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.

Dale Veitch is a financial advisor with Lexington Financial/Life Management, LLC, holding a Series 65 license and bringing 18 years of industry experience. He has been associated with Lexington Investment Consulting, LLC since 2010 and with Lexington Family Office Services, LLC since 2005. Veitch is a managing board member of Lexington Financial Life Management, LLC and occasionally sells insurance products to clients, receiving commissions in such instances. Lexington Investment Consulting, LLC operates as a virtual family office serving high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and charitable organizations. The firm offers customized investment consulting, portfolio management, and a broad range of family-office services, employing a goals-based, family-centric life-management approach.

Dallas Jackson is a financial advisor with Finwell, Inc., holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He previously worked at Bank of America, Merrill, and Fidelity Brokerage Services. Outside of advising, he is a general partner at TipSee Music, a tech startup in Nashville that collaborates with local artists. Finwell serves individuals and families, including high-net-worth clients, as well as businesses, nonprofits, and government entities. The firm emphasizes strategic asset allocation and a long-term investment approach integrating financial planning with portfolio management.

Taylor Whitt is a CFP® with 11 years of experience in the financial services industry. He has worked at Cairn Financial Group since 2022 and previously held roles at LPL Financial, Truxton Trust, and MassMutual Life Insurance Company. Cairn Financial Group provides financial planning and portfolio management services to individuals, defined contribution plan participants, and private fund investors. The firm employs diversified, risk-based investment strategies supported by quantitative tools and may collaborate with independent third-party advisers.

Nicole Tripodi is a financial advisor at Argus Equity Partners, LLC with two years of industry experience. She holds a Series 65 designation and has worked in business development and consulting roles outside of finance, including as Principal of FEDInform, a firm advising businesses on federal government contracting, and as Business Development Manager at Xpect Solutions, providing IT solutions. Argus Equity Partners offers portfolio management services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs fundamental analysis combined with client-specific recommendations and uses a range of investment strategies, including long-term equity and more active trading techniques.

Jeffrey Atchison is a financial advisor with SageGuard Financial Group, LLC, holding a Series 65 designation and 15 years of industry experience. His prior roles include positions at Alphastar Capital Management LLC, Sageguard Investment Advisory Services, and Brookstone Capital Management LLC. Outside of advising, he is the owner of Great Elm Properties, LLC, a property investment business. SageGuard Financial Group provides investment supervisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of strategic and tactical asset allocation across diverse model portfolios and offers educational seminars to prospective clients.

William Jackson is a CFP® professional with 29 years of industry experience, currently serving at Cahaba Wealth Management, Inc. in Nashville, TN, where he has worked since 2016. Outside of his advisory role, he is a partner and CEO of Artist Clarity, Inc., a business management venture, and holds partnerships in non-investment businesses including BLACK DOG, LLC and Serendipity Land, LLC. Cahaba Wealth Management serves individual and high-net-worth clients, trusts, and estates by providing comprehensive financial planning and discretionary investment management. The firm emphasizes long-term cash-flow projections, quantified risk assessments, and utilizes a mix of mutual funds, ETFs, and alternatives to tailor portfolios, while integrating workplace and outside retirement accounts for ongoing monitoring and rebalancing.

Curtis Henson is a CFP® professional with eight years of industry experience, currently serving at Paul Winkler, Inc. since 2015. He is based in Goodlettsville, TN, and works within a multi-team firm environment. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and uses modern portfolio theory and multi-factor approaches in portfolio construction, while also offering investor education through workshops, podcasts, online courses, and a subscription coaching program.

Charles Laws Jr. is a CFP®-credentialed financial advisor with three years of industry experience, currently with Cahaba Wealth Management, Inc. in Nashville, TN. He has worked at Cahaba since 2021 and has prior experience at Dollar General, Banana Republic, Rhodes College, and Pope John Paul II High School. Cahaba Wealth Management serves individual and high-net-worth clients, trusts, and estates by providing comprehensive financial planning and discretionary investment management. The firm manages approximately $2.06 billion in assets and employs a long-term, risk-aware investment process that integrates mutual funds, ETFs, and select alternatives.

