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 at Finwell, Inc. in Nashville, TN, holding a Series 65 designation with seven years of industry experience. He has been with Finwell since 2018 and also serves as CTO of Radical Group, Inc., a technology and media business. Finwell works with individuals and families, including high-net-worth clients, and provides financial wellness services to organizations such as businesses, non-profits, and universities. The firm employs a long-term, strategic asset allocation approach based on Modern Portfolio Theory and integrates financial planning with investment management through customized strategies and ongoing portfolio monitoring.

Phillip Gipner is a CFP® professional with 12 years of industry experience. He has worked at Longview Financial Advisors, Inc. since 2011. Longview Financial Advisors provides fee-only financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a research-driven approach to build globally diversified, multi-asset class portfolios and offers both discretionary and non-discretionary investment management.

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 Certified Financial Planner® at Coastal Wealth Advisors, LLC in Nashville, TN, with 17 years of industry experience. He has previously worked at Lowcountry Investment Advisors, Precision Financial Services, LPL Financial, Maryland Financial Group, and Equitable Advisors. Outside of financial advising, he is a co-owner of BellaBrucke, LLC, a real estate holding company. Coastal Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, business owners, and qualified retirement plans. The firm employs a strategic asset-allocation approach with a mix of passive and active investments and integrates business-owner services such as business planning, cost segregation, valuation, and succession planning alongside individual financial planning.

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.

Mark Spinosa is a CFP® with 17 years of industry experience, currently serving as an advisor at Hunley Wealth Management LLC. His prior experience includes roles at Valic Financial Advisors, Inc. and Merrill. Outside of his advisory work, he is involved in multiple investment-related ventures, including membership in MAS Investments, LLC, focusing on buy-and-hold rental properties. Hunley Wealth Management serves individual and high-net-worth clients as well as corporate retirement plans, offering discretionary asset management, financial planning, and ERISA plan services. The firm employs a range of analytical methods and utilizes institutional platforms to manage portfolios, providing both 3(21) and 3(38) ERISA fiduciary services.

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.

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 with Balanced Plan Financial Investment Advisors, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at World Equity Group, VOYA Financial Advisors, and Edward Jones. Nelson also works as an independent insurance agent and serves as Head of Product Research and Sales Trainer at Symbiotic Insurance Solutions. Balanced Plan Financial Investment Advisors, Inc. is a state-registered advisory firm managing approximately $48.8 million for around 149 clients, including individuals, high-net-worth clients, small businesses, trusts, and estates. The firm offers tailored investment programs using a combination of fundamental, technical, and quantitative methods, with the option to delegate management to sub-advisors or third-party managers.

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.

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.

Tyree Dean is a financial advisor at Davis, Davis and Conover Wealth Management, LLC in Nashville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he worked at AirSculpt for three years and attended Western Kentucky University. Davis, Davis and Conover Wealth Management, LLC provides discretionary wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement accounts. The firm combines comprehensive financial planning with portfolio management, using client risk questionnaires and fundamental analysis to guide asset allocation and total-portfolio strategies.

Carolyn Conover is a CFP® with 15 years of industry experience, currently serving as an advisor at Davis, Davis and Conover Wealth Management, LLC since 2017. She previously worked at TBH Advisors, LLC and UBS Financial Services. Davis, Davis and Conover Wealth Management manages approximately $144.9 million in discretionary assets primarily for individual and high-net-worth clients, offering wealth management, financial planning, and consulting services. The firm provides discretionary portfolio management focused on retirement income planning and total-portfolio management, using fundamental analysis and client risk assessments.

Thomas Landstreet is a financial advisor at Trusco Investment Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Tell Tale Investment Advisors. Outside of finance, he is a self-employed musician and provides public speaking services to industry associations and conferences. Trusco Investment Management offers portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm employs a variety of investment strategies tailored to client-specific plans and manages assets primarily through separately managed accounts, mutual funds, ETFs, and fixed-income securities.