary holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a bachelor's degree from Belmont University. Outside of his professional responsibilities, Zachary is involved with the organization The Store.

Derek Bland is a CFP® and PFS™ credentialed financial advisor with 18 years of experience, currently serving at LBMC Investment Advisors, LLC since 2008. He holds Series 63 and Series 65 licenses and works out of Brentwood, TN. 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 emphasizes diversification, cost minimization, and after-tax outcomes, utilizing Modern Portfolio Theory and various analytical tools.

Donald Keeney is a CFP® and CFA® with 18 years of experience in the financial services industry. He has been with Cahaba Wealth Management, Inc. since 2021, following ten years at Mastrapasqua Asset Management, Inc., and prior roles at J.J.B. Hilliard, W.L. Lyons, LLC and Hilliard Lyons Capital Management, LLC. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management. The firm manages approximately $2.06 billion and employs a long-term, risk-focused investment process that includes mutual funds, ETFs, and alternatives when appropriate.

Michael Sharpnack is a financial advisor at Paul Winkler, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Paul Winkler, Inc. since 2017. Outside of his advisory role, he has been involved with Calvary Chapel Rivergate since 2014. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporations. The firm employs a co-advisor model using third-party asset managers and applies modern portfolio theory and multi-factor approaches in portfolio construction.

Narsing Kommireddi is a financial advisor at Oasis Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PFS Investments and Terra Wealth Management. Kommireddi is also a licensed insurance professional. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management along with financial planning and pension consulting.