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.

Andrew Clement is a financial advisor at Alongside Wealth Advisors, LLC in Nolensville, Tennessee, holding CFP® and CPA designations with seven years of industry experience. Prior to his current role, he worked at firms including Ronald Blue & Company and Raymond James Financial Services. He is also a licensed Certified Public Accountant, although he does not provide accounting or tax services through his advisory role. Alongside Wealth Advisors provides discretionary portfolio management, financial planning, and qualified plan consulting for individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm tailors investment management to client goals using asset allocation, third-party sub-advisers, and alternative strategies, while emphasizing ERISA co-fiduciary plan consulting and operational tools such as AI and securities-backed lines of credit.

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.

Justin Follmer is a CFP® with 17 years of industry experience, currently serving as an advisor at Coastal Wealth Advisors, LLC since 2015. His prior experience includes roles at Lowcountry Investment Advisors, Inc., Precision Financial Services, LPL Financial, Maryland Financial Group, Inc., and Equitable Advisors. Outside of financial advising, he co-owns a real estate holding company with his wife. Coastal Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, qualified retirement plans, and other organizations. The firm employs a strategic asset-allocation approach combining passive and active investments to build globally diversified portfolios and integrates business-owner services alongside individual financial planning.

Benjamin Amos is a CFP® professional with one year of industry experience, currently serving as an advisor at RMG Advisors in Nashville, TN. Prior to joining RMG Advisors, he spent 15 years at the Office of Personnel Management and held positions at Planet Technologies and a brief period of unemployment in 2025. RMG Advisors offers discretionary investment management and financial planning services to individual and high-net-worth clients, managing approximately $200 million in assets. The firm specializes in areas such as divorce-related financial planning, federal employee retirement advising, and multi-generational and special needs trust planning, using SEI Asset Allocation Models and third-party sub-advisors to implement diversified client portfolios.

Mark Spinosa is a CFP® with 17 years of industry experience, currently serving as an advisor at Hunley Wealth Management LLC. His prior experience includes roles at Valic Financial Advisors, Inc. and Merrill. Outside of his advisory work, he is involved in multiple investment-related ventures, including membership in MAS Investments, LLC, focusing on buy-and-hold rental properties. Hunley Wealth Management serves individual and high-net-worth clients as well as corporate retirement plans, offering discretionary asset management, financial planning, and ERISA plan services. The firm employs a range of analytical methods and utilizes institutional platforms to manage portfolios, providing both 3(21) and 3(38) ERISA fiduciary services.

Andrew Shibley is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently an advisor at Afton Advisors, LLC, having previously worked at firms including SageSpring Wealth Partners, Raymond James Financial Services, and Park Avenue Securities. Afton Advisors provides financial planning and portfolio management services to individuals, charitable organizations, and businesses. The firm primarily uses passive investment strategies with index mutual funds and ETFs, supplemented by technical and cyclical analysis, and offers a range of fee structures including flat-fee subscriptions and project fees.

Dean Toscano is a financial advisor with GPWA, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at GPWA since 2015 and has been affiliated with Mass Mutual since 2012. In addition to his advisory work, Toscano teaches Economics and Personal Finance at Renew Christian Academy in Franklin, TN. GPWA, LLC serves individuals, small businesses, trusts, estates, charities, and retirement plans, providing asset management, financial and business planning, and ERISA plan services. The firm employs a combination of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to develop client-specific allocations and manages accounts on a non-discretionary basis while coordinating with third-party managers.

Kaitlin Jordan is a financial advisor at Stone Pillars Wealth Management in Franklin, TN, holding a Series 65 designation with three years of industry experience. Prior to joining Stone Pillars, she worked at Walkner Condon Financial Advisors and has experience as an independent volleyball coach. Stone Pillars Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management and comprehensive financial planning. The firm employs a tactical allocation approach using a broad mix of investment instruments and manages held-away employer plan accounts through a third-party platform.

Jonathon Jordan is a financial advisor at Stone Pillars Wealth Management with 18 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Stone Pillars, he worked at Merrill, Walkner Condon Financial Advisors, and Walkner Condon Tax Services. Outside of advising, he serves as a partner and business and finance advisor to a men’s health telemedicine company and a commercial construction contracting firm. Stone Pillars Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, providing fee-based discretionary portfolio management and comprehensive financial planning. The firm employs a tactical allocation approach using a broad mix of instruments, including public equities, options strategies, private offerings, and co-investments, and offers specialized services such as held-away employer plan management and business-owner transition advising.

