Stephen Martin is a CFP® with 13 years of experience in the financial services industry. He is part of the team at Oasis Wealth Planning Advisors in Nashville, TN, and has previously worked at Fifth Third Securities and Banc One Securities Corporation. Oasis Wealth Planning Advisors is a fee-only advisory firm serving individuals, high-net-worth clients, families, and participant-directed retirement plans. The firm provides integrated wealth planning and investment advisory services, using a combination of passive and actively managed no-load mutual funds and ETFs, and typically acts on a discretionary basis.

Anthony Steffan is a CFP® with 30 years of industry experience. He is currently with HS Wealth Partners, where he has worked since 2024. His prior experience includes roles at Cambridge Investment Research Advisors and UBS Financial Services. In addition to advising, he is a licensed insurance agent and dedicates a portion of his time to insurance sales and implementation of insurance recommendations. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, offering discretionary investment management and comprehensive financial planning. The firm emphasizes a long-term, fundamental investment approach and provides ongoing portfolio supervision and reporting.

Sage Clement is a financial advisor at Oasis Wealth Planning Advisors in Nashville, TN, holding a Series 65 designation with one year of industry experience. Prior to joining Oasis, Sage worked at Blue Trust and PYA Waltman Capital, and has experience in non-financial roles including at Mexicone and Yogi Bear. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning and discretionary portfolio management. The firm employs a strategic asset allocation approach combining passive and active funds with global diversification, tailoring investment strategies to clients’ tax situations, risk tolerance, and goals.

Andrea Fletcher is a CFP® with 18 years of industry experience, currently serving at Vestia Personal Wealth Advisors in Nashville, TN. She previously worked for Larson Financial Securities, LLC and Larson Financial Group, LLC for 15 years. Andrea holds Series 63 and Series 66 licenses. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, offering financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach and utilizes a combination of in-house management, third-party sub-advisors, and technology-enabled solutions across client segments.

Mariafearlene Brown is a financial advisor at Paul Winkler, Inc. with 14 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with the firm since 2014. Outside of advisory work, she is a self-employed insurance agent, a role she has held since 1996 but currently devotes no time to. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a co-advisor structure with third-party asset managers and uses modern portfolio theory and multi-factor approaches in portfolio construction, alongside investor education programs including workshops, podcasts, online courses, and a subscription coaching service.

Jennifer Miller is a financial advisor at Fielder Capital Group LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Beacon Capital Management and MCGLADREY WEALTH MANAGEMENT LLC/RSM Wealth Management LLC. Fielder Capital Group LLC serves individual and institutional clients, offering portfolio management, financial planning, family office services, and retirement-plan fiduciary management. The firm employs a diverse investment approach, including strategic asset allocation across various securities and private placements, and offers specialized services such as a formal Family Office program and ERISA 3(38) fiduciary representation.

Stephen Korn is a CFA® charterholder with six years of industry experience. He has been with Fielder Capital Group LLC since 2018 and previously worked at Malkin Capital Management from 2015 to 2018. He serves as a board member of Congregation Micah in Brentwood, TN, where he contributes to community activities and budget approval. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutions, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research, offering strategic allocations across various asset classes and flexible investment strategies.

Lindsay Youngbauer is a CFP® professional with six years of industry experience. She has worked at Woodmont Investment Counsel, LLC since 2019 and was previously with Diversified Trust Company from 2013 to 2019. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm constructs balanced portfolios tailored to clients’ financial circumstances and goals, incorporating estate, tax, insurance, and retirement considerations.

William Decker is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with nine years of industry experience. He holds a Series 65 designation and has been with Decker Wealth Management since 2016, following a one-year role at Clarcorr, Inc. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses by providing financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using a combination of fundamental, technical, and cyclical analysis, and employs options and other derivatives in separately managed accounts.

Robert Yarmak is a CFA® charterholder with nine years of industry experience. He is currently with Vertrix Wealth Management, LLC, where he has worked since 2026. Prior to that, Mr. Yarmak held various roles at Greystone Financial Group, LLC and its affiliated entities from 2016 to 2026. Vertrix Wealth Management advises individuals, trusts, estates, small businesses, and employer-sponsored retirement plans, providing portfolio management and retirement plan consulting. The firm employs a tactical, risk-management oriented investment approach that incorporates fundamental and technical analysis, macroeconomic and market sentiment indicators, and dynamic asset allocation.

