Jacob Gardner is a CFP® with eight years of industry experience, currently serving as a financial advisor at Defining Wealth in Franklin, TN. He has held multiple roles within Defining Wealth’s affiliated entities since 2023 and previously worked at Silver Oak Securities, Inc., Tfo Tdc, LLC, Washington Avenue Advisors, and Jackson National Life Distributors LLC. Gardner is also a co-founder and managing member of two insurance agencies affiliated with Defining Wealth. Defining Wealth Partners serves individual and high-net-worth clients and small businesses, providing financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach with an emphasis on low-cost, tax-aware implementation using ETFs, mutual funds, equities, fixed income, and institutional sub-advisers.

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.

Henry is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 7, 63, Series 65 licenses (and CFP designation). He has nine years of industry experience. He serves as Treasurer and Board Member of the nonprofit’s Blind Early Services TN and Autism Career Training. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.

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 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.

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.

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.

Sofia Goryn is a CFA® charterholder at Skela Financial in Franklin, TN, with one year of industry experience. She previously worked at RBC Dominion Securities and CIBC Capital Markets. Outside of her advisory role, she was involved with the Open Avenues Foundation. Skela Financial provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, offering discretionary portfolio management alongside third-party managed-account programs tailored to client objectives.

Grayson Garvin is a CFP® and Series 66 holder with eight years of experience in the financial industry. He has worked at Arrow Alliance since 2022 and previously held roles at Dixon Wells and Southwestern Investment Group, among others. Prior to his advisory career, he was employed by the Tampa Bay Rays. Arrow Alliance is an independent Tennessee-registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, and estates. The firm employs a goals-based, long-term approach to asset allocation using a mix of public and private investment vehicles and provides fiduciary consulting and discretionary wealth management through wrap-fee programs.

Peter Shea is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He is the principal of Quantitative Solutions, LLC, an independent registered investment adviser based in Franklin, Tennessee. Prior to founding his firm, he held roles at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is also involved in commercial real estate brokerage with NAI Nashville. Quantitative Solutions, LLC serves individual clients, including high-net-worth individuals, and small pension and profit-sharing plans by providing financial planning and portfolio management services. The firm emphasizes quantitative analysis and portfolio optimization, implementing strategies primarily through mutual funds and fee-only variable annuities, and uses third-party platforms to facilitate automated rebalancing and tax-loss harvesting.

Blair Garner is a Certified Financial Planner® (CFP®) and Chartered Financial Analyst (CFA®) with 14 years of experience in financial advisory. He has operated Garner Financial Management, an independent firm based in Franklin, TN, since 2012. Garner Financial Management is a fee-only registered investment adviser serving individuals and business entities, including high-net-worth clients. The firm offers personalized portfolio management and consulting services, utilizing both fundamental and technical analysis along with a mix of long-term and short-term trading strategies tailored to client objectives.

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.

Matthew Jones is a financial advisor at Quants Compete in Brentwood, TN, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Cox Private Capital and Collins Aerospace. Jones is also involved with Phys 101 LLC, reflecting a range of professional interests outside traditional advisory work. Quants Compete is an independent advisory firm offering discretionary portfolio management to individuals and small businesses. The firm employs customized, rules-based strategies incorporating technical and fundamental inputs and may use options and derivatives within separately managed accounts.

Christopher Vining is a financial advisor at CV Securities Analysis, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at CV Securities Analysis, Applied Economics, LLC, and Coker Group. In addition to his advisory work, Vining provides Spanish and finance tutoring to college students and candidates pursuing financial certifications such as the CFA Charter. CV Securities Analysis, LLC offers portfolio management services primarily to individual and high-net-worth clients, focusing on asset allocation, selection, and monitoring across a diverse range of investment vehicles. The firm employs modern portfolio theory and quantitative analysis, incorporates options strategies when appropriate, and maintains a small client base with a notable inclusion of non-U.S. securities and clients.

Philip Watson is a CFP® professional with 21 years of experience in financial advising. He has operated Philip M. Watson Financial Advisors in Franklin, TN since 2001. The firm serves middle-income individuals and families by providing holistic financial planning and investment advisory services focused on tax, estate, retirement, risk management, and small business needs. Philip M. Watson Financial Advisors operates as a fee-only independent firm that does not sell insurance or accept commissions on product recommendations.

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.

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.