Jonathan Ameen is a financial advisor at Impact Capital Partners LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 18 years. Impact Capital Partners LLC provides advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, and implementation through third-party managers, typically providing discretionary portfolio management with ongoing monitoring and rebalancing.

Francis Bass III is a CFA® charterholder with 22 years of industry experience. He has been with Lee, Danner & Bass, Inc. since 1999. Lee, Danner & Bass, Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients, employing a long-term, disciplined process that combines top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management. The firm manages approximately $2 billion in discretionary assets across six advisors.

Brian Kopinski is a CFA® charterholder with four years of industry experience. He has been with Woodmont Investment Counsel, LLC since 2021 and previously worked at Harris Associates LP for nine years. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel primarily to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm constructs balanced portfolios tailored to clients’ financial circumstances, incorporating equities, fixed income, alternative investments, and considerations for estate, tax, insurance, and retirement planning.

Nicole Hughes is a CFP® professional with seven years of industry experience. She has worked at Woodmont Investment Counsel, LLC since 2021 and was previously with SBK Financial, Inc. for six years. 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, incorporating equities, fixed income, and alternative investments with consideration for estate, tax, insurance, and retirement factors.

David Perez is a financial advisor with SageGuard Financial Group, LLC, holding Series 65 and Series 63 designations and six years of industry experience. He has worked at SageGuard Financial Group since 2020, with prior experience at Alphastar Capital Management LLC and Regions Bank. He is the owner and founder of Union Financial Services, LLC, a business focused on annuity and life insurance sales and planning. 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 financial planning through model portfolios and sleeves designed to match client risk profiles, managing approximately $755.7 million for around 2,469 clients.

Skye Mejia is a financial advisor at Creative Investment Group with eight years of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial LLC, Bank of America, and Merrill Lynch. Outside of her advisory role, Mejia is an investor in a quick service restaurant business in Nashville. Creative Investment Group is a SEC-registered advisory firm serving individual clients, including high-net-worth households, as well as institutional clients such as family offices, trusts, and endowments. The firm offers portfolio management and financial planning services, employing a long-term investment approach with flexibility for tactical adjustments across a broad range of asset classes.

Jordan Zuger is an advisor with Key Capital Management, Inc., holding a Series 66 designation and beginning his financial services career in 2025. Prior to joining Key Capital Management, he held roles at Equitable Advisors, Northwestern Mutual Investment Services, and Net Elite. Outside of finance, Zuger serves as a referee for recreational basketball games with Hendersonville Parks and Recreation. Key Capital Management, Inc. offers discretionary and non-discretionary portfolio management and financial planning services 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 investment vehicles.

Phillip Burnett III is a financial advisor with Resolute Wealth Strategies, LLC in Nashville, TN. He holds a Series 65 credential and has experience dating back to 2018, previously working at Cumberland Trust and Investment Company for seven years. Resolute Wealth Strategies serves individuals, families, and various entities including family offices and qualified retirement plans. The firm provides comprehensive financial planning and investment management, employing a customized approach that combines fundamental and technical analysis with a focus on long-term management and fiduciary responsibility.

Brandon Seibel is a financial advisor at Oasis Wealth Planning Advisors with a Series 66 designation and three years of industry experience. Prior to joining Oasis in 2024, he worked at The Vanguard Group and Rodgers & Rodgers LLC. He serves in the Virginia Army National Guard as a Human Resources Specialist. Oasis Wealth Planning Advisors is a fee-only firm that offers integrated wealth planning and investment advisory services to individuals, high-net-worth clients, families, and participant-directed retirement plans. The firm emphasizes personalized advice based on clients’ goals, tax situation, cash flow, and risk tolerance, using a combination of passive and actively managed no-load mutual funds and ETFs.

Carolyn Bennett is a CFA® charterholder and holds a Series 65 license with six years of industry experience. She has worked at Woodmont Investment Counsel, LLC since 2019 and previously at Investure, LLC from 2015 to 2019. Woodmont Investment Counsel provides discretionary and non-discretionary investment management 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 range of investment vehicles, including individual securities, ETFs, and alternative investments.

