Jacqueline Webster is a CFP® professional with 12 years of industry experience. She is currently with Finwell, Inc. and has previously worked at Cahaba Wealth Management, Inc. and UBS Financial Services. Finwell, Inc. serves individuals and families, including high-net-worth clients, as well as businesses, non-profits, government agencies, and universities. The firm provides financial education, customized planning, and wealth management using a long-term, strategically allocated investment approach integrated with financial planning.

Michael Hull is a CFP® with 40 years of industry experience. He has been the principal advisor at Hull Wealth Management since 2004 and previously worked at Securities Service Network, Inc. from 1997 to 2017. Hull Wealth Management serves individuals, businesses, and trusts with discretionary portfolio management, financial planning, and retirement planning. The firm manages approximately $138.6 million in discretionary assets and employs both active Strategic Allocation and Basic Asset Allocation approaches, using fundamental, technical, charting, and cyclical analysis.

Benjamin Chandler is a Certified Financial Planner (CFP®) with nine years of industry experience. He has worked at Canterbury Tollgate since 2018 and previously held positions at Spotlight Asset Group, Inc. and Capital Markets IQ, LLC. He is also president of Weise Risk Advisors, LLC, where he is involved in life and disability insurance planning and sales. Chandler is an author of two books. Canterbury Tollgate provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors, managing both separately managed accounts and a private pooled vehicle. The firm employs a long-term, intrinsic-value investment process with concentrated, benchmark-independent portfolios and utilizes a broad range of instruments, including derivatives and commodity futures.

Donald Greene is a ChFC® credentialed financial advisor with 52 years of industry experience. He has been with Cosey Financial Services, Inc. since 2017 and previously worked at Silver Oak Securities, Inc. from 2014 to 2020. Outside of his advisory role, Greene manages sales and administration for Association Marketing Group, LLC, and owns Don Greene and Associates, focusing on life insurance sales. He is also involved with College Planning Funding Solutions, Inc., assisting in college funding plan design. Cosey Financial Services, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm offers discretionary asset management and financial planning, employing a range of analytical methods and strategies tailored to client objectives, with a notable focus on insurance-related activities and retirement plan consulting.

Casey Martens is the sole advisor at InvestGro LLC, holding a Series 65 designation and currently has no industry experience. Martens has been a student since 2015. InvestGro LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services, utilizing fundamental analysis combined with Modern and Post-Modern Portfolio Theory and Monte Carlo techniques. The firm offers a range of engagement options, including hourly and fixed-fee financial planning, in addition to traditional asset-management billing.

George Quinn is a CFP® with 15 years of industry experience, currently serving as an advisor at AJ Advisors since 2022. Prior to this, he spent 12 years at Quinn Stauffer Financial, LLC. He is also involved in part-time, commission-based life and health insurance sales outside of his advisory role. AJ Advisors is an SEC-registered investment adviser managing approximately $303 million for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, employing strategic asset-allocation and traditional investment programs, and provides retirement plan consulting and fiduciary services.

George Smith Jr. is a CFA® charterholder with 11 years of industry experience. He has worked at Trusco Investment Management, LLC since 2016 and spent one year at Tell-Tale Investment Advisors prior to that. Smith is also a member of N3L Capital Management, LLC and N3L Capital Partners, LLC, private fund entities associated with a strategic investment limited partnership. Trusco Investment Management, LLC provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm employs a client-specific approach to financial planning and uses a range of investment strategies, including separately managed accounts, mutual funds, ETFs, and options.

James Hackney is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Music Row Wealth Management and has held roles at Corient and Northwestern Mutual during his career. Hackney co-hosts Songwriter Soup LLC, a podcast interviewing professionals in the music industry. Music Row Wealth Management offers discretionary investment management, financial planning, pension consulting, and business consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm manages approximately $431.7 million in discretionary assets and employs diversified, risk-based portfolios combined with ongoing account monitoring and access to private fund investments.

Edison Parker Jr. is a financial advisor with Acropolis Partners, LLC, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His prior roles include positions at Parthenon Partners LLC, Cary Street Partners, and Zermatt Securities. Outside of securities, he is also an insurance agent involved in insurance sales. Acropolis Partners, LLC provides portfolio management and consults on sub-adviser selection and oversight for individuals and high-net-worth clients. The firm uses a combination of proprietary model portfolios and sub-advisers, employing asset allocation and both fundamental and technical analysis across a range of investment vehicles.

