Sean Moran is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 65 designation. He has five years of industry experience, including prior roles at Ad Deum Funds and Bull Run Investment Management. Outside of financial advising, Moran enjoys outdoor activities with friends and family and serves on the boards of several nonprofit organizations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through non-discretionary management and third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a range of investment approaches and offers consulting and retirement plan services.

Jason Tate is the principal of Jason Tate Financial Consulting, LLC, an independent firm based in Murfreesboro, Tennessee. He holds the ChFC® designation and Series 63 license, with 12 years of industry experience. In addition to his advisory role, he serves as a personal financial counselor for servicemembers and their families through a government contractor, providing financial education. Jason Tate Financial Consulting primarily offers portfolio management and financial planning services to individual clients, including some high-net-worth individuals and small businesses. The firm manages approximately $22 million across about 120 accounts, using a combination of fundamental and technical analysis to build portfolios mainly consisting of exchange-listed stocks, mutual funds, ETFs, and fixed income without employing margin or leverage.

Larry Crocker is a financial advisor at Retirement Capital Management, LLC with 21 years of industry experience. He holds a Series 63 designation and has been involved with several firms, including Fiduciary Compliance Corporation and Fiduciary Consulting Group, Inc., where he has ownership roles. He is also president of Harvest Capital Management Company, a management consulting business currently inactive. Retirement Capital Management provides investment management, wealth advisory, and consulting services primarily focused on retirement planning, risk management, and portfolio supervision for individuals, families, and institutional clients. The firm employs a diversified, long-term investment approach using strategies such as Modern Portfolio Theory and combines active and passive management across various asset types.

Paul Brown is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently the sole advisor at Clearstone Wealth Management, LLC, an independent firm based in Murfreesboro, Tennessee. His prior experience includes roles at IPI Wealth Management, Inc. and Eagle Peak Capital, Inc. Clearstone Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering comprehensive wealth planning, financial consulting, and discretionary portfolio management. The firm uses a tactical asset allocation strategy focused on ETFs and selected alternative investments, with specialized services for pension and profit-sharing plan clients.

Jason Qualls is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Fortitude Wealth Management in Murfreesboro, Tennessee. He has been with Fortitude Wealth Management since its founding in 2011. Fortitude Wealth Management is a fee-only registered investment adviser that provides financial planning and investment consultation to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm generally employs a long-term investment perspective using fundamental analysis and Modern Portfolio Theory, primarily operating on a non-discretionary basis with clients retaining full control over implementation.

Michael Hull is a CFP® with 40 years of industry experience. He has been the principal advisor at Hull Wealth Management since 2004 and previously worked at Securities Service Network, Inc. from 1997 to 2017. Hull Wealth Management serves individuals, businesses, and trusts with discretionary portfolio management, financial planning, and retirement planning. The firm manages approximately $138.6 million in discretionary assets and employs both active Strategic Allocation and Basic Asset Allocation approaches, using fundamental, technical, charting, and cyclical analysis.

Katherine Edwards is a CFP® and Series 66-registered advisor with 10 years of industry experience. She has worked at MainStreet Financial Planning, Inc. since 2022 and previously held roles at Lokal Design Co., Purshe Kaplan Sterling Investments, and The Adams Chetwood Wealth Management Group. MainStreet Financial Planning, Inc. offers fee-only, advice-only financial planning and consultation to individuals, families, business owners, and nonprofit employers. The firm provides comprehensive planning services, favors a long-term, low-cost passive investing approach, and delivers advice through multi-session planning engagements and educational programs.

Daren Chamblee is a CFP® professional with 16 years of industry experience, currently serving at First Family Wealth in Murfreesboro, TN. His prior experience includes roles at First Advisors National, LLC, Robert Baird & Co., JJB Hilliard WL Lyons LLC, and Edward Jones. First Family Wealth is a state-registered investment adviser managing approximately $87.8 million in discretionary assets. The firm provides portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and charitable organizations, employing a mix of modern portfolio theory and fundamental, technical, and cyclical analysis to construct diversified investment allocations.

Lori Cuneo is a financial advisor at Hull Wealth Management in Murfreesboro, TN, holding a Series 65 designation. She has been with Hull Wealth Management since 2013. Hull Wealth Management serves individuals, businesses, and trusts with discretionary portfolio management, financial and retirement planning, and access to separately managed accounts. The firm manages approximately $138.6 million in assets and employs both active and buy-and-hold investment approaches, providing ongoing account monitoring and periodic reviews.

