Laura Davis is a CFP® and ChFC® with 20 years of industry experience. She is currently with Music Row Wealth Management in Nashville, TN, having previously worked at Corient, Robert W. Baird & Co., Hilliard Lyons, First Tennessee Bank, and Northwestern Mutual Investment Services. Music Row Wealth Management provides discretionary investment management, financial planning, pension consulting, and business consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $431.7 million in discretionary assets and offers diversified, risk-based portfolios alongside financial planning and access to third-party advisers and private fund investments.

Anton Bueschen Jr. is a CFP® professional with 25 years of industry experience. He is affiliated with The Jenkins Group in Nashville, TN, where he has worked since 2005 and also has a long tenure at LPL Financial beginning in 2009. Outside of his advisory role, he is involved with Bueschen LLC, a non-investment business entity. The Jenkins Group serves individual clients, including high-net-worth households, as well as trusts, estates, charities, and business entities, providing financial planning, consulting, and portfolio management services. The firm uses tailored investment advice that typically involves model portfolios and LPL-sponsored program solutions, managing client accounts on a discretionary and rebalanced basis.

Maria Hernandez Huerta is a CFP® and Series 65-licensed advisor at Truman Wealth Advisors with seven years of industry experience. She has worked at firms including Coats Financial Planning and Hilliard Lyons. In addition to her advisory role, she teaches an Investment Planning course at Bellarmine University through Kaplan North America, LLC. Truman Wealth Advisors is a small SEC-registered firm managing approximately $106 million for nearly 100 clients. The firm serves individual and high-net-worth clients, multi-generational families, and institutional plan sponsors with diversified portfolios and a technology-assisted planning approach that includes discretionary and non-discretionary investment management, financial planning, and fiduciary services.

Jason Ball is a CFP® with 27 years of industry experience. He is a principal at Ball & Company, where he has worked since 2004, including its predecessor firm, REED & BALL, INC. The firm serves individual clients, high net worth households, corporations, and business entities by providing comprehensive financial planning, consulting, and discretionary investment management. Ball & Company manages approximately $203 million in assets and employs a wealth management approach that integrates planning with ongoing investment management across a variety of asset types.

William Greene is a CFP® with 15 years of industry experience, currently serving at Cairn Financial Group since 2018. Prior to that, he worked at Shoemaker Financial, Minnesota Life Insurance Company, and Securian Financial Services. He is also an adjunct professor, teaching personal financial planning courses to undergraduate and graduate healthcare students. Cairn Financial Group provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses individualized asset allocation documented in an Investment Policy Statement and manages accounts on a discretionary basis, employing ETFs, mutual funds, equities, proprietary models, and third-party sub-advisers where appropriate.

Jenni Opperman is a financial advisor at Portus Capital Management, LLC with eight years of industry experience. She holds the Series 66 designation and has prior work experience at Purshe Kaplan Sterling Investments and Best Buy. Alongside her advisory role, she works as a staff accountant at Jason Grubbs, CPA. 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, incorporating options trading and a diverse range of investment instruments.

Timothy Watson is a financial advisor with Finwell, Inc. in Nashville, TN, holding a Series 65 credential and seven years of industry experience. He also serves as Chief Technology Officer at Radical Group Inc., a technology and media business. Finwell works with individuals, families, businesses, non-profits, government agencies, and universities to provide financial education, customized planning, and wealth management. The firm emphasizes strategic asset allocation and a long-term investment approach, integrating financial planning into portfolio management and offering services such as subscription-based planning and financial wellness programs.

William Jacobs is a CFP® and CFA® credentialed advisor with 19 years of industry experience. He is currently with Shayne & Jacobs, LLC, where he has worked since 2023, and previously held roles at Ashlee Patten Group, LLC and Jacobs Investment Management, LLC. Shayne & Jacobs, LLC provides discretionary portfolio management to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a long-term, concentrated investment approach based on fundamental analysis and manages accounts separately, including "special holdings" with limited management.

Breanna Stott is a CFP® and holds a Series 66 license with 17 years of experience in the financial industry. She is currently with Finwell, Inc. and also manages Mischief LLC, a venture fund focused on investing in female-founded or focused start-ups. Breanna’s work with Mischief involves capital raising and deployment. Finwell, Inc. serves individuals, families, and various organizations including businesses and universities, offering financial education, customized planning, and wealth management. The firm employs a strategic, long-term investment approach based on Modern Portfolio Theory and integrates financial planning with portfolio management.