Elizabeth Newman is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with six years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Decker Wealth Management in 2020, she worked at Banc of America Investment Services, Inc. and spent 15 years at HomeMaker. Outside of her advisory role, she serves as the secretary of a non-investment related company, Carojack Inc. Decker Wealth Management serves individuals, trusts, estates, charitable organizations, and small businesses by providing comprehensive financial planning, consulting, and investment management. The firm utilizes a combination of fundamental, technical, and cyclical analysis with a focus on asset allocation and tax-aware security selection, and is notable for its active use of options and other derivatives in client accounts.

David Shipman is a CFA® charterholder with 15 years of industry experience. He has been with 12 Th Street Asset Management since 2010. The firm serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients through discretionary portfolio management, sub-advisory arrangements, and private limited partnerships. 12 Th Street Asset Management focuses on concentrated, long-term All Cap and Small Cap equity strategies based on a value-oriented, fundamental research approach emphasizing a margin of safety.

Stephen Frohsin is a financial advisor at Woodmont Investment Counsel, LLC with 26 years of industry experience. He has been with Woodmont since 2004. He holds Series 63 and Series 65 designations. Woodmont Investment Counsel provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm manages approximately $2.01 billion across about 437 client relationships, focusing primarily on high-net-worth households with tailored strategies that include diversified allocations across equities, fixed income, and alternative investments.

William Decker III is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with 28 years of industry experience. He has been with Decker Wealth Management since 2009 and previously worked at Stanford Group Company, Banc of America Investment Services, Inc., and Morgan Stanley DW Inc. He holds Series 63 and Series 65 designations. Decker Wealth Management serves individuals, trusts, estates, charitable organizations, and small businesses by providing comprehensive financial planning, consulting, and investment management. The firm employs a multi-faceted investment process that includes fundamental, technical, and cyclical analysis, with an emphasis on asset allocation, tax-aware security selection, and active use of options and derivatives in client portfolios.

Margaret Truitt is a financial advisor at Cahaba Wealth Management, Inc. in Nashville, TN, holding a Series 65 designation with three years of industry experience. Prior to joining Cahaba Wealth Management in 2022, she worked in educational roles at Xavier University, St. Olaf College, and Homewood High School. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, offering comprehensive financial planning and discretionary investment management. The firm’s investment approach incorporates long-term cash-flow projections, risk assessments, and primarily utilizes mutual funds and ETFs, with the option to include alternative investments when appropriate.

Melner Bond is a financial advisor at Oasis Wealth Planning Advisors in Nashville, TN, holding the CFA® designation and Series 63 license with 15 years of industry experience. He previously worked at Envision Wealth Planning and has been self-employed as a business consultant since 2015. Outside of advising, he is co-owner and manager of Bond Coffee Company, a coffee bean reseller. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning and discretionary portfolio management. The firm emphasizes strategic asset allocation combining passive and active funds, global diversification, and customized investment strategies aligned with clients’ tax situations and risk tolerance.

Joseph Weeks is a financial advisor at Key Capital Management, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Shoemaker Financial and Cetera. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses model portfolios and combines technical, fundamental, and modern portfolio theory approaches across various investment vehicles, serving approximately 1,730 client relationships with a team of seven advisors.

Charles Sells is a financial advisor with WMG Financial Advisors, LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at ProEquities Inc and Lincoln Financial Securities Corp. He is also a licensed insurance agent and occasionally offers insurance products to clients. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm emphasizes long-term portfolio management using modern portfolio theory across diverse asset types and provides comprehensive financial planning and retirement consulting services.

Paul Good is a financial advisor with SageGuard Financial Group, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining SageGuard, he worked at Equitable Advisors and has also held coaching roles with Tennessee United Soccer Club and Merrol Hyde Magnet School. Outside of financial advising, Good serves as a goalkeeper director and head boys’ soccer coach, organizing training and managing soccer programs. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers both discretionary and non-discretionary management, combining strategic and tactical asset allocation across various model portfolios and investment sleeves, and conducts no-charge educational seminars as part of its client outreach.

Bradley Bars is a financial advisor at Creative Investment Group in Nashville, TN, holding a Series 66 designation with eight years of industry experience. Prior to joining Creative Investment Group in 2025, he worked at LPL Financial, Merrill, Bank of America, Fifth Third Bank, and Insurance Professionals of Tennessee. Outside of his advisory role, Bars is involved in multiple real estate rental ventures. Creative Investment Group provides personalized financial planning and investment management services to individuals, including high-net-worth clients, as well as institutional entities such as family offices and trusts. The firm uses a combination of fundamental and technical analysis to construct primarily equity-focused portfolios and offers a range of investment options alongside retirement-plan fiduciary and held-away account services.