Benjamin DeFoor is a financial advisor with Soar Financial LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His background includes multiple roles in investment advisory, tax services, and real estate development, as well as ownership in businesses such as Lead Wizards LLC and Nashville CPA LLC. He is also involved in non-investment-related ventures including business development and real estate partnerships. Soar Financial LLC (dba Retirement Plan Advisors) provides investment advisory, financial planning, and retirement-plan consulting services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm offers customized portfolio management using a range of asset classes and serves as a fiduciary for employer plans, with additional services including tax and payroll assistance through its ownership interest in a local CPA firm.

Dana Park is a Series 65-licensed advisor with First Family Wealth in Murfreesboro, Tennessee. Dana has two years of experience in financial advising, having joined First Family Wealth in 2024 after prior roles at AFlac and several title and settlement service firms. First Family Wealth is a state-registered investment adviser managing approximately $87.8 million in discretionary assets. The firm offers portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and charitable organizations, using a combination of modern portfolio theory and fundamental, technical, and cyclical analysis to create diversified investment allocations.

Thomas Chase is a financial advisor at Capital Markets IQ, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Kalos Management and Reliance First Capital. Chase serves on the board of a nonprofit organization, Young Professionals, contributing to monthly professional development and community service activities. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including individual and high-net-worth investors. The firm offers diversified portfolio management, financial planning, and business consulting, utilizing a multi-branch operating model and coordinating with external professionals to deliver comprehensive advice.

Beverly Davis is a financial advisor at Caldwell Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Caldwell Advisors since 2015, concurrently affiliated with LPL Financial since 2007. Caldwell Advisors provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and foundations. The firm employs a combination of fundamental and technical analysis and offers discretionary and non-discretionary investment management alongside ongoing client communication and tax considerations.

Ira Work is a financial advisor at First Financial Coaching, Inc. in Nashville, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including 17 years at Paul Winkler, Inc. and 22 years with Work Financial Group, Inc. Outside of his advisory work, he is the managing partner of Work to Fly LLC, a leasing business. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers primarily non-discretionary investment advice and financial analysis, partnering with a third-party asset manager for discretionary portfolio management while emphasizing investment education and workshops.

Ryen Maitland is a CFP® currently with Q3 Advisors, LLC, located in Murfreesboro, TN, with one year of industry experience. Prior to joining Q3 Advisors, he worked at Thrivent Financial and Thrivent Investment Management Inc., each for one year, and spent eight years at American Family Insurance, Maitland & Associates Agency. Maitland also has experience outside financial services, including a position at DoorDash in 2025. Q3 Advisors provides financial planning and tax-focused consulting services through packaged programs emphasizing retirement, tax, estate, insurance, and employee-benefit planning. The firm operates on fixed-fee engagements without managing client investment portfolios or recommending specific securities.

Alyssa Srey is a financial advisor at Virtue Capital Management, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Kennedy Wealth Design for three years. Outside of advising, she is involved in coaching and training for dentists and insurance advisors through her roles at Impact Holdings Management and Third Box Advisors. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates a multi-team model that includes due diligence on third-party managers and offers client education such as a retirement course.

Heath Randall is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with firms including First Command Advisory Services and TD Ameritrade. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing model strategies and third-party platforms.

Charles Mcdonald is a financial advisor with First Advisors National, LLC in Murfreesboro, TN. He holds a Series 65 designation and has 16 years of industry experience, including his current role at Cherry Investment Advisors, Ltd. since 2010. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to supplement individual securities recommendations.

Robert Atkinson is a Series 65–licensed financial advisor with one year of industry experience, currently with Financial & Tax Architects, LLC. His prior experience includes roles at Farmers Insurance and various church and university positions. Financial & Tax Architects offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary strategies with exchange-traded funds, individual securities, and monthly rebalancing, and also provides retirement-plan consulting, educational seminars, and sub-advisory services to other registered investment adviser firms.

Chad Hamby is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience in mortgage services and investment-related roles, including with Retirement Income Solutions. Hamby has also worked in various capacities outside of finance, including at Amazon DSP and in real estate-related businesses. Sound Income Strategies is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, trusts, and corporations, and emphasizes customized portfolios with a focus on fixed-income analysis and equity review.