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.

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.

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 principal of Taylor Financial Planning LLC in Nashville, TN. He holds a Series 65 designation and has one year of experience as a financial advisor. Prior to founding his firm, he worked at Amazon, Inc. as a business developer and has additional experience with Daxko LLC and Regions Bank. Taylor maintains a substantial outside business role with Amazon. Taylor Financial Planning LLC serves individual and high-net-worth clients by providing comprehensive financial planning and portfolio management through fee-only arrangements. The firm employs a combination of passive and active investment strategies based on modern portfolio theory and offers fixed-term and hourly planning engagements without percentage-of-assets billing.

Barrington Gist is a financial advisor at Heritage Private Wealth with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and LPL Financial. Heritage Private Wealth offers comprehensive investment management and financial planning services to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and business entities. The firm employs a high-touch service model alongside a technology-driven platform, emphasizing strategic asset allocation, long-term investing, diversification, and the use of derivatives in separately managed accounts.

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.

Douglas Vowels is a CFP® professional with 24 years of industry experience, currently affiliated with 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 serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, retirement-plan advisory, comprehensive financial planning, and educational seminars. The firm employs fundamental and technical analysis with an emphasis on value, quality, and risk management across a variety of investment vehicles.

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.

William Welborn III is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Hoskins Financial, LLC since 2022. Prior to this, he worked as a contractor for the Tennessee Army National Guard through Hoskins & Company for six years. Outside of advising, he holds a part-time administrative assistant role at Hoskins & Co. PC, a non-investment-related firm. Hoskins Financial, LLC provides discretionary asset management and financial planning primarily to individuals, high-net-worth clients, and fiduciaries such as trusts and estates. The firm integrates fundamental analysis and modern portfolio theory in portfolio management and maintains close coordination with accounting and business advisors through a disclosed affiliation with an accounting and tax services firm.

Michael McKinney is the principal of McKinney Capital Management, LLC in Nashville, TN, holding the PFS™ designation and Series 66 license with 17 years of industry experience. He has managed his independent advisory firm since 2010 and also serves as a CPA manager involved in business development, tax preparation, auditing, and firm administration. McKinney Capital Management provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and corporations. The firm’s portfolios use mutual funds and ETFs guided by fundamental and technical analysis, with many accounts managed on a discretionary basis, while the principal’s CPA background supports a distinctive combination of accounting and advisory services.

Brian Johnson is a CFP® with 15 years of experience in financial advising. He is the principal and owner of Raven Point Wealth Management, LLC in Brentwood, TN, and has prior experience with Commonwealth Financial Network, Emerald Spectrum Advisory, and Larson Financial Group. Outside of his advisory work, he is a sales associate at Nashville Running Company. Raven Point Wealth Management provides financial planning and investment management services primarily 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, low-cost, tax-sensitive investing using strategic asset allocation and globally diversified portfolios, often implemented through mutual funds and ETFs.

Carter Norvell Jr. is a financial advisor at CN Wealth LLC in Nashville, TN, with one year of industry experience. He holds a Series 65 designation and has previously worked at Norvell Advisors LLC, Equitable Trust Company, and Healthmark Ventures, LLC. CN Wealth is a state-registered investment adviser that provides discretionary wealth management and financial planning to individual clients. The firm manages portfolios using mutual funds, ETFs, individual stocks, and bonds, employing a primarily long-term investment approach combined with customized asset allocations and periodic rebalancing.

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.