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.

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.

David Bradley is the sole advisor at Spectrum Financial Advisors LLC in Brentwood, TN, holding Series 63 and Series 65 designations with 40 years of industry experience. His career includes long tenures at Wells Fargo Advisors and its affiliates, as well as an ongoing insurance practice. Spectrum Financial Advisors LLC serves individual investors and pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting services. The firm’s investment approach integrates fundamental, quantitative, technical, and charting analyses, utilizing both long- and short-term strategies including options, margin, and short sales.

Erick Aguilar is a financial advisor at Eagle Mountain Financial LLC in Brentwood, TN. He holds Series 63 and Series 65 licenses and has experience working at Farmers Insurance, Wells Fargo, and iQuality LLC. In addition to his advisory roles, Aguilar has been involved with Embry Riddle Aeronautical University and Arizona University Global Campus since 2010. Eagle Mountain Financial LLC provides portfolio management and investment advice to individuals, charitable organizations, corporations, and municipal entities. The firm employs multiple methods of analysis and a range of investment strategies, offering both discretionary and non-discretionary services tailored to client risk tolerance.

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.

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 the president of Synthesis Advisors, Inc., an independent firm based in Nashville, TN. He holds Series 63 and Series 65 credentials and has 42 years of experience in the financial industry. Prior to founding Synthesis Advisors in 1991, he worked for Wiley Bros, Aintree Capital LLC from 2000 to 2023. Outside of his advisory work, Joyce serves on the investment committee of a real estate fund and is an officer and board member of a textile import and sales company. Synthesis Advisors provides portfolio management to high-net-worth individuals, trusts, and partnerships, primarily serving clients who meet accredited or qualified purchaser standards. The firm focuses on selecting and allocating to external managers rather than individual securities, tailoring strategies to client objectives, and employs performance-based compensation in many client relationships.

Gregory Defelice is the founder of Defelice Capital Management LLC and holds a Series 65 designation. He has 21 years of industry experience and has managed his independent firm since 2002. Defelice Capital Management LLC provides discretionary investment management and financial planning services primarily to individuals and high-net-worth clients, including those served through living trusts. The firm employs tailored portfolio strategies emphasizing capital appreciation with a high tolerance for volatility and typically uses concentrated and leveraged approaches for qualified clients.

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.

Jon Pinkston is the sole advisor at Blue Kayak Partners, an independent firm based in Franklin, TN. He holds the CFA® designation and Series 63 license, with 17 years of industry experience. Since founding Blue Kayak Partners in 2008, he has focused on discretionary investment management and consulting. Blue Kayak Partners serves high-net-worth individuals, families, foundations, and institutions, managing approximately $21.6 million. The firm employs an asset-allocation approach that combines quantitative models, third-party research, and qualitative judgment to guide portfolio positioning with an emphasis on market risk management 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.

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.