CAP Partners, LLC

Zachary Olinger is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at CAP Partners, LLC since 2018 and previously was employed by Park Avenue Securities LLC and Guardian Life Insurance Co from 2015 to 2018. CAP Partners, LLC is an SEC-registered investment adviser managing over $220 million in discretionary assets as of January 2025. The firm serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and government entities, employing a long-term, buy-and-hold investment approach combined with ongoing monitoring and discretionary trading.

Karen Tidwell is a financial advisor with CAP Partners, LLC in Franklin, TN, holding Series 63, Series 65, and Series 66 licenses and bringing 27 years of industry experience. She joined CAP Partners in 2017 after two years at Victory Capital Advisers. Outside of finance, she owns and operates a photography business, 419 Photography, where she provides services and manages bookkeeping. CAP Partners is an SEC-registered investment adviser serving a diverse client base including individuals, institutions, and governmental entities. The firm offers financial counseling, planning, and discretionary asset management with an investment approach that combines fundamental, technical, and cyclical analysis focused on long-term, buy-and-hold strategies.

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 financial advisor at CAP Partners, LLC in Franklin, TN, holding a Series 66 designation with 18 years of industry experience. He has been with Victory Capital Advisors and Victory Capital Management since 2015. CAP Partners is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and various institutional clients. The firm offers financial counseling, planning, and discretionary asset management, utilizing a combination of fundamental, technical, and cyclical investment analysis with a long-term, buy-and-hold approach.

Tanya Spiller is a financial advisor at CAP Partners, LLC in Franklin, TN, holding Series 63, Series 65, and Series 66 licenses with 11 years of industry experience. She has been with CAP Partners since 2014. CAP Partners is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and various institutional clients. The firm combines fundamental, technical, and cyclical investment analysis with a long-term, buy-and-hold approach while providing discretionary asset management.

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 with CAP Partners, LLC in Franklin, TN, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Ameriprise and several companies in various industries. CAP Partners is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, trusts, and institutional entities. The firm employs a multi-advisor team approach and uses a combination of fundamental, technical, and cyclical investment analysis with a long-term, buy-and-hold strategy.