Justin Follmer is a CFP® professional with 17 years of industry experience, currently serving at Coastal Wealth Advisors, LLC since 2015. He holds Series 65 and Series 66 licenses and is co-owner of BellaBrucke, LLC, a real estate holding company with his wife. Coastal Wealth Advisors provides personalized financial planning and discretionary investment management for individuals, high-net-worth clients, business owners, qualified retirement plans, and other organizations. The firm uses a strategic asset-allocation, core-and-satellite approach with a mix of passive ETFs, actively managed mutual funds, individual equities, and fixed income to build diversified portfolios tailored to client objectives.

Benjamin Amos is a CFP® professional with one year of industry experience, currently serving as an advisor at RMG Advisors in Nashville, TN. Prior to joining RMG Advisors, he spent 15 years at the Office of Personnel Management and held positions at Planet Technologies and a brief period of unemployment in 2025. RMG Advisors offers discretionary investment management and financial planning services to individual and high-net-worth clients, managing approximately $200 million in assets. The firm specializes in areas such as divorce-related financial planning, federal employee retirement advising, and multi-generational and special needs trust planning, using SEI Asset Allocation Models and third-party sub-advisors to implement diversified client portfolios.

Andrew Shibley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Afton Advisors, LLC. His prior experience includes roles at SageSpring Wealth Partners, Raymond James Financial Services, and Park Avenue Securities. Afton Advisors provides financial planning and portfolio management to individuals, charitable organizations, and businesses, primarily using passive investment strategies supplemented by technical and cyclical analysis. The firm offers integrated planning and management services through a variety of fee structures and utilizes third-party platforms and outside managers for portfolio construction.

Dean Toscano is a financial advisor with GPWA, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at GPWA since 2015 and has been affiliated with Mass Mutual since 2012. In addition to his advisory work, Toscano teaches Economics and Personal Finance at Renew Christian Academy in Franklin, TN. GPWA, LLC serves individuals, small businesses, trusts, estates, charities, and retirement plans, providing asset management, financial and business planning, and ERISA plan services. The firm employs a combination of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to develop client-specific allocations and manages accounts on a non-discretionary basis while coordinating with third-party managers.

Ryan Stehno is a financial advisor at InvestGro LLC with a Series 65 credential and less than one year of industry experience. His prior work includes roles at Florida Financial Advisors under the DBA Tristate Financial Advisors and various positions outside finance. InvestGro LLC offers discretionary and non-discretionary asset management along with financial planning and consulting services to a boutique client base. The firm emphasizes client education through monthly workshops and tailors investment strategies using fundamental analysis and portfolio theory.

Cynthia Durdin is a financial advisor with Music Row Wealth Management in Nashville, TN, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Investment Management, as well as experience with the Grand Ole Opry, where she has performed as a square dancer for over 18 years. She is also a notary public. Music Row Wealth Management provides discretionary investment management, financial planning, pension consulting, and business consulting services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and pension plans. The firm employs diversified, risk-based portfolios and offers services such as standalone financial planning and access to third-party advisers, managing approximately $431.7 million in discretionary assets across roughly 349 client relationships.

Charles West is a financial advisor at Rayburn West Financial Services in Nashville, TN, with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Purshe Kaplan Sterling Investments for seven years. Rayburn West Financial Services provides wealth management to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers specialized services for business owners, including exit readiness and owner transition consulting, combining investment management with financial planning through client-specific policies and a mix of passive and active investment strategies.

Bryan Nelson is a financial advisor at Balanced Plan Financial Investment Advisors, Inc. with 19 years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at VOYA Financial Advisors and World Equity Group, Inc. In addition to his advisory role, he is involved in insurance product research and sales training through Symbiotic Insurance Solutions. Balanced Plan Financial Investment Advisors, Inc. manages approximately $48.8 million for about 149 clients, including individuals, small businesses, trusts, and estates. The firm offers discretionary and non-discretionary asset management, financial planning, and consulting, utilizing a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, with options for sub-advisor delegation and derivative strategies.

Harold Roe is a financial advisor at Main Street Investors, LLC with five 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 advisory work, he is involved in insurance brokerage and conducts financial wellness workshops focused on disability and health products. Main Street Investors provides advisory services to individuals, pension and profit-sharing plans, and charitable organizations. The firm follows a long-term investment approach based on modern portfolio theory and operates primarily on a non-discretionary, co-advisory model, recommending accounts with third-party money managers for investment implementation.

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!

Zachary Eidson is a financial advisor at Davis, Davis and Conover Wealth Management, LLC in Nashville, TN, holding a Series 66 designation with 18 years of industry experience. He worked at UBS for 13 years before joining his current firm in 2017. Davis, Davis and Conover Wealth Management is an SEC-registered adviser managing approximately $144.9 million in assets for around 186 clients. The firm serves individual and high-net-worth clients, including trusts and estates, offering wealth management, financial planning, and consulting services with an emphasis on retirement income planning and total-portfolio management.