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 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.

Timothy Watson is a financial advisor with Finwell, Inc. in Nashville, TN, holding a Series 65 credential and seven years of industry experience. He also serves as Chief Technology Officer at Radical Group Inc., a technology and media business. Finwell works with individuals, families, businesses, non-profits, government agencies, and universities to provide financial education, customized planning, and wealth management. The firm emphasizes strategic asset allocation and a long-term investment approach, integrating financial planning into portfolio management and offering services such as subscription-based planning and financial wellness programs.

William Jacobs is a CFP® and CFA® credentialed advisor with 19 years of industry experience. He is currently with Shayne & Jacobs, LLC, where he has worked since 2023, and previously held roles at Ashlee Patten Group, LLC and Jacobs Investment Management, LLC. Shayne & Jacobs, LLC provides discretionary portfolio management to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a long-term, concentrated investment approach based on fundamental analysis and manages accounts separately, including "special holdings" with limited 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.

Justin Follmer is a CFP® professional with 17 years of industry experience, currently serving at Coastal Wealth Advisors, LLC since 2015. He holds Series 65 and Series 66 licenses and is co-owner of BellaBrucke, LLC, a real estate holding company with his wife. Coastal Wealth Advisors provides personalized financial planning and discretionary investment management for individuals, high-net-worth clients, business owners, qualified retirement plans, and other organizations. The firm uses a strategic asset-allocation, core-and-satellite approach with a mix of passive ETFs, actively managed mutual funds, individual equities, and fixed income to build diversified portfolios tailored to client objectives.

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.

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.

Cynthia Durdin is a financial advisor with Music Row Wealth Management in Nashville, TN, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Investment Management, as well as experience with the Grand Ole Opry, where she has performed as a square dancer for over 18 years. She is also a notary public. Music Row Wealth Management provides discretionary investment management, financial planning, pension consulting, and business consulting services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and pension plans. The firm employs diversified, risk-based portfolios and offers services such as standalone financial planning and access to third-party advisers, managing approximately $431.7 million in discretionary assets across roughly 349 client relationships.

Charles West is a financial advisor at Rayburn West Financial Services in Nashville, TN, with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Purshe Kaplan Sterling Investments for seven years. Rayburn West Financial Services provides wealth management to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers specialized services for business owners, including exit readiness and owner transition consulting, combining investment management with financial planning through client-specific policies and a mix of passive and active investment strategies.

Bryan Nelson is a financial advisor at Balanced Plan Financial Investment Advisors, Inc. with 19 years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at VOYA Financial Advisors and World Equity Group, Inc. In addition to his advisory role, he is involved in insurance product research and sales training through 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 discretionary and non-discretionary asset management, financial planning, and consulting, utilizing a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, with options for sub-advisor delegation and derivative strategies.

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® and holds a Series 66 license with 15 years of experience in the financial services industry. She has worked at Davis, Davis and Conover Wealth Management, LLC since 2017 and previously was with TBH Advisors, LLC and UBS Financial Services. 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 integrates comprehensive financial planning with portfolio management, using client risk questionnaires and fundamental analysis to guide asset allocation and total-portfolio strategies.

Thomas Landstreet is a financial advisor at Trusco Investment Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Tell Tale Investment Advisors. Outside of finance, he is a self-employed musician and provides public speaking services to industry associations and conferences. Trusco Investment Management offers portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm employs a variety of investment strategies tailored to client-specific plans and manages assets primarily through separately managed accounts, mutual funds, ETFs, and fixed-income securities.

Tammy Paxton is a CFP® with 19 years of industry experience, currently serving at Gramercy Park Wealth Advisors, LLC (GPWA, LLC). Her prior experience includes roles at APO Financial Services, Assurance Financial Partners, Horter Investment Management, MML Investor Services, Capital Financial Group, and MassMutual Life Insurance Company. She is also involved as a sales representative with National Gold Consultants. GPWA works with individuals, small businesses, trusts, estates, charities, and retirement plans, providing asset management, financial planning, and ERISA plan services. The firm uses a combination of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to develop client-specific portfolios, managing accounts on a non-discretionary basis and often collaborating with third-party managers.

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.

John Stauffer is a financial advisor at AJ Advisors with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining AJ Advisors in 2022, he worked at Quinn Stauffer Financial, LLC for 13 years. 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 across nearly 400 client relationships, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting, utilizing strategic asset allocation and traditional management approaches with mutual funds, ETFs, and selected individual securities.

Joshua Hunley is a financial advisor at Hunley Wealth Management LLC in Nashville, TN, holding the ChFC® and Series 66 designations with 16 years of industry experience. He has previously worked at Prudential Financial Planning Services and VALIC Financial Advisors. Outside of advisory work, he is involved in insurance sales through 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 range of analytical methods and strategies, accesses model portfolios and sub-advisors via institutional platforms, and offers both 3(21) and 3(38) fiduciary services.