David Moore is a CFP® with 43 years of industry experience, currently serving at PlanRock Wealth Strategies, LLC. His prior roles include positions at Victory Capital Management, Timothy Partners, Ltd., Compass Advisory Partners LLC, and FSC Securities Corporation. Outside of his advisory work, he is a manager and member of Tailwinds Aviation, LLC, an aircraft holding company. PlanRock Wealth Strategies provides fee-based, discretionary investment management and advisory services to individuals, institutions, and other investment advisers. The firm emphasizes strategic and tactical asset allocation across various instruments and uniquely sponsors exchange-traded funds while also acting as a sub-advisor to pooled vehicles and registered investment companies.

Tanya Spiller is a financial advisor with CAP Partners, LLC in Franklin, TN, holding Series 63, Series 65, and Series 66 designations and having 11 years of industry experience. She has been with CAP Partners since 2014. CAP Partners, LLC is an SEC-registered, multi-member investment adviser serving a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm provides personalized investment management with a long-term, buy-and-hold approach and offers financial planning and counseling services on a fee basis.

John Crawford is a CFA® charterholder with 10 years of industry experience. He has been with Tranquility Partners, LLC since 2015 and also consults episodically with healthcare service companies through Optra Partners, LLC. Prior to his advisory role, he was an accountant and business executive. Tranquility Partners is a seven-advisor team managing nearly $1 billion in client assets, providing wealth management and family office services to individual clients, including high-net-worth households. The firm employs a wide range of analytical methods and investment strategies, offering access to diverse asset classes and customized reporting services.

Christopher Pramas is a CFP® professional with four years of experience at Abound Wealth Management, LLC. His prior work includes roles at Boston University, The TJX Companies, Inc., Kohl's Corporation, and Target Corporation. Abound Wealth Management is a multi-advisor firm serving individuals, trusts, estates, and employer retirement plans with a focus on strategic asset allocation using low-cost mutual funds and ETFs. The firm manages approximately $1.95 billion in assets and offers both comprehensive wealth management and an app-based financial planning membership.

Jackson Hornsby is a CFP® with five years of industry experience. He is currently with Luken Investment Analytics, LLC and previously worked at Wells Fargo Clearing Services and Fidelity Investments. 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 uses quantitative, technical, and charting analysis to manage client portfolios and offers a wrap fee program alongside a paid Model Subscription Program for trade and allocation recommendations.

Caleb Alexander is a financial advisor at CapWealth Advisors, LLC in Franklin, TN, holding a Series 65 designation. He has six years of industry experience, including roles at LBMC and Wiatr & Associates. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporate clients. The firm manages approximately $2.03 billion across about 1,400 client relationships, utilizing a combination of fundamental and technical analysis within an active management framework that includes option writing and alternative investments.

Katherine Yoho is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at TBH Global Asset Management, LLC since 2022. Prior to joining TBH, she worked for ten years at Wileybros Aintree Capital LLC. She volunteers as a supervisory committee member for Parthenon Federal Credit Union, participating in audits and board activities. TBH Global Asset Management is an SEC-registered multi-advisor firm managing approximately $1.27 billion for nearly 1,000 clients, including individuals, retirement plans, trusts, and businesses. The firm employs a combination of top-down macro analysis and fundamental and quantitative approaches to create personalized portfolios, utilizing both in-house management and third-party model solutions.

April Pica is a financial advisor at Tranquility Partners, LLC with 28 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Tranquility Partners since 2016. 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, wealth transition coordination, and charitable initiative support. The firm employs a variety of analytical methods and trading strategies, serving a diverse client base with customized reporting and access to a broad investment universe.

Isaac Knittle is a financial advisor at Beacon Capital Management, LLC with three years of industry experience. He holds the Series 66 designation and has prior experience at EQUITABLE ADVISORS llc. Outside of advisory work, he also works as an independent contractor driver for DoorDash. 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 employs diversified portfolios using mutual funds, ETFs, equities, fixed income, and structured notes, supported by fundamental, technical, and quantitative analysis.

