CapWealth Advisors, LLC is a Registered Investment Adviser based in Franklin, Tennessee, established in 2009. The firm offers investment supervisory services emphasizing continuous account supervision for wealth accumulation, with the majority of its business falling under this category. CapWealth also provides financial planning services, including estate planning, retirement planning, and investment portfolio design. Clients can choose discretionary or non-discretionary investment management services. Discretionary accounts grant CapWealth complete authority to manage investments based on client objectives, while non-discretionary accounts require client authorization for transactions. The firm's fee structure is based on a percentage of assets under management, with a minimum account size of $1,000,000. CapWealth does not charge performance-based fees or provide side-by-side management. The firm utilizes fundamental and technical analysis for investment strategies, offering long-term purchases, short-term purchases, option writing, and other strategies. CapWealth recommends establishing brokerage accounts with Charles Schwab & Co. for custody and trading services. The firm has policies in place to ensure best execution, manage conflicts of interest, and comply with regulatory requirements. Clients receive quarterly performance reports and statements from the custodian. CapWealth does not have any financial industry affiliations and has not been involved in material legal or disciplinary proceedings. The firm acts as a fiduciary, placing clients' interests first and maintaining ethical standards through a Code of Ethics.

Abound Wealth Management, LLC is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $787,153,136 of assets under management and employs about 26 people. Abound Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fees for speaking engagements.

Beacon Capital Management, LLC, founded in 2005 and registered as an investment adviser with the SEC in 2015, offers discretionary and non-discretionary investment management services tailored to individual client needs. The firm provides wealth management services to individuals, high net-worth individuals, families, and businesses. Minimum initial account size for portfolio management services is typically $100,000, with fees up to 2.0% of assets under management. Beacon may recommend third-party money managers based on client needs. The firm uses fundamental and technical analysis for investment strategies, including diversified portfolios with low-cost mutual funds, ETFs, individual stocks, and structured notes. Clients may receive financial planning services for fixed fees ranging from $1,200 to $10,000 or hourly fees ranging from $250 to $500. Beacon does not charge performance-based fees, conducts no side-by-side management, and does not engage in cross trades. The firm participates in Fidelity Investments Institutional Program and uses AE Wealth Management, iCapital, and Cause-Way Securities for various services. Beacon does not participate in soft dollar arrangements and does not receive compensation for client referrals. Clients are responsible for proxy voting and making decisions on corporate actions. The firm has no financial conditions that may impair its ability to meet commitments. Beacon has not been involved in legal or disciplinary events related to investment clients.

SageSpring Wealth Partners, a registered investment adviser based in Franklin, Tennessee, has been providing investment advisory services since 2016. The firm offers personalized investment management services based on a percentage of assets under management or fixed fees, with negotiation options available. As of December 31, 2024, the firm had over $6 billion in total discretionary assets under management. Services include investment management, financial planning, and retirement plan consulting. Investment strategies involve fundamental and technical analysis, long-term and short-term purchases, options writing, and mutual funds/ETFs. The firm has a fiduciary duty to act in the best interests of clients and does not accept performance-based fees. Clients have the option to choose their own broker-dealer, but the firm recommends Fidelity for custody services. SageSpring does not have custody of client assets but may have discretion over investment decisions. The firm does not vote on client securities and has no financial conditions that could impair its ability to meet commitments. SageSpring does not charge more than $1,200 in advance or have any bankruptcy history.

Cypress Capital, LLC is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $398,868,300 of assets under management and employs about 11 people. Cypress Capital, LLC uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees and fixed fees.

MRWM Advisors, LLC d/b/a Music Row Wealth Management is a registered investment adviser founded in 2017 and owned by Music Row Wealth Management LLC. The firm offers discretionary investment management services, financial planning, consulting, and pension consulting services. They may recommend third-party advisers and offer private fund investments. The minimum account value to open an account is $500,000. Fees are primarily asset-based, with financial planning fees ranging from $1,000 to $5,000 per annum. The fee schedule for assets under management ranges from 0.60% to 1.25%. The firm does not accept performance-based fees or engage in side-by-side management. They serve individuals, high-net-worth individuals, trusts, estates, business entities, charitable organizations, and pension and profit sharing plans. Investment strategies include fundamental and technical analysis, with risks detailed in the brochure. The firm does not have any disciplinary events, and they do not compensate for client referrals. Clients' accounts are monitored quarterly, and Adviser does not have authority to vote client securities. Adviser has no financial conditions impairing its ability to meet commitments. The brochure is dated January 31, 2025.

Optivise Advisory Services LLC is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $234,504,876 of assets under management and employs about 20 people. Optivise Advisory Services LLC uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees and share in fee paid to sub-advisor, back office clerical and admin.

Premier Private Wealth, LLC is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $226,783,408 of assets under management and employs about 7 people. Premier Private Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

CAP Partners, LLC is a SEC-registered investment advisor established in November 2007, offering personalized investment management and consulting services. Services include financial counseling, financial planning, and asset management. Financial counseling involves analyzing clients' financial circumstances and providing recommendations. Financial planning services cover tax planning, investment analysis, retirement planning, and more. Asset management services are provided on a discretionary basis, managing various securities for clients. CAP Partners charges hourly fees ranging from $100 to $500 for counseling services, flat fees ranging from $500 to $5,000 for financial planning, and asset management fees ranging from 0.50% to 2.00%. The firm does not charge performance-based fees and does not have a minimum account size requirement. Investment analysis methods include fundamental, technical, and cyclical analysis. CAP Partners does not have any disciplinary information to report and does not take custody of client funds. Clients have the option to grant investment discretion to CAP Partners. The firm's privacy policy ensures the confidentiality and security of client information. For more information, visit www.CAP-Partners.com or contact (615) 807-2030.