Taylor Whitt is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Cairn Financial Group in Nashville, where he has been since 2022. Prior to this, he worked at LPL Financial, Truxton Trust, and MassMutual Life Insurance Company. Cairn Financial Group serves individual and high-net-worth clients, retirement plan participants, and a private pooled vehicle, offering comprehensive financial planning and investment management. The firm’s investment approach focuses on risk-based asset allocation through diversified portfolios and manages a private real estate pooled fund, alongside providing educational programs for healthcare students.

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 Series 65 licensed financial advisor with 15 years of industry experience. He has worked at SageGuard Financial Group, LLC since 2022 and previously served at Alphastar Capital Management LLC and Sageguard Investment Advisory Services. Outside of his advisory role, he is the owner of Great Elm Properties, LLC, a property investment business. SageGuard Financial Group is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis to implement a variety of model strategies across asset classes, managing both discretionary and non-discretionary accounts.

William Jackson is a CFP® with 29 years of industry experience and has been with Cahaba Wealth Management, Inc. since 2016. He is a partner and CEO of Artist Clarity, Inc., a business management venture. William also holds partnerships in businesses related to restaurant and retail alcohol sales and non-investment activities. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm employs a multi-advisor team approach, managing approximately $2.06 billion on a discretionary basis while incorporating alternative strategies and leveraging technology tools for client service and operations.

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® professional at Cahaba Wealth Management, Inc. in Nashville, TN, with three years of industry experience. He has been with Cahaba Wealth Management since 2021 and previously worked at Dollar General, Banana Republic, Rhodes College, and Pope John Paul II High School. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm manages approximately $2.06 billion on a discretionary basis for around 888 clients, using a multi-advisor team approach with individualized investment plans and integration of external accounts.

Garrett Leet is a CFP® professional at Q3 Advisors, LLC with three years of industry experience. He previously worked at Facet, WELLth Advisory Services, Global Retirement Partners, and Strategic Retirement Partners. Q3 Advisors provides financial planning and tax-focused consulting services through packaged programs such as Roth conversion planning and comprehensive financial plans. The firm operates on fixed-fee engagements without discretionary investment management, coordinating with independent CPA firms for tax preparation when needed.

Robert Clements III is a financial advisor with Inscription Capital, LLC and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including five years with HSRI Hemp LLC. Inscription Capital, LLC offers holistic financial planning and both discretionary and non-discretionary investment management to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm employs a long-term, fundamental investment approach and manages approximately $2.05 billion in assets across a variety of portfolios.

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.

Timothy Cantrell is a financial advisor at Applied Capital LLC in Nashville, TN, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Applied Capital since 2015. Outside of his advisory role, he is the owner of Cantrell and Associates, a non-investment business entity, and is a licensed insurance agent. Applied Capital LLC serves individual and high-net-worth clients by providing discretionary investment supervisory services and financial planning through fee-for-service and full-service models. The firm manages approximately $293 million in discretionary assets, focusing on asset allocation and diversification with market-cap weighted index strategies and offering multi-tiered planning engagements coordinated with outside specialists.

Lukas Smith is a financial advisor at SageGuard Financial Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at SageGuard Financial Group since 2016, including his current tenure starting in 2022. In addition to his advisory role, Smith is a licensed insurance agent and occasionally offers clients insurance products. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $755.7 million across various portfolios and strategies, with a significant portion of assets managed on a non-discretionary basis.

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.

David Mcillwain is a financial advisor with KPP Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at LPL Financial LLC and FSC Securities Corporation. KPP Advisory Services LLC provides personalized financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on mutual fund and ETF-based, asset-allocation portfolios supplemented by third-party managers and algorithm-driven strategies.

Jeffrey Ward is a financial advisor with SageGuard Financial Group, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. He has a background in residential real estate sales, serving as president of Realty N Motion Inc since 2018, and is also licensed as an insurance agent for life and health policies. SageGuard Financial Group is a multi-advisor registered investment adviser managing approximately $755.7 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs model portfolios and offers both discretionary and primarily non-discretionary account management tailored to various client risk profiles.