Douglas Jackson is a CFP® professional with 12 years of industry experience. He is currently with Jackson Wealth Inc and has previously worked at Advisory Services Network, LLC and Axa Advisors, LLC. Outside of advisory work, he owns and operates Tennessee Tax Solutions, a tax preparation and filing service. Jackson Wealth Inc serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning. The firm primarily uses passive investment management through diversified portfolios of index mutual funds and ETFs, incorporating fundamental, technical, and cyclical analysis to refine asset allocation and sector choices.

Mitchell Anderson is a financial advisor at EFinancial Alliance, LLC in Franklin, TN, holding a Series 65 designation with 14 years of industry experience. He has been with EFinancial Alliance since 2012. EFinancial Alliance, LLC provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other businesses, managing approximately $225.8 million in discretionary assets. The firm emphasizes individualized, discretionary portfolio construction focused on value, safety, quality, and risk control, combining financial planning with portfolio management across its client relationships.

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.

James Bertram is a financial advisor at Baynes Investment Counsel LLC with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Nuveen Asset Management and CNL Educational Institute. Baynes Investment Counsel LLC provides portfolio management and financial planning services to individual and high-net-worth clients, employing a multi-strategy investment approach that includes equities, fixed income, ETFs, and options. The firm also sponsors private investment vehicles and offers educational workshops and subscription newsletters.

Nicolas Drury is a financial advisor at Baynes Investment Counsel LLC with one year of industry experience. He holds a Series 65 designation and previously worked at InterOcean Capital, LLC. Outside of his advisory role, he is the owner of Drury Properties, LLC, a company intended for future real estate holdings. Baynes Investment Counsel LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a blend of fundamental, quantitative, technical, and modern portfolio theory analyses to tailor accounts to client objectives and also offers educational workshops and a subscription newsletter.

William Calvin is a financial advisor at Sage Investment Counsel with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been co-owner of MABRY-CALVIN, LLC, an investment consulting and performance measurement firm, since 1989. He has also worked at Wiley Bros. Aintree Capital, LLC since 1990. Sage Investment Counsel provides investment management, financial planning, and performance-measurement services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a long-term, concentrated portfolio approach and offers both discretionary and non-discretionary management, including the use of hedging and leverage techniques in separately managed accounts.

Jenni Opperman is a financial advisor at Portus Capital Management, LLC with eight years of industry experience. She holds the Series 66 designation and has prior work experience at Purshe Kaplan Sterling Investments and Best Buy. Alongside her advisory role, she works as a staff accountant at Jason Grubbs, CPA. Portus Capital Management provides discretionary portfolio management and pension consulting primarily for individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, incorporating options trading and a diverse range of investment instruments.

James Casanova Jr. is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Retirement Solutions Group. His prior experience includes roles at Northwestern Mutual, Integrum Wealth, and Morgan Stanley. He also serves as secretary of a local homeowners association. Retirement Solutions Group is a fee-based firm that provides financial planning and investment advisory services to individuals, high-net-worth clients, and business entities. The firm offers financial education through seminars and uses a co-advisor model to implement client-selected portfolio strategies.

Andrew Shibley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Afton Advisors, LLC. His prior experience includes roles at SageSpring Wealth Partners, Raymond James Financial Services, and Park Avenue Securities. Afton Advisors provides financial planning and portfolio management to individuals, charitable organizations, and businesses, primarily using passive investment strategies supplemented by technical and cyclical analysis. The firm offers integrated planning and management services through a variety of fee structures and utilizes third-party platforms and outside managers for portfolio construction.

Ryan Stehno is a financial advisor at InvestGro LLC with a Series 65 credential and less than one year of industry experience. His prior work includes roles at Florida Financial Advisors under the DBA Tristate Financial Advisors and various positions outside finance. InvestGro LLC offers discretionary and non-discretionary asset management along with financial planning and consulting services to a boutique client base. The firm emphasizes client education through monthly workshops and tailors investment strategies using fundamental analysis and portfolio theory.

Kaitlin Jordan is a financial advisor at Stone Pillars Wealth Management in Franklin, TN, holding a Series 65 designation with three years of industry experience. Prior to joining Stone Pillars, she worked at Walkner Condon Financial Advisors and has experience as an independent volleyball coach. Stone Pillars Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management and comprehensive financial planning. The firm employs a tactical allocation approach using a broad mix of investment instruments and manages held-away employer plan accounts through a third-party platform.

