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.

Margaret Dover is a CFP® with 18 years of industry experience, currently advising at J. Mark Nickell & Co. since 2024. Her prior roles include six years at BlackRock Investments, LLC and seven years at Jackson National Life Distributors. J. Mark Nickell & Co. offers integrated financial planning and investment supervisory services primarily to individual and high-net-worth clients, managing both discretionary and non-discretionary accounts with a focus on tax-aware, model-based portfolios tailored to client risk profiles. The firm maintains a small client base with large average account sizes and conducts formal portfolio reviews at least quarterly.

Kenneth Thomas Jr. is a financial advisor at Coast Wealth Management Group, LLC with three years of industry experience. He holds a Series 65 designation and has previous experience at Success Wealth Management LLC, Gradient Advisors LLC, and Charter Financial Group. In addition to his advisory work, he is involved in insurance sales through M&O Marketing LLC and Gruening Health and Wealth. Coast Wealth Management Group provides investment management and financial planning services primarily to individual and small business clients. The firm employs a blend of fundamental analysis and both long- and short-term strategies, managing accounts on both discretionary and non-discretionary bases.

Jackson Hornsby is a CFP® professional with four years of industry experience, currently serving at Luken Investment Analytics, LLC since 2024. Prior to joining Luken, he worked at Wells Fargo Clearing Services and Fidelity Investments. His background also includes roles outside finance, such as positions at Uber and Executive Travel and Parking. Luken Wealth Management serves individual investors, families, trusts, retirement plan participants, and other registered investment advisers. The firm provides financial planning, discretionary portfolio management, and a subscription service offering security-rating recommendations to other advisors, utilizing a mix of technical and quantitative analysis across various trading strategies.

Charles Youree is a financial advisor with Main Street Investors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Peachtree Planning of Tennessee and Park Avenue Securities LLC. Outside of advisory services, he is a licensed insurance agent. Main Street Investors provides advisory services to individuals, pension and profit-sharing plans, and charitable organizations, focusing on financial planning and pension consulting. The firm employs a long-term investment approach based on modern portfolio theory and primarily operates on a non-discretionary, co-advisory model, recommending third-party money managers for investment implementation.

James Hackney is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Music Row Wealth Management and has held roles at Corient and Northwestern Mutual during his career. Hackney co-hosts Songwriter Soup LLC, a podcast interviewing professionals in the music industry. Music Row Wealth Management offers discretionary investment management, financial planning, pension consulting, and business consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm manages approximately $431.7 million in discretionary assets and employs diversified, risk-based portfolios combined with ongoing account monitoring and access to private fund investments.

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.

Edison Parker Jr. is a financial advisor with Acropolis Partners, LLC, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His prior roles include positions at Parthenon Partners LLC, Cary Street Partners, and Zermatt Securities. Outside of securities, he is also an insurance agent involved in insurance sales. Acropolis Partners, LLC provides portfolio management and consults on sub-adviser selection and oversight for individuals and high-net-worth clients. The firm uses a combination of proprietary model portfolios and sub-advisers, employing asset allocation and both fundamental and technical analysis across a range of investment vehicles.

Stephen Stark is a financial advisor with Main Street Investors, LLC in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Main Street Investors in 2019, he spent 12 years at Park Avenue Securities. Outside of his advisory role, he is involved with MediStaff, a provider of respite and in-home personal care staffing, and is also a licensed insurance agent. Main Street Investors serves individuals, pension and profit-sharing plans, and charitable organizations by offering financial planning and advisory recommendations based on modern portfolio theory and a long-term approach. The firm operates primarily on a non-discretionary, co-advisory model, recommending clients use unaffiliated money managers to implement investments while performing due diligence and ongoing monitoring.

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.

Charles West III is a financial advisor at Rayburn West Financial Services with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Stifel and Piper Sandler. Rayburn West Financial Services provides wealth management services to individual and high-net-worth clients, pension plans, and corporate clients. The firm offers portfolio management, financial planning, and specialized consulting for business owners, focusing on tailored asset-allocation strategies that combine fundamental and cyclical analysis with a preference for longer-term holdings.

Alec Medlin is a financial advisor at InvestGro LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Knights of Columbus Asset Advisors LLC and Northwestern Mutual. InvestGro LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services, including full financial plans and single-topic consultations. The firm uses fundamental analysis combined with Modern and Post-Modern Portfolio Theory and Monte Carlo planning techniques, offering both traditional asset management and hourly or fixed-fee financial planning engagements.

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.

David Neff is a financial advisor at Portus Capital Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Portus since 2016, following a decade at PKS Advisory Services and Purshe Kaplan Sterling Investments. Outside of advisory work, Neff is a part owner of an insurance agency and is involved in managing several rental properties. Portus Capital Management provides discretionary portfolio management and pension consulting primarily for individual and high-net-worth clients. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis, offering diversified investment exposure and utilizing options and derivatives within client accounts.

Nathan Rollins is a financial advisor at Highmark, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network and Raymond James Financial Services. In addition to his advisory role, Rollins is also an independent insurance agent. Highmark serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs a combination of fundamental, technical, cyclical analysis, and modern portfolio theory to build client-specific portfolios and manages approximately $59.5 million in discretionary assets.

Laura Davis is a CFP® and ChFC® with 20 years of industry experience. She is currently with Music Row Wealth Management in Nashville, TN, having previously worked at Corient, Robert W. Baird & Co., Hilliard Lyons, First Tennessee Bank, and Northwestern Mutual Investment Services. Music Row Wealth Management provides discretionary investment management, financial planning, pension consulting, and business consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $431.7 million in discretionary assets and offers diversified, risk-based portfolios alongside financial planning and access to third-party advisers and private fund investments.

Anton Bueschen Jr. is a CFP® professional with 25 years of industry experience. He is affiliated with The Jenkins Group in Nashville, TN, where he has worked since 2005 and also has a long tenure at LPL Financial beginning in 2009. Outside of his advisory role, he is involved with Bueschen LLC, a non-investment business entity. 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 uses tailored investment advice that typically involves model portfolios and LPL-sponsored program solutions, managing client accounts on a discretionary and 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 industry experience, currently serving at Cairn Financial Group since 2018. Prior to that, he worked at Shoemaker Financial, Minnesota Life Insurance Company, and Securian Financial Services. He is also an adjunct professor, teaching personal financial planning courses to undergraduate and graduate healthcare students. Cairn Financial Group provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses individualized asset allocation documented in an Investment Policy Statement and manages accounts on a discretionary basis, employing ETFs, mutual funds, equities, proprietary models, and third-party sub-advisers where appropriate.