William Adams is a financial advisor at Center Hill Wealth, LLC in Nashville, TN, with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as secretary for G&L Acquisition, LLC, a real estate entity in Tennessee. Center Hill Wealth provides portfolio management and financial planning for individuals, trusts, and corporate clients, including pension and profit-sharing plans. The firm offers retirement plan consulting and blends fundamental and technical analysis with multiple investment strategies, combining individual portfolio management with institutional and retirement-plan services.

Angelo Roman is the principal advisor at Roman Wealth Management, LLC, an independent firm based in Mount Juliet, TN. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including prior roles at Kestra Advisory Services and Ameriprise Financial Services. Roman serves as Board President for the Joe Beretta Heart Foundation, a nonprofit organization. Roman Wealth Management manages approximately $35 million across around 60 client relationships, providing portfolio management and integrated financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, cyclical, fundamental, and technical analysis to guide investment decisions and emphasizes discretionary long-term trading strategies tailored to client goals.

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.

Winston Justice is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at AllianceBernstein L.P. and SageSpring Wealth Partners LLC. Outside of finance, he is the owner and founder of Elixr Coffee Roasters, a chain of coffee shops based in Brentwood, TN. Elevation Point Wealth Partners provides investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across multiple risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors.

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.

Shawna Moore is the principal of Moore Wealth Partners, LLC, an independent advisory firm based in Glendale, AZ. She holds Series 63, 65, and 66 licenses and has nine years of industry experience, including prior roles at Foundations Investment Advisors, Tucker Asset Management, and McKinney Financial Group. Moore is also an owner of Moore Wealth Management LLC, where she offers insurance products including life, annuities, and long-term care. Moore Wealth Partners provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $27.2 million across about 83 accounts. The firm utilizes discretionary asset management primarily through sub-advisors and co-advisors while maintaining oversight and alignment with client risk profiles.

Rohit Padmanabhan is a CFA® charterholder with 17 years of industry experience. He has been with Lotus Asset Management Limited Liability Company since 2015, where he is the sole advisor. The firm provides portfolio management and investment advice to individuals, high-net-worth clients, and charitable organizations. Lotus employs a variety of analytical approaches and investment strategies, including the use of derivatives and digital asset expertise, to deliver tailored portfolio management and due diligence services.

Christian Hermo is the sole advisor at Christian A. Hermo LLC in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. He has worked at HCA as a data analyst since 2022 and previously at PRGX from 2018 to 2022. His firm provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a blend of charting, technical, fundamental, and cyclical analysis. The firm manages all assets in-house, offers discretionary portfolio management, and typically requires clients to use its recommended custodian.

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.

Christopher Vining is a financial advisor at CV Securities Analysis, LLC in Nashville, TN, with six years of industry experience. He holds a Series 65 designation and has worked previously at Applied Economics, LLC, Coker Group, and CBIZ Valuation Group, LLC. Outside of his advisory role, he provides tutoring in Spanish and finance to college students and individuals pursuing financial designations such as the CFA Charter. CV Securities Analysis, LLC offers portfolio management services to individual and high-net-worth clients, focusing on creating customized Investment Policy Statements that address goals, income, tax considerations, and risk tolerance. The firm employs modern portfolio theory and quantitative analysis with an emphasis on long-term positions and options strategies, managing a small client base that includes a notable presence of non-U.S. clients.

Jared Todd is a financial advisor at Veritas Private Wealth Management with 10 years of industry experience. He previously worked for First Trust Advisors, L.P. for a decade before joining his current firm. Jared holds Series 63 and Series 65 licenses. Veritas Private Wealth Management provides discretionary investment management and advisory services to individual, high-net-worth, and corporate clients. The firm combines fundamental and cyclical security analysis with Modern Portfolio Theory principles, using both passive and active investment vehicles, and emphasizes the selection and supervision of outside managers as a core part of its approach.

Philip Watson is a CFP® professional with 21 years of experience in financial advising. He has operated Philip M. Watson Financial Advisors in Franklin, TN since 2001. The firm serves middle-income individuals and families by providing holistic financial planning and investment advisory services focused on tax, estate, retirement, risk management, and small business needs. Philip M. Watson Financial Advisors operates as a fee-only independent firm that does not sell insurance or accept commissions on product recommendations.

Brice Eldredge is a financial advisor at Edgehelm Financial in Nashville, TN, with nine years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial. Eldredge also operates a family office offering concierge-level investment services to a select group of clients. Edgehelm Financial provides investment advisory and financial planning services to individuals and corporate clients, including business management and family office services. The firm serves employer-sponsored retirement plans by preparing investment policy statements, monitoring investments, and offering fiduciary education, using a range of strategies with mostly non-discretionary assets under management.

Christopher Hodges is a CFP® and holds a Series 66 license with seven years of industry experience. He is the sole advisor at Hodges Financial Group, which he founded in 2025. Prior to establishing his firm, Hodges worked at Premier Private Wealth, Commonwealth Financial Network, and LPL Financial. Before his financial career, he held positions at Brute Athletic Apparel and Complete Nutrition. Hodges Financial Group provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and corporations. The firm offers a combination of hourly, project-based, and percentage-of-assets-under-management planning, implementing portfolios using both passive and active funds as well as individual securities tailored to clients' objectives, risk tolerance, and tax considerations.

Robert Bailey is a financial advisor at MoneyPro Wealth Management, LLC with 30 years of industry experience. He previously operated Bailey Financial Management and Insurance Services for 29 years. In addition to his advisory work, he provides life and health insurance services in California, including the sale of fixed annuities and various insurance products. MoneyPro Wealth Management offers investment advisory and financial planning services to individuals and institutional clients such as pension plans, trusts, and charitable organizations. The firm’s approach includes tailored investment strategies using multiple analysis methods and combines portfolio management with active insurance distribution, which is less common among independent advisors.

Gary King is the principal and sole advisor at King Capital Management LLC, an independent registered investment adviser based in Nashville, TN. He holds a Series 65 credential and has 16 years of industry experience. Prior to founding his firm, he worked at Milspec Sales from 2017 to 2020. Outside of his advisory work, he serves on the finance committee for Christ Presbyterian Church in Nashville and occasionally makes personal loans for residential renovations. King Capital Management LLC provides discretionary portfolio management to individual clients, primarily those with investable assets of $1 million or more. The firm employs a moderately tactical investment approach tailored to each client, with active trading during volatile market periods and the option to engage a registered sub-advisor for additional services.