Justin Follmer is a CFP® with 17 years of industry experience, currently serving as an advisor at Coastal Wealth Advisors, LLC since 2015. His prior experience includes roles at Lowcountry Investment Advisors, Inc., Precision Financial Services, LPL Financial, Maryland Financial Group, Inc., and Equitable Advisors. Outside of financial advising, he co-owns a real estate holding company with his wife. Coastal Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, qualified retirement plans, and other organizations. The firm employs a strategic asset-allocation approach combining passive and active investments to build globally diversified portfolios and integrates business-owner services alongside individual financial planning.

Benjamin Amos is a CFP® professional with one year of industry experience, currently serving as an advisor at RMG Advisors in Nashville, TN. Prior to joining RMG Advisors, he spent 15 years at the Office of Personnel Management and held positions at Planet Technologies and a brief period of unemployment in 2025. RMG Advisors offers discretionary investment management and financial planning services to individual and high-net-worth clients, managing approximately $200 million in assets. The firm specializes in areas such as divorce-related financial planning, federal employee retirement advising, and multi-generational and special needs trust planning, using SEI Asset Allocation Models and third-party sub-advisors to implement diversified client portfolios.

Bryan Nelson is a financial advisor with Balanced Plan Financial Investment Advisors, Inc. He holds the Series 63 and Series 66 licenses and has 19 years of industry experience. Prior to joining Balanced Plan Financial in 2019, he worked at VOYA Financial Advisors and Edward Jones. In addition to his advisory role, he is involved in fixed insurance sales and serves as head of product research and sales trainer at Symbiotic Insurance Solutions. Balanced Plan Financial Investment Advisors, Inc. manages approximately $48.8 million for about 149 clients, including individuals, small businesses, trusts, and estates. The firm offers tailored investment programs that incorporate fundamental, technical, quantitative, and modern portfolio theory methods, and may delegate management to sub-advisors or third-party managers.

Tammy Paxton is a financial advisor at Gramercy Park Wealth Advisors, LLC (GPWA) in Nashville, TN, holding CFP®, Series 63, and Series 65 credentials with 19 years of industry experience. She has worked at several firms including Assurance Financial Partners, APO Financial Services, and Horter Investment Management. Paxton is also involved as a sales representative with National Gold Consultants, specializing in precious metals. GPWA serves individuals, small businesses, trusts, estates, charities, and retirement plans by providing asset management, financial and business planning, and ERISA plan services. The firm uses a combination of fundamental, technical, quantitative, and Modern Portfolio Theory methods to create client-specific allocations and offers non-discretionary management with third-party manager referrals.

Carter Bills is a CFP® professional with five years of industry experience, currently affiliated with Bills Asset Management in Nashville, TN. He previously worked at OppenheimerFunds, Inc. and has diverse experience in retail and landscaping businesses. Bills Asset Management serves individuals, business entities, trusts, estates, and charitable organizations, providing discretionary portfolio management and non-discretionary advisory services. The firm employs proprietary asset-allocation programs and combines charting, fundamental, and technical analysis to inform investment strategies.

Leanne Raskob is a CFP® with one year of experience at Von Haefen Financial Management. Her prior experience includes roles at Grant Thornton, LLP, Dixon Hughes Goodman, and operating her own firm, Leanne Raskob, LLC. Von Haefen Financial Management provides fee-only holistic financial planning to individuals, families, and trusts, offering non-discretionary investment recommendations alongside tax, estate planning, risk management, retirement planning, and business-development advice. The firm uses a fixed retainer or flat fee model and emphasizes low-cost investment instruments aligned with each client’s risk tolerance.

Holden Varvel is a CFP® professional with six years of industry experience, currently serving as a financial planner at Vocare Wealth Advisors since 2026. His prior roles include positions at Raymond James Financial Services Advisors and Total Wealth Planning, LLC. Vocare Wealth Advisors provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary managed accounts and written investment strategies that cover estate planning, retirement income, taxes, healthcare, and risk management. The firm emphasizes a client-tailored approach with regular account reviews and allows clients to impose written investment restrictions.

Dallas Jackson is a financial advisor with Finwell, Inc., holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He previously worked at Bank of America, Merrill, and Fidelity Brokerage Services. Outside of advising, he is a general partner at TipSee Music, a tech startup in Nashville that collaborates with local artists. Finwell serves individuals and families, including high-net-worth clients, as well as businesses, nonprofits, and government entities. The firm emphasizes strategic asset allocation and a long-term investment approach integrating financial planning with portfolio management.

Taylor Whitt is a CFP® with 11 years of experience in the financial services industry. He has worked at Cairn Financial Group since 2022 and previously held roles at LPL Financial, Truxton Trust, and MassMutual Life Insurance Company. Cairn Financial Group provides financial planning and portfolio management services to individuals, defined contribution plan participants, and private fund investors. The firm employs diversified, risk-based investment strategies supported by quantitative tools and may collaborate with independent third-party advisers.

