My name is Shaun Melby and I am the founder of Melby Wealth Management, LLC. At the time of my certification, I was one of the youngest CERTIFIED FINANCIAL PLANNER™ practitioners in the country. I have over a decade of experience in the financial industry while working closely with some of the biggest names in music. I believe the financial planning process is the best way to create and maintain wealth, so I formed Melby Wealth Management to help as many people as possible work towards achieving their dreams and obtaining financial peace of mind. I grew up in Onalaska, Wisconsin and moved to Nashville, Tennessee in 2005 to earn a BBA in Finance as well as Music Business from Belmont University. My wife and I call Nashville, Tennessee home and in 2019 we welcomed our daughter into the world and in 2022 our son. During my spare time, I enjoy going to Nashville Predators and Nashville SC games, cheering on the Green Bay Packers, checking out the local dining scene, traveling, playing with our dogs Hank and Bo, and spending time with family and friends.

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.

Tim brings over 15 years of industry experience. He graduated from Miami University with a Finance Degree from the Business Honors Program. He spent most of his first 9 years in the industry directly supporting individuals as a financial advisor with Fidelity Investments where he grew his practice to over $500 million. He transitioned to Charles Schwab where he spent the last few years leading a team of advisors where he was responsible for the retail branches for most of Tennessee. He helped grow his team from 17 to over 30 representatives with responsibility for over 80,000 families and households. Tim has always been interested in the FIRE movement (Financial Independence/Retire Early). However, as he reached the mid-point of his career he decided that he really enjoys working, helping people achieve their goals, and that he could have the most valuable impact working with a small group of people. He left Charles Schwab to found Nashville Finacial Planning in August of 2023 as it would be the perfect time to bring his 15+ years of experience to helping people for the next 15-20 years. Given his experience at two of the largest firms in the industry he has seen how much money people can pay in fees, and how a lot of advisors are incentivized to continue growing while neglecting a portion of their clients. Nashville Financial Planning was not only founded to help solve these two challenges (fixed fee and limited client base), but the true independent model gives a lot more flexibility to help people in areas of their financial life where they need it most in an unbiased way.

Logan Green is a CFP® professional with six years of experience in financial advising. He currently works at Point One Private Wealth, having previously held roles at The Mather Group, LLC, Eugenias Advisory Group, and Aramark. Point One Private Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, business entities, and employer-sponsored benefit plans. The firm employs an evidence-based, goals-first investment approach with diversified portfolios, integrated financial planning, and pension consulting services.

Claude Carmichael is a CFA® charterholder with 29 years of industry experience. He has been with Carmichael Capital, Inc. since 1993 and is a principal at Carmichael Creel Investments in Franklin, TN. Carmichael Creel Investments provides portfolio management services to individuals, corporate pensions, retirement accounts, trusts, and estates. The firm employs a value-oriented investment approach focused on fundamental analysis and incorporates exchange-traded options within separately managed accounts, a practice used by only a minority of similar firms.

Douglas Vowels is a CFP® with 24 years of industry experience. He is the sole advisor at Intentional Wealth Planning, an independent firm he joined in 2026. His prior experience includes roles at Advisory Services Network, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Intentional Wealth Planning provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, standalone financial planning, retirement plan advisory, and consulting. The firm also conducts educational seminars and workshops, with portfolios customized and managed using fundamental and technical analysis, emphasizing value, quality, disciplined risk management, and downside protection.

Mete Fikri is the sole advisor at SEF Financial with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at SEM Capital, LLC since 2014. Outside of advisory work, he co-owns a business that invests in short-term vacation rental properties. SEF Financial provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as other investment advisers. The firm offers subadvisory services and employs a combination of fundamental, technical, cyclical, and quantitative analysis to support various investment strategies.

Rosemary Frank is a financial advisor with Rosemary Frank Financial, LLC in Brentwood, TN. She holds a Series 63 designation and has 21 years of industry experience. She is also president of Financial Advantage, Inc., where she operates as an independent licensed insurance agent. Rosemary Frank Financial, LLC provides asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm utilizes a manager-of-managers approach through the Envestnet platform, emphasizing quantitative analysis and long-term investment strategies with ongoing portfolio monitoring.

Brice Jennings is the principal of Jennings Investment Group, Inc. in Smyrna, TN, holding Series 63, 65, and 66 designations with 16 years of industry experience. He has been with Jennings Investment Group, LLC since 2006 and is the sole advisor at the firm. Jennings Investment Group provides investment advisory and supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm uses a tactical asset allocation approach that integrates fundamental, quantitative, and economic analysis with proprietary indicators, and manages most client assets on a non-discretionary basis.

Blake Cate Jr. is the sole advisor at SMEAC Financial, LLC, an independent firm based in Nolensville, TN. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. Prior to founding SMEAC Financial in 2020, he worked at Wells Fargo Clearing from 2016 to 2020. SMEAC Financial serves individual clients, high-net-worth individuals, and business entities by offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm provides family office and wealth transfer planning services and employs investment strategies that include fundamental and technical analysis, as well as options, margin, short sales, and leveraged ETFs.

