Angelo Roman is the owner and sole advisor of Roman Wealth Management, LLC, an independent registered investment adviser based in Mount Juliet, Tennessee. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Prior to founding his current firm, Roman worked at Ameriprise and Wells Fargo Clearing. He serves as the Board President for the Joe Beretta Heart Foundation, a nonprofit organization. Roman Wealth Management provides ongoing portfolio management and integrated financial planning primarily to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes long-term investment strategies focused on individual equities, supported by mutual funds, fixed income, and ETFs, and incorporates multiple analytical methods in managing accounts.

David Fesmire Sr. is the sole advisor at Coordinated Wealth Management, L.L.C. in Hendersonville, TN, holding a Series 65 designation with 19 years of industry experience. He has been with Coordinated Wealth Management since 2007 and previously worked at Coverage Solutions Group LLC, a life and health insurance agency he owns and operates as an employee benefit consultant and broker. Coordinated Wealth Management serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing fundamental analysis and ongoing portfolio review.

John Poole Jr. is a financial advisor with John A. Poole - Financial Advisor in Hermitage, TN, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has operated his current advisory practice since 2006 and concurrently runs Mr. Tax of America since 1989. The firm provides comprehensive financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. It offers tailored investment programs often managed on a discretionary basis, using primarily no-load or low-load mutual funds and ETFs, and emphasizes a fee-only advisory model without affiliations to product sellers.

Scott Davis is a financial advisor at Family Tree Wealth Advisors, LLC, based in Mt Juliet, TN, with 20 years of industry experience. He has held the Series 63 designation and worked previously at Edward Jones from 2006 to 2011 before founding his current firm in 2011. Family Tree Wealth Advisors serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm employs a holistic, client-tailored approach that integrates extended family information into customized investment policy statements and provides services primarily to a small client base with about $12.35 million in assets under management.

Kirk Meyer is a financial advisor with KG Meyer, PC in Hermitage, TN, holding a Series 65 credential and eight years of industry experience. He has worked at KG Meyer, Inc. since 2018 and has over two decades of service with the DOI-Bureau of Indian Affairs. KG Meyer, PC provides fee-based comprehensive financial planning and investment management for individuals at different career stages as well as pension and profit-sharing plans, trusts, and corporations. The firm uses a diversification-focused, multi-style approach based on Modern Portfolio Theory, with portfolios primarily composed of exchange-traded funds and no-load mutual funds, and publishes a weekly newsletter offering general financial-planning guidance.

Randy Puckett is a financial advisor at Cosey Financial Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and previously worked at Financial Partners Group, LLC from 2013 to 2017. In addition to his advisory role, he is involved in insurance-related activities. 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.

Kenneth Thomas Jr. is a financial advisor with Coast Wealth Management Group, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at multiple firms, including Success Wealth Management LLC and Charter Financial Group. In addition to his advisory role, he is involved in insurance sales through his ownership and agency work with Southern Capital Solutions LLC, M&O Marketing LLC, and Gruening Health and Wealth. Coast Wealth Management Group, LLC provides asset management and financial planning services to individual and business clients, managing approximately $19.65 million across fewer than 100 client relationships. The firm’s investment strategies are based on fundamental analysis, tailored to client goals and risk tolerance, and include both discretionary and non-discretionary account management.

Benjamin Vondrak is a financial advisor at Balanced Plan Financial Investment Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including World Equity Group, Inc. and Integrated Financial Partners and Symbiotic Insurance. He is also involved in the insurance business as a part owner of Symbiotic Insurance Solutions, Inc. Balanced Plan Financial Investment Advisors, Inc. manages approximately $48.8 million primarily for individuals, high-net-worth clients, small businesses, trusts, and estates. The firm offers tailored investment programs based on client objectives and risk tolerances, utilizing a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, and employs derivative strategies and sub-advisor delegation.

Timothy Watson is a financial advisor at Finwell, Inc. in Nashville, TN, holding a Series 65 designation with seven years of industry experience. He has been with Finwell since 2018 and also serves as CTO of Radical Group, Inc., a technology and media business. Finwell works with individuals and families, including high-net-worth clients, and provides financial wellness services to organizations such as businesses, non-profits, and universities. The firm employs a long-term, strategic asset allocation approach based on Modern Portfolio Theory and integrates financial planning with investment management through customized strategies and ongoing portfolio monitoring.

Breanna Stott is a CFP® and holds a Series 66 license with 17 years of experience in the financial industry. She is currently with Finwell, Inc. and also manages Mischief LLC, a venture fund focused on investing in female-founded or focused start-ups. Breanna’s work with Mischief involves capital raising and deployment. Finwell, Inc. serves individuals, families, and various organizations including businesses and universities, offering financial education, customized planning, and wealth management. The firm employs a strategic, long-term investment approach based on Modern Portfolio Theory and integrates financial planning with portfolio management.

