CapWealth Advisors, LLC

Hillary Stalker is a financial advisor with CapWealth Advisors, LLC in Franklin, TN, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior experience includes roles at The O.N. Equity Sales Company, Strategic Financial Group, Ohio National Financial Services, and several investment advisory firms. She is also involved in managing vested fixed life insurance renewals. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporate entities with approximately $2.03 billion under management. The firm employs both fundamental and technical analysis within an active management approach, offering discretionary and non-discretionary investment management alongside personalized financial planning.

Jason Krueger is a financial advisor at CapWealth Advisors, LLC in Franklin, TN, with four years of industry experience. He holds a Series 65 designation and previously worked at UBS from 2017 to 2020. CapWealth Advisors is an SEC-registered firm managing approximately $2.03 billion for individuals, charitable organizations, and corporate entities. The firm employs a mix of fundamental and technical analysis with active management strategies, including option writing and alternative investments, and offers personalized financial planning and account customization.

Michael Vaught is a financial advisor at CapWealth Advisors, LLC in Franklin, TN, with three years of industry experience. He holds a Series 65 designation and has been with CapWealth Advisors since 2021. Outside of finance, he has experience working with Dancing Divas and Dudes. CapWealth Advisors is an SEC-registered firm managing approximately $2.03 billion for individuals, charitable organizations, and corporate clients through a team of 12 advisors. The firm employs a mix of fundamental and technical analysis within an active management framework, offering discretionary and non-discretionary investment management alongside individualized financial planning.

Caleb Alexander is a financial advisor at CapWealth Advisors, LLC in Franklin, TN, holding a Series 65 designation. He has six years of industry experience, including roles at LBMC and Wiatr & Associates. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporate clients. The firm manages approximately $2.03 billion across about 1,400 client relationships, utilizing a combination of fundamental and technical analysis within an active management framework that includes option writing and alternative investments.

Timothy Pagliara is a financial advisor at CapWealth Advisors, LLC in Franklin, TN, with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with CapWealth Advisors since 2009. Prior to this, he was involved with CapWealth Insights, LLC for eight years. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporate clients. The firm manages approximately $2.03 billion through a team of 12 advisors and employs a mix of fundamental and technical analysis with active management strategies, including option writing and investments in alternative vehicles.

Ryan Hitt is a financial advisor with CapWealth Advisors, LLC in Franklin, TN, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with CapWealth Advisors and its related entity, CapWealth Investment Services, since 2009. CapWealth Advisors is an SEC-registered firm managing approximately $2.03 billion for individuals, charitable organizations, and corporate clients. The firm employs a combination of fundamental and technical analysis within an active management framework, offering discretionary and non-discretionary investment management alongside customized financial planning.

Blake Harrison is a PFS™ credentialed advisor with CapWealth Advisors, LLC in Franklin, TN. He has 11 years of industry experience, including 10 years at LBMC, PC and one year at CapWealth Advisors. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporations with approximately $2.03 billion under management. The firm employs a team-based approach, combining fundamental and technical analysis and active management strategies to provide investment management and financial planning services.

Jennifer Horton is a financial advisor at CapWealth Advisors, LLC in Franklin, TN, with 15 years of industry experience. She holds Series 63 and Series 65 designations and has been with CapWealth Advisors and its affiliated entity since 2010. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporate clients, managing approximately $2.03 billion across about 1,400 relationships. The firm employs a team-based approach that combines fundamental and technical analysis within an active management process, offering discretionary and non-discretionary investment management alongside individualized financial planning.

Phoebe Venable is a CFA® charterholder with over 22 years of experience in the financial industry. She has been with CapWealth Advisors, LLC since 2011. CapWealth Advisors is an SEC-registered advisory firm serving individuals, charitable organizations, and corporate clients. The firm manages approximately $2.03 billion across roughly 1,400 client relationships, employing a mix of fundamental and technical analysis alongside active management strategies that include option writing and allocations to alternative investments.

Michael Shahan is a CFP® with seven years of industry experience, currently serving as a financial advisor at CapWealth Advisors, LLC. His prior experience includes roles at SageSpring Wealth Partners, Dobyns Wealth Team, and Raymond James Financial Services, among others. CapWealth Advisors is an SEC-registered firm managing approximately $2.03 billion for individuals, charitable organizations, and corporate clients. The firm employs active management strategies combining fundamental and technical analysis, providing both discretionary and non-discretionary investment management alongside customized financial planning.

Tracy Olive is a financial advisor at CapWealth Advisors, LLC in Franklin, TN, holding Series 63 and Series 65 credentials with 28 years of industry experience. She has been with CapWealth Advisors and CapWealth Investment Services since 2010. CapWealth Advisors is an SEC-registered firm serving individuals, charitable organizations, and corporate entities, managing approximately $2.03 billion across about 1,400 client relationships. The firm employs an active investment management approach combining fundamental and technical analysis, employing strategies such as option writing and allocations to alternative investments.

Drew O’Connor is a CFA® charterholder with 10 years of industry experience. He has been with CapWealth Advisors, LLC since 2020 and previously worked at UBS Financial Services and several Cetera-affiliated firms. CapWealth Advisors is an SEC-registered firm managing approximately $2.03 billion across about 1,400 client relationships. The firm serves individuals, charitable organizations, and corporate entities, employing a combination of fundamental and technical analysis with active management strategies, including option writing and alternative investments.