Todd Hukill is a financial advisor with Legacy Path Advisors LLC in Gallatin, Tennessee. He holds Series 65 and Series 66 designations and has nine years of industry experience. His prior work includes roles at SUNTRUST Investment Services and UBS Financial Services. He also has 18 years of involvement with the Tennessee District Council of the Assemblies of God, Inc. Legacy Path Advisors provides financial planning and discretionary investment management primarily to ministers, pastors, church employees, and other ministry professionals. The firm focuses on clergy-specific financial issues and employs a strategic asset allocation approach using low-cost, diversified index ETFs and model portfolios.

William Adams is a financial advisor at Center Hill Wealth, LLC in Nashville, TN, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as secretary for G&L Acquisition, LLC, a real estate company based in Tennessee. Center Hill Wealth provides investment advisory services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm combines fundamental and technical analysis with sector research and both long- and short-term trading strategies, while also offering retirement plan consulting and oversight of third-party money managers.

Angelo Roman is the principal advisor at Roman Wealth Management, LLC, an independent firm based in Mount Juliet, TN. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including prior roles at Kestra Advisory Services and Ameriprise Financial Services. Roman serves as Board President for the Joe Beretta Heart Foundation, a nonprofit organization. Roman Wealth Management manages approximately $35 million across around 60 client relationships, providing portfolio management and integrated financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, cyclical, fundamental, and technical analysis to guide investment decisions and emphasizes discretionary long-term trading strategies tailored to client goals.

Rohit Padmanabhan is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has been with Lotus Asset Management Limited Liability Company in Nashville, TN since 2015. Lotus Asset Management provides comprehensive financial advisory services combining investment management, financial planning, held-away account management, and due diligence on alternative and private investments. The firm serves individuals, high-net-worth clients, and charitable organizations, managing portfolios using a diverse range of analysis methods and investment options including mutual funds, ETFs, private placements, and digital assets.

Christian Hermo is the sole advisor at Christian A. Hermo LLC in Nashville, TN, holding a Series 66 credential with 17 years of industry experience. His work history includes roles at HCA, where he is also employed as a data analyst, and PRGX. Christian A. Hermo LLC provides portfolio management and financial planning services for individual and high-net-worth clients, employing a strategy that integrates fundamental, technical, and cyclical analysis with both long- and short-term trading and options-writing. The firm maintains a small client base, manages all assets internally, and requires clients to use its recommended custodian.

Christopher Vining is a financial advisor at CV Securities Analysis, LLC in Nashville, TN, with six years of industry experience. He holds a Series 65 designation and has worked previously at Applied Economics, LLC, Coker Group, and CBIZ Valuation Group, LLC. Outside of his advisory role, he provides tutoring in Spanish and finance to college students and individuals pursuing financial designations such as the CFA Charter. CV Securities Analysis, LLC offers portfolio management services to individual and high-net-worth clients, focusing on creating customized Investment Policy Statements that address goals, income, tax considerations, and risk tolerance. The firm employs modern portfolio theory and quantitative analysis with an emphasis on long-term positions and options strategies, managing a small client base that includes a notable presence of non-U.S. clients.

Christopher Hodges is a CFP® and holds a Series 66 license with eight years of industry experience. He founded Hodges Financial Group in 2025 after working at Premier Private Wealth, Commonwealth Financial Network, and LPL Financial. Prior to his financial services career, he gained experience in the retail and nutrition sectors. Hodges Financial Group provides discretionary investment management and a range of financial planning services to individuals, high-net-worth clients, and corporations. The firm operates with a single advising principal, offering both ongoing and project-based planning engagements and implementing portfolios using a mix of passive and active investments tailored to clients’ objectives, risk tolerance, and tax considerations.

Daniel Alfi is a financial advisor at Fifr with a Series 65 designation and four years of industry experience. His prior roles include positions at Fractal Software, ICONIQ Capital, and Morgan Stanley & Co LLC. Fifr is an independent firm serving individuals, families, high-net-worth clients, trusts, and private foundations through a subscription-based Financial Wellness service that combines financial planning tools, portfolio management, and tax services. The firm emphasizes long-term, tax-efficient investment strategies using low-cost index funds and ETFs and operates on a subscription model rather than charging percentage-of-assets fees.

Maxim Turchan is a financial advisor at Wheatfield Wealth Management, LLC, holding a Series 65 credential with less than one year of industry experience. His prior work includes roles at Amazon.com Services LLC, Velocity Risk Underwriters, LLC, Vanderbilt University Medical Center, and Vanderbilt University. He also operates Turchan Consulting Group, LLC. Wheatfield Wealth Management is a newly formed advisory firm that has applied for registration and plans to offer discretionary and non-discretionary investment management, flat-fee financial planning, and hourly plan review services. The firm intends to serve primarily individual and high-net-worth clients with diversified portfolios guided by modern portfolio theory.

