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.

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.

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.

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.

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.

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.

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 in financial advising. He has been with Von Haefen Financial Management since its founding in 2004. The firm is a fee-only, holistic financial planning practice serving individuals, families, and trusts with a focus on comprehensive planning, including tax, estate, retirement, and business-development advice. It operates with a fixed retainer and flat fee model, providing non-discretionary investment recommendations tailored to each client’s tax situation and goals.

Carri Sanford is a financial advisor at &PARTNERS with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at Luken Investment Analytics and Wiley Bros-Aintree Capital LLC since 2011. Outside of financial advising, she works as a real estate agent with Vision Realty Partners. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, utilizing both proprietary and third-party strategy models alongside platform technology.