Grayson Garvin

Joel Busboom is a financial advisor at Joel Busboom Financial, LLC in Franklin, TN, with six years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James & Associates and Southport Capital. Outside of advising, he serves as a small group leader in the Army Reserves and owns The Inspired Workplace, a consulting and financial education business. Joel Busboom Financial provides portfolio management and financial planning services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and develops personalized investment policies, managing most accounts on a non-discretionary basis while also offering educational seminars and access to third-party managers.

William Jones is a financial advisor at Boulevard Money LLC in Nashville, TN, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Advisory Services Network, LLC, AXA Advisors LLC, and Kanter Public Relations. Boulevard Money LLC is an independent investment adviser serving individual clients, including high-net-worth households, with discretionary portfolio management and financial planning services. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, tailoring asset allocation to client goals and risk tolerance, and offers planning support for business owners and rental real estate investors.

Sofia Goryn is a CFA® charterholder currently with Skela Financial in Franklin, TN. She has prior experience at RBC Dominion Securities, CIBC Capital Markets, and 74 & West. Sofia also had a role at the Open Avenues Foundation. Skela Financial is a state-registered advisory firm that provides fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach combining fundamental, technical, and cyclical analysis across a broad range of securities and offers discretionary portfolio management as well as third-party managed account programs.

Peter Shea is a CFP® professional with 15 years of industry experience. He is the sole advisor at Quantitative Solutions, LLC and has held roles at NAI Nashville and Northwestern Mutual since 2010. Outside of his advisory work, he is involved in commercial real estate brokerage, marketing properties to investors in Brentwood, TN. Quantitative Solutions, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, and small pension and profit-sharing plans, managing approximately $11.45 million on a non-discretionary basis. The firm uses asset-allocation modeling and investment-analysis software to develop investment plans, primarily implementing portfolios with mutual funds and tax-free, fee-only variable annuities, while also offering access to automated wrap-fee programs through third-party platforms.

Blair Garner is a CFP®, CFA®, and holds a Series 65 license with 13 years of industry experience. He has been the sole advisor at Garner Financial Management since 2012. The firm is a fee-only registered investment adviser based in Franklin, TN, serving individuals and business entities, including high-net-worth clients. Garner Financial Management provides personalized portfolio management, retirement rollover guidance, and consulting services on both a flat-fee and hourly basis. The firm uses a blend of fundamental and technical analysis along with long- and short-term trading strategies, managing accounts on discretionary and non-discretionary bases while maintaining a small client roster and a $500,000 new-account minimum.

Matthew Jones is a financial advisor at Quants Compete with a Series 65 designation and three years of industry experience. He previously worked at Cox Private Capital and has a background that includes roles at Collins Aerospace and Phys 101 LLC. Quants Compete provides discretionary investment management to individuals and small businesses, offering customized portfolios that include stocks, ETFs, bonds, options, and cash-management instruments. The firm uses a client questionnaire and combines technical and fundamental analysis, including EDGAR filings, to guide its non-algorithmic investment strategies and discloses strategy performance while employing derivatives such as options.