Gary King is the principal and sole advisor at King Capital Management LLC, an independent registered investment adviser based in Nashville, TN. He holds a Series 65 credential and has 16 years of industry experience. Prior to founding his firm, he worked at Milspec Sales from 2017 to 2020. Outside of his advisory work, he serves on the finance committee for Christ Presbyterian Church in Nashville and occasionally makes personal loans for residential renovations. King Capital Management LLC provides discretionary portfolio management to individual clients, primarily those with investable assets of $1 million or more. The firm employs a moderately tactical investment approach tailored to each client, with active trading during volatile market periods and the option to engage a registered sub-advisor for additional services.

David Fesmire is a financial advisor at Coordinated Wealth Management, L.L.C. in Hendersonville, TN, with 18 years of industry experience. He holds a Series 65 designation and has been with Coordinated Wealth Management since 2007. In addition to his advisory role, he owns and operates Coverage Solutions Group LLC, a life and health insurance agency where he serves 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 and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Carl Apple is a CFP® professional with 44 years of industry experience, currently serving as the sole advisor at Apple & Company, Inc. in Nashville, TN. He has worked at Arete Wealth Management and Crown Capital Securities, LP, and has been with Apple & Company since 1978. In addition to his advisory role, he also acts as an insurance agent servicing existing term policies. Apple & Company, Inc. manages approximately $61.8 million for about 86 clients, providing fee-for-service financial planning and discretionary asset management to individuals, businesses, and trusts. The firm employs a model-driven asset allocation approach through its Apple Management Program, incorporating equities, fixed income, and a range of alternative investments, often working with high-net-worth or accredited investors without formal account minimums.

James Bowman is a CFP® professional with nine years of industry experience. He is the principal advisor at Wave Wealth Planning, LLC, where he has worked since 2017, following prior roles at Northwestern Mutual, Watson Planning, and Origin Financial. Bowman serves on a nonprofit board and chairs its investment committee. Wave Wealth Planning, LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, small businesses, and nonprofit organizations. The firm combines passive index exposure with concentrated individual securities positions, emphasizing fundamental analysis, patience, and a long-term buy-and-hold strategy.

Steven Mcginty is a CFA® charterholder with 16 years of experience in the financial industry. He has been the sole advisor at AVA Wealth Management LLC in Nashville, TN, since 2010. AVA Wealth Management is an independent advisory firm offering fee-based investment management and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and small businesses. The firm focuses on concentrated portfolios based on fundamental research and incorporates listed options and other fixed-income instruments with tax considerations in its investment process.

Chris Stevens is a CFP® and holds a Series 66 license. He is the sole advisor at Stevens Investment Counsel LLC and has prior experience at CapWealth Advisors, LLC and Bank of America, totaling over 17 years in the financial industry. Stevens Investment Counsel LLC serves individuals, high-net-worth clients, charitable organizations, and businesses with asset management and financial planning services. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and quantitative analysis, and offers financial planning at no additional charge alongside its advisory services.

Robert Stinson is a CFP® with 37 years of industry experience and has led Stinson Financial Planning in Nashville, TN since 2002. He holds Series 63 and Series 65 licenses and operates as the sole advisor at his independent firm. Outside of his advisory work, he is involved in bookkeeping and manages investment real estate. Stinson Financial Planning serves individuals and families through financial planning, investment advisory, and portfolio management services. The firm emphasizes appropriate asset allocation using mutual funds, provides regular in-person updates, and offers continuous account access through the Schwab/AdvisorClient portal.

Robert Brewer is a financial advisor with Brewer Financial Strategies in Nashville, TN, holding a Series 66 designation and 11 years of industry experience. Prior to founding his current firm in 2023, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2022, followed by a one-year tenure at Arrow Alliance, LLC. Outside of his advisory work, he is involved in property management through ownership of a real estate business. Brewer Financial Strategies is a fee-only registered investment adviser serving individuals, high net-worth clients, and charitable organizations. The firm provides discretionary investment management and financial planning services, utilizing a mix of fundamental and cyclical analysis to build portfolios focused on asset allocation and long-term holdings.

Nicholas Palmer is a financial advisor at Palmer Wealth Planning in Nashville, TN, with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and the Kappa Alpha Order Educational Foundation. Palmer Wealth Planning serves individual clients, including some high-net-worth households, as well as employer-sponsored pension and profit-sharing plans. The firm employs a primarily passive investment approach based on modern portfolio theory, supplemented by fundamental and technical analysis, and offers discretionary management alongside financial planning and pension consulting services.

John Poole is a financial advisor based in Hermitage, Tennessee, with 37 years of industry experience. He has been operating his independent practice, John A. Poole - Financial Advisor, since 2006 and also runs Mr. Tax of America, a tax preparation business. His firm provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes nondiscretionary advice and integrates financial planning with portfolio management using primarily no-load or low-load mutual funds and ETFs.

Philip Rutterer is the sole advisor at Rutterer Planning, an independent firm based in Nashville, TN. He holds the CFP® designation along with Series 63 and Series 65 licenses and has eight years of industry experience. Prior to founding Rutterer Planning in 2021, he worked at TrustCore Financial Services, Inc. and was self-employed for five years. Rutterer Planning provides discretionary investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs a modern portfolio theory approach, focusing on low-cost, tax-efficient portfolios using passive index mutual funds and ETFs, and emphasizes a high assets-per-client profile.