Kurt Alexander Stabel

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.

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.

Peter Shea is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He is the principal of Quantitative Solutions, LLC, an independent registered investment adviser based in Franklin, Tennessee. Prior to founding his firm, he held roles at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is also involved in commercial real estate brokerage with NAI Nashville. Quantitative Solutions, LLC serves individual clients, including high-net-worth individuals, and small pension and profit-sharing plans by providing financial planning and portfolio management services. The firm emphasizes quantitative analysis and portfolio optimization, implementing strategies primarily through mutual funds and fee-only variable annuities, and uses third-party platforms to facilitate automated rebalancing and tax-loss harvesting.

Blair Garner is a Certified Financial Planner® (CFP®) and Chartered Financial Analyst (CFA®) with 14 years of experience in financial advisory. He has operated Garner Financial Management, an independent firm based in Franklin, TN, since 2012. Garner Financial Management is a fee-only registered investment adviser serving individuals and business entities, including high-net-worth clients. The firm offers personalized portfolio management and consulting services, utilizing both fundamental and technical analysis along with a mix of long-term and short-term trading strategies tailored to client objectives.

Philip Watson is a CFP® professional with 21 years of experience in financial advising. He has operated Philip M. Watson Financial Advisors in Franklin, TN since 2001. The firm serves middle-income individuals and families by providing holistic financial planning and investment advisory services focused on tax, estate, retirement, risk management, and small business needs. Philip M. Watson Financial Advisors operates as a fee-only independent firm that does not sell insurance or accept commissions on product recommendations.

Hiroshi Goto is a CFA® charterholder and founder of Goto Financial Advisory LLC with two years of industry experience. He previously worked for eight years at AllianceBernstein L.P. Hiroshi Goto is a Registered Social Security Analyst and provides Social Security Claiming Consulting, including educational material development for the National Association of Registered Social Security Analysts. Goto Financial Advisory LLC offers fee-only financial planning primarily to Japanese individuals living in the U.S. The firm focuses on comprehensive financial plans with an emphasis on a long-term, passive investment approach and operates on an advice-only model without portfolio management or asset custody.