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.

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.

Charlotte Mabry is the sole advisor at Delphi Wealth Management LLC, holding Series 63 and Series 65 licenses with 44 years of industry experience. She previously worked at Mabry-Calvin, LLC for 29 years before founding Delphi Wealth Management in 2020. Delphi Wealth Management primarily serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management as well as hourly financial consulting. The firm focuses on individualized asset allocation and ongoing portfolio monitoring using fundamental, technical, and cyclical analysis, employing a range of investment strategies tailored to client objectives.

Peter Shea is a CFP® professional with 15 years of industry experience. He is the sole advisor at Quantitative Solutions, LLC and has held roles at NAI Nashville and Northwestern Mutual since 2010. Outside of his advisory work, he is involved in commercial real estate brokerage, marketing properties to investors in Brentwood, TN. Quantitative Solutions, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, and small pension and profit-sharing plans, managing approximately $11.45 million on a non-discretionary basis. The firm uses asset-allocation modeling and investment-analysis software to develop investment plans, primarily implementing portfolios with mutual funds and tax-free, fee-only variable annuities, while also offering access to automated wrap-fee programs through third-party platforms.

Blair Garner is a CFP®, CFA®, and holds a Series 65 license with 13 years of industry experience. He has been the sole advisor at Garner Financial Management since 2012. The firm is a fee-only registered investment adviser based in Franklin, TN, serving individuals and business entities, including high-net-worth clients. Garner Financial Management provides personalized portfolio management, retirement rollover guidance, and consulting services on both a flat-fee and hourly basis. The firm uses a blend of fundamental and technical analysis along with long- and short-term trading strategies, managing accounts on discretionary and non-discretionary bases while maintaining a small client roster and a $500,000 new-account minimum.

Hiroshi Goto is a CFA® charterholder with eight years of experience at AllianceBernstein L.P. and three years as principal of Goto Financial Advisory LLC. He provides Social Security Claiming Consulting and contributes to educational materials for the National Association of Registered Social Security Analysts. Goto Financial Advisory LLC is a fee-only independent firm serving primarily Japanese individuals residing in the U.S. The firm offers comprehensive financial planning focused on long-term, passive investment strategies without portfolio management or custody of assets, operating on an hourly or flat-fee basis.

Jon Pinkston is the sole advisor at Blue Kayak Partners, an independent firm based in Franklin, TN. He holds the CFA® designation and Series 63 license, with 17 years of industry experience. Since founding Blue Kayak Partners in 2008, he has focused on discretionary investment management and consulting. Blue Kayak Partners serves high-net-worth individuals, families, foundations, and institutions, managing approximately $21.6 million. The firm employs an asset-allocation approach that combines quantitative models, third-party research, and qualitative judgment to guide portfolio positioning with an emphasis on market risk management and long-term holdings.

Christopher Clark is the sole advisor at Chris A. Clark Insurance Services, LLC in Franklin, TN, holding a Series 66 license with 15 years of industry experience. His prior roles include positions at Hippocratic Financial Advisors and CAC Planning and Insurance Services. Clark founded the CC Advisor Group and The Doctor Team programs in 2018, which focus on holistic financial planning for physicians in collaboration with other professionals. CAC Planning and Insurance Services provides financial planning and investment consulting primarily to individuals, families, and physicians. The firm emphasizes written financial plans and long-term, asset-allocation-based advice without ongoing portfolio management or custody of client assets.

Steven Nelson is a CFP® with 22 years of industry experience and the sole advisor at Steven C. Nelson, CFP in Franklin, TN. He has owned and operated his firm since 2002. Outside of advisory services, he is licensed to sell insurance products and continues to act as an insurance agent. His firm provides discretionary portfolio management and financial planning primarily for individual clients, focusing on taxable accounts, IRAs, 403(b)s, education accounts, and trust accounts. The investment approach uses a rules-based, tactical strategy incorporating historical norms, momentum, and mean-reversion analyses across a curated selection of mutual funds, with portfolios managed on a discretionary basis and reviewed regularly.

Belinda Leslie is the sole advisor at Belinda Leslie A Registered Investment Adviser, Inc. in Franklin, TN, with 21 years of industry experience. She holds Series 63 and Series 66 designations and has operated her independent advisory firm since 2000. Outside of her financial advisory work, she performs as a mezzo soprano with the Nashville Opera Association once a year. Her firm provides investment advisory and financial planning services primarily to individual and high-income clients, as well as certain pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis to tailor investment advice and manages accounts predominantly on a non-discretionary basis.

Toby Green is a financial advisor at Tennessee Wealth Management in Franklin, TN, with 20 years of industry experience. He holds the Series 66 designation and has been with Tennessee Wealth Management since 2008. Tennessee Wealth Management provides personalized investment advisory and financial planning services to individuals and institutional clients, including pension and profit-sharing plans. The firm’s investment approach is based on asset allocation informed by Modern Portfolio Theory and includes discretionary and non-discretionary portfolio management, with a notable focus on pension consulting services for institutional clients.

