Theodore Nielsen is a financial advisor at Arrow Alliance with eight years of industry experience and holds the Series 66 designation. Prior to joining Arrow Alliance in 2026, he worked at Sanford C. Bernstein & Co., LLC, Fidelity Brokerage Services LLC, Edward Jones, and Thrivent Financial. Arrow Alliance is a Tennessee-registered independent investment adviser serving individuals, high-net-worth clients, businesses, trusts, and estates. The firm offers goals-based, long-term investment strategies emphasizing asset allocation across various public and private vehicles, providing discretionary wealth management on a wrap-fee basis as well as retirement plan consulting and fiduciary services.

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.

Kerry Morris is a CFP® with 17 years of industry experience, currently serving at APO Financial Services, LLC. He has worked at Optivise Advisory Services LLC and Horter Investment Management, LLC, among others. Morris is co-owner of HonorShield, LLC, where he trains and mentors insurance agents on longevity care planning. APO Financial Services provides discretionary portfolio management, financial planning, and consulting services to individuals, business entities, and pension plans. The firm tailors portfolios based on client objectives, utilizing various analytical approaches and offers ongoing monitoring and rebalancing.

Benjamin Chandler is a Certified Financial Planner (CFP®) with nine years of industry experience. He has worked at Canterbury Tollgate since 2018 and previously held positions at Spotlight Asset Group, Inc. and Capital Markets IQ, LLC. He is also president of Weise Risk Advisors, LLC, where he is involved in life and disability insurance planning and sales. Chandler is an author of two books. Canterbury Tollgate provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors, managing both separately managed accounts and a private pooled vehicle. The firm employs a long-term, intrinsic-value investment process with concentrated, benchmark-independent portfolios and utilizes a broad range of instruments, including derivatives and commodity futures.

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® professional with 20 years of industry experience, currently affiliated with EFinancial Alliance, LLC in Franklin, TN. His prior experience includes roles at Origin Financial, Tree Street Advisory, Beal, LLC, and Taylor Securities, Inc. Outside of his advisory work, he manages an e-commerce and retail business through Beal, LLC. EFinancial Alliance, LLC offers discretionary portfolio management and written financial planning services to individuals, trusts, estates, and qualified plans. The firm emphasizes individualized asset-allocation portfolios focused on value, safety, quality, and risk control, serving both high-net-worth and non-HNW clients.

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.

Grayson Garvin is a CFP® and Series 66 holder with eight years of experience in the financial industry. He has worked at Arrow Alliance since 2022 and previously held roles at Dixon Wells and Southwestern Investment Group, among others. Prior to his advisory career, he was employed by the Tampa Bay Rays. Arrow Alliance is an independent Tennessee-registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, and estates. The firm employs a goals-based, long-term approach to asset allocation using a mix of public and private investment vehicles and provides fiduciary consulting and discretionary wealth management through wrap-fee programs.

Christian Barr is a financial advisor at EFinancial Alliance, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining EFinancial Alliance, he worked for Northwestern Mutual in wealth management, investment services, and life insurance from 2024 to 2026. Outside of finance, he has entrepreneurial experience with Saphe Inc and marketknow llc. EFinancial Alliance provides discretionary portfolio management and written financial planning for individuals, trusts, estates, pension and profit-sharing plans, and other businesses. The firm serves both high-net-worth and non-HNW clients, focusing on individualized asset allocation 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 previously worked at Morgan Stanley and Eudaimonia Partners, LLC. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. AGP Franklin, LLC provides wealth management, investment management, and financial planning services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and long-term portfolio management, offering customized portfolios and conducting regular reviews while managing accounts in-house.

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® with 18 years of industry experience, currently advising at J. Mark Nickell & Co. since 2024. Her prior roles include six years at BlackRock Investments, LLC and seven years at Jackson National Life Distributors. J. Mark Nickell & Co. offers 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. The firm maintains a small client base with large average account sizes and conducts formal portfolio reviews at least quarterly.

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.