Toby Green is a financial advisor with Tennessee Wealth Management, holding a Series 66 designation and 21 years of industry experience. He has been with Tennessee Wealth Management since 2008 and has also worked as a general business consultant since 2020. Tennessee Wealth Management is an independent firm providing discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs an asset-allocation driven investment approach informed by Modern Portfolio Theory and serves both individual and institutional clients, including pension plans, while integrating financial planning within its advisory services.

Erik Roberts is the sole advisor at Infinitus Wealth Management LLC in Nashville, TN, holding Series 65 and Series 66 designations with five years of industry experience. He previously worked at Edward Jones for nine years and was involved with RAWIRAQ.COM for ten years. Infinitus Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients and their families. The firm uses multiple methods of analysis and offers tailored portfolios, educational seminars, and modular financial plans with a focus on a broad investible universe including conventional securities, real estate partnerships, and cryptocurrencies.

Michael Taylor is the sole advisor at Taylor Financial Planning LLC in Nashville, TN, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked at Regions Bank and Daxko LLC. He also maintains a role as a business developer at Amazon, Inc. Taylor Financial Planning serves individual and high-net-worth clients with a range of planning and investment services, using a planning-centered approach informed by Modern Portfolio Theory. The firm operates on a fee-only basis, offering fixed, hourly, and fixed-term fee arrangements without commissions or performance-based compensation.

Brock Love is a financial advisor at Southern Capital Partners, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual in various capacities from 2020 to 2026. Outside of advisory services, he owns and operates Multiply Insurance Group, LLC, which involves insurance product sales. Southern Capital Partners is an independent firm serving individual and high-net-worth clients, offering both discretionary and non-discretionary asset management along with financial planning. The firm's investment approach is tailored to client-specific goals and risk tolerances, utilizing various analytical methods and third-party sub-advisors when appropriate.

Barrington Gist is a financial advisor at Heritage Private Wealth in Nashville, TN, with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, LPL Financial, and Private Wealth Group. Heritage Private Wealth provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, including trusts, estates, and retirement accounts. The firm focuses on strategic asset allocation, diversification, and periodic rebalancing with a long-term approach, occasionally employing exchange-traded options strategies when authorized by clients.

Vincent Giannattasio is the principal of A&G Financial Management, LLC in Nashville, TN, holding a Series 66 designation with 21 years of industry experience. He has led A&G Financial Management since 2009. Outside of his advisory practice, he serves as a member of the A&G Foundation, a charitable organization involved in overseeing the distribution of funds. A&G Financial Management provides discretionary portfolio management and prepares written Investment Policy Statements for individuals, high-net-worth clients, and business entities. The firm manages approximately $23.5 million in discretionary assets and serves both individual and institutional clients, including pension and profit-sharing accounts, utilizing a variety of analytical methods and investment strategies.

My name is Shaun Melby and I am the founder of Melby Wealth Management, LLC. At the time of my certification, I was one of the youngest CERTIFIED FINANCIAL PLANNER™ practitioners in the country. I have over a decade of experience in the financial industry while working closely with some of the biggest names in music. I believe the financial planning process is the best way to create and maintain wealth, so I formed Melby Wealth Management to help as many people as possible work towards achieving their dreams and obtaining financial peace of mind. I grew up in Onalaska, Wisconsin and moved to Nashville, Tennessee in 2005 to earn a BBA in Finance as well as Music Business from Belmont University. My wife and I call Nashville, Tennessee home and in 2019 we welcomed our daughter into the world and in 2022 our son. During my spare time, I enjoy going to Nashville Predators and Nashville SC games, cheering on the Green Bay Packers, checking out the local dining scene, traveling, playing with our dogs Hank and Bo, and spending time with family and friends.

Tim brings over 15 years of industry experience. He graduated from Miami University with a Finance Degree from the Business Honors Program. He spent most of his first 9 years in the industry directly supporting individuals as a financial advisor with Fidelity Investments where he grew his practice to over $500 million. He transitioned to Charles Schwab where he spent the last few years leading a team of advisors where he was responsible for the retail branches for most of Tennessee. He helped grow his team from 17 to over 30 representatives with responsibility for over 80,000 families and households. Tim has always been interested in the FIRE movement (Financial Independence/Retire Early). However, as he reached the mid-point of his career he decided that he really enjoys working, helping people achieve their goals, and that he could have the most valuable impact working with a small group of people. He left Charles Schwab to found Nashville Finacial Planning in August of 2023 as it would be the perfect time to bring his 15+ years of experience to helping people for the next 15-20 years. Given his experience at two of the largest firms in the industry he has seen how much money people can pay in fees, and how a lot of advisors are incentivized to continue growing while neglecting a portion of their clients. Nashville Financial Planning was not only founded to help solve these two challenges (fixed fee and limited client base), but the true independent model gives a lot more flexibility to help people in areas of their financial life where they need it most in an unbiased way.

Claude Carmichael is a CFA® charterholder with 29 years of industry experience. He has been with Carmichael Capital, Inc. since 1993 and is a principal at Carmichael Creel Investments in Franklin, TN. Carmichael Creel Investments provides portfolio management services to individuals, corporate pensions, retirement accounts, trusts, and estates. The firm employs a value-oriented investment approach focused on fundamental analysis and incorporates exchange-traded options within separately managed accounts, a practice used by only a minority of similar firms.

Douglas Vowels is a CFP® professional with 24 years of industry experience, currently serving at Intentional Wealth Planning. His prior work includes roles at Advisory Services Network, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Intentional Wealth Planning offers advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, standalone financial planning, and retirement plan consulting. The firm delivers customized portfolios using both fundamental and technical analysis and provides public educational seminars and workshops as informational content.

Mete Fikri is the sole advisor at SEF Financial with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at SEM Capital, LLC since 2014. Outside of advisory work, he co-owns a business that invests in short-term vacation rental properties. SEF Financial provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as other investment advisers. The firm offers subadvisory services and employs a combination of fundamental, technical, cyclical, and quantitative analysis to support various investment strategies.

Rosemary Frank is a financial advisor with Rosemary Frank Financial, LLC in Brentwood, TN. She holds a Series 63 designation and has 21 years of industry experience. She is also president of Financial Advantage, Inc., where she operates as an independent licensed insurance agent. Rosemary Frank Financial, LLC provides asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm utilizes a manager-of-managers approach through the Envestnet platform, emphasizing quantitative analysis and long-term investment strategies with ongoing portfolio monitoring.

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.

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.

Michael Taylor is the sole advisor at Taylor Financial Management, LLC in Franklin, TN, with 11 years of industry experience. He holds a Series 65 designation and has managed his independent firm since 2012. Taylor is also a licensed accountant, although his CPA license is currently inactive and he does not provide accounting services to clients. Taylor Financial Management, LLC offers discretionary portfolio management tailored to individuals, including high-net-worth clients, as well as corporations and business entities. The firm emphasizes fundamental analysis and a long-term trading orientation, focusing primarily on growth equity securities alongside mutual funds, ETFs, and inflation-protected bonds for diversification.

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.

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.

David Strnad is a financial advisor at Rowe Consulting Group, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Chapwood Capital Investment Management and Wells Fargo Advisors. Outside of his advisory role, he serves as CEO of Ranch View Consulting, Inc., a consulting business based in Franklin, TN. Rowe Consulting Group provides investment consulting and advisory services to mid-market retirement plans, endowments, foundations, and individual clients, utilizing a proprietary domestic equity rotation methodology and a fee-only, fiduciary approach.

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.