Charles West is a financial advisor at Rayburn West Financial Services in Nashville, TN, with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Purshe Kaplan Sterling Investments for seven years. Rayburn West Financial Services provides wealth management to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers specialized services for business owners, including exit readiness and owner transition consulting, combining investment management with financial planning through client-specific policies and a mix of passive and active investment strategies.

Bryan Nelson is a financial advisor with Balanced Plan Financial Investment Advisors, Inc. He holds the Series 63 and Series 66 licenses and has 19 years of industry experience. Prior to joining Balanced Plan Financial in 2019, he worked at VOYA Financial Advisors and Edward Jones. In addition to his advisory role, he is involved in fixed insurance sales and serves as head of product research and sales trainer at Symbiotic Insurance Solutions. Balanced Plan Financial Investment Advisors, Inc. manages approximately $48.8 million for about 149 clients, including individuals, small businesses, trusts, and estates. The firm offers tailored investment programs that incorporate fundamental, technical, quantitative, and modern portfolio theory methods, and may delegate management to sub-advisors or third-party managers.

Katie Carpenter is a CFP® with eight years of industry experience and currently advises at Springlake Financial Partners. She previously worked for Charles Schwab for seven years and has held positions at Ally Financial and other roles prior to entering the financial industry. Springlake Financial Partners provides wealth management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation framework based on Modern Portfolio Theory, using a passive ETF core alongside select active strategies, and manages client assets on a discretionary basis.

Harold Roe is a financial advisor at Main Street Investors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hornor, Townsend & Kent LLC and Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in insurance sales and conducts financial wellness workshops through affiliated insurance brokerages. Main Street Investors serves individual clients, pension and profit-sharing plans, and charitable organizations, providing retirement plan consulting, financial planning, and advisory services via a co-advisory arrangement with an unaffiliated money manager. The firm manages approximately $31.4 million in assets on a non-discretionary basis, primarily utilizing a mutual fund-based advisory platform supported by modern portfolio theory and regular account reviews.

A fee-only, fiduciary firm located in Nashville, TN, our firm focuses on bringing confidence and clarity to financial decisions facing individuals and families as they navigate their journey through life. Our ideal clients are overwhelmed families who are busy juggling the demands of success at home and in the office and are looking to partner with a trusted resource to regain control over their financial lives. Our firm offers low-cost, passive investment management, comprehensive financial planning, and has a specialized focus in tax-efficient retirement planning. In addition to our planning service, we have a specialized knowledge in late-stage college funding so that we can help be a resource to the families we serve in the area of college selection, financial aid, scholarship search, and tax-smart college funding strategies. - How much do we need to be saving? - Are we on track for the goals we've set out to accomplish? - How are we going to pay for college for our kids? - Are there things we should be thinking about that we may not even be aware of? - Should our focus be paying down debt or maximizing contributions to our retirement plans? - Family and work take all our time....how do we partner with someone to help bring control to the financial aspects of our lives? These are questions we help families address regularly. Our planning process is designed intentionally to help families proactively navigate life's changes. We revisit different areas of your plan three times per year to make sure every aspect of your financial life stays in balance at all times. Our mission is to bring the highest level of service to the families we work with and to go the extra mile to add value. Let's schedule some time and let's find out if we'd make a great partnership!

Zachary Eidson is a financial advisor at Davis, Davis and Conover Wealth Management, LLC in Nashville, TN, holding a Series 66 designation with 18 years of industry experience. He worked at UBS for 13 years before joining his current firm in 2017. Davis, Davis and Conover Wealth Management is an SEC-registered adviser managing approximately $144.9 million in assets for around 186 clients. The firm serves individual and high-net-worth clients, including trusts and estates, offering wealth management, financial planning, and consulting services with an emphasis on retirement income planning and total-portfolio management.

Grady Tabor is a CFA® charterholder with 17 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 a combination of strategic asset allocation with tactical overlays to construct portfolios focused on mutual funds, ETFs, and large-cap equities, while incorporating specific risk management techniques.