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.

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.

Micah Wakefield is a financial advisor at TrueHaven Capital with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Swan Global Investments and Cetera Wealth Services. Wakefield is the managing member of several special purpose vehicles affiliated 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 with diversified strategies, including options and ETF instruments, and offers a structured Section 351 Exchange Program alongside discretionary and non-discretionary asset management and advisory 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.

Jackson Calvin is a financial advisor at Sage Investment Counsel with five years of industry experience and holds a Series 65 credential. His prior work includes roles at Carwile Mechanical, the University of Tennessee Golf Facility, and Mabry-Calvin. He is a member of Gunn Land Management LLC, a family farm holding company in Perkins, Georgia. Sage Investment Counsel provides portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, businesses, and plan sponsors. The firm employs a long-term, concentrated equity approach supplemented by mutual funds, ETFs, and cash, and offers performance-based fee programs, derivatives use, and ERISA-focused consulting services.

Theodore Nielsen is a financial advisor at Arrow Alliance with nine years of industry experience. He holds a Series 66 designation and has worked previously at Sanford C. Bernstein & Co., LLC, Fidelity Brokerage Services LLC, Edward Jones, and Thrivent Financial. Prior to his advisory roles, he was employed at Augsburg University. Arrow Alliance is an independent Tennessee-registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, and estates. The firm follows a goals-based, long-term investment approach emphasizing asset allocation across public and private vehicles and offers discretionary wealth management through a wrap-fee program alongside fiduciary consulting services for retirement plans.

Jonathan Henderson is a financial advisor at Sage Investment Counsel with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates and Sii. In addition to his advisory role, Henderson is also licensed as an insurance broker and practices as an attorney. Sage Investment Counsel provides investment management and financial planning services to individuals, retirement plans, trusts, charities, and businesses. The firm employs a long-term, concentrated portfolio approach with the use of mutual funds, ETFs, fixed income, and derivatives, and offers a performance-based fee program for qualified portfolios.

Frederick Phillips is a CFP® professional with 20 years of industry experience, currently affiliated with EFinancial Alliance, LLC in Franklin, TN. His prior experience includes roles at Origin Financial, Tree Street Advisory, Beal, LLC, and Taylor Securities, Inc. Outside of his advisory work, he manages an e-commerce and retail business through Beal, LLC. EFinancial Alliance, LLC offers discretionary portfolio management and written financial planning services to individuals, trusts, estates, and qualified plans. The firm emphasizes individualized asset-allocation portfolios focused on value, safety, quality, and risk control, serving both high-net-worth and non-HNW clients.

Grayson Garvin is a CFP® and Series 66 holder with eight years of experience in the financial industry. He has worked at Arrow Alliance since 2022 and previously held roles at Dixon Wells and Southwestern Investment Group, among others. Prior to his advisory career, he was employed by the Tampa Bay Rays. Arrow Alliance is an independent Tennessee-registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, and estates. The firm employs a goals-based, long-term approach to asset allocation using a mix of public and private investment vehicles and provides fiduciary consulting and discretionary wealth management through wrap-fee programs.

Christian Barr is a financial advisor at EFinancial Alliance, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining EFinancial Alliance, he worked for Northwestern Mutual in wealth management, investment services, and life insurance from 2024 to 2026. Outside of finance, he has entrepreneurial experience with Saphe Inc and marketknow llc. EFinancial Alliance provides discretionary portfolio management and written financial planning for individuals, trusts, estates, pension and profit-sharing plans, and other businesses. The firm serves both high-net-worth and non-HNW clients, focusing on individualized asset allocation and risk control.

Edward Lewis is a financial advisor at AGP Franklin, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Eudaimonia Partners, LLC. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. AGP Franklin, LLC provides wealth management, investment management, and financial planning services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and long-term portfolio management, offering customized portfolios and conducting regular reviews while managing accounts in-house.

Isabel Biondi is a CFP® with five years of industry experience and currently serves as an advisor at Greatdane Investment LLC. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Morton Capital. Greatdane Investment LLC provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio construction and develops written investment policy statements tailored to each client’s goals, risk tolerance, and liquidity needs.

Destin Tompkins is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at EFinancial Alliance, LLC since 2013. He is a trustee and board member of St. Paul Christian Academy, where he participates in various committees and fundraising efforts. EFinancial Alliance, LLC provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm manages discretionary portfolios using a value, safety, and quality framework focused on risk control, combining financial planning and portfolio management with regular client monitoring.

Jeffrey Griswold is a financial advisor with TRU Independence Asset Management 2, LLC and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including roles at Merit Risk Management, LLC and Merit Wealth Management, LLC. TRU Independence Asset Management 2, LLC serves individual and institutional clients such as high-net-worth individuals, pension plans, trusts, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, pension consulting, and third-party manager selection, employing a blend of active and passive strategies across multiple asset classes.

John Denney is a financial advisor with Sage Investment Counsel in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously worked for Wiley Bros. Aintree Capital, LLC for 30 years. Outside of advisory work, he is a member of MBA Trailhead LLC, a vacation rental business. Sage Investment Counsel provides investment management, financial planning, and performance-measurement services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a long-term, concentrated portfolio approach and offers both discretionary and non-discretionary management, including the use of hedging and leverage techniques in separately managed accounts.

Tyler Page is a financial advisor at Jackson Wealth Inc with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services and NYLIFE Securities. In addition to advising, Tyler is involved in tax filing and accounting work. Jackson Wealth provides discretionary investment management and financial planning services to individual and high-net-worth clients. The firm primarily uses a passive investment approach with index mutual funds and ETFs, incorporates fundamental and technical analysis, and offers both ongoing and project-based financial plans.

Douglas Jackson is a CFP® professional with 12 years of industry experience. He is currently with Jackson Wealth Inc and has previously worked at Advisory Services Network, LLC and Axa Advisors, LLC. Outside of advisory work, he owns and operates Tennessee Tax Solutions, a tax preparation and filing service. Jackson Wealth Inc serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning. The firm primarily uses passive investment management through diversified portfolios of index mutual funds and ETFs, incorporating fundamental, technical, and cyclical analysis to refine asset allocation and sector choices.

Mitchell Anderson is a financial advisor at EFinancial Alliance, LLC in Franklin, TN, holding a Series 65 designation with 14 years of industry experience. He has been with EFinancial Alliance since 2012. EFinancial Alliance, LLC provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other businesses, managing approximately $225.8 million in discretionary assets. The firm emphasizes individualized, discretionary portfolio construction focused on value, safety, quality, and risk control, combining financial planning with portfolio management across its client relationships.