Brett Wright is a financial advisor at Optivise Advisory Services LLC with two years of industry experience. He holds a Series 65 designation and has been involved with River of Life Church since 2015. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations, utilizing both internally developed models and third-party sub-advisors across various asset classes. The firm incorporates technology-driven reporting tools and offers both discretionary and non-discretionary management solutions.

Nicholas Bryan is a CFP® professional at Abound Wealth Management, LLC with four years at the firm and two years of industry experience. Prior to joining Abound, he worked at Deloitte and SourceHive, and spent six years at Brigham Young University. Abound Wealth Management is a multi-advisor firm serving individuals, trusts, estates, and employer retirement plans, managing approximately $1.95 billion in discretionary assets. The firm uses a strategic asset allocation approach with low-cost mutual funds and ETFs, emphasizes tax efficiency, and offers a standalone app-based financial planning membership alongside its comprehensive wealth management services.

Matthew Hoffner is a CFP® with 11 years of industry experience, currently serving as an advisor at Abound Wealth Management, LLC since 2017. His prior roles include positions at Monarch Advisory Group, Western Wealth Management, and LPL Financial. Abound Wealth Management is a multi-advisor firm that provides 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 employs a strategic, tax-efficient investment approach primarily using low-cost mutual funds and ETFs, supported by an internal investment committee.

Robert Bolen is a financial advisor at CogentBlue Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including United Income, Inc. and Bolén Asset Management, Inc. He also owns RV Bolen Consulting, a consulting service unrelated to investment advising. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based investment approach tailored to each client’s investment policy, with regular monitoring and rebalancing, and utilizes third-party managers and sub-advisors as appropriate.

Scott Robinson is a financial advisor at Oakworth Asset Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at JP Morgan Chase Bank and JP Morgan Securities LLC. Outside of advisory roles, he has experience in the brewing industry, having worked at Network Brewery. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Rory Davis is a financial advisor with Optivise Advisory Services LLC, holding Series 63, Series 65, and Series 66 licenses and 13 years of industry experience. He has worked at several firms, including PanthRex LLC and Virtue Capital Management, and has been with Optivise since 2018. Outside of advisory work, he serves as a wrestling official for high school and collegiate teams during the wrestling season. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios using a range of investment products and features a co-advisory program with online participant guidance.

Jordan Baker is a Series 65-licensed financial advisor with seven years of experience, currently serving at Tranquility Partners, LLC since 2019. Based in Brentwood, TN, he is part of a seven-advisor team that manages a diverse client base. Tranquility Partners offers wealth management and portfolio management services to individual clients, including high-net-worth households, and provides family office services such as financial planning, cash-flow analysis, and charitable initiative support. The firm employs various analytical methods and trading strategies and manages nearly $1 billion in client assets with a focus on both customized reporting and broad investment access.

Jonathan Maxson is a financial advisor at Beacon Capital Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Beacon since 2001, including prior experience at Kalos Capital Inc. He also sells life, long-term care, and disability insurance, as well as annuities. Beacon Capital Management serves individuals, high-net-worth clients, families, and businesses by providing portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations. The firm manages over $1.27 billion in assets and tailors portfolios using diversified investment strategies to suit each client’s risk tolerance and objectives.

Carter Thomas is a CFP® with 13 years of industry experience, currently serving as an advisor at Abound Wealth Management, LLC since 2017. His prior roles include positions at Preston & Cleveland Wealth Management, M Capital Advisors, and H. B. Sconyers and Company, LLC. 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 employs a strategic investment approach centered on asset allocation, low-cost mutual funds and ETFs, tax efficiency, and an internal investment committee, while also offering an app-based financial planning membership and public educational resources.

Andrew Hillis is a financial advisor at TBH Global Asset Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with TBH Global since 2018, following a one-year tenure at 7Twelve Advisors, Inc. TBH Global Asset Management is a multi-advisor SEC-registered firm managing approximately $1.27 billion across nearly 1,000 clients, including individuals, retirement plans, trusts, and businesses. The firm employs a combination of top-down macro analysis and quantitative strategies to create personalized portfolios, utilizing both in-house management and third-party models while offering a range of financial planning and advisory services.

Michael Wallin is a financial advisor with Optivise Advisory Services LLC in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Arete Wealth Advisors, LLC and Panthrex Asset Management, LLC. Outside of his advisory role, Wallin is the managing member of Financial Archetics and Consultants, a fintech firm focused on data gathering and risk assessment tools. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, and other entities, utilizing both internally developed models and third-party sub-advisors. The firm offers a range of investment solutions and supports discretionary and non-discretionary management, incorporating technology tools such as LifeArcPlan®.

