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 Series 63 and Series 65 licenses and has worked previously at Stifel and Piper Sandler. Rayburn West Financial Services provides wealth management services to individual and high-net-worth clients, pension plans, and corporate clients. The firm offers portfolio management, financial planning, and specialized consulting for business owners, focusing on tailored asset-allocation strategies that combine fundamental and cyclical analysis with a preference for longer-term holdings.

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.

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.

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.

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® 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.

Douglas Jackson is a CFP® professional with 12 years of industry experience. He is currently with Jackson Wealth Inc and has previously worked at Advisory Services Network, LLC and Axa Advisors, LLC. Outside of advisory work, he owns and operates Tennessee Tax Solutions, a tax preparation and filing service. Jackson Wealth Inc serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning. The firm primarily uses passive investment management through diversified portfolios of index mutual funds and ETFs, incorporating fundamental, technical, and cyclical analysis to refine asset allocation and sector choices.

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.

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.

James Bertram is a financial advisor at Baynes Investment Counsel LLC with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Nuveen Asset Management and CNL Educational Institute. Baynes Investment Counsel LLC provides portfolio management and financial planning services to individual and high-net-worth clients, employing a multi-strategy investment approach that includes equities, fixed income, ETFs, and options. The firm also sponsors private investment vehicles and offers educational workshops and subscription newsletters.

Nicolas Drury is a financial advisor at Baynes Investment Counsel LLC with one year of industry experience. He holds a Series 65 designation and previously worked at InterOcean Capital, LLC. Outside of his advisory role, he is the owner of Drury Properties, LLC, a company intended for future real estate holdings. Baynes Investment Counsel LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a blend of fundamental, quantitative, technical, and modern portfolio theory analyses to tailor accounts to client objectives and also offers educational workshops and a subscription newsletter.

William Calvin is a financial advisor at Sage Investment Counsel with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been co-owner of MABRY-CALVIN, LLC, an investment consulting and performance measurement firm, since 1989. He has also worked at Wiley Bros. Aintree Capital, LLC since 1990. 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.

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.