Jonathon Jordan is a financial advisor at Stone Pillars Wealth Management with 18 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Stone Pillars, he worked at Merrill, Walkner Condon Financial Advisors, and Walkner Condon Tax Services. Outside of advising, he serves as a partner and business and finance advisor to a men’s health telemedicine company and a commercial construction contracting firm. Stone Pillars Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, providing fee-based discretionary portfolio management and comprehensive financial planning. The firm employs a tactical allocation approach using a broad mix of instruments, including public equities, options strategies, private offerings, and co-investments, and offers specialized services such as held-away employer plan management and business-owner transition advising.

Ryan Moore is a financial advisor with Retirement Solutions Group in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Retirement Solutions Group since 2015 and is also involved as an independent insurance agent. Moore has participated in charitable activities through RSG Gives Back Inc. Retirement Solutions Group is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm works primarily through a co-advisor relationship with a third-party money manager that implements actively managed model portfolios, helping clients select and adjust models based on risk tolerance.

Katie Carpenter is a CFP® with eight years of industry experience and currently advises at Springlake Financial Partners. She previously worked for Charles Schwab for seven years and has held positions at Ally Financial and other roles prior to entering the financial industry. Springlake Financial Partners provides wealth management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation framework based on Modern Portfolio Theory, using a passive ETF core alongside select active strategies, and manages client assets on a discretionary basis.

Harold Roe is a financial advisor at Main Street Investors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hornor, Townsend & Kent LLC and Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in insurance sales and conducts financial wellness workshops through affiliated insurance brokerages. Main Street Investors serves individual clients, pension and profit-sharing plans, and charitable organizations, providing retirement plan consulting, financial planning, and advisory services via a co-advisory arrangement with an unaffiliated money manager. The firm manages approximately $31.4 million in assets on a non-discretionary basis, primarily utilizing a mutual fund-based advisory platform supported by modern portfolio theory and regular account reviews.

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.

Philip Resch is a financial advisor at MyTimeEquity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Valor Financial Specialists and American General Life Insurance. MyTimeEquity, LLC is a discretionary registered investment adviser serving individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental and technical analysis, proprietary research, and AI-based tools to manage portfolios across equities, ETFs, mutual funds, and alternative investments, and sponsors pooled vehicles focused on late-stage and pre-IPO opportunities.

Dana Park is a financial advisor at First Family Wealth with a Series 65 credential and one year of industry experience. Prior to joining First Family Wealth, Park held roles at Aflac, Bell Law Settlement Services, Foundation Title & Escrow Services LLC, and Title Associates of Knoxville, LLC. First Family Wealth is a state-registered investment adviser managing approximately $87.8 million in discretionary assets, serving individuals, high-net-worth clients, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, applying modern portfolio theory alongside fundamental, technical, and cyclical analysis to create diversified portfolios tailored to client profiles.

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 with Retirement Solutions Group and holds a Series 66 designation. He has two years of industry experience, including prior roles at Reflection Financial Strategies and Equitable Advisors. Outside of his advisory work, 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 primarily operates through co-advisor relationships, helping clients select actively managed model portfolios and providing written financial plans on a fixed-fee basis.

Ethan Pflug is a financial advisor at AGP Franklin, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Aspen Grove Asset Management and the University of Alabama. AGP Franklin, operating under the names Aspen Grove Asset Management and Strong Tower Wealth Management, provides wealth management and portfolio management services to individual and high-net-worth clients. The firm employs a fundamental, long-term investment approach and manages approximately $247 million in assets across several hundred client relationships.

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® with 21 years of industry experience, currently serving as an advisor at Highmark, LLC since 2025. His prior positions include roles at Commonwealth Financial Network, Lincoln Financial Distributors, Inc., and John Hancock Retirement. In addition to his advisory work, he is an independent insurance agent. Highmark, LLC provides discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, high-net-worth clients, trusts, estates, and qualified employee benefit plans. The firm manages portfolios on a discretionary basis tailored to client goals and employs sub-advisors and third-party model portfolios through a single custodial platform.

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.