Erik Roberts is a financial advisor at Infinitus Wealth Management LLC in Nashville, TN, holding Series 66 and Series 65 licenses with five years of industry experience. He previously worked at Edward Jones and spent a decade involved with RAWIRAQ.COM. Infinitus Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients and their families. The firm employs multiple analytical methods across a broad investible universe, offers educational seminars, and tailors strategies to clients’ objectives and risk tolerance.

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.

William Welborn III is a financial advisor at Hoskins Financial, LLC in Nashville, TN, holding CFP® and Series 63 credentials with 16 years of industry experience. Prior to joining Hoskins Financial in 2022, he worked as a contractor for the Tennessee Army National Guard through Hoskins & Company from 2016 to 2022. Outside of advising, he has a part-time administrative role in data entry with Hoskins & Co. PC. Hoskins Financial provides discretionary asset management and financial planning primarily to individuals, high-net-worth clients, and fiduciaries such as trusts and estates, with additional services for corporate clients. The firm employs fundamental analysis and modern portfolio theory to deliver tailored portfolio management and conducts regular reviews, while maintaining affiliations 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.

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.

Brian Cote is a financial advisor at GPWA, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Advisors LLC and Smith WB Financial Group. In addition to his advisory role, he is involved with Endurance Strategies, where he acts as a loan broker providing financing solutions and market intelligence to clients. GPWA serves individuals, small businesses, trusts, estates, charities, and retirement plans by offering asset management, financial and business planning, and ERISA plan services. The firm employs a blend of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to develop client-specific portfolios and manages accounts on a non-discretionary basis, often working with third-party managers.

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®-credentialed financial advisor with 10 years of industry experience. He is currently with ProAthlete Wealth Management LLC and has previously worked at firms including Wells Fargo Clearing Services LLC and Raymond James & Associates. ProAthlete Wealth Management LLC provides discretionary portfolio management, financial planning, and concierge services primarily tailored to professional athletes and clients with complex personal and lifestyle needs. The firm combines fundamental and technical analysis with strategic and tactical asset allocation, employing third-party managers for securities-level decisions while maintaining overall allocation control.

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.

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.

Tyler Hinkson is a financial advisor at Think Wealth Management in Nashville, TN, holding a Series 66 designation with nine years of industry experience. His prior work includes five years at Edward Jones before joining Think Financial Strategies, LLC, where he has been since 2021. Think Wealth Management provides investment advisory and pension consulting services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm customizes portfolios based on client goals, time horizons, and risk tolerance, employing both long-term and short-term trading strategies along with cyclical and technical analysis.

Sirkka Wood is a financial advisor at Cairn Financial Group with Series 65 credentials and one year of industry experience. She previously worked at H&R Block and has also been a Pilates instructor and trainer at Marathon Pilates since 2015. Cairn Financial Group provides financial planning and portfolio management services to individuals, including high-net-worth clients, defined contribution plan participants, and a private fund investor group. The firm employs quantitative tools and diversified, risk-based allocations in its investment approach and manages a private real estate pooled vehicle alongside separately managed accounts.

Donald Greene is a ChFC® credentialed financial advisor with 52 years of industry experience. He has been with Cosey Financial Services, Inc. since 2017 and previously worked at Silver Oak Securities, Inc. from 2014 to 2020. Outside of his advisory role, Greene manages sales and administration for Association Marketing Group, LLC, and owns Don Greene and Associates, focusing on life insurance sales. He is also involved with College Planning Funding Solutions, Inc., assisting in college funding plan design. 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, with a notable focus on insurance-related activities and retirement plan consulting.

Timothy Giles is a CFA® charterholder affiliated with Hunley Wealth Management LLC in Nashville, TN, with one year of industry experience. Prior to joining the firm, he held roles including Business Analyst and Insight Manager at Entertainment Partners and served in the U.S. Army National Guard. Giles is also licensed as an insurance agent with Hunley Insurance LLC. Hunley Wealth Management serves individual and high-net-worth clients as well as corporate retirement plans, providing discretionary asset management, financial planning, and ERISA plan services. The firm employs a variety of analytical methods and accesses institutional marketplaces to manage portfolios and third-party managers while offering both 3(21) and 3(38) fiduciary services.

Kristopher Miller is a financial advisor at Lexington Financial/Life Management, LLC in Nashville, TN, holding a PFS™ designation with eight years of industry experience. Prior to joining Lexington in 2018, he worked at Crosslin PLLC for five years. He is also a partner in TM2 Accounting Solutions, LLC, a Tennessee-registered accounting firm focused on tax consulting and compliance review. Lexington Financial/Life Management operates as a virtual family office serving high-net-worth individuals, families, trusts, estates, pension plans, charitable organizations, and closely held businesses. The firm offers personalized investment consulting and portfolio management alongside estate and trust planning, accounting and tax services, and consolidated wealth reporting.

Troy Von Haefen is a CFP® professional with 22 years of experience, serving as an advisor at Von Haefen Financial Management since 2004. He is based in Nashville, TN. Von Haefen Financial Management provides fee-only holistic financial planning to individuals, families, and trusts, covering investment recommendations, tax, estate planning, risk management, retirement planning, and business-development advice. The firm operates on a non-discretionary basis, uses fixed retainer or flat fees instead of percentage-of-assets billing, and integrates tax return preparation into its services.

Robert Cantwell is a financial advisor at Upholdings with five years of industry experience. He holds a Series 65 credential and has worked at Upholdings Group LLC since 2019, following five years at Everlane Inc. Upholdings primarily serves high-net-worth individuals through discretionary portfolio management and customized investment solutions, focusing on fundamental bottom-up research, valuation discipline, and risk management. The firm manages approximately $51.3 million in discretionary assets and emphasizes client-specific customization and tax minimization.

Kenneth Thomas Jr. is a financial advisor with Coast Wealth Management Group, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at multiple firms, including Success Wealth Management LLC and Charter Financial Group. In addition to his advisory role, he is involved in insurance sales through his ownership and agency work with Southern Capital Solutions LLC, M&O Marketing LLC, and Gruening Health and Wealth. Coast Wealth Management Group, LLC provides asset management and financial planning services to individual and business clients, managing approximately $19.65 million across fewer than 100 client relationships. The firm’s investment strategies are based on fundamental analysis, tailored to client goals and risk tolerance, and include both discretionary and non-discretionary account management.