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.

John Hudson III is a financial advisor with Applied Capital LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Applied Capital since 2015 and has also worked with Timothy Cantrell since 2013. Outside of his advisory role, he is a licensed insurance agent. Applied Capital LLC provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes long-term asset allocation and diversification across various asset classes and incorporates alternative investments and digital estate-planning tools in its offerings.

Jacob Butler is a financial advisor at Key Capital Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Key Capital Management, Butler worked at Wood Financial Group, LLC and Jackson National Life Distributors, LLC. Outside of finance, he is involved with Music City Fit Meals. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles, managing approximately $393 million in discretionary assets.

Frank Byrd III is a CFP® and CFA® with 10 years of industry experience, currently serving as an advisor at Fielder Capital Group LLC since 2009. He is based in Nashville, TN, and holds Series 63 and Series 65 licenses. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutional entities, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research and offers a range of strategies including equities, fixed income, derivatives, and private placements.

Michael Manna is a financial advisor at Craft Wealth Services in Nashville, TN, holding a Series 66 designation with five years of industry experience. His prior roles include positions at LPL Financial, Cushman & Wakefield, and General Electric Aviation. He is also the owner of MJM Consulting Inc., a tax and accounting consulting business. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, using a value-oriented, long-term investment approach combined with fundamental, technical, and charting analysis. The firm offers discretionary portfolio management and standalone financial planning with at least annual reviews.

Nathaniel Frigge is a CFP® and Series 65-licensed advisor at Fielder Capital Group LLC with six years of industry experience. He has been with Fielder Capital Group since 2019 and previously worked at Jackson Lewis P.C. from 2017 to 2018. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutional clients, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research and offers a range of strategies including equities, fixed income, private placements, and derivative instruments.

Keith Casiano is a financial advisor at Key Capital Management, Inc. with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Newport Group. Outside of finance, Casiano is an artist and designer who creates commissionable art pieces. Key Capital Management, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses model portfolios and combines technical, fundamental, and modern portfolio theory approaches to manage discretionary assets totaling approximately $393 million.

Christopher Loper is a financial advisor at Key Capital Management, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at Key Capital Management and Wood Financial Group since 2023. His prior experience includes roles outside the financial industry, including at Oasis Pools and the University of Tennessee at Chattanooga. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs a mix of technical, fundamental, and modern portfolio theory approaches across various investment vehicles and serves approximately 1,730 client relationships with a team of seven advisors.

Wesley Wood is a financial advisor with Key Capital Management, Inc., holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Key Capital Management since 2014 and also owns Wood Financial Group, LLC, which provides financial services and tax preparation. Key Capital Management, Inc. offers discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing model portfolios and a combination of technical, fundamental, and modern portfolio theory investment approaches. The firm manages approximately $393 million in discretionary assets through a team of seven advisors serving around 1,730 client relationships.

Billy Aycock is a financial advisor at Cabin Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Arete Wealth Advisors, LLC and Center Street Securities. Outside of his advisory role, he serves as president of Hazel's Heroes, a personal charitable organization supporting children with type 1 diabetes. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220.2 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, and sub-advisory services, using a variety of investment approaches including fundamental, technical, and asset-allocation analysis.

Christopher Prest is a financial advisor at Lee Danner & Bass Inc with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cypress Capital, LLC, Principal Street Partners, and Green Square Capital, LLC. Lee Danner & Bass Inc provides discretionary investment management primarily for high-net-worth individuals and institutional clients, employing a disciplined, long-term investment process that combines top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management.

Angela Robinson is a CFA® charterholder with 18 years of industry experience. She has been with HMS Capital Management, LLC since 2009. Robinson holds the Series 63 designation and is based in Nashville, TN. HMS Investment Advisors provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, as well as charitable organizations, corporations, and insurance companies. The firm uses fundamental analysis across multiple model portfolios blending domestic and foreign equities, fixed income, mutual funds, and ETFs, and also offers family office services and asset analysis for non-managed holdings.

Jacob Harrison is a financial advisor at Key Capital Management, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise, The Prudential Insurance Company of America, PRUCO Securities, and Northwestern Mutual. His background also includes roles in education and landscaping prior to entering the financial services industry. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses model portfolios and combines technical, fundamental, and modern portfolio theory approaches to manage assets across mutual funds, ETFs, fixed income, REITs, and annuities.

Mauricio Cortes Resendiz is a CFP® and CFA® with eight years of industry experience. He is currently with Fielder Capital Group LLC, where he has worked since 2025. His prior experience includes roles at The Mather Group, LLC and Eugenias Advisory Group, LLC, as well as positions at Vanderbilt Business School and Fish and Associates. Fielder Capital Group LLC serves individual and institutional clients, offering portfolio management, financial planning, family office services, and retirement-plan fiduciary management. The firm employs strategic asset allocation across various investment vehicles and provides a formal Family Office service and specialized private-asset solutions.

Shawn Johnson is a financial advisor with Kingsview Wealth Management, LLC in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 29 years. Outside of his advisory role, he officiates college football and track and field events. Kingsview Wealth Management is a multi-advisor firm serving a diverse client base including individuals, retirement plans, endowments, and municipal clients. The firm offers comprehensive financial planning and wealth management services, utilizing both in-house strategies and third-party managers across various investment products.

Michael Nance is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He previously worked at Pfs Investments Inc and Primerica Financial Services from 2000 to 2024. In addition to his advisory role, he is an Independent Insurance Agent. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, estates, retirement plans, and institutional investors. The firm offers a variety of advisory services using both discretionary and non-discretionary approaches, combining active and passive strategies with an emphasis on diversification and alignment with client objectives.

Brent Franklin is a financial advisor at Arete Wealth Advisors, LLC in Nashville, TN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Center Street Securities and Springboard, as well as four years at Lyft Inc. Arete Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Tamah Pederson is a financial advisor with Sound Income Strategies, LLC in Nashville, TN, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, and KeyBank. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, actively managing portfolios through fundamental and technical analysis and offering services such as asset management, financial planning, and ETF sub-advisory.

Daniel Beringer is a financial advisor at Arax Advisory Partners in Nashville, TN, holding CFP® and Series 66 designations with eight years of industry experience. His prior roles include positions at Gries Financial LLC and Charles Schwab, where he worked from 2016 to 2022. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, employing both traditional and alternative investment strategies supported by AI tools and third-party analytics.

Seth Stewart is a financial advisor at Kingswood Wealth Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Stephens Inc for 13 years. Outside of his advisory role, he is involved in residential property investment and leasing of single-family residences. Kingswood Wealth Advisors serves a diverse client base, including individual investors, high-net-worth clients, and institutions, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture investment platform and integrates affiliated financial entities to support insurance-linked account management.