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.

George Quinn is a CFP® with 15 years of industry experience, currently serving as an advisor at AJ Advisors since 2022. Prior to this, he spent 12 years at Quinn Stauffer Financial, LLC. He is also involved in part-time, commission-based life and health insurance sales outside of his advisory role. AJ Advisors is an SEC-registered investment adviser managing approximately $303 million for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, employing strategic asset-allocation and traditional investment programs, and provides retirement plan consulting and fiduciary services.

George Smith Jr. is a CFA® charterholder with 11 years of industry experience. He has worked at Trusco Investment Management, LLC since 2016 and spent one year at Tell-Tale Investment Advisors prior to that. Smith is also a member of N3L Capital Management, LLC and N3L Capital Partners, LLC, private fund entities associated with a strategic investment limited partnership. Trusco Investment Management, LLC provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm employs a client-specific approach to financial planning and uses a range of investment strategies, including separately managed accounts, mutual funds, ETFs, and options.

Thomas Chapman is a financial advisor at Shayne & Jacobs, LLC in Nashville, TN, holding a Series 65 designation with 21 years of industry experience. He has been with Shayne & Jacobs, LLC since 2023 and previously worked at Shayne & Co., LLC for 28 years. Shayne & Jacobs, LLC provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm employs a long-term, concentrated investment approach based on fundamental analysis and manages accounts separately, including certain “special holdings” with limited management in client-restricted cases.

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.

Sam Bills is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Bills Asset Management since 2000. He operates in a small firm environment alongside one other advisor in Nashville, TN. Bills Asset Management provides discretionary portfolio management and advisory services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs proprietary asset-allocation programs and uses a combination of charting, fundamental, and technical analysis to support various investment strategies, with an emphasis on client choice regarding exposure to cryptocurrency.

Charles West III is a financial advisor at Rayburn West Financial Services in Nashville, TN, with four years of industry experience. He holds the Series 65 and Series 63 designations and formerly worked at Stifel, Piper Sandler, and CreditSights. Rayburn West Financial Services provides wealth management to individual and high-net-worth clients, as well as select pension plans and corporate clients, combining portfolio management and financial planning. The firm employs tailored asset-allocation strategies that integrate fundamental and cyclical analysis, emphasizing longer-term holdings and acting as a fee-only fiduciary.

John Quinones is a financial advisor with One Wealth Map, LLC in Gallatin, Tennessee, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Ameriprise, CUNA Mutual Brokerage Services, DuTrac Credit Union, and Middleton Farmers Coop. Outside of advisory services, he has operated a lawn care business for over a decade. One Wealth Map serves individual clients, including high-net-worth households, offering investment supervisory services, financial planning, and insurance and tax-related reviews. The firm manages approximately $287 million in discretionary assets and employs model portfolios, tax-aware strategies, and tiered service levels to meet client needs.

Benjamin Vondrak is a financial advisor at Balanced Plan Financial Investment Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including World Equity Group, Inc. and Integrated Financial Partners and Symbiotic Insurance. He is also involved in the insurance business as a part owner of Symbiotic Insurance Solutions, Inc. Balanced Plan Financial Investment Advisors, Inc. manages approximately $48.8 million primarily for individuals, high-net-worth clients, small businesses, trusts, and estates. The firm offers tailored investment programs based on client objectives and risk tolerances, utilizing a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, and employs derivative strategies and sub-advisor delegation.

Anton Bueschen Jr. is a CFP® and holds a Series 63 license with 26 years of industry experience. He has been with The Jenkins Group since 2005 and has worked at LPL Financial since 2009. His professional background also includes a position at Synovus Securities, Inc. from 2003 to 2004. The Jenkins Group serves individual clients, including high-net-worth households, as well as trusts, estates, charities, and business entities, providing financial planning, consulting, and portfolio management services. The firm employs a tailored investment approach that often utilizes model portfolios and LPL-sponsored programs, managing client accounts on a discretionary, rebalanced basis.

Maria Hernandez Huerta is a CFP® and Series 65-licensed advisor at Truman Wealth Advisors with seven years of industry experience. She has worked at firms including Coats Financial Planning and Hilliard Lyons. In addition to her advisory role, she teaches an Investment Planning course at Bellarmine University through Kaplan North America, LLC. Truman Wealth Advisors is a small SEC-registered firm managing approximately $106 million for nearly 100 clients. The firm serves individual and high-net-worth clients, multi-generational families, and institutional plan sponsors with diversified portfolios and a technology-assisted planning approach that includes discretionary and non-discretionary investment management, financial planning, and fiduciary services.