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.

Toby Green is a financial advisor with Tennessee Wealth Management, holding a Series 66 designation and 21 years of industry experience. He has been with Tennessee Wealth Management since 2008 and has also worked as a general business consultant since 2020. Tennessee Wealth Management is an independent firm providing discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs an asset-allocation driven investment approach informed by Modern Portfolio Theory and serves both individual and institutional clients, including pension plans, while integrating financial planning within its advisory services.

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.

Brock Love is a financial advisor at Southern Capital Partners, LLC in Franklin, TN, with five years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual in various capacities for six years. Outside of advisory services, he owns and operates Multiply Insurance Group, LLC, where he sells insurance products. Southern Capital Partners serves individual and high-net-worth clients, offering discretionary and non-discretionary asset management along with financial planning and consultative services. The firm employs a client-specific investment approach, utilizing multiple analytical methods and may include third-party sub-advisors, with ongoing portfolio management tailored to client goals and risk tolerances.

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.

Tim brings over 15 years of industry experience. He graduated from Miami University with a Finance Degree from the Business Honors Program. He spent most of his first 9 years in the industry directly supporting individuals as a financial advisor with Fidelity Investments where he grew his practice to over $500 million. He transitioned to Charles Schwab where he spent the last few years leading a team of advisors where he was responsible for the retail branches for most of Tennessee. He helped grow his team from 17 to over 30 representatives with responsibility for over 80,000 families and households. Tim has always been interested in the FIRE movement (Financial Independence/Retire Early). However, as he reached the mid-point of his career he decided that he really enjoys working, helping people achieve their goals, and that he could have the most valuable impact working with a small group of people. He left Charles Schwab to found Nashville Finacial Planning in August of 2023 as it would be the perfect time to bring his 15+ years of experience to helping people for the next 15-20 years. Given his experience at two of the largest firms in the industry he has seen how much money people can pay in fees, and how a lot of advisors are incentivized to continue growing while neglecting a portion of their clients. Nashville Financial Planning was not only founded to help solve these two challenges (fixed fee and limited client base), but the true independent model gives a lot more flexibility to help people in areas of their financial life where they need it most in an unbiased way.

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.

Claude Carmichael is a CFA® charterholder with 29 years of industry experience. He has been with Carmichael Capital, Inc. since 1993 and is a principal at Carmichael Creel Investments in Franklin, TN. Carmichael Creel Investments provides portfolio management services to individuals, corporate pensions, retirement accounts, trusts, and estates. The firm employs a value-oriented investment approach focused on fundamental analysis and incorporates exchange-traded options within separately managed accounts, a practice used by only a minority of similar firms.

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.

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.

Brice Jennings is the principal of Jennings Investment Group, Inc. in Smyrna, TN, holding Series 63, 65, and 66 designations with 16 years of industry experience. He has been with Jennings Investment Group, LLC since 2006 and is the sole advisor at the firm. Jennings Investment Group provides investment advisory and supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm uses a tactical asset allocation approach that integrates fundamental, quantitative, and economic analysis with proprietary indicators, and manages most client assets on a non-discretionary basis.

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.

Blake Cate Jr. is the sole advisor at SMEAC Financial, LLC, an independent firm located in Nolensville, TN. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. SMEAC Financial serves individual clients, high-net-worth individuals, and business entities, providing both discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm offers tailored investment advice and family office services, utilizing a range of strategies including options, margin, and derivatives.

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.

Michael Taylor is the sole advisor at Taylor Financial Management, LLC in Franklin, TN, holding a Series 65 designation with 12 years of industry experience. He founded Taylor Financial Management in 2012 and maintains an inactive CPA license, though he does not practice as an accountant or provide accounting services to clients. Taylor Financial Management provides discretionary portfolio management to individuals and business entities, focusing on growth equity securities and diversification through mutual funds, ETFs, and inflation-protected bonds. The firm employs fundamental analysis with a long-term trading orientation and manages portfolios under written investment policy statements.

Darren Capeloto is a financial advisor at DCapital Wealth LLC with a Series 65 credential and two years of industry experience. He previously worked at Wellington Management Company for five years and Payden & Rygel for seventeen years. DCapital Wealth LLC is an independent registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to a range of clients including individuals, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs an opportunistic, total-return investment approach incorporating fundamental, technical, quantitative, and qualitative analysis, combined with third-party AI tools and human oversight.