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.

Mary Gower is a financial advisor at The Wealth Boutique in Franklin, TN, holding a Series 65 license. She has over 24 years of industry experience, including a long tenure at Wood Family Financial prior to joining her current firm. The Wealth Boutique serves individuals, high-net-worth and multi-generational clients, trusts, and some institutions. The firm offers financial planning and discretionary portfolio management using a goals-based process with tiered planning packages, combining fundamental and technical analysis to tailor asset allocation and investment strategies.

David Moore is a CFP® with 43 years of industry experience, currently serving at Planrock Wealth Strategies, LLC. His career includes roles at Victory Capital Management, Compass Advisory Partners LLC, and FSC Securities Corporation. Outside of advisory work, he manages Tailwinds Aviation, LLC, an aircraft holding company. PlanRock Wealth Strategies provides discretionary investment management and advisory services to individuals, institutions, and other financial advisors. The firm utilizes strategic and tactical asset allocation with a focus on proprietary ETFs and ETF-centric model portfolios, serving a diverse client base through both direct mandates and sub-advisory relationships.

Tanya Spiller is a financial advisor with CAP Partners, LLC in Franklin, TN, holding Series 63, Series 65, and Series 66 licenses and 12 years of industry experience. She worked at Wells Fargo Clearing for five years before joining CAP Partners in 2014, where she continues to serve as part of a seven-advisor team. CAP Partners, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm provides discretionary portfolio management with a long-term, buy-and-hold approach supplemented by fundamental, technical, and cyclical security analysis, along with financial planning and counseling services.

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.

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.

Aubrey Snyder is a financial advisor at Beacon Capital Management, LLC with a Series 65 designation and over eight years of industry experience. Prior to joining Beacon Capital Management in 2026, he worked at Flagship Financial Advisors and Financial Engines. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses with discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations. The firm manages approximately $1.27 billion in assets across 17 advisors and emphasizes diversified portfolios tailored to client objectives.

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 in Franklin, TN, holding a Series 66 designation and 12 years of industry experience. Prior to joining The Wealth Group in 2021, he worked for Raymond James Financial Services from 2014 to 2021. He also serves as an independent insurance agent in Eden Prairie, MN. The Wealth Group – Austin B. Colby & Associates provides investment advisory and financial planning services to individuals and high-net-worth clients, focusing on asset allocation tailored to client risk profiles. The firm employs various investment techniques, emphasizes tax considerations, and uses technology to monitor and adjust portfolios.

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 since 2016, following a four-year tenure at Kalos Capital, Inc. Merritt is also licensed as an insurance sales agent. Beacon Capital Management serves individuals, high-net-worth clients, families, and businesses, offering portfolio management, financial planning, and retirement-plan consulting. The firm customizes portfolios using diversified asset allocations and employs fundamental and technical analysis alongside third-party managers to manage over $1.27 billion in assets.

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.

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.