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.

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.

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.

Philip Rutterer is the sole advisor at Rutterer Planning, an independent firm based in Nashville, TN. He holds the CFP® designation along with Series 63 and Series 65 licenses and has eight years of industry experience. Prior to founding Rutterer Planning in 2021, he worked at TrustCore Financial Services, Inc. and was self-employed for five years. Rutterer Planning provides discretionary investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs a modern portfolio theory approach, focusing on low-cost, tax-efficient portfolios using passive index mutual funds and ETFs, and emphasizes a high assets-per-client profile.

Erik Roberts is the sole advisor at Infinitus Wealth Management LLC in Nashville, TN, holding Series 65 and Series 66 designations with five years of industry experience. He previously worked at Edward Jones for nine years and was involved with RAWIRAQ.COM for ten years. Infinitus Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients and their families. The firm uses multiple methods of analysis and offers tailored portfolios, educational seminars, and modular financial plans with a focus on a broad investible universe including conventional securities, real estate partnerships, and cryptocurrencies.

Michael Taylor is the sole advisor at Taylor Financial Planning LLC in Nashville, TN, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked at Regions Bank and Daxko LLC. He also maintains a role as a business developer at Amazon, Inc. Taylor Financial Planning serves individual and high-net-worth clients with a range of planning and investment services, using a planning-centered approach informed by Modern Portfolio Theory. The firm operates on a fee-only basis, offering fixed, hourly, and fixed-term fee arrangements without commissions or performance-based compensation.

Barrington Gist is a financial advisor at Heritage Private Wealth in Nashville, TN, with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, LPL Financial, and Private Wealth Group. Heritage Private Wealth provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, including trusts, estates, and retirement accounts. The firm focuses on strategic asset allocation, diversification, and periodic rebalancing with a long-term approach, occasionally employing exchange-traded options strategies when authorized by clients.

Vincent Giannattasio is the principal of A&G Financial Management, LLC in Nashville, TN, holding a Series 66 designation with 21 years of industry experience. He has led A&G Financial Management since 2009. Outside of his advisory practice, he serves as a member of the A&G Foundation, a charitable organization involved in overseeing the distribution of funds. A&G Financial Management provides discretionary portfolio management and prepares written Investment Policy Statements for individuals, high-net-worth clients, and business entities. The firm manages approximately $23.5 million in discretionary assets and serves both individual and institutional clients, including pension and profit-sharing accounts, utilizing a variety of analytical methods and investment strategies.

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.

Scott Davis is the sole advisor at Family Tree Wealth Advisors, LLC in Mt Juliet, TN, holding a Series 63 designation with 19 years of industry experience. He has led Family Tree Wealth Advisors since its founding in 2011. Family Tree Wealth Advisors serves individual clients, including high-net-worth individuals, by providing discretionary investment supervisory services and fee-based financial planning. The firm creates individualized Investment Policy Statements and constructs bespoke portfolios using fundamental analysis and both long- and short-term trading, incorporating multigenerational family information into planning.

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.