Tammy Paxton is a CFP® with 19 years of industry experience, currently serving at Gramercy Park Wealth Advisors, LLC (GPWA, LLC). Her prior experience includes roles at APO Financial Services, Assurance Financial Partners, Horter Investment Management, MML Investor Services, Capital Financial Group, and MassMutual Life Insurance Company. She is also involved as a sales representative with National Gold Consultants. GPWA works with individuals, small businesses, trusts, estates, charities, and retirement plans, providing asset management, financial planning, and ERISA plan services. The firm uses a combination of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to develop client-specific portfolios, managing accounts on a non-discretionary basis and often collaborating with third-party managers.

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.

Carter Bills is a CFP® professional with five years of industry experience, currently affiliated with Bills Asset Management in Nashville, TN. He previously worked at OppenheimerFunds, Inc. and has diverse experience in retail and landscaping businesses. Bills Asset Management serves individuals, business entities, trusts, estates, and charitable organizations, providing discretionary portfolio management and non-discretionary advisory services. The firm employs proprietary asset-allocation programs and combines charting, fundamental, and technical analysis to inform investment strategies.

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 20 years of industry experience. He is currently with Highmark, LLC, where he has worked since 2025. His prior experience includes roles at Commonwealth Financial Network, Lincoln Financial Distributors, Inc., Kestra Advisory, Kestra Investment Services, LLC, and John Hancock Retirement. Farrell is also 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 manages accounts with tailored investment policy statements and uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory.

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.

Jeffrey Atchison is a Series 65 licensed financial advisor with 15 years of industry experience. He has worked at SageGuard Financial Group, LLC since 2022 and previously served at Alphastar Capital Management LLC and Sageguard Investment Advisory Services. Outside of his advisory role, he is the owner of Great Elm Properties, LLC, a property investment business. SageGuard Financial Group is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis to implement a variety of model strategies across asset classes, managing both discretionary and non-discretionary accounts.

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.