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.

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.

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.

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.

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.

David Fesmire is a financial advisor at Coordinated Wealth Management, L.L.C. in Hendersonville, TN, with 18 years of industry experience. He holds a Series 65 designation and has been with Coordinated Wealth Management since 2007. In addition to his advisory role, he owns and operates Coverage Solutions Group LLC, a life and health insurance agency where he serves as an employee benefit consultant and broker. Coordinated Wealth Management serves individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Carl Apple is a financial advisor with Apple & Company, Inc. in Nashville, TN, holding the CFP® designation and Series 63 and 65 licenses, with 43 years of industry experience. He has worked at Arete Wealth Management and Crown Capital Securities, LP, and has been with Apple & Company, Inc. since 1978, where he also serves as president, chief investment officer, and chief compliance officer. In addition to his advisory role, he is an insurance agent servicing existing term policies. Apple & Company, Inc. provides comprehensive financial planning and portfolio management for individuals, businesses, and trusts, including retirement, tax, estate, insurance, and college funding strategies. The firm employs a model-based asset allocation approach across equities, fixed income, and alternative investments, serving a high-net-worth client base without formal account minimums and incorporating a broad range of alternative assets in its portfolios.

James Bowman is a CFP® professional with nine years of industry experience. He is the principal advisor at Wave Wealth Planning, LLC, where he has worked since 2017, following prior roles at Northwestern Mutual, Watson Planning, and Origin Financial. Bowman serves on a nonprofit board and chairs its investment committee. Wave Wealth Planning, LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, small businesses, and nonprofit organizations. The firm combines passive index exposure with concentrated individual securities positions, emphasizing fundamental analysis, patience, and a long-term buy-and-hold strategy.

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.

Steven Mcginty is a CFA® charterholder and Series 63 licensee with 15 years of industry experience. He has been the sole advisor at AVA Wealth Management LLC in Nashville, TN since 2010. AVA Wealth Management LLC provides investment management and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities, primarily on a fee basis tied to assets under management. The firm manages client portfolios on a discretionary basis with an investment approach that emphasizes concentrated portfolios of publicly traded equities, bonds, and cash, incorporating security-level research and the use of derivatives in separately managed accounts.

Robert Stinson is a CFP® with 37 years of industry experience and has led Stinson Financial Planning in Nashville, TN since 2002. He holds Series 63 and Series 65 licenses and operates as the sole advisor at his independent firm. Outside of his advisory work, he is involved in bookkeeping and manages investment real estate. Stinson Financial Planning serves individuals and families through financial planning, investment advisory, and portfolio management services. The firm emphasizes appropriate asset allocation using mutual funds, provides regular in-person updates, and offers continuous account access through the Schwab/AdvisorClient portal.

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.