Lori Cuneo is a financial advisor at Hull Wealth Management in Murfreesboro, TN, holding a Series 65 designation. She has been with Hull Wealth Management since 2013. Hull Wealth Management serves individuals, businesses, and trusts with discretionary portfolio management, financial and retirement planning, and access to separately managed accounts. The firm manages approximately $138.6 million in assets and employs both active and buy-and-hold investment approaches, providing ongoing account monitoring and periodic reviews.

A fee-only, fiduciary firm located in Nashville, TN, our firm focuses on bringing confidence and clarity to financial decisions facing individuals and families as they navigate their journey through life. Our ideal clients are overwhelmed families who are busy juggling the demands of success at home and in the office and are looking to partner with a trusted resource to regain control over their financial lives. Our firm offers low-cost, passive investment management, comprehensive financial planning, and has a specialized focus in tax-efficient retirement planning. In addition to our planning service, we have a specialized knowledge in late-stage college funding so that we can help be a resource to the families we serve in the area of college selection, financial aid, scholarship search, and tax-smart college funding strategies. - How much do we need to be saving? - Are we on track for the goals we've set out to accomplish? - How are we going to pay for college for our kids? - Are there things we should be thinking about that we may not even be aware of? - Should our focus be paying down debt or maximizing contributions to our retirement plans? - Family and work take all our time....how do we partner with someone to help bring control to the financial aspects of our lives? These are questions we help families address regularly. Our planning process is designed intentionally to help families proactively navigate life's changes. We revisit different areas of your plan three times per year to make sure every aspect of your financial life stays in balance at all times. Our mission is to bring the highest level of service to the families we work with and to go the extra mile to add value. Let's schedule some time and let's find out if we'd make a great partnership!

Grady Tabor is a CFA® charterholder with 17 years of industry experience. He has been with Processus Wealth & Capital Management, LLC since 2010. The firm provides discretionary investment management and financial planning services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and plan participants. Processus Wealth & Capital Management employs fundamental analysis and a combination of strategic asset allocation with tactical overlays to construct portfolios focused on mutual funds, ETFs, and large-cap equities, while incorporating specific risk management techniques.

Benjamin Defoor is a financial advisor at Soar Financial LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles including positions at American Trust Investment Services, Inc. and his own sole proprietorship. Outside of his advisory work, he is involved in managing companies related to insurance, lead generation, and real estate development. Soar Financial LLC offers investment advisory, financial planning, and retirement-plan consulting to individuals, trusts, estates, businesses, and qualified retirement plans. The firm provides customized portfolio management using a mix of ETFs, equities, bonds, mutual funds, and other investments, serving clients through multiple offices and partnerships including a local CPA firm.

Thomas Landstreet is a financial advisor at Trusco Investment Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Tell Tale Investment Advisors. Outside of finance, he is a self-employed musician and provides public speaking services to industry associations and conferences. Trusco Investment Management offers portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm employs a variety of investment strategies tailored to client-specific plans and manages assets primarily through separately managed accounts, mutual funds, ETFs, and fixed-income securities.

Dana Park is a financial advisor at First Family Wealth with a Series 65 credential and one year of industry experience. Prior to joining First Family Wealth, Park held roles at Aflac, Bell Law Settlement Services, Foundation Title & Escrow Services LLC, and Title Associates of Knoxville, LLC. First Family Wealth is a state-registered investment adviser managing approximately $87.8 million in discretionary assets, serving individuals, high-net-worth clients, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, applying modern portfolio theory alongside fundamental, technical, and cyclical analysis to create diversified portfolios tailored to client profiles.

Karyna Hawthorne is a financial advisor at GA Pincus Funds, LLC, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Tailwind Financial LLC, Tailwind CPA, and positions in accounting and corporate sectors such as Unilever and Capgemini. In addition to advisory work, she is a staff accountant at Tailwind CPA, a CPA firm. GA Pincus Funds, LLC provides investment advisory and portfolio management services primarily to individual clients, managing approximately $60 million across 160 accounts. The firm employs a technology-driven approach focused on ETF-based portfolios, combining strategic and tactical asset allocation with a proprietary diversification framework and algorithmic rebalancing.

John Stauffer is a financial advisor at AJ Advisors with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining AJ Advisors in 2022, he worked at Quinn Stauffer Financial, LLC for 13 years. 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 across nearly 400 client relationships, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting, utilizing strategic asset allocation and traditional management approaches with mutual funds, ETFs, and selected individual securities.

Jonathan Farrell is a CFP® with 21 years of industry experience, currently serving as an advisor at Highmark, LLC since 2025. His prior positions include roles at Commonwealth Financial Network, Lincoln Financial Distributors, Inc., and John Hancock Retirement. In addition to his advisory work, he is an independent insurance agent. Highmark, LLC provides discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, high-net-worth clients, trusts, estates, and qualified employee benefit plans. The firm manages portfolios on a discretionary basis tailored to client goals and employs sub-advisors and third-party model portfolios through a single custodial platform.

