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.

Sirkka Wood is a financial advisor at Cairn Financial Group with Series 65 credentials and one year of industry experience. She previously worked at H&R Block and has also been a Pilates instructor and trainer at Marathon Pilates since 2015. Cairn Financial Group provides financial planning and portfolio management services to individuals, including high-net-worth clients, defined contribution plan participants, and a private fund investor group. The firm employs quantitative tools and diversified, risk-based allocations in its investment approach and manages a private real estate pooled vehicle alongside separately managed accounts.

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.

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.

Troy Von Haefen is a CFP® professional with 22 years of experience, serving as an advisor at Von Haefen Financial Management since 2004. He is based in Nashville, TN. Von Haefen Financial Management provides fee-only holistic financial planning to individuals, families, and trusts, covering investment recommendations, tax, estate planning, risk management, retirement planning, and business-development advice. The firm operates on a non-discretionary basis, uses fixed retainer or flat fees instead of percentage-of-assets billing, and integrates tax return preparation into its services.

Robert Cantwell is a financial advisor at Upholdings with five years of industry experience. He holds a Series 65 credential and has worked at Upholdings Group LLC since 2019, following five years at Everlane Inc. Upholdings primarily serves high-net-worth individuals through discretionary portfolio management and customized investment solutions, focusing on fundamental bottom-up research, valuation discipline, and risk management. The firm manages approximately $51.3 million in discretionary assets and emphasizes client-specific customization and tax minimization.

Kenneth Thomas Jr. is a financial advisor with Coast Wealth Management Group, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at multiple firms, including Success Wealth Management LLC and Charter Financial Group. In addition to his advisory role, he is involved in insurance sales through his ownership and agency work with Southern Capital Solutions LLC, M&O Marketing LLC, and Gruening Health and Wealth. Coast Wealth Management Group, LLC provides asset management and financial planning services to individual and business clients, managing approximately $19.65 million across fewer than 100 client relationships. The firm’s investment strategies are based on fundamental analysis, tailored to client goals and risk tolerance, and include both discretionary and non-discretionary account management.

Patrick O'Connell is a financial advisor at Laureate Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Laureate Wealth Management since 2020. Prior to this, he was employed at The Home Depot and Wheaton College. Laureate Wealth Management offers investment advisory, portfolio management, financial planning, estate planning, and family office coordination services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation approach and is involved with pooled investment vehicles and affiliated fund activity.

Sam Bills is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Bills Asset Management since 2000. He operates in a small firm environment alongside one other advisor in Nashville, TN. Bills Asset Management provides discretionary portfolio management and advisory services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs proprietary asset-allocation programs and uses a combination of charting, fundamental, and technical analysis to support various investment strategies, with an emphasis on client choice regarding exposure to cryptocurrency.

Gabriel Pincus is the principal of GA Pincus Funds, LLC, an independent investment advisory firm based in Brentwood, TN. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. He also works with Kramer Projects and has a background in ETF markets and financial technology. GA Pincus Funds, LLC manages approximately $60 million across 160 accounts, serving individuals and various client types. The firm employs a technology-driven approach to portfolio management, focusing on ETF-based discretionary accounts with a proprietary diversification framework and algorithmic rebalancing.

Benjamin Vondrak is a financial advisor at Balanced Plan Financial Investment Advisors, Inc. with 10 years of industry experience. He holds a Series 65 designation and has worked at Balanced Plan Financial Investment Advisors since 2020, with prior experience at World Equity Group, Inc. and Integrated Financial Partners and Symbiotic Insura. In addition to his advisory role, he is a licensed life insurance agent and part owner of Symbiotic Insurance Solutions, Inc. Balanced Plan Financial Investment Advisors, Inc. provides asset management, financial planning, and consulting services to individuals, small businesses, trusts, and estates. The firm employs tailored investment strategies through direct management, model allocations, and sub-advisors, incorporating derivatives and option strategies where appropriate.

Anton Bueschen Jr. is a CFP® and holds a Series 63 license with 26 years of industry experience. He has been with The Jenkins Group since 2005 and has worked at LPL Financial since 2009. His professional background also includes a position at Synovus Securities, Inc. from 2003 to 2004. The Jenkins Group serves individual clients, including high-net-worth households, as well as trusts, estates, charities, and business entities, providing financial planning, consulting, and portfolio management services. The firm employs a tailored investment approach that often utilizes model portfolios and LPL-sponsored programs, managing client accounts on a discretionary, rebalanced basis.

Maria Hernandez Huerta is a CFP® and Series 65-licensed advisor at Truman Wealth Advisors with seven years of industry experience. She has worked at firms including Coats Financial Planning and Hilliard Lyons. In addition to her advisory role, she teaches an Investment Planning course at Bellarmine University through Kaplan North America, LLC. Truman Wealth Advisors is a small SEC-registered firm managing approximately $106 million for nearly 100 clients. The firm serves individual and high-net-worth clients, multi-generational families, and institutional plan sponsors with diversified portfolios and a technology-assisted planning approach that includes discretionary and non-discretionary investment management, financial planning, and fiduciary services.

Jason Ball is a CFP® with 27 years of industry experience. He is a principal at Ball & Company, where he has worked since 2004, including its predecessor firm, REED & BALL, INC. The firm serves individual clients, high net worth households, corporations, and business entities by providing comprehensive financial planning, consulting, and discretionary investment management. Ball & Company manages approximately $203 million in assets and employs a wealth management approach that integrates planning with ongoing investment management across a variety of asset types.

William Greene is a CFP® with 15 years of experience in the financial industry. He has worked at Cairn Financial Group since 2018 and previously held roles at Shoemaker Financial, Minnesota Life Insurance Company, and Securian Financial Services. Greene is also an adjunct professor, teaching personal financial planning courses and providing post-secondary financial planning education to healthcare students. Cairn Financial Group delivers financial planning and portfolio management services to individuals, including high-net-worth clients, defined contribution plan participants, and private fund investors. The firm utilizes client-specific Investment Policy Statements and diversified, risk-based allocations that incorporate quantitative tools, optimization, tactical asset allocation, and technical analysis, and it also manages a private real estate pooled vehicle alongside separately managed accounts.

Timothy Watson is a financial advisor at Finwell, Inc. in Nashville, TN, holding a Series 65 designation with seven years of industry experience. He has been with Finwell since 2018 and also serves as CTO of Radical Group, Inc., a technology and media business. Finwell works with individuals and families, including high-net-worth clients, and provides financial wellness services to organizations such as businesses, non-profits, and universities. The firm employs a long-term, strategic asset allocation approach based on Modern Portfolio Theory and integrates financial planning with investment management through customized strategies and ongoing portfolio monitoring.

Phillip Gipner is a CFP® professional with 12 years of industry experience. He has worked at Longview Financial Advisors, Inc. since 2011. Longview Financial Advisors provides fee-only financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a research-driven approach to build globally diversified, multi-asset class portfolios and offers both discretionary and non-discretionary investment management.

Breanna Stott is a CFP® and holds a Series 66 license with 17 years of experience in the financial industry. She is currently with Finwell, Inc. and also manages Mischief LLC, a venture fund focused on investing in female-founded or focused start-ups. Breanna’s work with Mischief involves capital raising and deployment. Finwell, Inc. serves individuals, families, and various organizations including businesses and universities, offering financial education, customized planning, and wealth management. The firm employs a strategic, long-term investment approach based on Modern Portfolio Theory and integrates financial planning with portfolio management.