William Welborn III is a financial advisor at Hoskins Financial, LLC in Nashville, TN, holding CFP® and Series 63 credentials with 16 years of industry experience. Prior to joining Hoskins Financial in 2022, he worked as a contractor for the Tennessee Army National Guard through Hoskins & Company from 2016 to 2022. Outside of advising, he has a part-time administrative role in data entry with Hoskins & Co. PC. Hoskins Financial provides discretionary asset management and financial planning primarily to individuals, high-net-worth clients, and fiduciaries such as trusts and estates, with additional services for corporate clients. The firm employs fundamental analysis and modern portfolio theory to deliver tailored portfolio management and conducts regular reviews, while maintaining affiliations with an accounting and tax services firm.

Blake Cate Jr. is the sole advisor at SMEAC Financial, LLC, an independent firm located in Nolensville, TN. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. SMEAC Financial serves individual clients, high-net-worth individuals, and business entities, providing both discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm offers tailored investment advice and family office services, utilizing a range of strategies including options, margin, and derivatives.

Michael McKinney is the principal of McKinney Capital Management, LLC in Nashville, TN, holding the PFS™ designation and Series 66 license with 17 years of industry experience. He has managed his independent advisory firm since 2010 and also serves as a CPA manager involved in business development, tax preparation, auditing, and firm administration. McKinney Capital Management provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and corporations. The firm’s portfolios use mutual funds and ETFs guided by fundamental and technical analysis, with many accounts managed on a discretionary basis, while the principal’s CPA background supports a distinctive combination of accounting and advisory services.

William McDonald is a financial advisor at Retirement Planning Solutions, LLC in Nolensville, TN, with 25 years of industry experience. He holds the Series 66 designation and has been affiliated with HD Vest Advisory Services and Retirement Planning Solutions since 2003. Retirement Planning Solutions provides discretionary investment management and consulting services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses a mix of fundamental and cyclical analysis methods and implements portfolios with index funds, ETFs, mutual funds, stocks, bonds, and cash equivalents.

Brian Johnson is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He is the president and owner of Raven Point Wealth Management, LLC in Brentwood, TN, and has held roles at Commonwealth Financial Network, Emerald Spectrum Advisory, Inc., and Larson Financial Group. Outside of advising, he is a sales associate at Nashville Running Company. Raven Point Wealth Management provides comprehensive financial planning and ongoing investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and small businesses, with a focus on professionals such as physicians and dentists. The firm emphasizes disciplined, long-term, tax-sensitive investing using strategic asset allocation and predominantly low-cost mutual funds and ETFs, while also offering complimentary educational seminars and workshops.

Carter Norvell Jr. is a financial advisor at CN Wealth LLC in Nashville, TN, with one year of industry experience. He holds a Series 65 designation and has previously worked at Norvell Advisors LLC, Equitable Trust Company, and Healthmark Ventures, LLC. CN Wealth is a state-registered investment adviser that provides discretionary wealth management and financial planning to individual clients. The firm manages portfolios using mutual funds, ETFs, individual stocks, and bonds, employing a primarily long-term investment approach combined with customized asset allocations and periodic rebalancing.

Kirk Meyer is a financial advisor with KG Meyer, PC in Hermitage, TN, holding a Series 65 credential and eight years of industry experience. He has worked at KG Meyer, Inc. since 2018 and has over two decades of service with the DOI-Bureau of Indian Affairs. KG Meyer, PC provides fee-based comprehensive financial planning and investment management for individuals at different career stages as well as pension and profit-sharing plans, trusts, and corporations. The firm uses a diversification-focused, multi-style approach based on Modern Portfolio Theory, with portfolios primarily composed of exchange-traded funds and no-load mutual funds, and publishes a weekly newsletter offering general financial-planning guidance.

Hani Nofal is a financial advisor at Nofal Insurance and Wealth in Brentwood, TN, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at Northwestern Mutual from 2025 to 2026 and served in the U.S. Navy for 11 years. Nofal Insurance and Wealth provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, business entities, and charitable organizations. The firm uses asset allocation, fundamental and technical analysis, and offers estate planning packages with implementation options, conducting quarterly account reviews.

Brian Cote is a financial advisor with GPWA, LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Gramercy Park Wealth Advisors, LLC d/b/a GPWA, LLC since 2014. In addition to his advisory role, Mr. Cote works as a loan broker and consultant through Endurance Strategies, where he assists clients with negotiating bank and non-bank financing solutions. GPWA serves individuals, small businesses, trusts, estates, charities, and retirement plans, providing asset management, financial planning, and ERISA plan services. The firm employs a blend of fundamental, technical, quantitative, and Modern Portfolio Theory techniques to develop client-specific investment allocations and manages accounts on a non-discretionary basis while coordinating with third-party managers.

Ryan Patterson is a financial advisor at High Knoll Wealth Advisors, LLC in Nashville, TN, with one year of industry experience. He holds a Series 65 designation and has been with High Knoll Wealth Advisors since 2025. Outside of his advisory role, Mr. Patterson owns and operates Aquis Facilities Management, a kitchen compliance and exhaust contracting business based in Memphis, TN. High Knoll Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, families, businesses, foundations, and plan sponsors. The firm uses asset-allocation principles informed by modern portfolio theory and third-party capital market assumptions to build long-term portfolios, and it offers discretionary portfolio management alongside standalone financial planning.

Regan Flaherty is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with ProAthlete Wealth Management LLC and has previously worked at firms including Peak Brokerage Services, Wells Fargo Clearing Services, and Raymond James & Associates. ProAthlete Wealth Management provides discretionary portfolio management, financial planning, and concierge services primarily to high-net-worth individuals and business entities, including professional athletes. The firm combines fundamental and technical analysis with both in-house and third-party managers, tailoring portfolios to clients’ objectives and risk tolerances while offering integrated business-management support.

Steven Kibbel is a financial advisor at Shorebreak Capital, LLC in Franklin, TN, with 8 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Shorebreak Capital in 2025, he worked at LPL Financial, Beacon Capital Management, Bank of America, and Merrill Lynch. He is also an author of financial planning books through his business, Kibbel Financial Planning. Shorebreak Capital provides fee-based financial planning and portfolio management to individuals, trusts, retirement plans, and closely held businesses. The firm employs a risk-calibrated model approach with actively monitored and rebalanced portfolios incorporating ETFs, mutual funds, individual securities, and other investment vehicles.

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.

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.

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.

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.

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.

Sirkka Wood is a financial advisor with Cairn Financial Group in Nashville, TN, holding a Series 65 designation. She joined Cairn Financial Group in 2024 and has prior experience at H&R Block. Outside of her financial advisory role, she has been a Pilates instructor and trainer at Marathon Pilates since 2015. Cairn Financial Group provides financial planning and investment management services to individuals, businesses, and organizations, including high-net-worth clients and pension plans. The firm offers customized asset allocation, discretionary account management, 401(k) advisory services, and manages a private real estate pooled vehicle.