Brock Love is a financial advisor at Southern Capital Partners, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Northwestern Mutual in various capacities. Outside of his advisory role, he is also the owner of Multiply Insurance Group, LLC, where he is involved in insurance product sales. Southern Capital Partners provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals and high-net-worth clients. The firm’s investment approach combines fundamental, technical, charting, and cyclical analysis, tailoring portfolios to client objectives and risk tolerance.

Tim brings over 15 years of industry experience. He graduated from Miami University with a Finance Degree from the Business Honors Program. He spent most of his first 9 years in the industry directly supporting individuals as a financial advisor with Fidelity Investments where he grew his practice to over $500 million. He transitioned to Charles Schwab where he spent the last few years leading a team of advisors where he was responsible for the retail branches for most of Tennessee. He helped grow his team from 17 to over 30 representatives with responsibility for over 80,000 families and households. Tim has always been interested in the FIRE movement (Financial Independence/Retire Early). However, as he reached the mid-point of his career he decided that he really enjoys working, helping people achieve their goals, and that he could have the most valuable impact working with a small group of people. He left Charles Schwab to found Nashville Finacial Planning in August of 2023 as it would be the perfect time to bring his 15+ years of experience to helping people for the next 15-20 years. Given his experience at two of the largest firms in the industry he has seen how much money people can pay in fees, and how a lot of advisors are incentivized to continue growing while neglecting a portion of their clients. Nashville Financial Planning was not only founded to help solve these two challenges (fixed fee and limited client base), but the true independent model gives a lot more flexibility to help people in areas of their financial life where they need it most in an unbiased way.

Claude Carmichael is a CFA® charterholder with 29 years of industry experience. He has been with Carmichael Capital, Inc. since 1993 and is a principal at Carmichael Creel Investments in Franklin, TN. Carmichael Creel Investments provides portfolio management services to individuals, corporate pensions, retirement accounts, trusts, and estates. The firm employs a value-oriented investment approach focused on fundamental analysis and incorporates exchange-traded options within separately managed accounts, a practice used by only a minority of similar firms.

Michael Taylor is the sole advisor at Taylor Financial Management, LLC in Franklin, TN, with 11 years of industry experience. He holds a Series 65 designation and has managed his independent firm since 2012. Taylor is also a licensed accountant, although his CPA license is currently inactive and he does not provide accounting services to clients. Taylor Financial Management, LLC offers discretionary portfolio management tailored to individuals, including high-net-worth clients, as well as corporations and business entities. The firm emphasizes fundamental analysis and a long-term trading orientation, focusing primarily on growth equity securities alongside mutual funds, ETFs, and inflation-protected bonds for diversification.

David Strnad is a financial advisor at Rowe Consulting Group, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Chapwood Capital Investment Management and Wells Fargo Advisors. Outside of his advisory role, he serves as CEO of Ranch View Consulting, Inc., a consulting business based in Franklin, TN. Rowe Consulting Group provides investment consulting and advisory services to mid-market retirement plans, endowments, foundations, and individual clients, utilizing a proprietary domestic equity rotation methodology and a fee-only, fiduciary approach.

Joshua Self is a financial advisor at Ridgeline Wealth Advisors, LLC with 24 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ridgeline Wealth Advisors since 2016, following prior roles at Envision Wealth Planning and Penn Mutual Life Insurance Company. Outside of his advisory work, he is involved in credit card processing services for businesses, assisting in reducing transaction fees. Ridgeline Wealth Advisors is an SEC-registered firm serving individuals, retirement plan sponsors, trusts, and charitable organizations. The firm offers asset management, financial planning, retirement plan services, and tax preparation through affiliated CPAs, employing a long-term, diversified investment approach supported by technology platforms for portfolio administration and coordination.

Jackson Calvin is a financial advisor at Sage Investment Counsel with five years of industry experience. He holds a Series 65 credential and has worked at Sage Investment Counsel since 2020. Outside of his advisory role, he is a member of Gunn Land Management LLC, a family farm holding company. Sage Investment Counsel provides investment management, financial planning, and performance-measurement services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a long-term, concentrated portfolio approach and offers discretionary and non-discretionary management, third-party monitoring, and consulting services, including a negotiated performance-fee program for qualified portfolios.

Jonathan Henderson is a financial advisor at Sage Investment Counsel with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates and Sii. In addition to his advisory role, Henderson is also licensed as an insurance broker and practices as an attorney. Sage Investment Counsel provides investment management and financial planning services to individuals, retirement plans, trusts, charities, and businesses. The firm employs a long-term, concentrated portfolio approach with the use of mutual funds, ETFs, fixed income, and derivatives, and offers a performance-based fee program for qualified portfolios.

Isabel Potter is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Greatdane Investment LLC. Her prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Morton Capital. Greatdane Investment LLC provides investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset allocation and diversification, utilizing ETFs, mutual funds, and other securities, with formal portfolio reviews conducted at least quarterly.