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.

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.

Philip Thomas is a financial advisor at HMS Investment Advisors in Nashville, Tennessee, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at HMS Capital Management, Inc. since 2013 and at Harmony Investment Management, Inc. since 2007. 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 employs fundamental analysis across multiple model portfolios, including domestic and foreign equities, fixed income, mutual funds, and ETFs, and offers specialized strategies such as a Tactical Hedge overlay using options.

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.

Nicholas Pethokoukis is a financial advisor at Laffer Tengler Investments, Inc. with Series 65 and Series 66 credentials and one year of industry experience. He previously worked at Stifel Nicolaus and attended the University of Wisconsin - Madison. Laffer Tengler Investments serves individual, high-net-worth, institutional, and intermediary clients by providing discretionary portfolio management, model portfolio delivery, and management in multiple wrap fee programs. The firm combines quantitative and fundamental analysis across proprietary strategies and acts as both a sponsor and participant in wrap fee platforms as well as a sub-adviser to an actively managed ETF.

George Stadler is a CFA® charterholder with 16 years of industry experience. He has been with HMS Capital Management, LLC since 2009. 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 and offers services that include financial planning, family office support, and advisory relationships involving assets not directly managed by HMS.

Alex Owens is a financial advisor at Sage Rhino Capital LLC in Nashville, TN, holding a Series 65 designation with five years of industry experience. His work history includes roles at Proffitt & Goodson Inc. and PulteGroup, Inc., along with experience at the University of Tennessee’s Master's Investment Learning Center. Sage Rhino Capital LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $883.7 million in discretionary assets. The firm uses a broad investment approach including option strategies and offers extensive planning services that cover investment, retirement, estate, charitable, tax planning, and more.

Katelyn Dunstan is a CFP® with three years of industry experience currently working at Vestia Personal Wealth Advisors in Nashville, TN. Her prior roles include positions at Ausdal Financial Partners, Taylor Securities, Northwestern Mutual, and TD Ameritrade. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach and offers comprehensive financial planning, portfolio management, business consulting, and educational workshops.

Jesse Johnson is a financial advisor at Applied Capital LLC with one year of experience at the firm. He holds a Series 66 designation and has prior experience with Jackson National Life Distributors, LLC, Equitable Advisors, LLC, and other companies. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning, managing approximately $293 million in assets. The firm emphasizes asset allocation and diversification using market-cap weighted index strategies and offers multi-tiered planning engagements that can coordinate with outside specialists.

Stephen Martin is a Certified Financial Planner® with 12 years of industry experience. He is affiliated with Oasis Wealth Planning Advisors in Nashville, TN, where he has worked since 2015. Martin holds Series 63, 65, and 66 licenses. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning and discretionary portfolio management. The firm employs a strategic asset allocation approach combining passive and active funds, global diversification, and tailored investment strategies based on clients’ tax situations, risk tolerance, and goals.

Anthony Steffan is a CFP® with 30 years of industry experience. He is currently with HS Wealth Partners, where he has worked since 2024. His prior experience includes roles at Cambridge Investment Research Advisors and UBS Financial Services. In addition to advising, he is a licensed insurance agent and dedicates a portion of his time to insurance sales and implementation of insurance recommendations. 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 emphasizes a long-term, fundamental investment approach and provides ongoing portfolio supervision and reporting.

Sage Clement is a financial advisor at Oasis Wealth Planning Advisors in Nashville, TN, holding a Series 65 designation with one year of industry experience. Prior to joining Oasis, Sage worked at Blue Trust and PYA Waltman Capital, and has experience in non-financial roles including at Mexicone and Yogi Bear. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning and discretionary portfolio management. The firm employs a strategic asset allocation approach combining passive and active funds with global diversification, tailoring investment strategies to clients’ tax situations, risk tolerance, and goals.

Andrea Fletcher is a CFP® with 18 years of industry experience, currently serving at Vestia Personal Wealth Advisors in Nashville, TN. She previously worked for Larson Financial Securities, LLC and Larson Financial Group, LLC for 15 years. Andrea holds Series 63 and Series 66 licenses. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, offering financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach and utilizes a combination of in-house management, third-party sub-advisors, and technology-enabled solutions across client segments.

Jennifer Miller is a financial advisor at Fielder Capital Group LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Beacon Capital Management and MCGLADREY WEALTH MANAGEMENT LLC/RSM Wealth Management LLC. 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 a diverse investment approach, including strategic asset allocation across various securities and private placements, and offers specialized services such as a formal Family Office program and ERISA 3(38) fiduciary representation.

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.

Stephen Korn is a CFA® charterholder with six years of industry experience. He has been with Fielder Capital Group LLC since 2018 and previously worked at Malkin Capital Management from 2015 to 2018. He serves as a board member of Congregation Micah in Brentwood, TN, where he contributes to community activities and budget approval. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutions, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research, offering strategic allocations across various asset classes and flexible investment strategies.

Lindsay Youngbauer is a CFP® professional with six years of industry experience. She has worked at Woodmont Investment Counsel, LLC since 2019 and was previously with Diversified Trust Company from 2013 to 2019. 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 and goals, incorporating estate, tax, insurance, and retirement considerations.

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.