Elisabeth L Ervin

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.

Brice Eldredge is a financial advisor with Edgehelm Financial in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Lincoln Financial Advisors from 2016 to 2019 before joining Edgehelm in 2019. Eldredge is also the owner of a family office offering concierge-level investment services for a select group of clients. Edgehelm Financial provides investment advisory and financial planning services to individuals, corporate clients, and employer-sponsored retirement plans. The firm uses a range of strategies, including asset allocation and technical analysis, and offers both discretionary and non-discretionary managed accounts, along with business management and family office services.

Douglas Joyce is the president of Synthesis Advisors, Inc., an independent firm based in Nashville, TN. He holds Series 63 and Series 65 credentials and has 42 years of experience in the financial industry. Prior to founding Synthesis Advisors in 1991, he worked for Wiley Bros, Aintree Capital LLC from 2000 to 2023. Outside of his advisory work, Joyce serves on the investment committee of a real estate fund and is an officer and board member of a textile import and sales company. Synthesis Advisors provides portfolio management to high-net-worth individuals, trusts, and partnerships, primarily serving clients who meet accredited or qualified purchaser standards. The firm focuses on selecting and allocating to external managers rather than individual securities, tailoring strategies to client objectives, and employs performance-based compensation in many client relationships.

Jared Meggs is a financial advisor at Mebanewood Management LLC with a Series 65 credential and 0 years of industry experience. He has been associated with Mebanewood and its related entities since 2025 and has been self-employed since 2015. Mebanewood Management LLC provides investment advisory services to private and institutional clients through various investment vehicles, primarily focusing on discretionary investment management. The firm employs fundamental analysis and strategy-driven programs involving public equity, private investments, derivatives, and leverage, managing accounts according to client objectives and negotiated limitations.

Erik Roberts is the sole advisor at Infinitus Wealth Management LLC in Nashville, TN, holding Series 65 and Series 66 designations with five years of industry experience. He previously worked at Edward Jones for nine years and was involved with RAWIRAQ.COM for ten years. Infinitus Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients and their families. The firm uses multiple methods of analysis and offers tailored portfolios, educational seminars, and modular financial plans with a focus on a broad investible universe including conventional securities, real estate partnerships, and cryptocurrencies.