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.

John Poole Jr. is a financial advisor with John A. Poole - Financial Advisor in Hermitage, TN, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has operated his current advisory practice since 2006 and concurrently runs Mr. Tax of America since 1989. The firm provides comprehensive financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. It offers tailored investment programs often managed on a discretionary basis, using primarily no-load or low-load mutual funds and ETFs, and emphasizes a fee-only advisory model without affiliations to product sellers.

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.

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 a financial advisor at Family Tree Wealth Advisors, LLC, based in Mt Juliet, TN, with 20 years of industry experience. He has held the Series 63 designation and worked previously at Edward Jones from 2006 to 2011 before founding his current firm in 2011. Family Tree Wealth Advisors serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm employs a holistic, client-tailored approach that integrates extended family information into customized investment policy statements and provides services primarily to a small client base with about $12.35 million in assets under management.

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.

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.

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.

Joseph Modica is a CFP® professional with 7 years of experience in financial advising. He has operated Modica Financial Services since 2008 and also manages tax and insurance-related businesses dating back to 1989. In addition to advisory services, he prepares income tax returns and provides audit representation. Modica Financial Services offers asset management and financial planning primarily to individual and high-net-worth clients, integrating tax planning, audit representation, and insurance solutions. The firm employs a long-term, buy-and-hold investment strategy with periodic rebalancing and manages client portfolios on a primarily non-discretionary basis.

Brian Johnson is a CFP® professional with 15 years of industry experience. He is the president and owner of Raven Point Wealth Management, LLC in Brentwood, TN, where he has worked since 2022. Prior to this, he held roles at Commonwealth Financial Network, Emerald Spectrum Advisory, and Larson Financial Group. Outside of advisory work, he is also a sales associate at Nashville Running Company. Raven Point Wealth Management provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and select institutions such as trusts and small businesses. The firm emphasizes disciplined, low-cost, and tax-sensitive strategies implemented through broad diversification, primarily using mutual funds and ETFs, and offers educational seminars and workshops alongside its investment services.

Kirk Meyer is a financial advisor with KG Meyer, PC in Hermitage, TN, holding a Series 65 credential and eight years of industry experience. He has worked at KG Meyer, Inc. since 2018 and has over two decades of service with the DOI-Bureau of Indian Affairs. KG Meyer, PC provides fee-based comprehensive financial planning and investment management for individuals at different career stages as well as pension and profit-sharing plans, trusts, and corporations. The firm uses a diversification-focused, multi-style approach based on Modern Portfolio Theory, with portfolios primarily composed of exchange-traded funds and no-load mutual funds, and publishes a weekly newsletter offering general financial-planning guidance.

Randy Puckett is a financial advisor at Cosey Financial Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and previously worked at Financial Partners Group, LLC from 2013 to 2017. In addition to his advisory role, he is involved in insurance-related activities. 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.

Regan Flaherty is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with ProAthlete Wealth Management LLC and has previously worked at firms including Peak Brokerage Services, Wells Fargo Clearing Services, and Raymond James & Associates. ProAthlete Wealth Management provides discretionary portfolio management, financial planning, and concierge services primarily to high-net-worth individuals and business entities, including professional athletes. The firm combines fundamental and technical analysis with both in-house and third-party managers, tailoring portfolios to clients’ objectives and risk tolerances while offering integrated business-management support.

Stephen Buehler is a financial advisor at Astra Ventures with 15 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Astra Ventures in 2020, he worked at Magnolia Capital and The Blackstone Group. Astra Ventures provides investment advice and portfolio management to individual and institutional clients, including high-net-worth individuals and privately offered pooled investment vehicles. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, utilizing strategies such as private equity, venture capital, and direct lending, and is registered as a Commodity Trading Adviser with the NFA.

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.

Mark Vandiver is a financial advisor with Griffin Family Partners, LLC in Nashville, Tennessee, holding Series 63 and Series 65 designations and 38 years of industry experience. He previously worked at Taylor Securities, Inc. and Ayers Capital, LLC. Vandiver is also the managing member of Griffin Legacy Partners LLC, which provides family office services to wealthy families. Griffin Family Partners offers financial planning, portfolio management, and consulting to individuals, trusts, pension and profit-sharing plans, corporations, estates, and charitable organizations. The firm manages approximately $284 million for about 33 clients, utilizing individualized investment plans that incorporate fundamental, technical, and charting analysis, options and derivative strategies, third-party managers, and alternative pooled investments.