David Lawrence Bachman

Timothy Cantrell is a financial advisor with Applied Capital LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He worked at Northwestern Mutual Investment Services, LLC from 2013 to 2015 before joining Applied Capital in 2015. Cantrell is also involved with Cantrell and Associates, a non-investment-related business entity he owns. Applied Capital LLC provides discretionary investment management and financial planning services mainly to individual and high-net-worth clients. The firm focuses on long-term asset allocation and diversification utilizing mutual funds, ETFs, equities, bonds, and select alternative investments, while integrating digital estate-planning tools and multi-tiered financial planning options.

Henry is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 7, 63, Series 65 licenses (and CFP designation). He has nine years of industry experience. He serves as Treasurer and Board Member of the nonprofit’s Blind Early Services TN and Autism Career Training. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.

William Adams is a financial advisor at Center Hill Wealth, LLC in Nashville, TN, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as secretary for G&L Acquisition, LLC, a real estate company based in Tennessee. Center Hill Wealth provides investment advisory services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm combines fundamental and technical analysis with sector research and both long- and short-term trading strategies, while also offering retirement plan consulting and oversight of third-party money managers.

Angelo Roman is the owner and sole advisor at Roman Wealth Management, LLC, an independent registered investment adviser. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including roles at Ameriprise and Wells Fargo Clearing. Roman serves as Board President for the Joe Beretta Heart Foundation, a nonprofit organization. Roman Wealth Management provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations, managing approximately $34.6 million across 78 client relationships. The firm emphasizes individualized Investment Policy Statements and employs a long-term investment approach focused on individual equities alongside mutual funds, fixed income, and ETFs.

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 work includes roles at AXA Advisors LLC and Advisory Services Network, LLC. Boulevard Money LLC is an independent, state-registered advisory firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm employs a primarily passive investment approach using index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis for sector and holding selection, and it offers wrap fee program services uncommon for a firm of its size.

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.