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 roles include positions at Advisory Services Network, LLC, AXA Advisors LLC, and Kanter Public Relations. Boulevard Money LLC is an independent investment adviser serving individual clients, including high-net-worth households, with discretionary portfolio management and financial planning services. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, tailoring asset allocation to client goals and risk tolerance, and offers planning support for business owners and rental real estate investors.

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 at Edgehelm Financial in Nashville, TN, with nine years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial. Eldredge also operates a family office offering concierge-level investment services to a select group of clients. Edgehelm Financial provides investment advisory and financial planning services to individuals and corporate clients, including business management and family office services. The firm serves employer-sponsored retirement plans by preparing investment policy statements, monitoring investments, and offering fiduciary education, using a range of strategies with mostly non-discretionary assets under management.

Douglas Joyce is the president of Synthesis Advisors, Inc. in Nashville, TN, with 42 years of industry experience. He has worked at Wiley Bros, Aintree Capital LLC since 2000 and has led Synthesis Advisors since its founding in 1991. Joyce serves on the investment committee of E P Real Estate Fund LP and holds officer and board roles in Trillium Collection Inc, a textile imports and sales company. Synthesis Advisors provides portfolio management primarily for high-net-worth and accredited investors by allocating client assets to outside managers of privately administered pooled investment funds. The firm customizes investment strategies based on client objectives and also assists with non-investment financial matters.

Erik Roberts is a financial advisor at Infinitus Wealth Management LLC in Nashville, TN, holding Series 65 and Series 66 licenses with five years of industry experience. His prior work includes a decade at RAWIRAQ.COM and nine years with Edward Jones. Infinitus Wealth Management LLC provides discretionary portfolio management and written financial planning primarily for individual clients and their families. The firm offers tailored investment strategies incorporating cyclical, fundamental, and technical analysis, and includes a broad range of permissible investments such as cryptocurrencies and partnership interests.

Vincent Giannattasio is a financial advisor with A&G Financial Management, LLC in Nashville, TN, holding a Series 66 designation and 21 years of industry experience. He has been with A&G Financial Management since 2009. Outside of his advisory role, he serves as a member of the A&G Foundation, a charitable organization overseeing the distribution of funds. A&G Financial Management provides ongoing investment supervisory services to individuals, high-net-worth clients, and some business entities, managing approximately $38 million across about 146 accounts. The firm employs a discretionary portfolio management approach that incorporates charting, fundamental, technical, and cyclical analysis, using a range of in-house trading strategies including long- and short-term trading, short sales, margin transactions, and options writing.

William Welborn is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Hoskins Financial, LLC in Nashville, TN. His prior roles include working as a contractor for the Tennessee Army National Guard and experience as an extended travel and recreational guide. Outside of his advisory work, he holds an administrative assistant position involving data entry at Hoskins & Co. PC. Hoskins Financial, LLC is an independent advisory firm providing discretionary asset management and financial planning primarily for individuals, high-net-worth clients, trusts, estates, and corporate clients. The firm employs a client-tailored investment approach based on fundamental analysis and modern portfolio theory, with accounts typically reviewed quarterly.

Carter Norvell Jr. is a financial advisor at CN Wealth LLC in Nashville, TN, with one year of industry experience. He holds a Series 65 designation and has previously worked at Norvell Advisors LLC, Equitable Trust Company, and Healthmark Ventures, LLC. CN Wealth is a state-registered investment adviser that provides discretionary wealth management and financial planning to individual clients. The firm manages portfolios using mutual funds, ETFs, individual stocks, and bonds, employing a primarily long-term investment approach combined with customized asset allocations and periodic rebalancing.

Brian Cote is a financial advisor with GPWA, LLC in Nashville, TN, holding Series 63 and Series 65 licenses and offering 25 years of industry experience. He has been with GPWA, LLC since 2014. Outside of his advisory role, Mr. Cote works as a loan broker and consultant for Endurance Strategies, where he assists clients in securing and negotiating various financing solutions. GPWA, LLC serves individuals, small businesses, trusts, estates, charities, and retirement plans, providing ongoing asset management and comprehensive financial and business planning. The firm creates client-specific investment strategies based on fundamental, technical, and quantitative analysis, managing all accounts on a non-discretionary basis.

Donald Greene is a ChFC® credentialed financial advisor with 52 years of industry experience. He has been with Cosey Financial Services, Inc. since 2017 and previously worked at Silver Oak Securities, Inc. from 2014 to 2020. Outside of his advisory role, Greene manages sales and administration for Association Marketing Group, LLC, and owns Don Greene and Associates, focusing on life insurance sales. He is also involved with College Planning Funding Solutions, Inc., assisting in college funding plan design. Cosey Financial Services, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm offers discretionary asset management and financial planning, employing a range of analytical methods and strategies tailored to client objectives, with a notable focus on insurance-related activities and retirement plan consulting.

