Brian Fisher is a financial advisor at JB Wealth Advisors LLC in Nashville, TN, holding a Series 65 credential. He has been involved in the financial services industry since 2014, with experience at JB Wealth Advisors, JB Growth Partners, and Jucebox. Outside of advisory work, he serves as Chief Operating Officer of Jucebox LLC, a company that provides sales training and business development services for licensed insurance agents. JB Wealth Advisors offers algorithmic asset-allocation assessments and a website-based referral service to individual investors, connecting clients with third-party registered investment advisers for portfolio management. The firm delivers non-discretionary advice through a proprietary, rules-based model and does not manage or custody client assets.

John Stauffer is a financial advisor at AJ Advisors with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining AJ Advisors in 2022, he worked at Quinn Stauffer Financial, LLC for 13 years. 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 across nearly 400 client relationships, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting, utilizing strategic asset allocation and traditional management approaches with mutual funds, ETFs, and selected individual securities.

Jonathan Farrell is a CFP® professional with 21 years of industry experience. He currently works at Highmark, LLC and has previously been employed by Commonwealth Financial Network, Lincoln Financial Distributors, and John Hancock Retirement among others. In addition to his advisory role, Farrell is licensed as an independent insurance agent. Highmark, LLC serves individual and high-net-worth clients, as well as trusts and estates, providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis along with modern portfolio theory to construct portfolios and offers both limited fiduciary advice and fully discretionary investment management for retirement plans.

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.

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.

Joshua Hunley is a financial advisor at Hunley Wealth Management LLC in Nashville, TN, holding the ChFC® and Series 66 designations with 16 years of industry experience. He has previously worked at Prudential Financial Planning Services and VALIC Financial Advisors. Outside of advisory work, he is involved in insurance sales through 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 range of analytical methods and strategies, accesses model portfolios and sub-advisors via institutional platforms, and offers both 3(21) and 3(38) fiduciary services.

Dale Veitch is a financial advisor with Lexington Financial/Life Management, LLC, holding a Series 65 license and bringing 18 years of industry experience. He has been associated with Lexington Investment Consulting, LLC since 2010 and with Lexington Family Office Services, LLC since 2005. Veitch is a managing board member of Lexington Financial Life Management, LLC and occasionally sells insurance products to clients, receiving commissions in such instances. Lexington Investment Consulting, LLC operates as a virtual family office serving high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and charitable organizations. The firm offers customized investment consulting, portfolio management, and a broad range of family-office services, employing a goals-based, family-centric life-management approach.

Elijah Culley is a financial advisor with AJ Advisors in Nashville, TN, holding a Series 66 designation and one year of industry experience. Before joining AJ Advisors, he worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he has been involved with St. George's Episcopal Church since 2024. AJ Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs both Strategic and Traditional investment management approaches, offering discretionary and non-discretionary portfolio management along with retirement-plan advisory and financial planning services.

Dallas Jackson is a financial advisor with Finwell, Inc., holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He previously worked at Bank of America, Merrill, and Fidelity Brokerage Services. Outside of advising, he is a general partner at TipSee Music, a tech startup in Nashville that collaborates with local artists. Finwell serves individuals and families, including high-net-worth clients, as well as businesses, nonprofits, and government entities. The firm emphasizes strategic asset allocation and a long-term investment approach integrating financial planning with portfolio management.

Taylor Whitt is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Cairn Financial Group in Nashville, where he has been since 2022. Prior to this, he worked at LPL Financial, Truxton Trust, and MassMutual Life Insurance Company. Cairn Financial Group serves individual and high-net-worth clients, retirement plan participants, and a private pooled vehicle, offering comprehensive financial planning and investment management. The firm’s investment approach focuses on risk-based asset allocation through diversified portfolios and manages a private real estate pooled fund, alongside providing educational programs for healthcare students.

Hogan Roberts is an advisor at InvestGro LLC with a Series 65 credential and no prior industry experience. His background includes various roles outside the financial sector, including work as a live sound engineer and positions in the hospitality and entertainment industries. InvestGro LLC provides discretionary and non-discretionary asset management, financial planning, and consulting services primarily for individual clients. The firm emphasizes ongoing client education through monthly workshops and tailors investment decisions using fundamental analysis, portfolio theory, and Monte Carlo planning techniques.

