A fee-only, fiduciary firm located in Nashville, TN, our firm focuses on bringing confidence and clarity to financial decisions facing individuals and families as they navigate their journey through life. Our ideal clients are overwhelmed families who are busy juggling the demands of success at home and in the office and are looking to partner with a trusted resource to regain control over their financial lives. Our firm offers low-cost, passive investment management, comprehensive financial planning, and has a specialized focus in tax-efficient retirement planning. In addition to our planning service, we have a specialized knowledge in late-stage college funding so that we can help be a resource to the families we serve in the area of college selection, financial aid, scholarship search, and tax-smart college funding strategies. - How much do we need to be saving? - Are we on track for the goals we've set out to accomplish? - How are we going to pay for college for our kids? - Are there things we should be thinking about that we may not even be aware of? - Should our focus be paying down debt or maximizing contributions to our retirement plans? - Family and work take all our time....how do we partner with someone to help bring control to the financial aspects of our lives? These are questions we help families address regularly. Our planning process is designed intentionally to help families proactively navigate life's changes. We revisit different areas of your plan three times per year to make sure every aspect of your financial life stays in balance at all times. Our mission is to bring the highest level of service to the families we work with and to go the extra mile to add value. Let's schedule some time and let's find out if we'd make a great partnership!

Grady Tabor is a CFA® charterholder with 17 years of industry experience. He has been with Processus Wealth & Capital Management, LLC since 2010. The firm provides discretionary investment management and financial planning services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and plan participants. Processus Wealth & Capital Management employs fundamental analysis and a combination of strategic asset allocation with tactical overlays to construct portfolios focused on mutual funds, ETFs, and large-cap equities, while incorporating specific risk management techniques.

Joseph Nickell is a CFA® and PFS™ credentialed advisor with 22 years of industry experience. He has been with J. Mark Nickell & Co. since 1994. The firm provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, corporations, and trusts. J. Mark Nickell & Co. manages primarily discretionary accounts using model portfolios tailored to client risk profiles, incorporating ETFs, mutual funds, and in select cases, municipal bonds, interval funds, and private equity.

Ryan Redmond is an advisor at Stone Pillars Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Stone Pillars, he was employed at Vista Wealth Solutions and has worked as a pitching instructor and in the food service industry. Stone Pillars Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management and financial planning. The firm utilizes a tactical allocation approach with a broad range of investment instruments and specializes in business-owner transition and succession planning.

Karyna Hawthorne is a financial advisor at GA Pincus Funds, LLC, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Tailwind Financial LLC, Tailwind CPA, and positions in accounting and corporate sectors such as Unilever and Capgemini. In addition to advisory work, she is a staff accountant at Tailwind CPA, a CPA firm. GA Pincus Funds, LLC provides investment advisory and portfolio management services primarily to individual clients, managing approximately $60 million across 160 accounts. The firm employs a technology-driven approach focused on ETF-based portfolios, combining strategic and tactical asset allocation with a proprietary diversification framework and algorithmic rebalancing.

Chandler Brown is a financial advisor at Retirement Solutions Group with a Series 66 designation and approximately two years of industry experience. His prior roles include positions at Reflection Financial Strategies and Equitable Advisors. Outside of finance, he was involved with Three Rivers Waterfowlers for four years. Retirement Solutions Group is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm offers discretionary asset management through a co-advisor relationship, fixed-fee financial planning, and public seminars and workshops.

Ethan Pflug is a financial advisor at AGP Franklin, LLC with a Series 65 designation and one year of industry experience. Prior to joining AGP Franklin, he was associated with Aspen Grove Asset Management from 2022 to 2024 and attended the University of Alabama from 2021 to 2025. AGP Franklin, LLC provides wealth management, investment management, and financial planning services to individual and high-net-worth clients. The firm uses fundamental analysis and a long-term investment approach, offering customized portfolios that include stocks, mutual funds, ETFs, bonds, and REITs.

Jeffrey Hull is a financial advisor with SavvyFi in Franklin, TN, holding a Series 65 designation and six years of industry experience. His prior work includes roles at Nashville Capital Network and Vanderbilt University. Outside of advising, he has passive involvement in real estate leasing as a sole proprietor. SavvyFi specializes in education financing benefit services primarily for employers, offering solutions such as 529 plan administration and student loan repayment through an online platform that emphasizes automated enrollment and digital account reviews. The firm serves a large client base with a focus on employer contracts rather than individual high-net-worth clients.

Raymond Carota is a financial advisor at Carota Wealth Management with 29 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at American Portfolios Financial Services, Inc. for 20 years. Carota also maintains a long-term affiliation with Brandywine Financial Group, Inc. Carota Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering portfolio management, financial planning, and discretionary management of digital assets and cryptocurrencies. The firm employs a proprietary macroeconomic framework, Market Pulse Regimes℠, alongside fundamental and technical analysis to guide portfolio construction and conducts client account management with regular monitoring and rebalancing.

