Thomas Nickell is a financial advisor at J. Mark Nickell & Co. with two years of industry experience. He holds the Series 65 designation and has been with the firm since 2015. J. Mark Nickell & Co. provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, corporations, and trusts. The firm primarily manages discretionary accounts using model portfolios tailored to client risk profiles and investor characteristics, incorporating ETFs, mutual funds, and occasionally alternative investments such as municipal bonds and private equity.

Sirkka Wood is a financial advisor with Cairn Financial Group in Nashville, TN, holding a Series 65 designation. She joined Cairn Financial Group in 2024 and has prior experience at H&R Block. Outside of her financial advisory role, she has been a Pilates instructor and trainer at Marathon Pilates since 2015. Cairn Financial Group provides financial planning and investment management services to individuals, businesses, and organizations, including high-net-worth clients and pension plans. The firm offers customized asset allocation, discretionary account management, 401(k) advisory services, and manages a private real estate pooled vehicle.

Kerry Morris is a CFP® with 17 years of industry experience, currently serving at APO Financial Services, LLC. He has worked at Optivise Advisory Services LLC and Horter Investment Management, LLC, among others. Morris is co-owner of HonorShield, LLC, where he trains and mentors insurance agents on longevity care planning. APO Financial Services provides discretionary portfolio management, financial planning, and consulting services to individuals, business entities, and pension plans. The firm tailors portfolios based on client objectives, utilizing various analytical approaches and offers ongoing monitoring and rebalancing.

Benjamin Chandler is a Certified Financial Planner (CFP®) with nine years of industry experience. He has worked at Canterbury Tollgate since 2018 and previously held positions at Spotlight Asset Group, Inc. and Capital Markets IQ, LLC. He is also president of Weise Risk Advisors, LLC, where he is involved in life and disability insurance planning and sales. Chandler is an author of two books. Canterbury Tollgate provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors, managing both separately managed accounts and a private pooled vehicle. The firm employs a long-term, intrinsic-value investment process with concentrated, benchmark-independent portfolios and utilizes a broad range of instruments, including derivatives and commodity futures.

Donald Greene is a ChFC® credentialed financial advisor with 52 years of industry experience. He has been with Cosey Financial Services, Inc. since 2017 and previously worked at Silver Oak Securities, Inc. from 2014 to 2020. Outside of his advisory role, Greene manages sales and administration for Association Marketing Group, LLC, and owns Don Greene and Associates, focusing on life insurance sales. He is also involved with College Planning Funding Solutions, Inc., assisting in college funding plan design. Cosey Financial Services, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm offers discretionary asset management and financial planning, employing a range of analytical methods and strategies tailored to client objectives, with a notable focus on insurance-related activities and retirement plan consulting.

Jonathan Henderson is a financial advisor at Sage Investment Counsel with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates and Sii. In addition to his advisory role, Henderson is also licensed as an insurance broker and practices as an attorney. Sage Investment Counsel provides investment management and financial planning services to individuals, retirement plans, trusts, charities, and businesses. The firm employs a long-term, concentrated portfolio approach with the use of mutual funds, ETFs, fixed income, and derivatives, and offers a performance-based fee program for qualified portfolios.

Timothy Giles is a CFA® charterholder affiliated with Hunley Wealth Management LLC in Nashville, TN, with one year of industry experience. Prior to joining the firm, he held roles including Business Analyst and Insight Manager at Entertainment Partners and served in the U.S. Army National Guard. Giles is also licensed as an insurance agent with 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 variety of analytical methods and accesses institutional marketplaces to manage portfolios and third-party managers while offering both 3(21) and 3(38) fiduciary services.

Kristopher Miller is a financial advisor at Lexington Financial/Life Management, LLC in Nashville, TN, holding a PFS™ designation with eight years of industry experience. Prior to joining Lexington in 2018, he worked at Crosslin PLLC for five years. He is also a partner in TM2 Accounting Solutions, LLC, a Tennessee-registered accounting firm focused on tax consulting and compliance review. Lexington Financial/Life Management operates as a virtual family office serving high-net-worth individuals, families, trusts, estates, pension plans, charitable organizations, and closely held businesses. The firm offers personalized investment consulting and portfolio management alongside estate and trust planning, accounting and tax services, and consolidated wealth reporting.

Frederick Phillips is a CFP® professional with 20 years of industry experience, currently affiliated with EFinancial Alliance, LLC in Franklin, TN. His prior experience includes roles at Origin Financial, Tree Street Advisory, Beal, LLC, and Taylor Securities, Inc. Outside of his advisory work, he manages an e-commerce and retail business through Beal, LLC. EFinancial Alliance, LLC offers discretionary portfolio management and written financial planning services to individuals, trusts, estates, and qualified plans. The firm emphasizes individualized asset-allocation portfolios focused on value, safety, quality, and risk control, serving both high-net-worth and non-HNW clients.