Nicole Tripodi is a financial advisor at Argus Equity Partners, LLC with two years of industry experience. She holds a Series 65 designation and has worked in business development and consulting roles outside of finance, including as Principal of FEDInform, a firm advising businesses on federal government contracting, and as Business Development Manager at Xpect Solutions, providing IT solutions. Argus Equity Partners offers portfolio management services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs fundamental analysis combined with client-specific recommendations and uses a range of investment strategies, including long-term equity and more active trading techniques.

Mark Gargano is a financial advisor at National Wealth Management Group, LLC with 12 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and has previously worked at Dynamic Wealth Advisors and L3 Holdings Inc. since 2011. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a diverse range of portfolio management and consulting services through multiple program platforms.

Jerome Moore is a CFP® professional with 30 years of industry experience, currently serving at Bradford Financial Center. He has held roles at various affiliated firms including Bradford Tax and Accounting, Bradford Insurance, and Tower Wealth Advisors. Moore is also an instructor for the Certified Financial Planner certificate programs at Belmont University and Kaplan. Bradford Financial Center provides comprehensive financial planning and portfolio management for individuals, trusts, estates, businesses, and retirement plans. The firm uses a discretionary investment management approach that integrates computerized trend analysis with multiple research methods and collaborates with a network of affiliated businesses offering tax, insurance, and mortgage services.

William Jackson is a CFP® with 29 years of industry experience and has been with Cahaba Wealth Management, Inc. since 2016. He is a partner and CEO of Artist Clarity, Inc., a business management venture. William also holds partnerships in businesses related to restaurant and retail alcohol sales and non-investment activities. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm employs a multi-advisor team approach, managing approximately $2.06 billion on a discretionary basis while incorporating alternative strategies and leveraging technology tools for client service and operations.

Joshua Davis is a financial advisor at TBH Global Asset Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with TBH Advisors, LLC since 2015 and TBH Global since 2022. TBH Global Asset Management is a multi-advisor firm managing approximately $1.27 billion for nearly 1,000 clients, including individuals, retirement plans, trusts, and businesses. The firm uses a combination of top-down macro analysis and fundamental and quantitative approaches to create personalized portfolios, employing both in-house management and third-party models, while offering a range of services such as discretionary portfolio management, financial planning, and trustee services.

Thomas Boyd is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with 12 years of industry experience. He holds a Series 65 designation and has been with Decker Wealth Management since 2014. Decker Wealth Management serves individuals—including high-net-worth clients—trusts, estates, charitable organizations, and small businesses, providing financial planning, consulting, and investment management primarily through exchange-traded funds and individual securities. The firm combines fundamental, technical, and cyclical analysis with a focus on asset allocation and tax-aware security selection, and actively uses options and other derivatives in client accounts.

William Braddy III is a CFP® with 22 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC since 2025. He previously worked at BrightChoice Financial, LLC and Kraft Asset Management, LLC, accumulating nearly a decade at each firm. Outside of advisory roles, Mr. Braddy holds minority ownership interests in several businesses, including a property and casualty insurance agency and a flexible workspace company. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning services. The firm applies a long-term investment approach grounded in Modern Portfolio Theory and efficient-market principles, offering both discretionary and non-discretionary portfolio management with diversified allocations.

Charles Laws Jr. is a CFP® professional at Cahaba Wealth Management, Inc. in Nashville, TN, with three years of industry experience. He has been with Cahaba Wealth Management since 2021 and previously worked at Dollar General, Banana Republic, Rhodes College, and Pope John Paul II High School. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm manages approximately $2.06 billion on a discretionary basis for around 888 clients, using a multi-advisor team approach with individualized investment plans and integration of external accounts.

Mary O’Leary is a financial advisor at Luken Investment Analytics, LLC with eight years of industry experience. She holds the ChFC® designation and the Series 65 license. Her prior experience includes roles at Levine Group LLC and SII Investments. Outside of her advisory work, she provides financial planning education as an independent contractor. Luken Wealth Management serves individual investors, families, trusts, retirement plan participants, and other registered investment advisers. The firm offers financial planning, discretionary portfolio management, and a paid model subscription service that delivers newsletters and security-rating recommendations to other advisors.