Jonathon Jordan is a financial advisor at Stone Pillars Wealth Management with 18 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Stone Pillars, he worked at Merrill, Walkner Condon Financial Advisors, and Walkner Condon Tax Services. Outside of advising, he serves as a partner and business and finance advisor to a men’s health telemedicine company and a commercial construction contracting firm. Stone Pillars Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, providing fee-based discretionary portfolio management and comprehensive financial planning. The firm employs a tactical allocation approach using a broad mix of instruments, including public equities, options strategies, private offerings, and co-investments, and offers specialized services such as held-away employer plan management and business-owner transition advising.

Ryan Moore is a financial advisor with Retirement Solutions Group who holds Series 63 and Series 65 credentials and has nine years of industry experience. He is also an independent insurance agent and a partner at Retirement Solutions Group, LLC, where he is involved in insurance and legal planning services. Moore is active in a nonprofit organization, RSG Gives Back Inc. Retirement Solutions Group, Inc. is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm offers discretionary asset management through a co-advisor relationship, fixed-fee financial planning, and public seminars, using a range of investment analysis methods and maintaining client assets with qualified custodians.

Katie Carpenter is a CFP® with eight years of industry experience and currently advises at Springlake Financial Partners. She previously worked for Charles Schwab for seven years and has held positions at Ally Financial and other roles prior to entering the financial industry. Springlake Financial Partners provides wealth management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation framework based on Modern Portfolio Theory, using a passive ETF core alongside select active strategies, and manages client assets on a discretionary basis.

Harold Roe is a financial advisor at Main Street Investors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hornor, Townsend & Kent LLC and Penn Mutual Life Insurance Company. Outside of advisory work, he is involved in insurance brokerage and conducts financial wellness workshops focused on disability and health products. Main Street Investors provides advisory services to individuals, pension and profit-sharing plans, and charitable organizations. The firm follows a long-term investment approach based on modern portfolio theory and operates primarily on a non-discretionary, co-advisory model, recommending accounts with third-party money managers for investment implementation.

A fee-only, fiduciary firm located in Nashville, TN, our firm focuses on bringing confidence and clarity to financial decisions facing individuals and families as they navigate their journey through life. Our ideal clients are overwhelmed families who are busy juggling the demands of success at home and in the office and are looking to partner with a trusted resource to regain control over their financial lives. Our firm offers low-cost, passive investment management, comprehensive financial planning, and has a specialized focus in tax-efficient retirement planning. In addition to our planning service, we have a specialized knowledge in late-stage college funding so that we can help be a resource to the families we serve in the area of college selection, financial aid, scholarship search, and tax-smart college funding strategies. - How much do we need to be saving? - Are we on track for the goals we've set out to accomplish? - How are we going to pay for college for our kids? - Are there things we should be thinking about that we may not even be aware of? - Should our focus be paying down debt or maximizing contributions to our retirement plans? - Family and work take all our time....how do we partner with someone to help bring control to the financial aspects of our lives? These are questions we help families address regularly. Our planning process is designed intentionally to help families proactively navigate life's changes. We revisit different areas of your plan three times per year to make sure every aspect of your financial life stays in balance at all times. Our mission is to bring the highest level of service to the families we work with and to go the extra mile to add value. Let's schedule some time and let's find out if we'd make a great partnership!

Grady Tabor is a CFA® charterholder with 17 years of industry experience. He has been with Processus Wealth & Capital Management, LLC since 2010. The firm provides discretionary investment management and financial planning services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and plan participants. Processus Wealth & Capital Management employs fundamental analysis and a combination of strategic asset allocation with tactical overlays to construct portfolios focused on mutual funds, ETFs, and large-cap equities, while incorporating specific risk management techniques.

Joseph Nickell is a CFA® and PFS™ credentialed advisor with 22 years of industry experience. He has been with J. Mark Nickell & Co. since 1994. The firm provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, corporations, and trusts. J. Mark Nickell & Co. manages primarily discretionary accounts using model portfolios tailored to client risk profiles, incorporating ETFs, mutual funds, and in select cases, municipal bonds, interval funds, and private equity.

Ryan Redmond is an advisor at Stone Pillars Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Stone Pillars, he was employed at Vista Wealth Solutions and has worked as a pitching instructor and in the food service industry. Stone Pillars Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management and financial planning. The firm utilizes a tactical allocation approach with a broad range of investment instruments and specializes in business-owner transition and succession planning.

Karyna Hawthorne is a financial advisor at GA Pincus Funds, LLC, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Tailwind Financial LLC, Tailwind CPA, and positions in accounting and corporate sectors such as Unilever and Capgemini. In addition to advisory work, she is a staff accountant at Tailwind CPA, a CPA firm. GA Pincus Funds, LLC provides investment advisory and portfolio management services primarily to individual clients, managing approximately $60 million across 160 accounts. The firm employs a technology-driven approach focused on ETF-based portfolios, combining strategic and tactical asset allocation with a proprietary diversification framework and algorithmic rebalancing.