Nick Elovitz is a financial advisor at Portus Capital Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Portus Capital Management since 2016, following ten years at PKS Advisory Services and Purshe Kaplan Sterling Investments. Outside of advising, he is involved in substitute teaching at a Catholic school and operates a real estate business focused on purchasing, rehabilitating, and selling properties. Portus Capital Management provides discretionary portfolio management and pension consulting primarily for individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, including options trading strategies, and offers diversified exposure across multiple asset classes.

Christopher Lim is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Alongside Wealth Advisors, LLC and previously worked at Ronald Blue Trust and Ronald Blue & Co. from 2015 to 2024. Alongside Wealth Advisors, LLC provides personalized financial planning, discretionary portfolio management, and qualified retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm uses tailored asset allocation strategies and offers services ranging from business planning to ERISA-related plan advice.

Diana Halenz is a financial advisor at Tailwind Financial LLC with one year of industry experience. She is also a CPA and owner of two accounting firms, Diana M Halenz CPA LLC and Tailwind CPA LLC, where she provides accounting and tax planning services. Tailwind Financial is a state-registered investment advisory firm that offers financial planning and consulting services to individual clients. The firm emphasizes long-term strategies based on modern portfolio theory and provides tailored recommendations while leaving implementation to clients.

Elijah Culley is a financial advisor with AJ Advisors in Nashville, TN, holding a Series 66 designation and one year of industry experience. Before joining AJ Advisors, he worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he has been involved with St. George's Episcopal Church since 2024. AJ Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs both Strategic and Traditional investment management approaches, offering discretionary and non-discretionary portfolio management along with retirement-plan advisory and financial planning services.

Hogan Roberts is an advisor at InvestGro LLC with a Series 65 credential and no prior industry experience. His background includes various roles outside the financial sector, including work as a live sound engineer and positions in the hospitality and entertainment industries. InvestGro LLC provides discretionary and non-discretionary asset management, financial planning, and consulting services primarily for individual clients. The firm emphasizes ongoing client education through monthly workshops and tailors investment decisions using fundamental analysis, portfolio theory, and Monte Carlo planning techniques.

John Hinely is a financial advisor at Canterbury Tollgate with nine years of industry experience. He holds a Series 65 designation and has worked with Canterbury Tollgate since 2018, following positions at Spotlight Asset Group, Inc. and Capital Markets IQ, LLC. In addition to his advisory role, he is involved in life and disability insurance planning and sales on a limited basis. Canterbury Tollgate provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors, using a long-term, intrinsic-value investment approach focused on concentrated, benchmark-independent portfolios. The firm serves clients through separately managed accounts and a private pooled vehicle, CTG Fluxion, LP, and employs performance-based compensation along with permitting derivatives in managed accounts.

Mark Gargano is a financial advisor with National Wealth Management Group, LLC, holding Series 65, Series 63, and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Morgan Stanley, LPL Financial, Dynamic Wealth Advisors, and L3 Holdings Inc. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a range of portfolio management and consulting services through multiple program platforms and custodians.

William Rogers is a financial advisor at Beacon Capital Management, LLC with 21 years of industry experience and a Series 66 designation. He has been with Beacon since 2016 and previously worked at Kalos Capital, Inc. from 2014 to 2017. Outside of advisory services, he is also an insurance sales agent specializing in life, long-term care, disability insurance, and annuities. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm provides portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations, focusing on tailored, diversified investment strategies.

Joshua Davis is a Series 65 credentialed financial advisor with 10 years of industry experience. He has been with TBH Global Asset Management, LLC since 2022 and previously worked at TBH Advisors, LLC from 2015 to 2022. TBH Global Asset Management provides investment management, financial planning, pension and retirement consulting, trustee services, bill-paying, and general consulting to individuals, retirement plans, and business entities. The firm employs a blended investment approach combining top-down macro, fundamental, and quantitative analysis and utilizes asset-allocation model portfolios alongside third-party tools and models.

Mary O’Leary is a financial advisor at Luken Investment Analytics, LLC with eight years of industry experience. She holds the ChFC® designation and the Series 65 license. Her prior experience includes roles at Levine Group LLC and SII Investments. Outside of her advisory work, she provides financial planning education as an independent contractor. Luken Wealth Management serves individual investors, families, trusts, retirement plan participants, and other registered investment advisers. The firm offers financial planning, discretionary portfolio management, and a paid model subscription service that delivers newsletters and security-rating recommendations to other advisors.

Thomas Chase is a financial advisor at Capital Markets IQ, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Kalos Management and Reliance First Capital. Chase serves on the board of a nonprofit organization, Young Professionals, contributing to monthly professional development and community service activities. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including individual and high-net-worth investors. The firm offers diversified portfolio management, financial planning, and business consulting, utilizing a multi-branch operating model and coordinating with external professionals to deliver comprehensive advice.