Michael Taylor is the sole advisor at Taylor Financial Management, LLC in Franklin, TN, holding a Series 65 designation with 12 years of industry experience. He founded Taylor Financial Management in 2012 and maintains an inactive CPA license, though he does not practice as an accountant or provide accounting services to clients. Taylor Financial Management provides discretionary portfolio management to individuals and business entities, focusing on growth equity securities and diversification through mutual funds, ETFs, and inflation-protected bonds. The firm employs fundamental analysis with a long-term trading orientation and manages portfolios under written investment policy statements.

Darren Capeloto is a financial advisor at DCapital Wealth LLC with a Series 65 credential and two years of industry experience. He previously worked at Wellington Management Company for five years and Payden & Rygel for seventeen years. DCapital Wealth LLC is an independent registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to a range of clients including individuals, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs an opportunistic, total-return investment approach incorporating fundamental, technical, quantitative, and qualitative analysis, combined with third-party AI tools and human oversight.

William McDonald is a financial advisor at Retirement Planning Solutions, LLC in Nolensville, TN, with 25 years of industry experience. He holds the Series 66 designation and has been affiliated with HD Vest Advisory Services and Retirement Planning Solutions since 2003. Retirement Planning Solutions provides discretionary investment management and consulting services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses a mix of fundamental and cyclical analysis methods and implements portfolios with index funds, ETFs, mutual funds, stocks, bonds, and cash equivalents.

Brian Johnson is a CFP® professional with 15 years of industry experience. He is the president and owner of Raven Point Wealth Management, LLC in Brentwood, TN, where he has worked since 2022. Prior to this, he held roles at Commonwealth Financial Network, Emerald Spectrum Advisory, and Larson Financial Group. Outside of advisory work, he is also a sales associate at Nashville Running Company. Raven Point Wealth Management provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and select institutions such as trusts and small businesses. The firm emphasizes disciplined, low-cost, and tax-sensitive strategies implemented through broad diversification, primarily using mutual funds and ETFs, and offers educational seminars and workshops alongside its investment services.

Hani Nofal is a financial advisor at Nofal Insurance and Wealth in Brentwood, TN, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at Northwestern Mutual from 2025 to 2026 and served in the U.S. Navy for 11 years. Nofal Insurance and Wealth provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, business entities, and charitable organizations. The firm uses asset allocation, fundamental and technical analysis, and offers estate planning packages with implementation options, conducting quarterly account reviews.

David Strnad is a financial advisor with Rowe Consulting Group, LLC in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His previous roles include positions at Morgan Stanley, Wells Fargo Clearing, and Chapwood Capital Investment Management. He is also the CEO of Ranch View Consulting, Inc., a non-investment-related consulting firm. Rowe Consulting Group provides investment consulting, manager search and selection, and asset-management oversight primarily to mid-market retirement plans, endowments, foundations, and individual clients. The firm uses a proprietary quantitative equity rotation methodology called Enhanced Dynamic®, combined with strategic asset allocation and ongoing manager review.

Micah Wakefield is a financial advisor at TrueHaven Capital with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Before joining TrueHaven Capital, he worked at Swan Wealth Advisors and Cetera Wealth Services. Wakefield is the managing member of several special-purpose vehicles affiliated with TrueHaven Capital. TrueHaven Capital serves high-net-worth individuals, pooled investment vehicles, corporations, and other registered investment advisers by offering discretionary and non-discretionary asset management, financial planning, retirement-plan consulting, family office services, and alternatives advisory. The firm provides continuous portfolio supervision using both fundamental and technical analysis and sponsors affiliated special-purpose vehicles while also offering sub-advisory and private fund access services.

Joshua Self is a CFP® and ChFC® with 24 years of experience in the financial services industry. He has been with Ridgeline Wealth Advisors, LLC since 2016 and has worked with Penn Mutual Life Insurance Company since 2007. Outside of his advisory role, he manages credit card processing services for businesses as a relationship manager and is involved in fixed insurance product sales. Ridgeline Wealth Advisors provides discretionary asset management, financial planning, retirement-plan consulting, and IRA rollover advice to individuals and plan sponsors. The firm’s investment approach emphasizes long-term diversification and efficient capital markets, serving approximately 200 clients with a focus on high-net-worth individuals.

Steven Kibbel is a financial advisor at Shorebreak Capital, LLC in Franklin, TN, with 8 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Shorebreak Capital in 2025, he worked at LPL Financial, Beacon Capital Management, Bank of America, and Merrill Lynch. He is also an author of financial planning books through his business, Kibbel Financial Planning. Shorebreak Capital provides fee-based financial planning and portfolio management to individuals, trusts, retirement plans, and closely held businesses. The firm employs a risk-calibrated model approach with actively monitored and rebalanced portfolios incorporating ETFs, mutual funds, individual securities, and other investment vehicles.

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.