Robert Mefford is a CFP® professional with one year of industry experience, currently serving at Defining Wealth in Franklin, TN. Prior to joining Defining Wealth, he worked at Seven Springs Wealth Group for several years and has additional experience in various roles including positions at Belmont University and Bank of Lexington. Defining Wealth Partners serves individual and high-net-worth clients as well as small businesses, providing financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach that emphasizes low-cost, tax-aware strategies using ETFs, mutual funds, individual equities, and fixed income.

Charles Sells is a financial advisor with WMG Financial Advisors, LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at ProEquities Inc and Lincoln Financial Securities Corp. He is also a licensed insurance agent and occasionally offers insurance products to clients. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm emphasizes long-term portfolio management using modern portfolio theory across diverse asset types and provides comprehensive financial planning and retirement consulting services.

Stephen Hammers is a financial advisor at PlanRock Wealth Strategies, LLC in Brentwood, TN, with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, Compass Efficient Model Portfolios, and Victory Capital Advisers. He has been with PlanRock Investment Management since 2019. PlanRock Wealth Strategies provides fee-based, discretionary investment management and advisory services to individuals, institutions, and other advisers. The firm offers model portfolio and due-diligence services, sponsors proprietary ETFs, and serves as a sub-advisor to pooled vehicles and registered investment companies.

Gregory Luken is a financial advisor with Luken Investment Analytics, LLC, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at Luken Investment Analytics since 2013 and previously held roles at SII Investments, Inc. and Luken Investment Group. Outside of his advisory work, he serves as a trustee overseeing a trust account for a family member. Luken Wealth Management serves individual investors, families, trusts, retirement plan participants, and other registered investment advisers. The firm provides financial planning, discretionary portfolio management, and a paid model subscription service, utilizing charting, technical, and quantitative analysis with quarterly model reviews, managing most assets on a discretionary basis.

Bradley Bars is a financial advisor at Creative Investment Group in Nashville, TN, holding a Series 66 designation with eight years of industry experience. Prior to joining Creative Investment Group in 2025, he worked at LPL Financial, Merrill, Bank of America, Fifth Third Bank, and Insurance Professionals of Tennessee. Outside of his advisory role, Bars is involved in multiple real estate rental ventures. Creative Investment Group provides personalized financial planning and investment management services to individuals, including high-net-worth clients, as well as institutional entities such as family offices and trusts. The firm uses a combination of fundamental and technical analysis to construct primarily equity-focused portfolios and offers a range of investment options alongside retirement-plan fiduciary and held-away account services.

James Baker IV is a Series 65 licensed financial advisor at Tranquility Partners, LLC with five years of industry experience. He previously worked at Nashville Capital Network and Stephens Inc. before joining Tranquility Partners, where he has been part of the team since 2022. Tranquility Partners is a seven-advisor firm providing wealth management and family office services to individual clients, including high-net-worth households. The firm employs a range of analytical methods and trading strategies, manages nearly $1 billion in client assets, and offers customized reporting with access to a broad investment universe.

Jaret Kiplinger is a financial advisor at Kiplinger Wealth Advisors in Nashville, TN. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining the advisory field, he held roles at Medpace and the Ohio Department of Natural Resources. Kiplinger Wealth Advisors serves individual clients and employer-sponsored retirement plans, offering financial planning, asset management, and retirement plan consulting. The firm uses customized portfolios with strategic and tactical asset allocation and provides both fiduciary and non-fiduciary services for retirement plans.

Breanne Mc Manus is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Abound Wealth Management, LLC since 2019 and has prior experience including roles at the University of Georgia and Astreaus Advisors, LLC. Abound Wealth Management is a multi-advisor firm that provides wealth management, financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and employer plans. The firm manages approximately $1.95 billion in discretionary assets and employs a strategic, tax-efficient investment approach using low-cost mutual funds and ETFs, supported by an internal investment committee.

Teresa Lundine is a financial advisor with Stronghold Capital Partners LLC, holding Series 63, 65, and 66 designations and over 27 years of industry experience. Her previous roles include positions at Stronghold Wealth Management, Zach Taylor Real Estate, United Advisors America, Alliance America, and Valic Financial Advisors. In addition to her advisory work, she is licensed as an insurance agent and transacts insurance-related products. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, with a focus on ERISA 3(21) retirement-plan services and serving primarily as a solicitor for third-party managers and service providers. The firm uses client-specific Investment Policy Statements to guide non-discretionary management and referrals, operating through multiple offices with formal solicitor relationships.

