John Hudson III is a financial advisor with Applied Capital LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Applied Capital since 2015 and has also worked with Timothy Cantrell since 2013. Outside of his advisory role, he is a licensed insurance agent. Applied Capital LLC provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes long-term asset allocation and diversification across various asset classes and incorporates alternative investments and digital estate-planning tools in its offerings.

Jacob Butler is a financial advisor at Key Capital Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Key Capital Management, Butler worked at Wood Financial Group, LLC and Jackson National Life Distributors, LLC. Outside of finance, he is involved with Music City Fit Meals. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various investment vehicles, managing approximately $393 million in discretionary assets.

Frank Byrd III is a CFP® and CFA® with 10 years of industry experience, currently serving as an advisor at Fielder Capital Group LLC since 2009. He is based in Nashville, TN, and holds Series 63 and Series 65 licenses. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutional entities, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research and offers a range of strategies including equities, fixed income, derivatives, and private placements.

Michael Manna is a financial advisor at Craft Wealth Services in Nashville, TN, holding a Series 66 designation with five years of industry experience. His prior roles include positions at LPL Financial, Cushman & Wakefield, and General Electric Aviation. He is also the owner of MJM Consulting Inc., a tax and accounting consulting business. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, using a value-oriented, long-term investment approach combined with fundamental, technical, and charting analysis. The firm offers discretionary portfolio management and standalone financial planning with at least annual reviews.

Nathaniel Frigge is a CFP® and Series 65-licensed advisor at Fielder Capital Group LLC with six years of industry experience. He has been with Fielder Capital Group since 2019 and previously worked at Jackson Lewis P.C. from 2017 to 2018. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutional clients, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research and offers a range of strategies including equities, fixed income, private placements, and derivative instruments.

Keith Casiano is a financial advisor at Key Capital Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Fidelity Personal and Workplace Advisors, Newport Group, and Empower Advisory Group. Outside of finance, Casiano is an artist and designer who creates commissionable art pieces. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs model portfolios and a combination of technical, fundamental, and modern portfolio theory approaches across various asset classes.

Christopher Loper is a financial advisor at Key Capital Management, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at Key Capital Management and Wood Financial Group since 2023. His prior experience includes roles outside the financial industry, including at Oasis Pools and the University of Tennessee at Chattanooga. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs a mix of technical, fundamental, and modern portfolio theory approaches across various investment vehicles and serves approximately 1,730 client relationships with a team of seven advisors.

Wesley Wood is a financial advisor with Key Capital Management, Inc., holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Key Capital Management since 2014 and also owns Wood Financial Group, LLC, which provides financial services and tax preparation. Key Capital Management, Inc. offers discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing model portfolios and a combination of technical, fundamental, and modern portfolio theory investment approaches. The firm manages approximately $393 million in discretionary assets through a team of seven advisors serving around 1,730 client relationships.

Billy Aycock is a financial advisor at Cabin Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Arete Wealth Advisors, LLC and Center Street Securities. Outside of his advisory role, he serves as president of Hazel's Heroes, a personal charitable organization supporting children with type 1 diabetes. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220.2 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, and sub-advisory services, using a variety of investment approaches including fundamental, technical, and asset-allocation analysis.

Richard Erickson is a financial advisor with Jacksonville Wealth Management in Brentwood, TN, holding Series 63, 65, and 66 credentials and 34 years of industry experience. His professional background includes roles at LPL Financial and Waddell & Reed, Inc., as well as a period working at Woodland Middle School. Jacksonville Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, and business entities with portfolio management and financial planning. The firm employs tailored investment plans and model allocations, often managing accounts on a discretionary basis, and utilizes custodial and technology services through LPL Financial to support its client base.

Jacob Harrison is a financial advisor at Key Capital Management, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise, The Prudential Insurance Company of America, PRUCO Securities, and Northwestern Mutual. His background also includes roles in education and landscaping prior to entering the financial services industry. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses model portfolios and combines technical, fundamental, and modern portfolio theory approaches to manage assets across mutual funds, ETFs, fixed income, REITs, and annuities.

Mauricio Cortes Resendiz is a CFP® and CFA® with eight years of industry experience. He is currently with Fielder Capital Group LLC, where he has worked since 2025. His prior experience includes roles at The Mather Group, LLC and Eugenias Advisory Group, LLC, as well as positions at Vanderbilt Business School and Fish and Associates. 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 strategic asset allocation across various investment vehicles and provides a formal Family Office service and specialized private-asset solutions.

Shawn Johnson is a financial advisor with Kingsview Wealth Management, LLC in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 29 years. Outside of his advisory role, he officiates college football and track and field events. Kingsview Wealth Management is a multi-advisor firm serving a diverse client base including individuals, retirement plans, endowments, and municipal clients. The firm offers comprehensive financial planning and wealth management services, utilizing both in-house strategies and third-party managers across various investment products.

Michael Nance is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He previously worked at Pfs Investments Inc and Primerica Financial Services from 2000 to 2024. In addition to his advisory role, he is an Independent Insurance Agent. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, estates, retirement plans, and institutional investors. The firm offers a variety of advisory services using both discretionary and non-discretionary approaches, combining active and passive strategies with an emphasis on diversification and alignment with client objectives.

Brent Franklin is a financial advisor at Arete Wealth Advisors, LLC in Nashville, TN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Center Street Securities and Springboard, as well as four years at Lyft Inc. Arete Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Matthew Gentzkow is a financial advisor at Coastal Bridge Advisors with 12 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Waddell & Associates. Coastal Bridge Advisors offers financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and provides specialized advisory services, including retirement plan consulting and access to various lending and investment vehicles.

Joseph Osborne is a financial advisor at PKS Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purse Kaplan Sterling Investments, Cape Securities, Terra Wealth Management, and Primerica Financial Services. Outside of his advisory role, he is involved in sales coaching and training through Amerita. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities, managing approximately $905 million in assets. The firm tailors portfolios based on clients’ risk tolerance, time horizon, and objectives, utilizing mutual funds, ETFs, independent managers, and individual securities with a mix of fundamental and technical analysis.

James Hamilton is a financial advisor with IPI Wealth Management, Inc. in Brentwood, TN, holding 21 years of industry experience. He has been with IPI Asset Management, Inc. since 2007 and is also associated with Puryear, Hamilton, Hausman & Wood, PLC. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, utilizing an open-architecture investment platform with proprietary risk-based models and an outsourced-agent operational structure.

Daniel Beringer is a CFP® and Series 66-registered advisor with eight years of industry experience. He is currently with Arax Advisory Partners and has prior work history at Gries Financial LLC and Charles Schwab. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal and third-party portfolio management alongside customized asset-allocation strategies.

Christopher Hayden is a financial advisor with Stonex Advisors Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Stonex Advisors in 2016, he worked at StoneX Securities Inc. since 2006 and spent two years at Wells Fargo Clearing. Outside of his advisory role, he owns a business that rents out outdoor movie screens. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a variety of strategies and platforms to implement its investment solutions and operates as part of the broader StoneX Group.