James Bertram

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.

Tyler Beaudoin is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Dirigo Private Wealth. His prior roles include positions at Wells Fargo Clearing Services and Morgan Stanley Private Bank. Dirigo Private Wealth is an independent advisory firm that offers discretionary investment management, financial planning, and sub-advisory services to individuals, high-net-worth clients, and retirement plans. The firm customizes portfolios using client-specific asset allocation and combines fundamental and technical analysis, generally favoring longer-term holdings while allowing shorter-term trades for rebalancing or client needs. It also hosts educational seminars and events for clients and the public.

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.

Grayson Garvin is a CFP® certificant with seven years of experience in financial advising. He is the sole advisor at Arrow Alliance, where he has worked since 2022. Prior to that, he held roles at Dixon Wells and multiple entities affiliated with Southwestern Investment from 2018 to 2022. Before entering the financial industry, he spent six years with the Tampa Bay Rays. Arrow Alliance offers ongoing financial counsel and discretionary wealth management to individuals, families, businesses, trusts, estates, and retirement-plan sponsors. The firm employs a goals-based, long-term asset allocation strategy incorporating various analytical methods and provides services including fixed-fee financial counseling, wrap-fee discretionary management, and detailed retirement-plan consulting.

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.