James Brown is a financial advisor at Sycamore Financial Advisors, Inc. in Nashville, TN, with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Shanklin Capital Management, Inc. dba Sycamore Financial Advisor since 2016 and Wells Fargo Advisors LLC since 2009. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for about 230 households. The firm serves individuals, families, trusts, estates, and small or family-owned businesses, using a strategic asset allocation framework that includes mutual funds, ETFs, individual securities, and active option strategies.

Andrew Dodd is a CFP® with five years of industry experience, currently serving as an advisor at Abound Wealth Management, LLC. He previously worked at Green & Associates and Northwestern Mutual. Outside of financial services, he is co-owner of several music businesses involved in production and publishing royalty administration. Abound Wealth Management is a multi-advisor firm providing comprehensive wealth management, financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $1.95 billion in discretionary assets and employs a strategic asset allocation approach focused on low-cost mutual funds and ETFs, tax efficiency, and portfolio oversight by an internal investment committee.

Jenny Wilson is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Seven Springs Wealth Group, where she has worked since 2017. Her prior experience includes roles at Silver Oak Securities, Inc. and Securities Service Network. Seven Springs Wealth Group provides financial planning and portfolio management services to individuals, trusts, foundations, retirement plans, and business entities. The firm manages client accounts primarily on a discretionary basis, using asset-allocation modeling and a combination of long- and short-term strategies, including its proprietary SSWG Voyage Portfolio.

Bart Bonga is a financial advisor with Rothschild Investment LLC in Brentwood, TN, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked with Rothschild Investment Corporation since 1996. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm uses client-specific asset allocation models and quantitative analysis, offering services that include portfolio management, retirement plan consulting, and oversight of third-party sub-advisers.

Jacob Hester is a financial advisor at Keating Financial Advisory Services in Nashville, TN, holding a Series 65 designation with one year of industry experience. His prior roles include positions at AGP Franklin, LLC dba Strong Tower Wealth Management, eMoney Advisor, and Archer Huntley Financial Services. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, modular financial planning, and consulting services, with investment strategies that include mutual funds, ETFs, individual equities, and fixed income.

Kimberly Voigt is a financial advisor at United Wealth Management, LLC in Nashville, TN, holding a Series 65 designation with four years of industry experience. Her prior roles include positions at Seven Springs Wealth Group, Paradigm Wealth Partners, and Frank Reynolds & Company. United Wealth Management provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and plan participants. The firm emphasizes fundamental analysis and long-term asset allocation strategies, managing approximately $406.6 million across 257 client relationships as of December 2025.

Austin Schmitt is a financial advisor at Tailwinds Wealth, LLC in Franklin, TN, holding a Series 65 credential. He has been in the financial services industry since 2021, with prior experience at Gratus Funds and Great Waters Financial. Schmitt has been with Tailwinds Wealth since 2026, following his time at Tailwinds Group. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and personalized investment policy statements. The firm employs a variety of analysis techniques and strategies across multiple asset classes and frequently utilizes third-party managers and model portfolios.

Eric Baer is a CFP® professional with five years of industry experience, currently serving at Abound Wealth Management, LLC. His prior work includes roles at Watson Planning, ABB, Inc., and GE. Abound Wealth Management is a multi-advisor firm providing comprehensive wealth management, financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $1.95 billion in discretionary assets and emphasizes strategic asset allocation using low-cost mutual funds and ETFs, with an investment committee overseeing portfolio decisions.

Michael Okeefe is a financial advisor with 19 years of industry experience at 12 Th Street Asset Management in Nashville, TN. He holds Series 63 and Series 65 licenses and has been with the firm since 2007. 12 Th Street Asset Management primarily serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients. The firm offers discretionary portfolio management focused on concentrated, long-term All Cap and Small Cap equity strategies using a value-oriented investment process.

Rukmini Sunkara is a financial advisor at Oasis Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ernst & Young and Primerica. Sunkara is also involved in insurance sales and registered representative activities. Oasis Advisors serves individuals, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis and modern portfolio theory with a long-term trading approach and offers access to a range of investment vehicles, including private placements and cryptocurrency.

Valerie Wilson is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with 22 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Decker Wealth Management since 2009. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses by providing financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using asset allocation and tax-aware security selection, with an investment approach that includes fundamental, technical, and cyclical analysis.