Kate Elizabeth Lunn

Jacob Gardner is a CFP® with eight years of industry experience, currently serving as a financial advisor at Defining Wealth in Franklin, TN. He has held multiple roles within Defining Wealth’s affiliated entities since 2023 and previously worked at Silver Oak Securities, Inc., Tfo Tdc, LLC, Washington Avenue Advisors, and Jackson National Life Distributors LLC. Gardner is also a co-founder and managing member of two insurance agencies affiliated with Defining Wealth. Defining Wealth Partners serves individual and high-net-worth clients and small businesses, providing financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach with an emphasis on low-cost, tax-aware implementation using ETFs, mutual funds, equities, fixed income, and institutional sub-advisers.

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 principal advisor at Roman Wealth Management, LLC, an independent firm based in Mount Juliet, TN. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including prior roles at Kestra Advisory Services and Ameriprise Financial Services. Roman serves as Board President for the Joe Beretta Heart Foundation, a nonprofit organization. Roman Wealth Management manages approximately $35 million across around 60 client relationships, providing portfolio management and integrated financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, cyclical, fundamental, and technical analysis to guide investment decisions and emphasizes discretionary long-term trading strategies tailored to client goals.

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.

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.