Yochanan Hershoff is a CFP® at Abound Wealth Management, LLC with four years of industry experience. His prior roles include positions at Scott Latz CPA and Jack Berkowitz CPA, as well as service in the Israel Defense Forces. He has also been involved with Yedei Chesed and operated Personal Cleaning Services. Abound Wealth Management is a multi-advisor firm serving individual clients, trusts, estates, and employer retirement plans. The firm manages approximately $1.95 billion in discretionary assets and employs a strategic asset allocation approach using low-cost mutual funds and ETFs, alongside an app-based financial planning membership and public educational outreach.

John Preston is a CFP® and PFS™ credentialed financial advisor with 22 years of industry experience. He has been with Abound Wealth Management, LLC since 2017 and previously worked at Preston & Cleveland Wealth Management, LLC for 12 years. He is also president of 88 Times Over, which owns the intellectual property for The Money Guy Show. 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 emphasizes strategic asset allocation with low-cost mutual funds and ETFs, tax-efficient portfolio management, and offers an app-based financial planning membership alongside traditional advisory services.

Eric Hale is a CFP® professional with six years of industry experience. He has been with Abound Wealth Management, LLC since 2016, including its predecessor and current entity. Abound Wealth Management is a multi-advisor firm serving individuals, trusts, estates, and employer retirement plans with comprehensive wealth management, financial planning, portfolio management, and retirement-plan consulting. 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 periodic rebalancing, supported by an internal investment committee.

Daniel Banaszak is a CFA® charterholder affiliated with PlanRock Wealth Strategies, LLC. He has experience with Victory Capital from 2015 to 2019 and has been self-employed since 2020. Banaszak has been with PlanRock Investment Management, LLC since 2023. PlanRock Wealth Strategies provides fee-based, discretionary investment management and model-portfolio services to individuals, institutions, and other financial advisers. The firm manages approximately $64.4 million across about 35 client relationships and emphasizes ETF and mutual fund investments using strategic and tactical asset-allocation models.

Adam Colby is a financial advisor with The Wealth Group – Austin B. Colby & Associates, holding a Series 66 credential and 12 years of industry experience. He previously worked at Raymond James Financial Services and has been with his current firm since 2021. Outside of advising, he is also an independent insurance agent. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and managed-account services. The firm customizes portfolios based on clients’ objectives, time horizons, and risk tolerances, employing various techniques including asset allocation and technical analysis.

Timothy Pagliara is a financial advisor at CapWealth Advisors, LLC in Franklin, TN, with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with CapWealth Advisors since 2009. Prior to this, he was involved with CapWealth Insights, LLC for eight years. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporate clients. The firm manages approximately $2.03 billion through a team of 12 advisors and employs a mix of fundamental and technical analysis with active management strategies, including option writing and investments in alternative vehicles.

Frankie Merritt is a financial advisor at Beacon Capital Management, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Beacon Capital Management and Kalos Capital, Inc. since 2013. Merritt is also licensed as an insurance sales agent, offering 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. The firm offers portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations, managing roughly $1.27 billion in assets across more than 2,000 client relationships.

Tyron Draper is a CFP® with 13 years of industry experience and has been with Beacon Capital Management, LLC since 2016. Prior to joining Beacon, he worked at Kalos Capital for one year. Outside of his advisory role, he is involved in project management focused on the purchase, renovation, and remarketing of distressed properties. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm provides portfolio management, financial planning, and retirement-plan consulting, managing approximately $1.27 billion in assets across more than 2,000 client relationships with diversified investment strategies tailored to client objectives.

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.

Ryan Hitt is a financial advisor with CapWealth Advisors, LLC in Franklin, TN, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with CapWealth Advisors and its related entity, CapWealth Investment Services, since 2009. CapWealth Advisors is an SEC-registered firm managing approximately $2.03 billion for individuals, charitable organizations, and corporate clients. The firm employs a combination of fundamental and technical analysis within an active management framework, offering discretionary and non-discretionary investment management alongside customized financial planning.

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.