David Mcillwain is a financial advisor with KPP Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at LPL Financial LLC and FSC Securities Corporation. KPP Advisory Services LLC provides personalized financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on mutual fund and ETF-based, asset-allocation portfolios supplemented by third-party managers and algorithm-driven strategies.

Jeremy Hutzel is a CFP®, CFA®, and Series 66-registered financial advisor with 17 years of industry experience. He has worked at Seven Springs Wealth Group since 2005 and previously held roles at Securities Service Network and Silver Oak Securities. Hutzel is also a licensed insurance agent. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities, offering financial planning, discretionary portfolio management, and project-based consulting. The firm employs a multi-advisor team structure and emphasizes asset-allocation modeling with diversified strategies, including the use of third-party managers and alternative investments.

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 with SageGuard Financial Group, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. He has a background in residential real estate sales, serving as president of Realty N Motion Inc since 2018, and is also licensed as an insurance agent for life and health policies. SageGuard Financial Group is a multi-advisor registered investment adviser managing approximately $755.7 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs model portfolios and offers both discretionary and primarily non-discretionary account management tailored to various client risk profiles.

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.

Matthew Bugarin is a CFA® charterholder with 12 years of industry experience. He has worked at 12th Street Asset Management since 2019 and previously spent five years at Woodmont Investment Counsel, LLC. He is based in Nashville, TN. 12th Street Asset Management primarily serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients, offering discretionary portfolio management through various account structures. The firm employs concentrated, long-term All Cap and Small Cap equity strategies driven by fundamental research and a value-oriented investment process.

James Wood is a CFP® and holds a Series 66 license with 27 years of industry experience. He has been with Paul Winkler, Inc. since 2014. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure using third-party asset managers and relies on modern portfolio theory, multi-factor approaches, and an efficient-market philosophy in portfolio construction.

Chason Mc Kay is a financial advisor at Longview Wealth Management with a Series 65 designation and two years of industry experience. Prior to joining Longview, he worked at Aetna and Bright Event Productions and was a full-time student for four years. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets and serving individuals, pension and profit-sharing plans, and corporate clients. The firm provides asset management, financial planning, divorce consulting, and access to third-party manager programs, using a blend of mutual funds, ETFs, stocks, bonds, and various analytical approaches in portfolio management.

Carri Sanford is a financial advisor at Luken Investment Analytics, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wiley Bros-Aintree Capital LLC and as an independent professional. Outside of her advisory role, she is also active as a real estate agent with Vision Realty Partners. Luken Investment Analytics provides investment advisory and financial planning services to individual and high-net-worth clients, as well as subscription services to other investment advisers. The firm uses quantitative, technical, and charting analysis to manage portfolios and offers both a sponsored wrap fee program and a paid model subscription service for advisers.

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.

Trent Green is a financial advisor at Decker Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Robinson Investment Group for 16 years before joining Decker Wealth Management in 2021. Decker Wealth Management serves individuals, trusts, estates, charitable organizations, and small businesses by offering comprehensive financial planning, consulting, and investment management. The firm employs a combination of fundamental, technical, and cyclical analysis with an emphasis on asset allocation and tax-aware security selection, and it is notable for its active use of options and other derivatives within client accounts.

Darwin Johnson is a financial advisor with SageGuard Financial Group, LLC, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with SageGuard Financial Group since 2009, including roles at Alphastar Capital Management LLC since 2021. 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, managing approximately $755.7 million in assets across a variety of investment vehicles with a focus on both discretionary and predominantly non-discretionary account management.

Laurie Cortner is a CFP® and Series 65 registered advisor with Vestia Personal Wealth Advisors, based in Nashville, TN. She has four years of industry experience, including prior roles at Waddell & Associates and ARGI Investment Services, LLC. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm applies evidence-based investment strategies and combines in-house management with third-party advisors and technology-enabled solutions across multiple client segments.

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.

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.

Marcus Johnson is a financial advisor with Wilson Wealth Management Group, L.L.C. in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. He has worked at Wilson Wealth Management Group since 2021 and maintains affiliations with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services. Outside of financial advising, Johnson is a saxophonist and is involved with Marcus Johnson Music. Wilson Wealth Management Group is a team-based RIA serving high-income and high-net-worth individuals, families, business owners, and early-career investors. The firm combines model portfolios and customized stock portfolios using technical analysis and longer-term passive ETFs, offering investment management, financial planning, estate planning coordination, and insurance and annuity solutions.

Ann Taylor Knotts is a CFP® and CFA® with three years of industry experience. She has worked at Woodmont Investment Counsel, LLC since 2022 and previously held roles at 231 Advisors, Covenant Partners LLC, and SunTrust Bank. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm constructs balanced portfolios tailored to clients’ financial circumstances using a mix of equities, fixed income, ETFs, mutual funds, and alternative investments.

Aron Frank is a financial advisor at Gambit Capital Management, LLC in Nashville, TN, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Woodbury Financial Services and Ameriprise Financial Services, as well as a year at Menasha Packaging Company. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, through discretionary portfolio management, financial planning, coaching, tax preparation, and outsourced CIO consulting. The firm employs a long-term investment approach using fundamental and cyclical analysis, asset allocation, and options strategies, with portfolios that may include derivatives and private placements tailored to client needs.

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.