James Bowman is a CFP® professional with 10 years of industry experience, currently serving as the principal advisor at Wave Wealth Planning, LLC in Nashville, TN. His prior experience includes roles at Northwestern Mutual and Watson Planning. Wave Wealth Planning provides discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, small businesses, and nonprofit organizations. The firm employs a hybrid active/passive investment approach centered around client-specific investment policy statements and serves both retail and institutional-type accounts.

David Bradley is a financial advisor at Spectrum Financial Advisors LLC in Brentwood, TN, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has worked at several firms including Ameriprise Financial Services and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent. Spectrum Financial Advisors LLC provides portfolio management and pension consulting services primarily to high-net-worth individuals and pension or profit-sharing plans. The firm employs a variety of investment strategies and analytical methods, including discretionary management and pension plan consulting with both fixed and asset-based fees.

Erick Aguilar is a financial advisor at Eagle Mountain Financial LLC with Series 63 and Series 65 credentials and less than one year of industry experience. He has previously worked at Farmers Insurance, Wells Fargo, and iQuality LLC. Aguilar is also affiliated with Embry Riddle Aeronautical University and Arizona University Global Campus. Eagle Mountain Financial LLC is an independent registered investment adviser that provides portfolio management services to individuals, high-net-worth clients, charitable organizations, corporations, and government entities. The firm utilizes a variety of analytical techniques and trading strategies, offering discretionary and non-discretionary account management with a focus on customized Investment Policy Statements.

Steven Mcginty is a CFA® charterholder with 16 years of industry experience. He has been with AVA Wealth Management LLC since 2010, following three years at Kings Point Capital Management LLC. He holds a Series 63 license and is based in Nashville, TN. AVA Wealth Management LLC is an independent firm that provides discretionary investment management and consulting primarily to individuals, high-net-worth clients, trusts, and small businesses. The firm manages concentrated equity portfolios supplemented by fixed income and publicly traded partnerships and employs derivative strategies within separately managed accounts.

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 a financial advisor at Synthesis Advisors, Inc. in Nashville, TN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Synthesis Advisors since 1991 and previously worked at Wiley Bros, Aintree Capital LLC for 23 years. Joyce serves on the investment committee of E P Real Estate Fund LP and holds officer and board roles with Trillium Collection Inc. Synthesis Advisors provides portfolio management primarily to high-net-worth individuals, trusts, and partnerships, focusing on allocating assets among third-party pooled investment vehicles and managers. The firm emphasizes customized strategies tailored to client objectives, using both discretionary and non-discretionary arrangements, and is notable for its use of performance-based compensation and a small advisory staff.

Gregory Defelice is the sole advisor at Defelice Capital Management LLC in Brentwood, TN. He holds a Series 65 designation and has 22 years of industry experience. Mr. Defelice has managed his independent firm since 2002. Defelice Capital Management LLC provides discretionary investment management and financial planning primarily for individuals, high-net-worth investors, and trusts. The firm operates with a small client base, offering both a tailored General Approach and a Concentrated Approach for qualified clients, focusing on domestic large-capitalization securities with some inclusion of foreign stocks, ETFs, and fixed income.

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.

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 a financial advisor at Infinitus Wealth Management LLC in Nashville, TN, holding Series 65 and Series 66 licenses with five years of industry experience. He previously worked at Edward Jones and operated RAWIRAQ.COM for ten years. Infinitus Wealth Management offers discretionary portfolio management and written financial planning primarily for individual clients and their families. The firm employs diverse investment strategies based on multiple analysis methods and provides financial literacy seminars alongside modular financial plans.

Michael Taylor is the founder of Taylor Financial Planning LLC in Nashville, TN. He holds a Series 65 designation and has one year of experience in financial advising. His prior work includes roles at Amazon, Inc. as a business developer and at Daxko LLC. Taylor Financial Planning serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a combination of passive and active investment vehicles based on modern portfolio theory and offers fee-only services using fixed, hourly, and package-based fees.

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.

Douglas Vowels is a CFP® with 24 years of industry experience. He is the sole advisor at Intentional Wealth Planning, an independent firm he joined in 2026. His prior experience includes roles at Advisory Services Network, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Intentional Wealth Planning provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, standalone financial planning, retirement plan advisory, and consulting. The firm also conducts educational seminars and workshops, with portfolios customized and managed using fundamental and technical analysis, emphasizing value, quality, disciplined risk management, and downside protection.