Brian Ruttenbur is a financial advisor with SageGuard Financial Group, LLC, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His career includes roles at Drexel Hamilton, LLC, Imperial Capital, LLC, Smart Rent, and Alarm.com. 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 manages approximately $755.7 million across common investment vehicles using model portfolios and a mixture of discretionary and non-discretionary management tailored to client risk profiles.

Ethan Slate is a financial advisor with Applied Capital LLC in Nashville, TN, holding a Series 65 designation and four years of industry experience. Prior to joining Applied Capital in 2021, he held roles at Barren River District Health Department, Fed Ex, Elevate Tennessee LLC, the International Association of Structural Movers, and Toothman Structure Movers. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning through both fee-for-service and full-service models. The firm manages approximately $293 million in discretionary assets, focusing on asset allocation and diversification using primarily mutual funds, ETFs, equities, and bonds.

William Keegan III is a financial advisor at Creative Investment Group with Series 65, Series 63, and Series 66 licenses and five years of industry experience. He previously worked at Pacer Financial, Columbia Management Investment Distributors, Columbia Management Investment Advisors, and Fidelity Investments. Creative Investment Group provides personalized financial planning and investment management services to individuals and institutional clients, including high-net-worth individuals, family offices, and retirement plans. The firm uses a combination of fundamental and technical analysis to manage primarily equity-focused portfolios and offers a range of investment options alongside fiduciary and advisory services.

Andrew Peapos is a CFP® and Series 66-registered financial advisor with Woodmont Investment Counsel, LLC, based in Nashville, TN. He has two years of industry experience, including prior roles at Abound Wealth Management and Ameriprise. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel primarily to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm typically constructs balanced portfolios using equities, fixed income, cash equivalents, and alternative investments, tailoring strategies to clients’ financial circumstances and goals.

Seth Kelley is a financial advisor with Oasis Advisors, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His prior roles include more than two decades at PFS Investments Inc., followed by positions at Purshe Kaplan Sterling Investments, CAPE Securities, and American Global Wealth Management. In addition to his advisory work, he is involved in insurance sales, dedicating about 10% of his time monthly to this activity. Oasis Advisors provides ongoing portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients, employing a discretionary management style that incorporates fundamental analysis, modern portfolio theory, and a long-term trading approach across a broad range of traditional and alternative investment vehicles.

Joshalyn Baca is a financial advisor at HS Wealth Partners with 23 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Cambridge Investment Research Advisors. Baca is also a licensed insurance agent involved in insurance sales and implementation. 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 employs a primarily long-term, fundamental investment approach and manages approximately $397.6 million for around 180 clients.

Lawrence Barnard is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Paul Winkler, Inc. since 2008. He also owns and operates Crown Financial Concepts, where he provides tax consulting and preparation services. Paul Winkler, Inc. offers investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and utilizes modern portfolio theory and multi-factor approaches in portfolio construction.

Spencer Ader is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He is currently with Key Capital Management, Inc., where he has worked since 2022. His prior roles include positions at Foundations Investment Advisors LLC, JLine Financial, Simplicity Wealth, BANK of AMERICA, Merrill, and Shugart Homes. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of technical, fundamental, and modern portfolio theory approaches across various asset classes and manages approximately $393 million in discretionary assets.

Daniel Powers is a CFA® charterholder with 15 years of industry experience. He is currently a financial advisor at Gambit Capital Management, LLC, where he has worked since 2022. Prior to that, he held advisory roles at SNS Financial Group, LLC and its affiliate, Vector Wealth Management, from 2011 through 2022. Outside of his advisory work, Powers is a corporate financial analyst for an agricultural operation and an investor in venture capital entities. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, providing discretionary portfolio management alongside financial planning, coaching, tax preparation, and outsourced CIO consulting. The firm employs a long-term investment philosophy that incorporates fundamental and cyclical analysis, asset allocation, and options strategies tailored to each client, with portfolios that may include derivatives and private placements.

Roleen De Ono is a ChFC® credentialed advisor at Paul Winkler, Inc. with three years of industry experience. Prior to joining the firm, De Ono worked at Deloitte Consulting LLP and BHA Consulting LLC. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and utilizes modern portfolio theory and multi-factor approaches in portfolio construction.