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.

Benjamin Vondrak is a financial advisor at Balanced Plan Financial Investment Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including World Equity Group, Inc. and Integrated Financial Partners and Symbiotic Insurance. He is also involved in the insurance business as a part owner of Symbiotic Insurance Solutions, Inc. Balanced Plan Financial Investment Advisors, Inc. manages approximately $48.8 million primarily for individuals, high-net-worth clients, small businesses, trusts, and estates. The firm offers tailored investment programs based on client objectives and risk tolerances, utilizing a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, and employs derivative strategies and sub-advisor delegation.

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.

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.

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.

Justin Follmer is a CFP® with 17 years of industry experience, currently serving as an advisor at Coastal Wealth Advisors, LLC since 2015. His prior experience includes roles at Lowcountry Investment Advisors, Inc., Precision Financial Services, LPL Financial, Maryland Financial Group, Inc., and Equitable Advisors. Outside of financial advising, he co-owns a real estate holding company with his wife. Coastal Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, qualified retirement plans, and other organizations. The firm employs a strategic asset-allocation approach combining passive and active investments to build globally diversified portfolios and integrates business-owner services alongside individual financial planning.

Benjamin Amos is a CFP® professional with one year of industry experience, currently serving as an advisor at RMG Advisors in Nashville, TN. Prior to joining RMG Advisors, he spent 15 years at the Office of Personnel Management and held positions at Planet Technologies and a brief period of unemployment in 2025. RMG Advisors offers discretionary investment management and financial planning services to individual and high-net-worth clients, managing approximately $200 million in assets. The firm specializes in areas such as divorce-related financial planning, federal employee retirement advising, and multi-generational and special needs trust planning, using SEI Asset Allocation Models and third-party sub-advisors to implement diversified client portfolios.

Mark Spinosa is a CFP® with 17 years of industry experience, currently serving as an advisor at Hunley Wealth Management LLC. His prior experience includes roles at Valic Financial Advisors, Inc. and Merrill. Outside of his advisory work, he is involved in multiple investment-related ventures, including membership in MAS Investments, LLC, focusing on buy-and-hold rental properties. Hunley Wealth Management serves individual and high-net-worth clients as well as corporate retirement plans, offering discretionary asset management, financial planning, and ERISA plan services. The firm employs a range of analytical methods and utilizes institutional platforms to manage portfolios, providing both 3(21) and 3(38) ERISA fiduciary services.

Dean Toscano is a financial advisor with GPWA, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at GPWA since 2015 and has been affiliated with Mass Mutual since 2012. In addition to his advisory work, Toscano teaches Economics and Personal Finance at Renew Christian Academy in Franklin, TN. GPWA, LLC serves individuals, small businesses, trusts, estates, charities, and retirement plans, providing asset management, financial and business planning, and ERISA plan services. The firm employs a combination of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to develop client-specific allocations and manages accounts on a non-discretionary basis while coordinating with third-party managers.

Bryan Nelson is a financial advisor with Balanced Plan Financial Investment Advisors, Inc. He holds the Series 63 and Series 66 licenses and has 19 years of industry experience. Prior to joining Balanced Plan Financial in 2019, he worked at VOYA Financial Advisors and Edward Jones. In addition to his advisory role, he is involved in fixed insurance sales and serves as head of product research and sales trainer at Symbiotic Insurance Solutions. Balanced Plan Financial Investment Advisors, Inc. manages approximately $48.8 million for about 149 clients, including individuals, small businesses, trusts, and estates. The firm offers tailored investment programs that incorporate fundamental, technical, quantitative, and modern portfolio theory methods, and may delegate management to sub-advisors or third-party managers.

Zachary Eidson is a financial advisor at Davis, Davis and Conover Wealth Management, LLC in Nashville, TN, holding a Series 66 designation with 18 years of industry experience. He worked at UBS for 13 years before joining his current firm in 2017. Davis, Davis and Conover Wealth Management is an SEC-registered adviser managing approximately $144.9 million in assets for around 186 clients. The firm serves individual and high-net-worth clients, including trusts and estates, offering wealth management, financial planning, and consulting services with an emphasis on retirement income planning and total-portfolio management.

Tyree Dean is a financial advisor at Davis, Davis and Conover Wealth Management, LLC in Nashville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he worked at AirSculpt for three years and attended Western Kentucky University. Davis, Davis and Conover Wealth Management, LLC provides discretionary wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement accounts. The firm combines comprehensive financial planning with portfolio management, using client risk questionnaires and fundamental analysis to guide asset allocation and total-portfolio strategies.

Carolyn Conover is a CFP® with 15 years of industry experience, currently serving as an advisor at Davis, Davis and Conover Wealth Management, LLC since 2017. She previously worked at TBH Advisors, LLC and UBS Financial Services. Davis, Davis and Conover Wealth Management manages approximately $144.9 million in discretionary assets primarily for individual and high-net-worth clients, offering wealth management, financial planning, and consulting services. The firm provides discretionary portfolio management focused on retirement income planning and total-portfolio management, using fundamental analysis and client risk assessments.

Tammy Paxton is a financial advisor at Gramercy Park Wealth Advisors, LLC (GPWA) in Nashville, TN, holding CFP®, Series 63, and Series 65 credentials with 19 years of industry experience. She has worked at several firms including Assurance Financial Partners, APO Financial Services, and Horter Investment Management. Paxton is also involved as a sales representative with National Gold Consultants, specializing in precious metals. GPWA serves individuals, small businesses, trusts, estates, charities, and retirement plans by providing asset management, financial and business planning, and ERISA plan services. The firm uses a combination of fundamental, technical, quantitative, and Modern Portfolio Theory methods to create client-specific allocations and offers non-discretionary management with third-party manager referrals.

Carter Bills is a CFP® professional with five years of industry experience, currently affiliated with Bills Asset Management in Nashville, TN. He previously worked at OppenheimerFunds, Inc. and has diverse experience in retail and landscaping businesses. Bills Asset Management serves individuals, business entities, trusts, estates, and charitable organizations, providing discretionary portfolio management and non-discretionary advisory services. The firm employs proprietary asset-allocation programs and combines charting, fundamental, and technical analysis to inform investment strategies.

Brian Fisher is a financial advisor at JB Wealth Advisors LLC in Nashville, TN, holding a Series 65 credential. He has been involved in the financial services industry since 2014, with experience at JB Wealth Advisors, JB Growth Partners, and Jucebox. Outside of advisory work, he serves as Chief Operating Officer of Jucebox LLC, a company that provides sales training and business development services for licensed insurance agents. JB Wealth Advisors offers algorithmic asset-allocation assessments and a website-based referral service to individual investors, connecting clients with third-party registered investment advisers for portfolio management. The firm delivers non-discretionary advice through a proprietary, rules-based model and does not manage or custody client assets.

Holden Varvel is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with Vocare Wealth Advisors and has held prior roles at Raymond James Financial Services Advisors, Total Wealth Planning, and Penn Mutual Life Insurance Co, among others. Vocare Wealth Advisors provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary managed account programs and customized investment strategies that address estate planning, retirement income, taxes, healthcare, and risk management. The firm emphasizes individualized portfolio management alongside standalone planning and consulting.