CAP Partners, LLC

Zachary Olinger is a CFP® with 11 years of industry experience, currently serving as an advisor at CAP Partners, LLC since 2018. Prior to joining CAP Partners, he worked at Guardian Life from 2015 to 2018. CAP Partners, LLC is an SEC-registered, multi-member investment adviser that provides personalized investment management, financial planning, and counseling to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm typically employs a long-term, buy-and-hold investment approach combined with fundamental, technical, and cyclical analysis.

Karen Tidwell is a financial advisor with CAP Partners, LLC, holding Series 63, 65, and 66 licenses and 27 years of industry experience. Her career includes positions at Victory Capital Advisers, UBS Financial Services, and Merrill prior to joining CAP Partners in 2017. Outside of her financial services work, she owns and operates a photography business in Spring Hill, Tennessee. CAP Partners, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers personalized investment management, financial planning, and counseling services, employing a generally long-term, buy-and-hold investment approach with fundamental, technical, and cyclical analysis.

Susan Mull is a financial advisor at CAP Partners, LLC in Franklin, TN, holding a Series 65 designation with six years of industry experience. She has been with CAP Partners since 2018 and previously worked with The Shoppes on Main, LLC for nine years. CAP Partners is an SEC-registered investment adviser managing over $220 million in discretionary assets as of January 2025. The firm provides financial counseling, planning, and asset management services to a diverse client base, including individuals, institutions, and government entities, with an investment approach that combines fundamental, technical, and cyclical analysis.

Michael Organ is a Series 66 credentialed advisor with 18 years of industry experience. He has worked at Victory Capital Advisors since 2015 and previously held roles at Compass Advisory Partners LLC and Compass Efficient Model Portfolios, LLC. He is currently a member of the team at CAP Partners, LLC in Franklin, TN. CAP Partners, LLC is an SEC-registered, multi-member investment adviser serving a diverse client base that includes individuals, pension plans, trusts, and charitable organizations. The firm offers personalized investment management with a long-term, buy-and-hold approach, incorporating fundamental, technical, and cyclical analysis in security selection.

Tanya Spiller is a financial advisor at CAP Partners, LLC with 12 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining CAP Partners, she worked at Wells Fargo Clearing for five years. CAP Partners, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary portfolio management with a long-term, buy-and-hold approach, complemented by financial planning and counseling services.

Brendan Easterday is a financial advisor at CAP Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CAP Partners since 2013. His previous roles include positions at Comprehensive Asset Management & Servicing, Inc. and Sourceline LLC. Easterday serves on the board of Deer Run and is a board member of the Premiere Centre Board Owners Association. CAP Partners is an SEC-registered investment adviser managing over $220 million in discretionary assets. The firm provides financial counseling, planning, and discretionary asset management to a diverse client base, employing a long-term, buy-and-hold investment approach combined with ongoing monitoring and discretionary trading.

Jon Mouton is a financial advisor at CAP Partners, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and in various roles outside finance, including at Tech Service Products and Target Co. CAP Partners, LLC is an SEC-registered advisory firm serving a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers personalized investment management with a long-term, buy-and-hold approach, combining fundamental, technical, and cyclical analysis.