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 at Applied Capital LLC in Nashville, TN, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Applied Capital since 2015. Outside of his advisory role, he is the owner of Cantrell and Associates, a non-investment business entity, and is a licensed insurance agent. Applied Capital LLC serves individual and high-net-worth clients by providing discretionary investment supervisory services and financial planning through fee-for-service and full-service models. The firm manages approximately $293 million in discretionary assets, focusing on asset allocation and diversification with market-cap weighted index strategies and offering multi-tiered planning engagements coordinated with outside specialists.

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 in Little Rock, AR, holding a Series 65 designation. He has prior experience with Cottingham and Northwestern Mutual in investment and insurance services. Before entering the financial industry, he worked in healthcare and education roles, including at the University of Arkansas Monticello and Jefferson Regional Medical Center. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning, emphasizing asset allocation and diversification through model portfolios and market-cap weighted index strategies. The firm manages approximately $293 million in discretionary assets and offers multi-tiered planning engagements that can coordinate with outside specialists.

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 at Applied Capital LLC with three years of industry experience. He holds a Series 65 credential and has worked at Cleveland Accounting & Consulting since 2021 and Goslee & Cleveland PA from 2016 to 2021. Outside of advising, he is involved with Cleveland Accounting & Consulting. Applied Capital LLC serves individual and high-net-worth clients by providing discretionary investment supervisory services and financial planning through fee-for-service and full-service models. The firm manages approximately $293 million in assets, focusing on diversified portfolios using mutual funds, ETFs, equities, and bonds, and offers multi-tiered planning engagements that coordinate with outside specialists.

John Hudson III is a financial advisor at Applied Capital LLC in Nashville, TN, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Applied Capital since 2015. Additionally, he is a licensed insurance agent and receives commissions for 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. The firm emphasizes asset allocation and diversification using primarily market-cap weighted index strategies and offers multi-tiered planning engagements that may coordinate with outside specialists.