Katherine Edwards is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at MainStreet Financial Planning, Inc. since 2022 and previously held roles at Lokal Design Co., Purshe Kaplan Sterling Investments, and The Adams Chetwood Wealth Management Group. MainStreet Financial Planning, Inc. is a fee-only, advice-only firm serving individuals, families, business owners, and nonprofit employers. The firm focuses on comprehensive financial planning and utilizes a long-term, low-cost passive investment approach, providing services through multi-session planning engagements and educational seminars.

Alec Medlin is a financial advisor at InvestGro LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Knights of Columbus Asset Advisors LLC and Northwestern Mutual. InvestGro LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services, including full financial plans and single-topic consultations. The firm uses fundamental analysis combined with Modern and Post-Modern Portfolio Theory and Monte Carlo planning techniques, offering both traditional asset management and hourly or fixed-fee financial planning engagements.

Gabriel Pincus is the principal of GA Pincus Funds, LLC, an independent investment advisory firm based in Brentwood, TN. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. He also works with Kramer Projects and has a background in ETF markets and financial technology. GA Pincus Funds, LLC manages approximately $60 million across 160 accounts, serving individuals and various client types. The firm employs a technology-driven approach to portfolio management, focusing on ETF-based discretionary accounts with a proprietary diversification framework and algorithmic rebalancing.

David Neff is a financial advisor at Portus Capital Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Portus since 2016, following a decade at PKS Advisory Services and Purshe Kaplan Sterling Investments. Outside of advisory work, Neff is a part owner of an insurance agency and is involved in managing several rental properties. Portus Capital Management provides discretionary portfolio management and pension consulting primarily for individual and high-net-worth clients. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis, offering diversified investment exposure and utilizing options and derivatives within client accounts.

Nathan Rollins is a financial advisor at Highmark, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network and Raymond James Financial Services. In addition to his advisory role, Rollins is also an independent insurance agent. Highmark serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs a combination of fundamental, technical, cyclical analysis, and modern portfolio theory to build client-specific portfolios and manages approximately $59.5 million in discretionary assets.

Laura Davis is a CFP® and ChFC® with 20 years of industry experience. She is currently with Music Row Wealth Management in Nashville, TN, having previously worked at Corient, Robert W. Baird & Co., Hilliard Lyons, First Tennessee Bank, and Northwestern Mutual Investment Services. Music Row Wealth Management provides discretionary investment management, financial planning, pension consulting, and business consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $431.7 million in discretionary assets and offers diversified, risk-based portfolios alongside financial planning and access to third-party advisers and private fund investments.

Jason Ball is a CFP® with 27 years of industry experience. He is a principal at Ball & Company, where he has worked since 2004, including its predecessor firm, REED & BALL, INC. The firm serves individual clients, high net worth households, corporations, and business entities by providing comprehensive financial planning, consulting, and discretionary investment management. Ball & Company manages approximately $203 million in assets and employs a wealth management approach that integrates planning with ongoing investment management across a variety of asset types.

Daren Chamblee is a CFP® professional with 16 years of industry experience, currently serving at First Family Wealth in Murfreesboro, TN. His prior experience includes roles at First Advisors National, LLC, Robert Baird & Co., JJB Hilliard WL Lyons LLC, and Edward Jones. First Family Wealth is a state-registered investment adviser managing approximately $87.8 million in discretionary assets. The firm provides portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and charitable organizations, employing a mix of modern portfolio theory and fundamental, technical, and cyclical analysis to construct diversified investment allocations.

Jenni Opperman is a financial advisor at Portus Capital Management, LLC with eight years of industry experience. She holds the Series 66 designation and has prior work experience at Purshe Kaplan Sterling Investments and Best Buy. Alongside her advisory role, she works as a staff accountant at Jason Grubbs, CPA. Portus Capital Management provides discretionary portfolio management and pension consulting primarily for individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, incorporating options trading and a diverse range of investment instruments.

Phillip Gipner is a CFP® professional with 12 years of industry experience. He has been with Longview Financial Advisors, Inc. since 2011. Longview Financial Advisors, Inc. provides financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a research-driven, multi-asset class approach and operates on a fee-only basis, emphasizing client objectives through customized Investment Policy Statements.

Andrew Clement is a CFP® professional with seven years of industry experience, currently serving as an investment adviser representative and managing member at Alongside Wealth Advisors, LLC in Nolensville, TN. He has previously worked at firms including Ronald Blue & Company, Raymond James Financial Services, Inc., and Southwestern Investment Group. Clement is also a licensed Certified Public Accountant since 2011. Alongside Wealth Advisors, LLC provides discretionary portfolio management, financial planning, and qualified plan consulting for individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs tailored investment strategies, including asset allocation and direct indexing, and offers ongoing account monitoring with access to specialized techniques such as securities-backed lines of credit.