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 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network and Raymond James Financial Services. Outside of advising, he acts as an independent insurance agent. Highmark, LLC provides discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, high-net-worth clients, trusts, estates, and qualified employee benefit plans. The firm manages portfolios on a discretionary basis tailored to client goals and uses a single custodial platform with access to model portfolios and sub-advisors.

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. Outside of advisory work, he is involved in tax filing and other accounting services. Jackson Wealth LLC provides discretionary investment management and financial planning for individual and high-net-worth clients, focusing on passive investment strategies using index mutual funds and ETFs. The firm offers ongoing and project-based planning with portfolios reviewed monthly on a discretionary basis.

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.

William Greene is a CFP® with 15 years of experience in the financial industry. He has worked at Cairn Financial Group since 2018 and previously held roles at Shoemaker Financial, Minnesota Life Insurance Company, and Securian Financial Services. Greene is also an adjunct professor, teaching personal financial planning courses and providing post-secondary financial planning education to healthcare students. Cairn Financial Group delivers financial planning and portfolio management services to individuals, including high-net-worth clients, defined contribution plan participants, and private fund investors. The firm utilizes client-specific Investment Policy Statements and diversified, risk-based allocations that incorporate quantitative tools, optimization, tactical asset allocation, and technical analysis, and it also manages a private real estate pooled vehicle alongside separately managed accounts.

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 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.

James Casanova Jr. is a CFA® charterholder with eight years of industry experience. He is currently with Retirement Solutions Group and has previously worked at Northwestern Mutual and Vanguard, among other firms. Casanova serves as secretary for a nonprofit homeowners association. Retirement Solutions Group is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm provides written financial plans on a fixed-fee basis and coordinates investment services by partnering with a third-party money manager that implements actively managed model portfolios.

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.