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® professional with 28 years of experience in the financial industry. He has worked at Paul Winkler, Inc. since 2014 and held prior roles at firms including A Clear Strategy, LLC, Signature Investments, Inc., Sicor Securities Inc, Cambridge Investment Research Advisors, and Osaic FA, Inc. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporate clients. The firm’s approach incorporates modern portfolio theory and multi-factor analysis, typically recommending third-party asset managers for portfolio implementation while offering educational resources such as workshops, online courses, and authored books.

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 experience in financial advising. He is currently with PlanRock Wealth Strategies, LLC and has held previous roles at firms including Compass Advisory Partners LLC, Victory Capital Management, and FSC Securities Corporation. Outside of advisory services, he manages 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 using mutual funds, ETFs, equities, and fixed income, and sponsors proprietary ETFs while serving as a sub-advisor to 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 licenses and 17 years of industry experience. He has been associated with SageGuard Financial Group in various capacities since 2009, with a two-year tenure at Alphastar Capital Management LLC from 2021 to 2023. 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 offers portfolio management and comprehensive financial planning through a range of model portfolios and investment sleeves, managing approximately $755.7 million across roughly 2,469 clients.

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, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Wilson Wealth Management in 2021, he worked at Mutual of Omaha Insurance Company and Edward Jones. Outside of his advisory role, Marcus is also a saxophonist and leads 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 employs a blend of model and customized portfolios, combining technical analysis with longer-term passive strategies, and offers comprehensive financial planning, estate planning coordination, and insurance 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.

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 with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HMS Capital Management since 2013, following prior roles at Harmony Investment Management and Robert Baird & Co. HMS Capital Management provides discretionary investment management and financial consulting to individuals, high-net-worth clients, charitable organizations, corporations, and insurance companies. The firm employs a fundamental analysis-driven approach supplemented by quantitative and technical inputs, offers a range of model portfolios, and provides family office services alongside a tactical options-based hedge overlay available in separately managed accounts.

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.

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.