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.

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.

Margaret Dover is a CFP® with 18 years of industry experience, currently advising at J. Mark Nickell & Co. since 2024. Her prior roles include six years at BlackRock Investments, LLC and seven years at Jackson National Life Distributors. J. Mark Nickell & Co. offers integrated financial planning and investment supervisory services primarily to individual and high-net-worth clients, managing both discretionary and non-discretionary accounts with a focus on tax-aware, model-based portfolios tailored to client risk profiles. The firm maintains a small client base with large average account sizes and conducts formal portfolio reviews at least quarterly.

Jeffrey Griswold is a financial advisor with TRU Independence Asset Management 2, LLC and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including roles at Merit Risk Management, LLC and Merit Wealth Management, LLC. TRU Independence Asset Management 2, LLC serves individual and institutional clients such as high-net-worth individuals, pension plans, trusts, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, pension consulting, and third-party manager selection, employing a blend of active and passive strategies across multiple asset classes.

Charles Youree is a financial advisor with Main Street Investors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Peachtree Planning of Tennessee and Park Avenue Securities LLC. Outside of advisory services, he is a licensed insurance agent. Main Street Investors provides advisory services to individuals, pension and profit-sharing plans, and charitable organizations, focusing on financial planning and pension consulting. The firm employs a long-term investment approach based on modern portfolio theory and primarily operates on a non-discretionary, co-advisory model, recommending third-party money managers for investment implementation.

John Denney is a financial advisor with Sage Investment Counsel in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously worked for Wiley Bros. Aintree Capital, LLC for 30 years. Outside of advisory work, he is a member of MBA Trailhead LLC, a vacation rental business. Sage Investment Counsel provides investment management, financial planning, and performance-measurement services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a long-term, concentrated portfolio approach and offers both discretionary and non-discretionary management, including the use of hedging and leverage techniques in separately managed accounts.

James Hackney is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Music Row Wealth Management and has held roles at Corient and Northwestern Mutual during his career. Hackney co-hosts Songwriter Soup LLC, a podcast interviewing professionals in the music industry. Music Row Wealth Management offers discretionary investment management, financial planning, pension consulting, and business consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm manages approximately $431.7 million in discretionary assets and employs diversified, risk-based portfolios combined with ongoing account monitoring and access to private fund investments.

Patrick O'Connell is a financial advisor at Laureate Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Laureate Wealth Management since 2020. Prior to this, he was employed at The Home Depot and Wheaton College. Laureate Wealth Management offers investment advisory, portfolio management, financial planning, estate planning, and family office coordination services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation approach and is involved with pooled investment vehicles and affiliated fund activity.