Casey Martens is the sole advisor at InvestGro LLC, holding a Series 65 designation and currently has no industry experience. Martens has been a student since 2015. InvestGro LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services, utilizing fundamental analysis combined with Modern and Post-Modern Portfolio Theory and Monte Carlo techniques. The firm offers a range of engagement options, including hourly and fixed-fee financial planning, in addition to traditional asset-management billing.

Grayson Garvin is a CFP® and Series 66 holder with eight years of experience in the financial industry. He has worked at Arrow Alliance since 2022 and previously held roles at Dixon Wells and Southwestern Investment Group, among others. Prior to his advisory career, he was employed by the Tampa Bay Rays. Arrow Alliance is an independent Tennessee-registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, and estates. The firm employs a goals-based, long-term approach to asset allocation using a mix of public and private investment vehicles and provides fiduciary consulting and discretionary wealth management through wrap-fee programs.

George Quinn is a CFP® with 15 years of industry experience, currently serving as an advisor at AJ Advisors since 2022. Prior to this, he spent 12 years at Quinn Stauffer Financial, LLC. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, employing strategic asset-allocation and traditional investment programs, and provides retirement plan consulting and fiduciary services.

George Smith Jr. is a CFA® charterholder with 11 years of industry experience. He has worked at Trusco Investment Management, LLC since 2016 and spent one year at Tell-Tale Investment Advisors prior to that. Smith is also a member of N3L Capital Management, LLC and N3L Capital Partners, LLC, private fund entities associated with a strategic investment limited partnership. Trusco Investment Management, LLC provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm employs a client-specific approach to financial planning and uses a range of investment strategies, including separately managed accounts, mutual funds, ETFs, and options.

Christian Barr is a financial advisor at EFinancial Alliance, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining EFinancial Alliance, he worked for Northwestern Mutual in wealth management, investment services, and life insurance from 2024 to 2026. Outside of finance, he has entrepreneurial experience with Saphe Inc and marketknow llc. EFinancial Alliance provides discretionary portfolio management and written financial planning for individuals, trusts, estates, pension and profit-sharing plans, and other businesses. The firm serves both high-net-worth and non-HNW clients, focusing on individualized asset allocation and risk control.

Thomas Chapman is a financial advisor at Shayne & Jacobs, LLC in Nashville, TN, holding a Series 65 designation with 21 years of industry experience. He has been with Shayne & Jacobs, LLC since 2023 and previously worked at Shayne & Co., LLC for 28 years. Shayne & Jacobs, LLC provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm employs a long-term, concentrated investment approach based on fundamental analysis and manages accounts separately, including certain “special holdings” with limited management in client-restricted cases.

Edward Lewis is a financial advisor at AGP Franklin, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Eudaimonia Partners, LLC. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. AGP Franklin, LLC provides wealth management, investment management, and financial planning services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and long-term portfolio management, offering customized portfolios and conducting regular reviews while managing accounts in-house.

Troy Von Haefen is a CFP® professional with 22 years of experience in financial advising. He has been with Von Haefen Financial Management since its founding in 2004. The firm is a fee-only, holistic financial planning practice serving individuals, families, and trusts with a focus on comprehensive planning, including tax, estate, retirement, and business-development advice. It operates with a fixed retainer and flat fee model, providing non-discretionary investment recommendations tailored to each client’s tax situation and goals.

Carri Sanford is a financial advisor at &PARTNERS with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at Luken Investment Analytics and Wiley Bros-Aintree Capital LLC since 2011. Outside of financial advising, she works as a real estate agent with Vision Realty Partners. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, utilizing both proprietary and third-party strategy models alongside platform technology.

Isabel Biondi is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Greatdane Investment LLC since 2025 and previously held roles at JPMorgan Chase Bank and J.P. Morgan Securities. Her background includes experience in financial services as well as involvement with sports organizations, including Firebolts Volleyball Club and U.S. Sports Camps Inc. Greatdane Investment LLC provides discretionary investment management and financial planning for individuals, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio construction and written investment policy statements tailored to clients’ goals, employing a combination of asset allocation, fundamental and cyclical analysis, diversification, and selective use of options.

Destin Tompkins is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at EFinancial Alliance, LLC since 2013. He is a trustee and board member of St. Paul Christian Academy, where he participates in various committees and fundraising efforts. EFinancial Alliance, LLC provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm manages discretionary portfolios using a value, safety, and quality framework focused on risk control, combining financial planning and portfolio management with regular client monitoring.