Toby Green is a financial advisor with Tennessee Wealth Management, holding a Series 66 designation and 21 years of industry experience. He has been with Tennessee Wealth Management since 2008 and has also worked as a general business consultant since 2020. Tennessee Wealth Management is an independent firm providing discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs an asset-allocation driven investment approach informed by Modern Portfolio Theory and serves both individual and institutional clients, including pension plans, while integrating financial planning within its advisory services.

Brock Love is a financial advisor at Southern Capital Partners, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual in various capacities from 2020 to 2026. Outside of advisory services, he owns and operates Multiply Insurance Group, LLC, which involves insurance product sales. Southern Capital Partners is an independent firm serving individual and high-net-worth clients, offering both discretionary and non-discretionary asset management along with financial planning. The firm's investment approach is tailored to client-specific goals and risk tolerances, utilizing various analytical methods and third-party sub-advisors when appropriate.

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.

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® professional with 24 years of industry experience, currently serving at Intentional Wealth Planning. His prior work includes roles at Advisory Services Network, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Intentional Wealth Planning offers advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, standalone financial planning, and retirement plan consulting. The firm delivers customized portfolios using both fundamental and technical analysis and provides public educational seminars and workshops as informational content.

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 located in Nolensville, TN. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. SMEAC Financial serves individual clients, high-net-worth individuals, and business entities, providing both discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm offers tailored investment advice and family office services, utilizing a range of strategies including options, margin, and derivatives.

Michael Taylor is the sole advisor at Taylor Financial Management, LLC in Franklin, TN, with 11 years of industry experience. He holds a Series 65 designation and has managed his independent firm since 2012. Taylor is also a licensed accountant, although his CPA license is currently inactive and he does not provide accounting services to clients. Taylor Financial Management, LLC offers discretionary portfolio management tailored to individuals, including high-net-worth clients, as well as corporations and business entities. The firm emphasizes fundamental analysis and a long-term trading orientation, focusing primarily on growth equity securities alongside mutual funds, ETFs, and inflation-protected bonds for diversification.

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 CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He is the president and owner of Raven Point Wealth Management, LLC in Brentwood, TN, and has held roles at Commonwealth Financial Network, Emerald Spectrum Advisory, Inc., and Larson Financial Group. Outside of advising, he is a sales associate at Nashville Running Company. Raven Point Wealth Management provides comprehensive financial planning and ongoing investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and small businesses, with a focus on professionals such as physicians and dentists. The firm emphasizes disciplined, long-term, tax-sensitive investing using strategic asset allocation and predominantly low-cost mutual funds and ETFs, while also offering complimentary educational seminars and workshops.

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 at Rowe Consulting Group, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Chapwood Capital Investment Management and Wells Fargo Advisors. Outside of his advisory role, he serves as CEO of Ranch View Consulting, Inc., a consulting business based in Franklin, TN. Rowe Consulting Group provides investment consulting and advisory services to mid-market retirement plans, endowments, foundations, and individual clients, utilizing a proprietary domestic equity rotation methodology and a fee-only, fiduciary approach.

Ryan Patterson is a financial advisor at High Knoll Wealth Advisors, LLC in Nashville, TN, with one year of industry experience. He holds a Series 65 designation and has been with High Knoll Wealth Advisors since 2025. Outside of his advisory role, Mr. Patterson owns and operates Aquis Facilities Management, a kitchen compliance and exhaust contracting business based in Memphis, TN. High Knoll Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, families, businesses, foundations, and plan sponsors. The firm uses asset-allocation principles informed by modern portfolio theory and third-party capital market assumptions to build long-term portfolios, and it offers discretionary portfolio management alongside standalone financial planning.

Micah Wakefield is a financial advisor at TrueHaven Capital with 14 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. His prior experience includes eight years at Swan Wealth Advisors, Inc. Wakefield is also the managing member of several special purpose vehicles associated with TrueHaven. TrueHaven Capital provides investment advisory and family office services to high-net-worth and non-HNW individuals, pooled investment vehicles, corporations, and other registered investment advisers. The firm employs a mix of fundamental and technical analysis in its investment process and offers a range of services including asset management, financial planning, and alternative investment advisory.

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.