Margaret Dover is a CFP®-certified financial advisor with 18 years of industry experience. She currently works at J. Mark Nickell & Co. and previously held roles at BlackRock Investments and Jackson National Life Distributors. J. Mark Nickell & Co. provides integrated financial planning and investment supervisory services mainly to individual and high-net-worth clients, using model-based portfolios focused on ETFs and mutual funds. The firm emphasizes tailored asset allocation, tax-aware strategies, 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.

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.

Edison Parker Jr. is a financial advisor with Acropolis Partners, LLC, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His prior roles include positions at Parthenon Partners LLC, Cary Street Partners, and Zermatt Securities. Outside of securities, he is also an insurance agent involved in insurance sales. Acropolis Partners, LLC provides portfolio management and consults on sub-adviser selection and oversight for individuals and high-net-worth clients. The firm uses a combination of proprietary model portfolios and sub-advisers, employing asset allocation and both fundamental and technical analysis across a range of investment vehicles.

Stephen Stark is a financial advisor with Main Street Investors, LLC in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Main Street Investors in 2019, he spent 12 years at Park Avenue Securities. Outside of his advisory role, he is involved with MediStaff, a provider of respite and in-home personal care staffing, and is also a licensed insurance agent. Main Street Investors serves individuals, pension and profit-sharing plans, and charitable organizations by offering financial planning and advisory recommendations based on modern portfolio theory and a long-term approach. The firm operates primarily on a non-discretionary, co-advisory model, recommending clients use unaffiliated money managers to implement investments while performing due diligence and ongoing monitoring.

Sam Bills is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Bills Asset Management since 2000. He operates in a small firm environment alongside one other advisor in Nashville, TN. Bills Asset Management provides discretionary portfolio management and advisory services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs proprietary asset-allocation programs and uses a combination of charting, fundamental, and technical analysis to support various investment strategies, with an emphasis on client choice regarding exposure to cryptocurrency.

Charles West III is a financial advisor at Rayburn West Financial Services with four years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Stifel and Piper Sandler. Rayburn West Financial Services provides wealth management to individual and high-net-worth clients, as well as select pension plans and corporate clients, combining portfolio management with comprehensive financial planning. The firm focuses on tailored asset-allocation strategies using both active and passive investments and offers specialized exit-readiness and owner-transition services for business owners.

Alec Medlin is a financial advisor at InvestGro LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Knights of Columbus Asset Advisors LLC and Northwestern Mutual. InvestGro LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services, including full financial plans and single-topic consultations. The firm uses fundamental analysis combined with Modern and Post-Modern Portfolio Theory and Monte Carlo planning techniques, offering both traditional asset management and hourly or fixed-fee financial planning engagements.

Gabriel Pincus is the principal of GA Pincus Funds, LLC, an independent investment advisory firm based in Brentwood, TN. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. He also works with Kramer Projects and has a background in ETF markets and financial technology. GA Pincus Funds, LLC manages approximately $60 million across 160 accounts, serving individuals and various client types. The firm employs a technology-driven approach to portfolio management, focusing on ETF-based discretionary accounts with a proprietary diversification framework and algorithmic rebalancing.

Benjamin Vondrak is a financial advisor at Balanced Plan Financial Investment Advisors, Inc. with 10 years of industry experience. He holds a Series 65 designation and has worked at Balanced Plan Financial Investment Advisors since 2020, with prior experience at World Equity Group, Inc. and Integrated Financial Partners and Symbiotic Insura. In addition to his advisory role, he is a licensed life insurance agent and part owner of Symbiotic Insurance Solutions, Inc. Balanced Plan Financial Investment Advisors, Inc. provides asset management, financial planning, and consulting services to individuals, small businesses, trusts, and estates. The firm employs tailored investment strategies through direct management, model allocations, and sub-advisors, incorporating derivatives and option strategies where appropriate.

David Neff 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 since 2016, following a decade at PKS Advisory Services and Purshe Kaplan Sterling Investments. Outside of advisory work, Neff is a part owner of an insurance agency and is involved in managing several rental properties. Portus Capital Management provides discretionary portfolio management and pension consulting primarily for individual and high-net-worth clients. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis, offering diversified investment exposure and utilizing options and derivatives within client accounts.

Nathan Rollins is a financial advisor at Highmark, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network and Raymond James Financial Services. In addition to his advisory role, Rollins is also an independent insurance agent. Highmark serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs a combination of fundamental, technical, cyclical analysis, and modern portfolio theory to build client-specific portfolios and manages approximately $59.5 million in discretionary assets.

Tyler Page is a financial advisor at Jackson Wealth Inc with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services and NYLIFE Securities. In addition to advising, Tyler is involved in tax filing and accounting work. Jackson Wealth provides discretionary investment management and financial planning services to individual and high-net-worth clients. The firm primarily uses a passive investment approach with index mutual funds and ETFs, incorporates fundamental and technical analysis, and offers both ongoing and project-based financial plans.

Anton Bueschen Jr. is a CFP® and holds a Series 63 license with 26 years of industry experience. He has been with The Jenkins Group since 2005 and has worked at LPL Financial since 2009. His professional background also includes a position at Synovus Securities, Inc. from 2003 to 2004. 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 employs a tailored investment approach that often utilizes model portfolios and LPL-sponsored programs, managing client accounts on a discretionary, 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.

Douglas Jackson is a CFP® credentialed advisor with 13 years of industry experience, currently serving at Jackson Wealth Inc. His prior roles include positions at Advisory Services Network, LLC and Axa Advisors, LLC. Outside of his advisory work, he operates Tennessee Tax Solutions, a tax preparation and filing service. Jackson Wealth Inc provides discretionary investment management and financial planning for individual and high-net-worth clients. The firm primarily employs passive investment strategies using index funds and ETFs, complemented by fundamental and technical analysis, and offers tailored investment policies reflecting clients’ goals and tax considerations.

Mitchell Anderson is a financial advisor at EFinancial Alliance, LLC in Franklin, TN, holding a Series 65 designation with 14 years of industry experience. He has been with EFinancial Alliance since 2012. EFinancial Alliance, LLC provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other businesses, managing approximately $225.8 million in discretionary assets. The firm emphasizes individualized, discretionary portfolio construction focused on value, safety, quality, and risk control, combining financial planning with portfolio management across its client relationships.

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.