Jonathan Farrell is a CFP® professional with 21 years of industry experience. He currently works at Highmark, LLC and has previously been employed by Commonwealth Financial Network, Lincoln Financial Distributors, and John Hancock Retirement among others. In addition to his advisory role, Farrell is licensed as an independent insurance agent. Highmark, LLC serves individual and high-net-worth clients, as well as trusts and estates, providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis along with modern portfolio theory to construct portfolios and offers both limited fiduciary advice and fully discretionary investment management for retirement plans.

Nick Elovitz is a financial advisor at Portus Capital Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Portus Capital Management since 2016, following ten years at PKS Advisory Services and Purshe Kaplan Sterling Investments. Outside of advising, he is involved in substitute teaching at a Catholic school and operates a real estate business focused on purchasing, rehabilitating, and selling properties. Portus Capital Management provides discretionary portfolio management and pension consulting primarily for individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, including options trading strategies, and offers diversified exposure across multiple asset classes.

Christopher Lim is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Alongside Wealth Advisors, LLC and previously worked at Ronald Blue Trust and Ronald Blue & Co. from 2015 to 2024. Alongside Wealth Advisors, LLC provides personalized financial planning, discretionary portfolio management, and qualified retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm uses tailored asset allocation strategies and offers services ranging from business planning to ERISA-related plan advice.

Diana Halenz is a financial advisor at Tailwind Financial LLC with one year of industry experience. She is also a CPA and owner of two accounting firms, Diana M Halenz CPA LLC and Tailwind CPA LLC, where she provides accounting and tax planning services. Tailwind Financial is a state-registered investment advisory firm that offers financial planning and consulting services to individual clients. The firm emphasizes long-term strategies based on modern portfolio theory and provides tailored recommendations while leaving implementation to clients.

Jeffrey Jordan is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of industry experience. He has been with Processus Wealth & Capital Management, LLC since 2010. The firm provides discretionary investment management and financial planning services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and plan participants. Processus Wealth & Capital Management employs fundamental analysis and combines strategic asset allocation with tactical overlays to construct portfolios from mutual funds, ETFs, and individual large-cap equities.

Douglas Vander Weide is a CFP® with 27 years of industry experience, currently serving as an advisor at Valiant Wealth, LLC in West Des Moines, IA. He has been with Valiant Wealth since 2008 and was previously involved with 2 Fish 5 Loaves, LLC, a fish farming business where he was a partner. Valiant Wealth manages approximately $382 million with a small advisory team, providing discretionary portfolio management, financial planning, and related services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm employs a buy-and-hold, model-portfolio approach supported by proprietary tools and resources from Dimensional Fund Advisors, and it operates private pooled investment vehicles with performance-based fees and direct investments in private companies.

Michael Carmody is a CFA® charterholder with 15 years of industry experience, currently serving at Foresight Investment Advisors, LLC since 2010. He holds a Series 65 license and is involved in several business activities outside of investment advising, including roles in actuarial study material development, CFA exam preparation assistance, and ownership positions in two companies, one of which he leads as president and CEO. Foresight Investment Advisors, LLC is an Arkansas-registered firm that provides portfolio holdings and trade signals to other registered investment advisers. The firm focuses on conservative investment strategies for clients nearing or in retirement and combines fundamental, technical, and cyclical analysis to guide its recommendations.

Hogan Roberts is an advisor at InvestGro LLC with a Series 65 credential and no prior industry experience. His background includes various roles outside the financial sector, including work as a live sound engineer and positions in the hospitality and entertainment industries. InvestGro LLC provides discretionary and non-discretionary asset management, financial planning, and consulting services primarily for individual clients. The firm emphasizes ongoing client education through monthly workshops and tailors investment decisions using fundamental analysis, portfolio theory, and Monte Carlo planning techniques.

Craig Stapleton Corcoran is a CFP® and CFA® with two years of industry experience. He is currently with Stapleton Asset Management, LLC, where he has worked since 2022. Prior to this, he spent ten years at Securian Asset Management from 2012 to 2022. Stapleton Asset Management provides integrated wealth management services to high-net-worth individuals and a select group of institutional clients, including pension plans, endowments, and charitable organizations. The firm constructs customized portfolios using a combination of active and passive funds, individual securities, and derivatives, supported by quantitative and qualitative research methods.

John Hinely is a financial advisor at Canterbury Tollgate with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Spotlight Asset Group, Capital Markets IQ, and Chandler Advisors. In addition to his advisory role, he is involved in life and disability insurance planning and sales on a limited basis. Canterbury Tollgate provides discretionary investment management primarily to high-net-worth individuals, family offices, and institutional clients. The firm employs a valuation- and quality-oriented investment process focused on long-term, concentrated portfolios and manages risk through fundamental analysis and position limits.

Charles Crouch is a financial advisor at AGP Franklin, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Raymond James Financial Services in various capacities from 2002 to 2024. Outside of 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 employs a fundamental analysis approach with a long-term orientation, managing portfolios in-house and offering a wrap fee program that consolidates transaction, custodial, and administrative costs into a single fee.