John Jerome Williams

Sean Moran is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 65 designation. He has five years of industry experience, including prior roles at Ad Deum Funds and Bull Run Investment Management. Outside of financial advising, Moran enjoys outdoor activities with friends and family and serves on the boards of several nonprofit organizations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through non-discretionary management and third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a range of investment approaches and offers consulting and retirement plan services.

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.

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.

Jason Tate is the principal of Jason Tate Financial Consulting, LLC, an independent firm based in Murfreesboro, Tennessee. He holds the ChFC® designation and Series 63 license, with 12 years of industry experience. In addition to his advisory role, he serves as a personal financial counselor for servicemembers and their families through a government contractor, providing financial education. Jason Tate Financial Consulting primarily offers portfolio management and financial planning services to individual clients, including some high-net-worth individuals and small businesses. The firm manages approximately $22 million across about 120 accounts, using a combination of fundamental and technical analysis to build portfolios mainly consisting of exchange-listed stocks, mutual funds, ETFs, and fixed income without employing margin or leverage.

Sofia Goryn is a CFA® charterholder at Skela Financial in Franklin, TN, with one year of industry experience. She previously worked at RBC Dominion Securities and CIBC Capital Markets. Outside of her advisory role, she was involved with the Open Avenues Foundation. Skela Financial provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, offering discretionary portfolio management alongside third-party managed-account programs tailored to client objectives.