Sean Moran is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 65 designation. He has five years of industry experience, including prior roles at Ad Deum Funds and Bull Run Investment Management. Outside of financial advising, Moran enjoys outdoor activities with friends and family and serves on the boards of several nonprofit organizations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through non-discretionary management and third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a range of investment approaches and offers consulting and retirement plan services.

Jason Tate is the principal of Jason Tate Financial Consulting, LLC, an independent firm based in Murfreesboro, Tennessee. He holds the ChFC® designation and Series 63 license, with 12 years of industry experience. In addition to his advisory role, he serves as a personal financial counselor for servicemembers and their families through a government contractor, providing financial education. Jason Tate Financial Consulting primarily offers portfolio management and financial planning services to individual clients, including some high-net-worth individuals and small businesses. The firm manages approximately $22 million across about 120 accounts, using a combination of fundamental and technical analysis to build portfolios mainly consisting of exchange-listed stocks, mutual funds, ETFs, and fixed income without employing margin or leverage.

Larry Crocker is a financial advisor at Retirement Capital Management, LLC with 21 years of industry experience. He holds a Series 63 designation and has been involved with several firms, including Fiduciary Compliance Corporation and Fiduciary Consulting Group, Inc., where he has ownership roles. He is also president of Harvest Capital Management Company, a management consulting business currently inactive. Retirement Capital Management provides investment management, wealth advisory, and consulting services primarily focused on retirement planning, risk management, and portfolio supervision for individuals, families, and institutional clients. The firm employs a diversified, long-term investment approach using strategies such as Modern Portfolio Theory and combines active and passive management across various asset types.

Paul Brown is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently the sole advisor at Clearstone Wealth Management, LLC, an independent firm based in Murfreesboro, Tennessee. His prior experience includes roles at IPI Wealth Management, Inc. and Eagle Peak Capital, Inc. Clearstone Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering comprehensive wealth planning, financial consulting, and discretionary portfolio management. The firm uses a tactical asset allocation strategy focused on ETFs and selected alternative investments, with specialized services for pension and profit-sharing plan clients.

Kurt Stabel is the sole advisor at Andorra Investment Management, Inc., holding a Series 65 designation with 17 years of industry experience. He has served as a sworn firefighter for the Los Angeles Fire Department since 2003, dedicating significant time alongside his advisory work. Andorra Investment Management is a fee-only independent advisory firm serving individuals, trusts, estates, foundations, pension plans, and small businesses. The firm employs a strategic asset allocation approach that incorporates passive index funds and ETFs, supplemented by active funds and equities, and also provides institutional portfolio management and pension consulting services.

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.

Stephen Resch is the principal advisor at Resch Financial Group, LLC, an independent firm he founded in 2023. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including prior roles at Securities America Advisors and National Planning Corporation. Outside of advisory work, he is involved in insurance sales and serves as Vice President of Retirement Strategies for Finance of America, focusing on wholesale reverse mortgage lending. Resch Financial Group serves individuals, families, high-net-worth clients, and small businesses with discretionary wealth and portfolio management services. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, using diversified portfolios of primarily no-load, lower-cost mutual funds and ETFs, with periodic rebalancing rather than market timing.

Jonathan Gillett is the sole advisor at Wilco Financial, LLC, an independent firm based in College Grove, TN. He holds a Series 65 designation and has 11 years of industry experience. Outside of his advisory role, Gillett is involved in commercial real estate through Gillett Properties, Ltd., serves as CFO of a startup technology company, profer, Inc., and co-owns a cigar shop called Cigar Station TN, LLC. Wilco Financial, LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a multi-method asset-allocation framework and manages accounts under discretionary authority while allowing client-imposed restrictions.

Jason Qualls is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Fortitude Wealth Management in Murfreesboro, Tennessee. He has been with Fortitude Wealth Management since its founding in 2011. Fortitude Wealth Management is a fee-only registered investment adviser that provides financial planning and investment consultation to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm generally employs a long-term investment perspective using fundamental analysis and Modern Portfolio Theory, primarily operating on a non-discretionary basis with clients retaining full control over implementation.

Ryan Benoit is a financial advisor with Weatherhelm Capital Management LLC and holds a Series 65 credential. He has experience working in futures and brokerage firms since 2018, including roles at Weatherhelm Futures, TJM Brokerage, and R.J. O'Brien & Associates. Benoit is based in Arrington, Tennessee. Weatherhelm Capital Management LLC provides fee-only investment advisory and consulting services primarily to individual clients, retirement plans, and other entities. The firm employs a cash-flow-based planning process with a focus on risk management through position sizing, dynamic rebalancing, and the use of derivatives and alternative investments.