Timothy Giles is a CFA® charterholder based in Nashville, TN, currently with Hunley Wealth Management LLC. He has been with Hunley Wealth Management and Hunley Insurance LLC since 2025. Prior to his advisory role, he worked as a Business Analyst and Insight Manager at Entertainment Partners, a television and movie production professional services firm. Hunley Wealth Management serves individual and high-net-worth clients as well as retirement plans under ERISA, offering discretionary asset management, financial planning, and consulting. The firm employs a range of analytical methods and may engage third-party managers while maintaining a small client base and no formal account minimum.

Kristopher Miller is a PFS™ credentialed advisor with seven years of industry experience. He has worked at Lexington Financial Life Management, LLC and Lexington Investment Consulting, LLC since 2018, following five years at Crosslin PLLC. Miller is also a partner at TM2 Accounting Solutions, LLC, a Tennessee-registered accounting firm specializing in tax consulting and compliance review. Lexington Investment Consulting, LLC operates as a virtual family office serving high-net-worth and ultra-high-net-worth individuals, families, and various entities. The firm offers investment consulting, portfolio management, financial life planning, and a broad suite of family-office services, employing a goals-based, family-centric methodology tailored to clients’ objectives and risk tolerance.

Thomas Chapman is a financial advisor at Shayne & Jacobs, LLC in Nashville, TN, holding a Series 65 designation with 21 years of industry experience. He has been with Shayne & Jacobs, LLC since 2023 and previously worked at Shayne & Co., LLC for 28 years. Shayne & Jacobs, LLC provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm employs a long-term, concentrated investment approach based on fundamental analysis and manages accounts separately, including certain “special holdings” with limited management in client-restricted cases.

Robert Cantwell is a financial advisor at Upholdings with five years of industry experience. He holds a Series 65 credential and has worked at Upholdings Group LLC since 2019, following five years at Everlane Inc. Upholdings primarily serves high-net-worth individuals through discretionary portfolio management and customized investment solutions, focusing on fundamental bottom-up research, valuation discipline, and risk management. The firm manages approximately $51.3 million in discretionary assets and emphasizes client-specific customization and tax minimization.

James Hackney is a CFP® with 24 years of industry experience and is currently affiliated with Music Row Wealth Management in Nashville, TN. His prior experience includes roles at Northwestern Mutual and leadership positions at MRWM Capital Partners and related entities. Outside of financial advisory, he co-hosts Songwriter Soup LLC, a podcast that interviews music industry professionals. Music Row Wealth Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans with discretionary investment management, financial planning, and consulting services. The firm employs a risk-based, diversified investment approach and sponsors private funds, managing approximately $397 million in discretionary assets.

Charles West is a financial advisor at Rayburn West Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Stifel and Piper Sandler. Rayburn West Financial Services provides wealth management services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm combines investment management with financial planning and offers specialized consulting for business owners on exit readiness and owner transition.

Laura Davis is a CFP®, ChFC®, and holds a Series 63 license with 20 years of industry experience. She currently works at Music Row Wealth Management, where she has been since 2022, following prior roles at Robert Baird & Co., Hilliard Lyons, First Tennessee Bank, and Northwestern Mutual Investment Management. Music Row Wealth Management serves individuals, trusts, estates, business entities, charitable organizations, and pension and profit-sharing plans. The firm employs a risk-based, diversified investment approach and offers discretionary management, financial planning, and consulting services, while also sponsoring and managing private funds.

Maria Hernandez Huerta is a CFP® with six years of industry experience, currently serving as an advisor at Truman Wealth Advisors. Her prior roles include positions at Equita Financial Network, Kaplan North America, Coats Financial Planning, and Hilliard Lyons. She also teaches an Investment Planning course part-time at Kaplan Partner University. Truman Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth and multi-generational families, retirement plans, corporations, and charitable foundations. The firm emphasizes diversified asset allocation and uses multiple third-party tools to support its advisory and operational processes.

William Jacobs is a CFP® and CFA® credentialed advisor with 19 years of industry experience. He is currently with Shayne & Jacobs, LLC, where he has worked since 2023, and previously held roles at Ashlee Patten Group, LLC and Jacobs Investment Management, LLC. Shayne & Jacobs, LLC provides discretionary portfolio management to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a long-term, concentrated investment approach based on fundamental analysis and manages accounts separately, including "special holdings" with limited management.

Dean Toscano is a financial advisor with GPWA, LLC in Nashville, TN, holding a Series 66 designation and 13 years of industry experience. He has been with GPWA since 2015 and also works with MassMutual. Toscano teaches Economics and Personal Finance at Renew Christian Academy in Franklin, TN. GPWA, LLC is a state-registered advisory firm serving individuals, small businesses, trusts, estates, charities, and retirement plans. The firm provides asset management and comprehensive financial planning, using fundamental, technical, and quantitative analysis to create client-specific investment strategies managed on a non-discretionary basis.