Nicole Tripodi is a financial advisor at Argus Equity Partners, LLC with two years of industry experience. She holds a Series 65 designation and has worked in business development and consulting roles outside of finance, including as Principal of FEDInform, a firm advising businesses on federal government contracting, and as Business Development Manager at Xpect Solutions, providing IT solutions. Argus Equity Partners offers portfolio management services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs fundamental analysis combined with client-specific recommendations and uses a range of investment strategies, including long-term equity and more active trading techniques.

Jeffrey Atchison is a financial advisor with SageGuard Financial Group, LLC, holding a Series 65 designation and 15 years of industry experience. His prior roles include positions at Alphastar Capital Management LLC, Sageguard Investment Advisory Services, and Brookstone Capital Management LLC. Outside of advising, he is the owner of Great Elm Properties, LLC, a property investment business. SageGuard Financial Group provides investment supervisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of strategic and tactical asset allocation across diverse model portfolios and offers educational seminars to prospective clients.

Curtis Henson is a CFP® professional with eight years of industry experience, currently serving at Paul Winkler, Inc. since 2015. He is based in Goodlettsville, TN, and works within a multi-team firm environment. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and uses modern portfolio theory and multi-factor approaches in portfolio construction, while also offering investor education through workshops, podcasts, online courses, and a subscription coaching program.

Robert Clements III is a financial advisor at Inscription Capital, LLC in Nashville, TN, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior work includes 16 years at Citigroup Global Markets and five years at HSRI Hemp LLC. Inscription Capital, LLC provides holistic financial planning and both discretionary and non-discretionary investment management to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm manages approximately $2.05 billion in assets and utilizes an investment committee approach to build model portfolios using a range of asset types and implementation channels.

Lukas Smith is a financial advisor at SageGuard Financial Group, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services and Alphastar Capital Management. In addition to his advisory role, he is a licensed insurance agent and occasionally offers related products to clients. SageGuard Financial Group, LLC provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension plans, and business entities. The firm offers both discretionary and non-discretionary portfolio management, combining strategic and tactical asset allocation across various model portfolios and investment sleeves.

Paul Winkler is a ChFC® credentialed financial advisor with 34 years of industry experience. He has led Paul Winkler, Inc. since 2000. Outside of advising, he authors investment-related books, serves as a therapist at a counseling center, and sits on the Board of Trustees for Trevecca University. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business owners, and corporations. The firm emphasizes investor education through workshops, media content, and coaching programs, implementing portfolios via third-party managers using modern portfolio theory and an efficient-market approach.

Ciara Ciez is a financial advisor at Jacksonville Wealth Management with a Series 66 designation and one year of industry experience. She has held roles at LPL Financial, mindbodygreen, RVO Health, and Red Ventures. Jacksonville Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, and business entities with portfolio management and financial planning. The firm uses tailored investment plans and manages client accounts primarily on a discretionary basis, leveraging LPL Financial’s platforms and custodial services.

Brian Koonce is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Paul Winkler, Inc. since 2019. Outside of advising, he also works as an independent tax preparer and is an Enrolled Agent in Goodlettsville, TN. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporate clients. The firm’s approach incorporates modern portfolio theory and multi-factor analysis, and it primarily co-advises with third-party asset managers for discretionary trading while offering educational resources through workshops, courses, and authored books.

Jeffrey Ward is a financial advisor with SageGuard Financial Group, LLC and holds Series 65 and Series 63 licenses. He has one year of experience in financial advisory and has previously worked in residential real estate sales, serving as president of Realty N Motion Inc. Additionally, Ward is licensed to sell life and health insurance policies and is affiliated with multiple carriers through the Financial Independence Group. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines strategic and tactical asset allocation across various model portfolios and offers educational seminars as part of its client development approach.

Danny Butcher is a financial advisor at Woodstock Wealth Management, Inc. in Nashville, TN, with 16 years of industry experience. He holds a Series 66 designation and has been with Woodstock Wealth Management since 2018. In addition to his advisory role, he manages DL Butcher Consulting, LLC DBA Butcher Agency, where he sells and maintains property and casualty insurance policies. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers a performance-fee program alongside traditional managed account services.

James Wood is a CFP® professional with 28 years of experience in the financial industry. He has worked at Paul Winkler, Inc. since 2014 and held prior roles at firms including A Clear Strategy, LLC, Signature Investments, Inc., Sicor Securities Inc, Cambridge Investment Research Advisors, and Osaic FA, Inc. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporate clients. The firm’s approach incorporates modern portfolio theory and multi-factor analysis, typically recommending third-party asset managers for portfolio implementation while offering educational resources such as workshops, online courses, and authored books.