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 at Cairn Financial Group with Series 65 credentials and one year of industry experience. She previously worked at H&R Block and has also been a Pilates instructor and trainer at Marathon Pilates since 2015. Cairn Financial Group provides financial planning and portfolio management services to individuals, including high-net-worth clients, defined contribution plan participants, and a private fund investor group. The firm employs quantitative tools and diversified, risk-based allocations in its investment approach and manages a private real estate pooled vehicle alongside separately managed accounts.

Brian Reichenbach is a CFP® with 15 years of experience in the financial services industry. He is currently with Maple Grove Wealth and has previously worked at Commonwealth Financial Network, Chronicle Partners, LLC, Southwestern Investment Advisory Services, and Raymond James Financial Services. He is a co-owner of Chronicle Partners, LLC, involved in securities, advisory, and insurance business. Maple Grove Wealth provides investment advisory services to individuals, high net worth individuals, small businesses, and institutional clients. The firm develops customized, goal-based strategies using a variety of investment instruments and employs a generally long-term approach with flexibility for shorter-term reallocations.

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®-credentialed financial advisor with 20 years of industry experience. He is currently with EFinancial Alliance, LLC and has previously worked at firms including Merrill, Guardian Life, and Taylor Securities. Outside of financial advising, he oversees operations and marketing for an e-commerce retail business. EFinancial Alliance provides discretionary portfolio management and financial planning services for individuals, trusts, estates, and qualified plans, serving both high-net-worth and non-HNW clients. The firm emphasizes risk control through individualized asset allocation and manages nearly $292 million in discretionary assets with a four-advisor team.

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 with EFinancial Alliance, LLC, holding Series 63 and Series 65 licenses and bringing one year of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Outside of financial services, he is involved with Saphe Inc, where he has been active for several years. EFinancial Alliance provides discretionary portfolio management and financial planning to individuals, trusts, estates, and qualified plans, serving both high-net-worth and non-HNW clients. The firm emphasizes risk control through individualized asset allocation using marketable securities and manages nearly $292 million in discretionary assets across a four-advisor team.

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 worked at Morgan Keegan & Company, LLC, Morgan Stanley, and Eudaimonia Partners, LLC prior to joining AGP Franklin. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. AGP Franklin, operating under the dba names Aspen Grove Asset Management and Strong Tower Wealth Management, provides wealth management, portfolio management, and financial planning services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and a long-term investment strategy while offering a wrap fee program that combines custodial, transaction, and administrative costs into a single asset-based fee.

Troy Von Haefen is a CFP® professional with 22 years of experience, serving as an advisor at Von Haefen Financial Management since 2004. He is based in Nashville, TN. Von Haefen Financial Management provides fee-only holistic financial planning to individuals, families, and trusts, covering investment recommendations, tax, estate planning, risk management, retirement planning, and business-development advice. The firm operates on a non-discretionary basis, uses fixed retainer or flat fees instead of percentage-of-assets billing, and integrates tax return preparation into its services.

Isabel Biondi is a CFP® with five years of industry experience and currently serves as an advisor at Greatdane Investment LLC. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Morton Capital. Greatdane Investment LLC provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio construction and develops written investment policy statements tailored to each client’s goals, risk tolerance, and liquidity needs.

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.

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.