Elisabeth 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 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.

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.

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.

Erik Roberts is a financial advisor at Infinitus Wealth Management LLC in Nashville, TN, holding Series 65 and Series 66 licenses with five years of industry experience. His prior work includes a decade at RAWIRAQ.COM and nine years with Edward Jones. Infinitus Wealth Management LLC provides discretionary portfolio management and written financial planning primarily for individual clients and their families. The firm offers tailored investment strategies incorporating cyclical, fundamental, and technical analysis, and includes a broad range of permissible investments such as cryptocurrencies and partnership interests.

Vincent Giannattasio is a financial advisor with A&G Financial Management, LLC in Nashville, TN, holding a Series 66 designation and 21 years of industry experience. He has been with A&G Financial Management since 2009. Outside of his advisory role, he serves as a member of the A&G Foundation, a charitable organization overseeing the distribution of funds. A&G Financial Management provides ongoing investment supervisory services to individuals, high-net-worth clients, and some business entities, managing approximately $38 million across about 146 accounts. The firm employs a discretionary portfolio management approach that incorporates charting, fundamental, technical, and cyclical analysis, using a range of in-house trading strategies including long- and short-term trading, short sales, margin transactions, and options writing.