Applied Capital LLC

Cannon Pace is a financial advisor with Applied Capital LLC in Nashville, TN, holding a Series 65 designation and three years of industry experience. Prior to joining Applied Capital in 2022, his background includes roles outside the financial sector and periods as a full-time student. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning, managing approximately $293 million in assets through diversified portfolios that emphasize asset allocation and market-cap weighted index strategies.

Timothy Cantrell is a financial advisor with Applied Capital LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Northwestern Mutual Investment Management from 2013 to 2015. Outside of his advisory role, he owns a business entity called Cantrell and Associates, which handles staff payments. Applied Capital LLC provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm focuses on long-term asset allocation and diversification, using mutual funds, ETFs, equities, bonds, and select alternative investments, while integrating estate-planning tools and offering collaborative financial planning services.

Heather Berry is a financial advisor at Applied Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Applied Capital, she worked in various roles including positions at Immanual Baptist Church, Rock City Complete Fitness, Alcon Vision Care, and CooperVision. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning through fee-for-service and full-service models. The firm manages approximately $293 million in discretionary assets, emphasizing asset allocation and diversification with market-cap weighted index strategies and offers multi-tiered planning engagements that can coordinate with outside specialists.

Bradley Raines is a financial advisor with Applied Capital LLC in Little Rock, Arkansas, holding a Series 66 designation and 18 years of industry experience. He has been with Applied Capital since 2012. In addition to his advisory role, Raines is a licensed independent insurance agent specializing in fixed insurance sales. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning, managing approximately $293 million in assets through diversified portfolios that emphasize asset allocation and market-cap weighted index strategies.

Lamar Rochell is a financial advisor at Applied Capital LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Cottingham & Butler and Northwestern Mutual. Before entering the financial services field, he held roles in healthcare and education, including positions at the Physical Therapy Institute and the University of Arkansas Monticello. Applied Capital LLC provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm focuses on long-term asset allocation and diversification, employing mutual funds, ETFs, equities, bonds, and select alternative investments, while integrating digital estate-planning tools and multi-tiered financial planning services.

Jesse Johnson is a financial advisor at Applied Capital LLC with one year of experience at the firm. He holds a Series 66 designation and has prior experience with Jackson National Life Distributors, LLC, Equitable Advisors, LLC, and other companies. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning, managing approximately $293 million in assets. The firm emphasizes asset allocation and diversification using market-cap weighted index strategies and offers multi-tiered planning engagements that can coordinate with outside specialists.

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.

David Cleveland is a financial advisor with Applied Capital LLC in Little Rock, AR. He holds a Series 65 designation and has four years of industry experience. Prior to joining Applied Capital, he worked at Goslee & Cleveland PA and currently operates Cleveland Accounting & Consulting. Applied Capital LLC provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients, emphasizing long-term asset allocation and diversification. The firm integrates third-party platforms for estate planning and may utilize alternative investments and securities-backed lending for select clients.

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.