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.

Jason Tate is the principal of Jason Tate Financial Consulting, LLC, an independent firm based in Murfreesboro, Tennessee. He holds the ChFC® designation and Series 63 license, with 12 years of industry experience. In addition to his advisory role, he serves as a personal financial counselor for servicemembers and their families through a government contractor, providing financial education. Jason Tate Financial Consulting primarily offers portfolio management and financial planning services to individual clients, including some high-net-worth individuals and small businesses. The firm manages approximately $22 million across about 120 accounts, using a combination of fundamental and technical analysis to build portfolios mainly consisting of exchange-listed stocks, mutual funds, ETFs, and fixed income without employing margin or leverage.

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.

Paul Brown is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently the sole advisor at Clearstone Wealth Management, LLC, an independent firm based in Murfreesboro, Tennessee. His prior experience includes roles at IPI Wealth Management, Inc. and Eagle Peak Capital, Inc. Clearstone Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering comprehensive wealth planning, financial consulting, and discretionary portfolio management. The firm uses a tactical asset allocation strategy focused on ETFs and selected alternative investments, with specialized services for pension and profit-sharing plan clients.

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.

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.

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.

David Bradley is the sole advisor at Spectrum Financial Advisors LLC in Brentwood, TN, holding Series 63 and Series 65 designations with 40 years of industry experience. His career includes long tenures at Wells Fargo Advisors and its affiliates, as well as an ongoing insurance practice. Spectrum Financial Advisors LLC serves individual investors and pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting services. The firm’s investment approach integrates fundamental, quantitative, technical, and charting analyses, utilizing both long- and short-term strategies including options, margin, and short sales.

Randall Noel is a financial advisor at Worthview Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC for seven years. He serves on the Finance Committee of the Adventure Science Center, a science museum in Nashville. Worthview Capital Management LLC provides discretionary portfolio management and investment advice primarily to high-net-worth individuals. The firm employs fundamental and cyclical analysis, long-term strategies, and ESG considerations, with a client roster averaging about $1.34 million in assets per account.

Douglas Joyce is the president of Synthesis Advisors, Inc. in Nashville, TN, with 42 years of industry experience. He has worked at Wiley Bros, Aintree Capital LLC since 2000 and has led Synthesis Advisors since its founding in 1991. Joyce serves on the investment committee of E P Real Estate Fund LP and holds officer and board roles in Trillium Collection Inc, a textile imports and sales company. Synthesis Advisors provides portfolio management primarily for high-net-worth and accredited investors by allocating client assets to outside managers of privately administered pooled investment funds. The firm customizes investment strategies based on client objectives and also assists with non-investment financial matters.

Gregory Defelice is the founder of Defelice Capital Management LLC and holds a Series 65 designation. He has 21 years of industry experience and has managed his independent firm since 2002. Defelice Capital Management LLC provides discretionary investment management and financial planning services primarily to individuals and high-net-worth clients, including those served through living trusts. The firm employs tailored portfolio strategies emphasizing capital appreciation with a high tolerance for volatility and typically uses concentrated and leveraged approaches for qualified clients.

Hiroshi Goto is a CFA® charterholder with eight years of experience at AllianceBernstein L.P. and three years as principal of Goto Financial Advisory LLC. He provides Social Security Claiming Consulting and contributes to educational materials for the National Association of Registered Social Security Analysts. Goto Financial Advisory LLC is a fee-only independent firm serving primarily Japanese individuals residing in the U.S. The firm offers comprehensive financial planning focused on long-term, passive investment strategies without portfolio management or custody of assets, operating on an hourly or flat-fee basis.

Jon Pinkston is the sole advisor at Blue Kayak Partners, an independent firm based in Franklin, TN. He holds the CFA® designation and Series 63 license, with 17 years of industry experience. Since founding Blue Kayak Partners in 2008, he has focused on discretionary investment management and consulting. Blue Kayak Partners serves high-net-worth individuals, families, foundations, and institutions, managing approximately $21.6 million. The firm employs an asset-allocation approach that combines quantitative models, third-party research, and qualitative judgment to guide portfolio positioning with an emphasis on market risk management and long-term holdings.