Daniel Parker is a financial advisor with Acropolis Partners, LLC in Brentwood, TN, holding a Series 66 designation and 15 years of industry experience. Prior to joining Acropolis Partners in 2021, he worked at G.L.S. & Associates, Hayden Royal, and Cary Street Partners. Outside of his advisory role, he also works as a licensed insurance agent, dedicating time to insurance sales. Acropolis Partners, LLC provides portfolio management and consults on sub-adviser selection for individual and high-net-worth clients, employing a blend of proprietary model portfolios and sub-adviser oversight across various asset classes. The firm focuses on tailored discretionary and non-discretionary services with ongoing portfolio monitoring and quarterly reviews.

Jackson Calvin is a financial advisor at Sage Investment Counsel with six years of industry experience and holds a Series 65 designation. His prior work includes roles at Mabry-Calvin and the University of Tennessee. He is also a passive member of Gunn Land Management LLC, a family farm holding company. Sage Investment Counsel offers ongoing portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, businesses, and plan sponsors. The firm employs a long-term, concentrated equity strategy supplemented by mutual funds, ETFs, and cash, and provides services including performance-based fee programs and ERISA-oriented SIMPLE IRA consulting.

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.

Thomas Nickell is a financial advisor at J. Mark Nickell & Co. with two years of industry experience. He holds the Series 65 designation and has been with the firm since 2015. J. Mark Nickell & Co. provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, corporations, and trusts. The firm primarily manages discretionary accounts using model portfolios tailored to client risk profiles and investor characteristics, incorporating ETFs, mutual funds, and occasionally alternative investments such as municipal bonds and private equity.

Brian Reichenbach is a CFP® with 15 years of experience in the financial services industry. He is currently with Maple Grove Wealth and has previously worked at Commonwealth Financial Network, Chronicle Partners, LLC, Southwestern Investment Advisory Services, and Raymond James Financial Services. He is a co-owner of Chronicle Partners, LLC, involved in securities, advisory, and insurance business. Maple Grove Wealth provides investment advisory services to individuals, high net worth individuals, small businesses, and institutional clients. The firm develops customized, goal-based strategies using a variety of investment instruments and employs a generally long-term approach with flexibility for shorter-term reallocations.

Benjamin Chandler is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He has worked at Canterbury Tollgate since 2018 and previously held roles at Spotlight Asset Group, Inc. and Capital Markets IQ, LLC. Chandler is also president of Weise Risk Advisors, LLC, where he engages in life and disability insurance planning. Canterbury Tollgate offers discretionary investment management to high-net-worth individuals, family offices, and institutional investors, employing a long-term, intrinsic-value approach with concentrated, benchmark-independent portfolios and a diverse mix of investment instruments.

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®-credentialed financial advisor with 20 years of industry experience. He is currently with EFinancial Alliance, LLC and has previously worked at firms including Merrill, Guardian Life, and Taylor Securities. Outside of financial advising, he oversees operations and marketing for an e-commerce retail business. EFinancial Alliance provides discretionary portfolio management and financial planning services for individuals, trusts, estates, and qualified plans, serving both high-net-worth and non-HNW clients. The firm emphasizes risk control through individualized asset allocation and manages nearly $292 million in discretionary assets with a four-advisor team.

Casey Martens is the sole advisor at InvestGro LLC, holding a Series 65 designation and currently has no industry experience. Martens has been a student since 2015. InvestGro LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services, utilizing fundamental analysis combined with Modern and Post-Modern Portfolio Theory and Monte Carlo techniques. The firm offers a range of engagement options, including hourly and fixed-fee financial planning, in addition to traditional asset-management billing.

Christian Barr is a financial advisor at EFinancial Alliance, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual in various roles from 2024 to 2026. Barr also has experience with several companies outside the financial advisory industry, including Saphe Inc and DNS Filter. EFinancial Alliance provides discretionary portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm serves both high-net-worth and non-HNW clients, constructing individualized portfolios focused on value, safety, quality, 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 worked at Morgan Keegan & Company, LLC, Morgan Stanley, and Eudaimonia Partners, LLC prior to joining AGP Franklin. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. AGP Franklin, operating under the dba names Aspen Grove Asset Management and Strong Tower Wealth Management, provides wealth management, portfolio management, and financial planning services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and a long-term investment strategy while offering a wrap fee program that combines custodial, transaction, and administrative costs into a single asset-based fee.

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.

Margaret Dover is a CFP® professional with 18 years of industry experience. She is currently with J. Mark Nickell & Co., joining the firm in 2024, following six years at BlackRock Investments, LLC and seven years at Jackson National Life Distributors. J. Mark Nickell & Co. provides integrated financial planning and investment supervisory services primarily to individual and high-net-worth clients, managing both discretionary and non-discretionary accounts with a focus on tax-aware, model-based portfolios tailored to client risk profiles.

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.

Charles Youree is a financial advisor with Main Street Investors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Peachtree Planning of Tennessee and Park Avenue Securities LLC. Outside of advisory services, he is a licensed insurance agent. Main Street Investors provides advisory services to individuals, pension and profit-sharing plans, and charitable organizations, focusing on financial planning and pension consulting. The firm employs a long-term investment approach based on modern portfolio theory and primarily operates on a non-discretionary, co-advisory model, recommending third-party money managers for investment implementation.

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.

Edison Parker Jr. is a financial advisor with Acropolis Partners, LLC, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His prior roles include positions at Parthenon Partners LLC, Cary Street Partners, and Zermatt Securities. Outside of securities, he is also an insurance agent involved in insurance sales. Acropolis Partners, LLC provides portfolio management and consults on sub-adviser selection and oversight for individuals and high-net-worth clients. The firm uses a combination of proprietary model portfolios and sub-advisers, employing asset allocation and both fundamental and technical analysis across a range of investment vehicles.

Stephen Stark is a financial advisor with Main Street Investors, LLC in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Main Street Investors in 2019, he spent 12 years at Park Avenue Securities. Outside of his advisory role, he is involved with MediStaff, a provider of respite and in-home personal care staffing, and is also a licensed insurance agent. Main Street Investors serves individuals, pension and profit-sharing plans, and charitable organizations by offering financial planning and advisory recommendations based on modern portfolio theory and a long-term approach. The firm operates primarily on a non-discretionary, co-advisory model, recommending clients use unaffiliated money managers to implement investments while performing due diligence and ongoing monitoring.

Alec Medlin is a financial advisor at InvestGro LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Knights of Columbus Asset Advisors LLC and Northwestern Mutual. InvestGro LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services, including full financial plans and single-topic consultations. The firm uses fundamental analysis combined with Modern and Post-Modern Portfolio Theory and Monte Carlo planning techniques, offering both traditional asset management and hourly or fixed-fee financial planning engagements.