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.

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.

Charlotte Mabry is the sole advisor at Delphi Wealth Management LLC, holding Series 63 and Series 65 licenses with 44 years of industry experience. She previously worked at Mabry-Calvin, LLC for 29 years before founding Delphi Wealth Management in 2020. Delphi Wealth Management primarily serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management as well as hourly financial consulting. The firm focuses on individualized asset allocation and ongoing portfolio monitoring using fundamental, technical, and cyclical analysis, employing a range of investment strategies tailored to client objectives.

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.

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.

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.

Christopher Clark is the sole advisor at Chris A. Clark Insurance Services, LLC in Franklin, TN, holding a Series 66 license with 15 years of industry experience. His prior roles include positions at Hippocratic Financial Advisors and CAC Planning and Insurance Services. Clark founded the CC Advisor Group and The Doctor Team programs in 2018, which focus on holistic financial planning for physicians in collaboration with other professionals. CAC Planning and Insurance Services provides financial planning and investment consulting primarily to individuals, families, and physicians. The firm emphasizes written financial plans and long-term, asset-allocation-based advice without ongoing portfolio management or custody of client assets.

Steven Nelson is a CFP® with 22 years of industry experience and the sole advisor at Steven C. Nelson, CFP in Franklin, TN. He has owned and operated his firm since 2002. Outside of advisory services, he is licensed to sell insurance products and continues to act as an insurance agent. His firm provides discretionary portfolio management and financial planning primarily for individual clients, focusing on taxable accounts, IRAs, 403(b)s, education accounts, and trust accounts. The investment approach uses a rules-based, tactical strategy incorporating historical norms, momentum, and mean-reversion analyses across a curated selection of mutual funds, with portfolios managed on a discretionary basis and reviewed regularly.