Michael Hull is a CFP® with 40 years of industry experience. He has been the principal advisor at Hull Wealth Management since 2004 and previously worked at Securities Service Network, Inc. from 1997 to 2017. Hull Wealth Management serves individuals, businesses, and trusts with discretionary portfolio management, financial planning, and retirement planning. The firm manages approximately $138.6 million in discretionary assets and employs both active Strategic Allocation and Basic Asset Allocation approaches, using fundamental, technical, charting, and cyclical analysis.

Katherine Edwards is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at MainStreet Financial Planning, Inc. since 2022 and previously held positions at Lokal Design Co., Purshe Kaplan Sterling Investments, and The Adams Chetwood Wealth Management Group. MainStreet Financial Planning provides fee-only, advice-only financial planning and consultation to individuals, families, business owners, and nonprofit employers. The firm emphasizes long-term, low-cost passive investing and offers comprehensive planning services through multi-session engagements, educational seminars, and webinars.

Daren Chamblee is a CFP® professional with 16 years of industry experience, currently serving at First Family Wealth in Murfreesboro, TN. His prior experience includes roles at First Advisors National, LLC, Robert Baird & Co., JJB Hilliard WL Lyons LLC, and Edward Jones. First Family Wealth is a state-registered investment adviser managing approximately $87.8 million in discretionary assets. The firm provides portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and charitable organizations, employing a mix of modern portfolio theory and fundamental, technical, and cyclical analysis to construct diversified investment allocations.

Phillip Gipner is a CFP® professional with 12 years of industry experience. He has been with Longview Financial Advisors, Inc. since 2011. Longview Financial Advisors, Inc. provides financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a research-driven, multi-asset class approach and operates on a fee-only basis, emphasizing client objectives through customized Investment Policy Statements.

James Casanova Jr. is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Retirement Solutions Group. His prior experience includes roles at Northwestern Mutual, Integrum Wealth, and Morgan Stanley. He also serves as secretary of a local homeowners association. Retirement Solutions Group is a fee-based firm that provides financial planning and investment advisory services to individuals, high-net-worth clients, and business entities. The firm offers financial education through seminars and uses a co-advisor model to implement client-selected portfolio strategies.

Lori Cuneo is a financial advisor at Hull Wealth Management in Murfreesboro, TN, holding a Series 65 designation. She has been with Hull Wealth Management since 2013. Hull Wealth Management serves individuals, businesses, and trusts with discretionary portfolio management, financial and retirement planning, and access to separately managed accounts. The firm manages approximately $138.6 million in assets and employs both active and buy-and-hold investment approaches, providing ongoing account monitoring and periodic reviews.

Ryan Moore is a financial advisor with Retirement Solutions Group who holds Series 63 and Series 65 credentials and has nine years of industry experience. He is also an independent insurance agent and a partner at Retirement Solutions Group, LLC, where he is involved in insurance and legal planning services. Moore is active in a nonprofit organization, RSG Gives Back Inc. Retirement Solutions Group, Inc. is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm offers discretionary asset management through a co-advisor relationship, fixed-fee financial planning, and public seminars, using a range of investment analysis methods and maintaining client assets with qualified custodians.

Benjamin DeFoor is a financial advisor at Soar Financial LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at various firms including American Trust Investment Services, Inc. and Securities Service Network, LLC. Outside of advising, he is involved in non-investment activities such as managing Lead Wizards LLC and serving as a general partner in multiple development partnerships. Soar Financial LLC (dba Retirement Plan Advisors) provides investment advisory and retirement-plan consulting to individuals, trusts, estates, businesses, and qualified retirement plans. The firm offers customized portfolios with a long-term focus, discretionary and non-discretionary management, and combines investment services with CPA-related offerings through affiliated local partnerships.

Dana Park is a Series 65-licensed advisor with First Family Wealth in Murfreesboro, Tennessee. Dana has two years of experience in financial advising, having joined First Family Wealth in 2024 after prior roles at AFlac and several title and settlement service firms. First Family Wealth is a state-registered investment adviser managing approximately $87.8 million in discretionary assets. The firm offers portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and charitable organizations, using a combination of modern portfolio theory and fundamental, technical, and cyclical analysis to create diversified investment allocations.

Chandler Brown is a financial advisor at Retirement Solutions Group with a Series 66 designation and approximately two years of industry experience. His prior roles include positions at Reflection Financial Strategies and Equitable Advisors. Outside of finance, he was involved with Three Rivers Waterfowlers for four years. Retirement Solutions Group is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm offers discretionary asset management through a co-advisor relationship, fixed-fee financial planning, and public seminars and workshops.