Bryan Nelson is a financial advisor with Balanced Plan Financial Investment Advisors, Inc. He holds the Series 63 and Series 66 licenses and has 19 years of industry experience. Prior to joining Balanced Plan Financial in 2019, he worked at VOYA Financial Advisors and Edward Jones. In addition to his advisory role, he is involved in fixed insurance sales and serves as head of product research and sales trainer at Symbiotic Insurance Solutions. Balanced Plan Financial Investment Advisors, Inc. manages approximately $48.8 million for about 149 clients, including individuals, small businesses, trusts, and estates. The firm offers tailored investment programs that incorporate fundamental, technical, quantitative, and modern portfolio theory methods, and may delegate management to sub-advisors or third-party managers.

Holden Varvel is a CFP® professional with six years of industry experience, currently serving as a financial planner at Vocare Wealth Advisors since 2026. His prior roles include positions at Raymond James Financial Services Advisors and Total Wealth Planning, LLC. Vocare Wealth Advisors provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary managed accounts and written investment strategies that cover estate planning, retirement income, taxes, healthcare, and risk management. The firm emphasizes a client-tailored approach with regular account reviews and allows clients to impose written investment restrictions.

Jeffrey Atchison is a financial advisor with SageGuard Financial Group, LLC, holding a Series 65 designation and 15 years of industry experience. His prior roles include positions at Alphastar Capital Management LLC, Sageguard Investment Advisory Services, and Brookstone Capital Management LLC. Outside of advising, he is the owner of Great Elm Properties, LLC, a property investment business. SageGuard Financial Group provides investment supervisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of strategic and tactical asset allocation across diverse model portfolios and offers educational seminars to prospective clients.

Curtis Henson is a CFP® professional with eight years of industry experience, currently serving at Paul Winkler, Inc. since 2015. He is based in Goodlettsville, TN, and works within a multi-team firm environment. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and uses modern portfolio theory and multi-factor approaches in portfolio construction, while also offering investor education through workshops, podcasts, online courses, and a subscription coaching program.

Dana Brisendine is a financial advisor at HMS Investment Advisors with 19 years of industry experience. He holds a Series 63 designation and has been with HMS Capital Management, LLC since 2009. HMS Investment Advisors provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, as well as charitable organizations, corporations, and insurance companies. The firm uses fundamental analysis across multiple model portfolios, blending various asset classes and offering specialized strategies including options overlays, while also advising on assets not directly managed by HMS.

Lukas Smith is a financial advisor at SageGuard Financial Group, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services and Alphastar Capital Management. In addition to his advisory role, he is a licensed insurance agent and occasionally offers related products to clients. SageGuard Financial Group, LLC provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension plans, and business entities. The firm offers both discretionary and non-discretionary portfolio management, combining strategic and tactical asset allocation across various model portfolios and investment sleeves.

Paul Winkler is a ChFC® credentialed financial advisor with 34 years of industry experience. He has led Paul Winkler, Inc. since 2000. Outside of advising, he authors investment-related books, serves as a therapist at a counseling center, and sits on the Board of Trustees for Trevecca University. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business owners, and corporations. The firm emphasizes investor education through workshops, media content, and coaching programs, implementing portfolios via third-party managers using modern portfolio theory and an efficient-market approach.

Brian Koonce is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Paul Winkler, Inc. since 2019. Outside of advising, he also works as an independent tax preparer and is an Enrolled Agent in Goodlettsville, TN. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporate clients. The firm’s approach incorporates modern portfolio theory and multi-factor analysis, and it primarily co-advises with third-party asset managers for discretionary trading while offering educational resources through workshops, courses, and authored books.

Jeffrey Ward is a financial advisor with SageGuard Financial Group, LLC and holds Series 65 and Series 63 licenses. He has one year of experience in financial advisory and has previously worked in residential real estate sales, serving as president of Realty N Motion Inc. Additionally, Ward is licensed to sell life and health insurance policies and is affiliated with multiple carriers through the Financial Independence Group. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines strategic and tactical asset allocation across various model portfolios and offers educational seminars as part of its client development approach.

James Wood is a CFP® professional with 28 years of experience in the financial industry. He has worked at Paul Winkler, Inc. since 2014 and held prior roles at firms including A Clear Strategy, LLC, Signature Investments, Inc., Sicor Securities Inc, Cambridge Investment Research Advisors, and Osaic FA, Inc. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporate clients. The firm’s approach incorporates modern portfolio theory and multi-factor analysis, typically recommending third-party asset managers for portfolio implementation while offering educational resources such as workshops, online courses, and authored books.