Matthew Caldwell Ribble

Timothy Cantrell is a financial advisor with Applied Capital LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He worked at Northwestern Mutual Investment Services, LLC from 2013 to 2015 before joining Applied Capital in 2015. Cantrell is also involved with Cantrell and Associates, a non-investment-related business entity he owns. Applied Capital LLC provides discretionary investment management and financial planning services mainly to individual and high-net-worth clients. The firm focuses on long-term asset allocation and diversification utilizing mutual funds, ETFs, equities, bonds, and select alternative investments, while integrating digital estate-planning tools and multi-tiered financial planning options.

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 a financial advisor at Synthesis Advisors, Inc. in Nashville, TN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Synthesis Advisors since 1991 and previously worked at Wiley Bros, Aintree Capital LLC for 23 years. Joyce serves on the investment committee of E P Real Estate Fund LP and holds officer and board roles with Trillium Collection Inc. Synthesis Advisors provides portfolio management primarily to high-net-worth individuals, trusts, and partnerships, focusing on allocating assets among third-party pooled investment vehicles and managers. The firm emphasizes customized strategies tailored to client objectives, using both discretionary and non-discretionary arrangements, and is notable for its use of performance-based compensation and a small advisory staff.

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.