Robert Mefford is a CFP® professional with one year of industry experience, currently serving at Defining Wealth in Franklin, TN. Prior to joining Defining Wealth, he worked at Seven Springs Wealth Group for several years and has additional experience in various roles including positions at Belmont University and Bank of Lexington. Defining Wealth Partners serves individual and high-net-worth clients as well as small businesses, providing financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach that emphasizes low-cost, tax-aware strategies using ETFs, mutual funds, individual equities, and fixed income.

Stephen Hammers is a financial advisor at PlanRock Wealth Strategies, LLC with 23 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Merrill, Compass Efficient Model Portfolios, and Victory Capital Advisers. His tenure at PlanRock Investment Management began in 2019. PlanRock Wealth Strategies provides fee-based, discretionary investment management and advisory services to individuals, institutions, and other investment advisers. The firm’s investment approach includes strategic and tactical asset allocation across multiple asset classes, utilizing proprietary ETFs and ETF-centric model portfolios.

Gregory Luken is a financial advisor with Luken Investment Analytics, LLC, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at Luken Investment Analytics since 2013 and previously held roles at SII Investments, Inc. and Luken Investment Group. Outside of his advisory work, he serves as a trustee overseeing a trust account for a family member. Luken Wealth Management serves individual investors, families, trusts, retirement plan participants, and other registered investment advisers. The firm provides financial planning, discretionary portfolio management, and a paid model subscription service, utilizing charting, technical, and quantitative analysis with quarterly model reviews, managing most assets on a discretionary basis.

James Baker IV is a Series 65 licensed financial advisor at Tranquility Partners, LLC with five years of industry experience. He previously worked at Nashville Capital Network and Stephens Inc. before joining Tranquility Partners, where he has been part of the team since 2022. Tranquility Partners is a seven-advisor firm providing wealth management and family office services to individual clients, including high-net-worth households. The firm employs a range of analytical methods and trading strategies, manages nearly $1 billion in client assets, and offers customized reporting with access to a broad investment universe.

Breanne Mc Manus is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Abound Wealth Management, LLC since 2019 and has prior experience including roles at the University of Georgia and Astreaus Advisors, LLC. Abound Wealth Management is a multi-advisor firm that provides wealth management, financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and employer plans. The firm manages approximately $1.95 billion in discretionary assets and employs a strategic, tax-efficient investment approach using low-cost mutual funds and ETFs, supported by an internal investment committee.

Teresa Lundine is a financial advisor with Stronghold Capital Partners LLC, holding Series 63, 65, and 66 designations and over 27 years of industry experience. Her previous roles include positions at Stronghold Wealth Management, Zach Taylor Real Estate, United Advisors America, Alliance America, and Valic Financial Advisors. In addition to her advisory work, she is licensed as an insurance agent and transacts insurance-related products. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, with a focus on ERISA 3(21) retirement-plan services and serving primarily as a solicitor for third-party managers and service providers. The firm uses client-specific Investment Policy Statements to guide non-discretionary management and referrals, operating through multiple offices with formal solicitor relationships.

Andrew Dodd is a CFP® with five years of industry experience, currently serving as an advisor at Abound Wealth Management, LLC. He previously worked at Green & Associates and Northwestern Mutual. Outside of financial services, he is co-owner of several music businesses involved in production and publishing royalty administration. 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 employs a strategic asset allocation approach focused on low-cost mutual funds and ETFs, tax efficiency, and portfolio oversight by an internal investment committee.

Jenny Wilson is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Seven Springs Wealth Group, where she has worked since 2017. Her prior experience includes roles at Silver Oak Securities, Inc. and Securities Service Network. Seven Springs Wealth Group provides financial planning and portfolio management services to individuals, trusts, foundations, retirement plans, and business entities. The firm manages client accounts primarily on a discretionary basis, using asset-allocation modeling and a combination of long- and short-term strategies, including its proprietary SSWG Voyage Portfolio.

Bart Bonga is a financial advisor with Rothschild Investment LLC in Brentwood, TN, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked with Rothschild Investment Corporation since 1996. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm uses client-specific asset allocation models and quantitative analysis, offering services that include portfolio management, retirement plan consulting, and oversight of third-party sub-advisers.