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.

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 10 years of industry experience, currently serving as the principal advisor at Wave Wealth Planning, LLC in Nashville, TN. His prior experience includes roles at Northwestern Mutual and Watson Planning. Wave Wealth Planning provides discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, small businesses, and nonprofit organizations. The firm employs a hybrid active/passive investment approach centered around client-specific investment policy statements and serves both retail and institutional-type accounts.

David Bradley is a financial advisor at Spectrum Financial Advisors LLC in Brentwood, TN, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has worked at several firms including Ameriprise Financial Services and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent. Spectrum Financial Advisors LLC provides portfolio management and pension consulting services primarily to high-net-worth individuals and pension or profit-sharing plans. The firm employs a variety of investment strategies and analytical methods, including discretionary management and pension plan consulting with both fixed and asset-based fees.

Erick Aguilar is a financial advisor at Eagle Mountain Financial LLC with Series 63 and Series 65 credentials and less than one year of industry experience. He has previously worked at Farmers Insurance, Wells Fargo, and iQuality LLC. Aguilar is also affiliated with Embry Riddle Aeronautical University and Arizona University Global Campus. Eagle Mountain Financial LLC is an independent registered investment adviser that provides portfolio management services to individuals, high-net-worth clients, charitable organizations, corporations, and government entities. The firm utilizes a variety of analytical techniques and trading strategies, offering discretionary and non-discretionary account management with a focus on customized Investment Policy Statements.

Steven Mcginty is a CFA® charterholder with 16 years of industry experience. He has been with AVA Wealth Management LLC since 2010, following three years at Kings Point Capital Management LLC. He holds a Series 63 license and is based in Nashville, TN. AVA Wealth Management LLC is an independent firm that provides discretionary investment management and consulting primarily to individuals, high-net-worth clients, trusts, and small businesses. The firm manages concentrated equity portfolios supplemented by fixed income and publicly traded partnerships and employs derivative strategies within separately managed accounts.

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.

Randall Noel is a financial advisor at Worthview Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC for seven years. He serves on the Finance Committee of the Adventure Science Center, a science museum in Nashville. Worthview Capital Management LLC provides discretionary portfolio management and investment advice primarily to high-net-worth individuals. The firm employs fundamental and cyclical analysis, long-term strategies, and ESG considerations, with a client roster averaging about $1.34 million in assets per account.

Douglas Joyce is a financial advisor at Synthesis Advisors, Inc. in Nashville, TN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Synthesis Advisors since 1991 and previously worked at Wiley Bros, Aintree Capital LLC for 23 years. Joyce serves on the investment committee of E P Real Estate Fund LP and holds officer and board roles with Trillium Collection Inc. Synthesis Advisors provides portfolio management primarily to high-net-worth individuals, trusts, and partnerships, focusing on allocating assets among third-party pooled investment vehicles and managers. The firm emphasizes customized strategies tailored to client objectives, using both discretionary and non-discretionary arrangements, and is notable for its use of performance-based compensation and a small advisory staff.

Gregory Defelice is the sole advisor at Defelice Capital Management LLC in Brentwood, TN. He holds a Series 65 designation and has 22 years of industry experience. Mr. Defelice has managed his independent firm since 2002. Defelice Capital Management LLC provides discretionary investment management and financial planning primarily for individuals, high-net-worth investors, and trusts. The firm operates with a small client base, offering both a tailored General Approach and a Concentrated Approach for qualified clients, focusing on domestic large-capitalization securities with some inclusion of foreign stocks, ETFs, and fixed income.

Michael Shea is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is the founder of True Equity Wealth Management LLC in Nashville, TN, where he has worked since 2021. Prior to that, he held positions at Applied Capital and Envision Wealth Planning. True Equity Wealth Management is a single-advisor independent RIA offering tailored investment management and comprehensive financial planning to individuals, high-net-worth households, and employer-sponsored retirement plans. The firm combines passive investment vehicles with fundamental analysis within a modern portfolio theory framework and provides services that include discretionary portfolio management, held-away account reviews, and employee benefit plan consulting.

Hiroshi Goto is a CFA® charterholder and founder of Goto Financial Advisory LLC with two years of industry experience. He previously worked for eight years at AllianceBernstein L.P. Hiroshi Goto is a Registered Social Security Analyst and provides Social Security Claiming Consulting, including educational material development for the National Association of Registered Social Security Analysts. Goto Financial Advisory LLC offers fee-only financial planning primarily to Japanese individuals living in the U.S. The firm focuses on comprehensive financial plans with an emphasis on a long-term, passive investment approach and operates on an advice-only model without portfolio management or asset custody.

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.

Jared Meggs is a financial advisor at Mebanewood Management LLC with a Series 65 credential and 0 years of industry experience. He has been associated with Mebanewood and its related entities since 2025 and has been self-employed since 2015. Mebanewood Management LLC provides investment advisory services to private and institutional clients through various investment vehicles, primarily focusing on discretionary investment management. The firm employs fundamental analysis and strategy-driven programs involving public equity, private investments, derivatives, and leverage, managing accounts according to client objectives and negotiated limitations.

Jon Pinkston is a CFA® charterholder with 18 years of experience in the financial industry. He founded and has operated Blue Kayak Partners in Franklin, TN, since 2008. His work focuses on investment supervisory and consulting services. Blue Kayak Partners serves high-net-worth individuals, families, foundations, and institutional clients. The firm employs a model-based, behavioral finance-informed investment approach that emphasizes managing market risk through discretionary portfolio management and institutional consulting.

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 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.

Steven Nelson is a CFP® with 22 years of industry experience and the sole advisor at Steven C. Nelson, CFP in Franklin, TN. He has owned and operated his firm since 2002. Outside of advisory services, he is licensed to sell insurance products and continues to act as an insurance agent. His firm provides discretionary portfolio management and financial planning primarily for individual clients, focusing on taxable accounts, IRAs, 403(b)s, education accounts, and trust accounts. The investment approach uses a rules-based, tactical strategy incorporating historical norms, momentum, and mean-reversion analyses across a curated selection of mutual funds, with portfolios managed on a discretionary basis and reviewed regularly.

Belinda Leslie is the sole advisor at Belinda Leslie A Registered Investment Adviser, Inc. in Franklin, TN, with 21 years of industry experience. She holds Series 63 and Series 66 designations and has operated her independent advisory firm since 2000. Outside of her financial advisory work, she performs as a mezzo soprano with the Nashville Opera Association once a year. Her firm provides investment advisory and financial planning services primarily to individual and high-income clients, as well as certain pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis to tailor investment advice and manages accounts predominantly on a non-discretionary basis.