Manuel Otero is a financial advisor at United Capital Management of Kansas, Inc. with a Series 65 credential. He has eight years of prior experience at Pinnacle Financial Partners and has been with United Capital Management since 2024. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a research-driven approach to construct diversified portfolios across multiple asset classes and provides services including financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Robert Clements III is a financial advisor at Inscription Capital, LLC in Nashville, TN, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior work includes 16 years at Citigroup Global Markets and five years at HSRI Hemp LLC. Inscription Capital, LLC provides holistic financial planning and both discretionary and non-discretionary investment management to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm manages approximately $2.05 billion in assets and utilizes an investment committee approach to build model portfolios using a range of asset types and implementation channels.

Vincent Gaglione is a financial advisor with Resolute Wealth Strategies, LLC, holding a Series 65 designation. He has one year of industry experience and previously worked at The Marlene and Spencer Hays Foundation and MHC Truck Leasing. Prior to his finance career, he worked at the University of Tennessee. Resolute Wealth Strategies serves individuals, families, and various entities such as family offices and private foundations by offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes customized asset allocation based on thorough client analysis and typically uses equities and ETFs as core holdings while incorporating other investment types according to client goals.

Andrew Boulineau is a financial advisor at Fielder Capital Group LLC in Nashville, TN, holding a Series 65 designation with one year of industry experience. He previously worked at Legility for five years and operated his own law office for ten years. He maintains an active law license but does not provide legal services. Fielder Capital Group serves individuals, institutional clients, and plan sponsors by providing investment advisory, family office, and retirement plan services. The firm manages over $1 billion in assets using a mix of quantitative and qualitative research, strategic allocations, and a range of investment vehicles, including equities, fixed income, and private placements.

Cannon Pace is a financial advisor with Applied Capital LLC in Nashville, TN, holding a Series 65 designation and three years of industry experience. Prior to joining Applied Capital in 2022, his background includes roles outside the financial sector and periods as a full-time student. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning, managing approximately $293 million in assets through diversified portfolios that emphasize asset allocation and market-cap weighted index strategies.

Dana Brisendine is a financial advisor at HMS Investment Advisors with 19 years of industry experience. He holds a Series 63 designation and has been with HMS Capital Management, LLC since 2009. HMS Investment Advisors provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, as well as charitable organizations, corporations, and insurance companies. The firm uses fundamental analysis across multiple model portfolios, blending various asset classes and offering specialized strategies including options overlays, while also advising on assets not directly managed by HMS.

Lukas Smith is a financial advisor at SageGuard Financial Group, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services and Alphastar Capital Management. In addition to his advisory role, he is a licensed insurance agent and occasionally offers related products to clients. SageGuard Financial Group, LLC provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension plans, and business entities. The firm offers both discretionary and non-discretionary portfolio management, combining strategic and tactical asset allocation across various model portfolios and investment sleeves.

Paul Winkler is a ChFC® credentialed financial advisor with 34 years of industry experience. He has led Paul Winkler, Inc. since 2000. Outside of advising, he authors investment-related books, serves as a therapist at a counseling center, and sits on the Board of Trustees for Trevecca University. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business owners, and corporations. The firm emphasizes investor education through workshops, media content, and coaching programs, implementing portfolios via third-party managers using modern portfolio theory and an efficient-market approach.

Lawson Allen is a financial advisor at Lee, Danner & Bass, Inc. in Nashville, TN, with 22 years of industry experience. He has been with Lee, Danner & Bass since 1994. Lee, Danner & Bass, Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients. The firm employs a long-term, disciplined investment process that combines top-down macro and asset-allocation analysis with bottom-up security selection, active fixed-income management, and limited option strategies.

Ciara Ciez is a financial advisor at Jacksonville Wealth Management with a Series 66 designation and one year of industry experience. She has held roles at LPL Financial, mindbodygreen, RVO Health, and Red Ventures. Jacksonville Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, and business entities with portfolio management and financial planning. The firm uses tailored investment plans and manages client accounts primarily on a discretionary basis, leveraging LPL Financial’s platforms and custodial services.

Brian Koonce is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Paul Winkler, Inc. since 2019. Outside of advising, he also works as an independent tax preparer and is an Enrolled Agent in Goodlettsville, TN. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting to individuals, families, business owners, and corporate clients. The firm’s approach incorporates modern portfolio theory and multi-factor analysis, and it primarily co-advises with third-party asset managers for discretionary trading while offering educational resources through workshops, courses, and authored books.