Joseph Nickell is a CFA® and PFS™ credentialed advisor with 22 years of industry experience. He has been with J. Mark Nickell & Co. since 1994. The firm provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, corporations, and trusts. J. Mark Nickell & Co. manages primarily discretionary accounts using model portfolios tailored to client risk profiles, incorporating ETFs, mutual funds, and in select cases, municipal bonds, interval funds, and private equity.

Benjamin DeFoor is a financial advisor with Soar Financial LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His background includes multiple roles in investment advisory, tax services, and real estate development, as well as ownership in businesses such as Lead Wizards LLC and Nashville CPA LLC. He is also involved in non-investment-related ventures including business development and real estate partnerships. Soar Financial LLC (dba Retirement Plan Advisors) provides investment advisory, financial planning, and retirement-plan consulting services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm offers customized portfolio management using a range of asset classes and serves as a fiduciary for employer plans, with additional services including tax and payroll assistance through its ownership interest in a local CPA firm.

Philip Resch is a financial advisor at MyTimeEquity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Valor Financial Specialists and American General Life Insurance. MyTimeEquity, LLC is a discretionary registered investment adviser serving individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental and technical analysis, proprietary research, and AI-based tools to manage portfolios across equities, ETFs, mutual funds, and alternative investments, and sponsors pooled vehicles focused on late-stage and pre-IPO opportunities.

Thomas Landstreet is a financial advisor at Trusco Investment Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Tell Tale Investment Advisors. Outside of finance, he is a self-employed musician and provides public speaking services to industry associations and conferences. Trusco Investment Management offers portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm employs a variety of investment strategies tailored to client-specific plans and manages assets primarily through separately managed accounts, mutual funds, ETFs, and fixed-income securities.

Dana Park is a Series 65-licensed advisor with First Family Wealth in Murfreesboro, Tennessee. Dana has two years of experience in financial advising, having joined First Family Wealth in 2024 after prior roles at AFlac and several title and settlement service firms. First Family Wealth is a state-registered investment adviser managing approximately $87.8 million in discretionary assets. The firm offers portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and charitable organizations, using a combination of modern portfolio theory and fundamental, technical, and cyclical analysis to create diversified investment allocations.

Ryan Redmond is an advisor at Stone Pillars Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Stone Pillars, he was employed at Vista Wealth Solutions and has worked as a pitching instructor and in the food service industry. Stone Pillars Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management and financial planning. The firm utilizes a tactical allocation approach with a broad range of investment instruments and specializes in business-owner transition and succession planning.

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.

Chandler Brown is a financial advisor at Retirement Solutions Group with one year of industry experience. He holds a Series 66 designation and has prior experience at Reflection Financial Strategies and Equitable Advisors. Retirement Solutions Group provides fee-based financial planning and investment management services to individuals, high-net-worth clients, and business entities. The firm offers written financial plans on a fixed-fee basis and works through co-advisor relationships with third-party money managers who implement actively managed model portfolios.

Ethan Pflug is a financial advisor at AGP Franklin, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Aspen Grove Asset Management and the University of Alabama. AGP Franklin, operating under the names Aspen Grove Asset Management and Strong Tower Wealth Management, provides wealth management and portfolio management services to individual and high-net-worth clients. The firm employs a fundamental, long-term investment approach and manages approximately $247 million in assets across several hundred client relationships.

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.

Jeffrey Hull is a financial advisor with SavvyFi in Franklin, TN, holding a Series 65 designation and six years of industry experience. His prior work includes roles at Nashville Capital Network and Vanderbilt University. Outside of advising, he has passive involvement in real estate leasing as a sole proprietor. SavvyFi specializes in education financing benefit services primarily for employers, offering solutions such as 529 plan administration and student loan repayment through an online platform that emphasizes automated enrollment and digital account reviews. The firm serves a large client base with a focus on employer contracts rather than individual high-net-worth clients.

Raymond Carota is a financial advisor at Carota Wealth Management with 29 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at American Portfolios Financial Services, Inc. for 20 years. Carota also maintains a long-term affiliation with Brandywine Financial Group, Inc. Carota Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering portfolio management, financial planning, and discretionary management of digital assets and cryptocurrencies. The firm employs a proprietary macroeconomic framework, Market Pulse Regimes℠, alongside fundamental and technical analysis to guide portfolio construction and conducts client account management with regular monitoring and rebalancing.

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.

Christopher Lim is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Alongside Wealth Advisors, LLC and previously worked at Ronald Blue Trust and Ronald Blue & Co. from 2015 to 2024. Alongside Wealth Advisors, LLC provides personalized financial planning, discretionary portfolio management, and qualified retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm uses tailored asset allocation strategies and offers services ranging from business planning to ERISA-related plan advice.

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.

Jeffrey Jordan is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of industry experience. He has been with Processus Wealth & Capital Management, LLC since 2010. The firm provides discretionary investment management and financial planning services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and plan participants. Processus Wealth & Capital Management employs fundamental analysis and combines strategic asset allocation with tactical overlays to construct portfolios from mutual funds, ETFs, and individual large-cap equities.

Douglas Vander Weide is a CFP® with 27 years of industry experience, currently serving as an advisor at Valiant Wealth, LLC in West Des Moines, IA. He has been with Valiant Wealth since 2008 and was previously involved with 2 Fish 5 Loaves, LLC, a fish farming business where he was a partner. Valiant Wealth manages approximately $382 million with a small advisory team, providing discretionary portfolio management, financial planning, and related services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm employs a buy-and-hold, model-portfolio approach supported by proprietary tools and resources from Dimensional Fund Advisors, and it operates private pooled investment vehicles with performance-based fees and direct investments in private companies.

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.

Michael Carmody is a CFA® charterholder with 15 years of industry experience, currently serving at Foresight Investment Advisors, LLC since 2010. He holds a Series 65 license and is involved in several business activities outside of investment advising, including roles in actuarial study material development, CFA exam preparation assistance, and ownership positions in two companies, one of which he leads as president and CEO. Foresight Investment Advisors, LLC is an Arkansas-registered firm that provides portfolio holdings and trade signals to other registered investment advisers. The firm focuses on conservative investment strategies for clients nearing or in retirement and combines fundamental, technical, and cyclical analysis to guide its recommendations.