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.

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.

Micah Wakefield is a financial advisor at TrueHaven Capital with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining TrueHaven, he worked at Swan Wealth Advisors and Cetera Wealth Services. Wakefield is also the managing member of several affiliated special-purpose vehicles associated with TrueHaven. TrueHaven Capital serves high-net-worth individuals, pooled investment vehicles, corporations, and other registered investment advisers by providing discretionary and non-discretionary asset management, financial planning, retirement-plan consulting, family office services, and alternatives advisory. The firm employs fundamental and technical analysis in portfolio construction and offers customized solutions including separately managed accounts and a unique ETF conversion program.

Joshua Self is a CFP® and ChFC® with 24 years of experience in the financial services industry. He has been with Ridgeline Wealth Advisors, LLC since 2016 and has worked with Penn Mutual Life Insurance Company since 2007. Outside of his advisory role, he manages credit card processing services for businesses as a relationship manager and is involved in fixed insurance product sales. Ridgeline Wealth Advisors provides discretionary asset management, financial planning, retirement-plan consulting, and IRA rollover advice to individuals and plan sponsors. The firm’s investment approach emphasizes long-term diversification and efficient capital markets, serving approximately 200 clients with a focus on high-net-worth individuals.

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.

Ryan Benoit is a financial advisor with Weatherhelm Capital Management LLC and holds a Series 65 credential. He has experience working in futures and brokerage firms since 2018, including roles at Weatherhelm Futures, TJM Brokerage, and R.J. O'Brien & Associates. Benoit is based in Arrington, Tennessee. Weatherhelm Capital Management LLC provides fee-only investment advisory and consulting services primarily to individual clients, retirement plans, and other entities. The firm employs a cash-flow-based planning process with a focus on risk management through position sizing, dynamic rebalancing, and the use of derivatives and alternative investments.

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.

Jackson Calvin is a financial advisor at Sage Investment Counsel with six years of industry experience and holds a Series 65 designation. His prior work includes roles at Mabry-Calvin and the University of Tennessee. He is also a passive member of Gunn Land Management LLC, a family farm holding company. Sage Investment Counsel offers ongoing portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, businesses, and plan sponsors. The firm employs a long-term, concentrated equity strategy supplemented by mutual funds, ETFs, and cash, and provides services including performance-based fee programs and ERISA-oriented SIMPLE IRA consulting.

Theodore Nielsen is a financial advisor at Arrow Alliance with nine years of industry experience. He holds a Series 66 designation and has worked previously at Sanford C. Bernstein & Co., LLC, Fidelity Brokerage Services LLC, Edward Jones, and Thrivent Financial. Prior to his advisory roles, he was employed at Augsburg University. Arrow Alliance is an independent Tennessee-registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, and estates. The firm follows a goals-based, long-term investment approach emphasizing asset allocation across public and private vehicles and offers discretionary wealth management through a wrap-fee program alongside fiduciary consulting services for retirement plans.

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.

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.

Brian Reichenbach is a CFP® with 15 years of experience in the financial services industry. He is currently with Maple Grove Wealth and has previously worked at Commonwealth Financial Network, Chronicle Partners, LLC, Southwestern Investment Advisory Services, and Raymond James Financial Services. He is a co-owner of Chronicle Partners, LLC, involved in securities, advisory, and insurance business. Maple Grove Wealth provides investment advisory services to individuals, high net worth individuals, small businesses, and institutional clients. The firm develops customized, goal-based strategies using a variety of investment instruments and employs a generally long-term approach with flexibility for shorter-term reallocations.

Benjamin Chandler is a Certified Financial Planner (CFP®) with nine years of industry experience. He has worked at Canterbury Tollgate since 2018 and previously held positions at Spotlight Asset Group, Inc. and Capital Markets IQ, LLC. He is also president of Weise Risk Advisors, LLC, where he is involved in life and disability insurance planning and sales. Chandler is an author of two books. Canterbury Tollgate provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors, managing both separately managed accounts and a private pooled vehicle. The firm employs a long-term, intrinsic-value investment process with concentrated, benchmark-independent portfolios and utilizes a broad range of instruments, including derivatives and commodity futures.

Jonathan Henderson is a financial advisor at Sage Investment Counsel with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates and Sii. In addition to his advisory role, Henderson is also licensed as an insurance broker and practices as an attorney. Sage Investment Counsel provides investment management and financial planning services to individuals, retirement plans, trusts, charities, and businesses. The firm employs a long-term, concentrated portfolio approach with the use of mutual funds, ETFs, fixed income, and derivatives, and offers a performance-based fee program for qualified portfolios.

Frederick Phillips is a CFP®-credentialed financial advisor with 20 years of industry experience. He is currently with EFinancial Alliance, LLC and has previously worked at firms including Merrill, Guardian Life, and Taylor Securities. Outside of financial advising, he oversees operations and marketing for an e-commerce retail business. EFinancial Alliance provides discretionary portfolio management and financial planning services for individuals, trusts, estates, and qualified plans, serving both high-net-worth and non-HNW clients. The firm emphasizes risk control through individualized asset allocation and manages nearly $292 million in discretionary assets with a four-advisor team.

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.

Grayson Garvin is a CFP® and Series 66 holder with eight years of experience in the financial industry. He has worked at Arrow Alliance since 2022 and previously held roles at Dixon Wells and Southwestern Investment Group, among others. Prior to his advisory career, he was employed by the Tampa Bay Rays. Arrow Alliance is an independent Tennessee-registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, and estates. The firm employs a goals-based, long-term approach to asset allocation using a mix of public and private investment vehicles and provides fiduciary consulting and discretionary wealth management through wrap-fee programs.

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.