Curtis Henson is a CFP® professional with eight years of industry experience, currently serving at Paul Winkler, Inc. since 2015. He is based in Goodlettsville, TN, and works within a multi-team firm environment. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting 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, while also offering investor education through workshops, podcasts, online courses, and a subscription coaching program.

Thomas Boyd is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with 12 years of industry experience. He holds a Series 65 designation and has been with Decker Wealth Management since 2014. Decker Wealth Management serves individuals—including high-net-worth clients—trusts, estates, charitable organizations, and small businesses, providing financial planning, consulting, and investment management primarily through exchange-traded funds and individual securities. The firm combines fundamental, technical, and cyclical analysis with a focus on asset allocation and tax-aware security selection, and actively uses options and other derivatives in client accounts.

William Braddy III is a CFP® with 22 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC, where he has worked since 2025. His prior experience includes roles at BrightChoice Financial, LLC and Kraft Asset Management, LLC. Outside of his advisory work, Mr. Braddy holds a minority ownership interest in a property and casualty insurance agency in Nashville. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, providing investment management, financial planning, retirement plan consulting, and employee financial wellness training. The firm employs a Modern Portfolio Theory-based investment approach and uses tools such as Monte Carlo analysis and model portfolios, supporting independent RIAs through a shared services platform.

Charles Laws Jr. is a CFP® professional at Cahaba Wealth Management, Inc. in Nashville, TN, with three years of industry experience. He has been with Cahaba Wealth Management since 2021 and previously worked at Dollar General, Banana Republic, Rhodes College, and Pope John Paul II High School. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm manages approximately $2.06 billion on a discretionary basis for around 888 clients, using a multi-advisor team approach with individualized investment plans and integration of external accounts.

Jack Dupuy is a CFA® charterholder at Woodmont Investment Counsel, LLC with two years of industry experience. He has worked at Woodmont Investment Counsel since 2023 and previously held roles at PNC Bank and Regions Bank. Woodmont Investment Counsel provides discretionary investment management and advisory services primarily to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm constructs tailored portfolios with balanced allocations using equities, fixed income, cash equivalents, and alternative investments, managing approximately $2.01 billion across about 437 client relationships.

Garrett Leet is a CFP® professional at Q3 Advisors, LLC with three years of industry experience. He previously worked at Facet, WELLth Advisory Services, Global Retirement Partners, and Strategic Retirement Partners. Q3 Advisors provides financial planning and tax-focused consulting services through packaged programs such as Roth conversion planning and comprehensive financial plans. The firm operates on fixed-fee engagements without discretionary investment management, coordinating with independent CPA firms for tax preparation when needed.

Hunter Anderson is a financial advisor at Seven Springs Wealth Group with two years of industry experience. He holds a Series 65 designation and previously worked at Prudent Street Financial Advisors, LLC. Anderson is also a licensed independent insurance agent. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities with financial planning, discretionary portfolio management, and project-based consulting. The firm manages approximately $1.2 billion in assets and employs a multi-advisor team approach, emphasizing diversified asset-allocation strategies and the use of third-party managers and alternative investments.

Nicholas Reed is a CFP® designated financial advisor at Capstone Financial Advisors Inc with six years of industry experience. He has previously worked with Securities America Advisors, Riverbend Financial Group, and Enterprise Holdings Inc. Reed is part of a 17-advisor team based in Brentwood, TN. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach emphasizes asset-class allocation, cost control, and tax efficiency, utilizing a mix of mutual funds, ETFs, individual securities, options, and third-party sub-advisers with a multi-year outlook.

Robert Clements III is a financial advisor with Inscription Capital, LLC and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including five years with HSRI Hemp LLC. Inscription Capital, LLC offers holistic financial planning and both discretionary and non-discretionary investment management to individuals, family offices, trusts, estates, private foundations, and retirement plans. The firm employs a long-term, fundamental investment approach and manages approximately $2.05 billion in assets across a variety of portfolios.

Gregory Herman is a CFP® professional with 22 years of industry experience, currently serving at LBMC Investment Advisors, LLC since 1999. He is based in Brentwood, TN and is part of a three-advisor team at the firm. LBMC Investment Advisors, LLC provides discretionary portfolio management and advisory services to individuals, high net worth clients, corporate entities, and foundations, managing approximately $1.95 billion in assets. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing diversification, cost minimization, and after-tax outcomes, and benefits from its affiliation with the regional accounting firm LBMC, PC.

Cade Schacher is a CFP® professional with nine years of industry experience, currently serving at Woodmont Investment Counsel, LLC since 2021. Prior to joining Woodmont, he worked at JP Morgan Securities LLC and JPMorgan Chase Bank from 2016 to 2021. He also has experience with Regis University from 2016 to 2020. Woodmont Investment Counsel provides discretionary investment management and advisory services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm creates tailored investment strategies based on detailed financial reviews and implements diversified portfolios across multiple asset classes.

Tyler Cohen is a financial advisor at Tranquility Partners, LLC in Brentwood, TN, holding a Series 65 credential with four years of industry experience. His prior work includes roles at UBIX Now and Dolphin Beach Service. Tranquility Partners provides wealth management and portfolio management services to individual and high-net-worth clients, offering family office services such as financial planning and wealth transition coordination. The seven-advisor firm employs diverse analytical methods and trading strategies, managing nearly $1 billion in client assets with a client base that includes both high-net-worth and non-high-net-worth individuals.

Travis Anderson is a Series 65-licensed financial advisor with TBH Global Asset Management, LLC, where he has worked since 2008, accumulating 17 years of industry experience. He holds ownership stakes in several local businesses, including multiple restaurants and a juice bar, and serves on the boards of some of these companies. TBH Global Asset Management is a multi-advisor SEC-registered firm managing approximately $1.27 billion for nearly 1,000 clients, offering services such as discretionary portfolio management, financial planning, and pension consulting. The firm employs a combination of top-down macro analysis, fundamental and quantitative strategies, and integrates both in-house and third-party model solutions to create personalized portfolios.

Christina King is a financial advisor at Vestia Personal Wealth Advisors with six years of industry experience. She holds a Series 65 designation and has been with Vestia since 2019. Prior to joining Vestia, she held roles in marketing research and the hospitality industry. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach and offers comprehensive financial planning, portfolio management, business consulting, and educational workshops.

Vincent Gaglione is a financial advisor with Resolute Wealth Strategies, LLC, holding a Series 65 designation. He has one year of industry experience and previously worked at The Marlene and Spencer Hays Foundation and MHC Truck Leasing. Prior to his finance career, he worked at the University of Tennessee. Resolute Wealth Strategies serves individuals, families, and various entities such as family offices and private foundations by offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes customized asset allocation based on thorough client analysis and typically uses equities and ETFs as core holdings while incorporating other investment types according to client goals.

Andrew Boulineau is a financial advisor at Fielder Capital Group LLC in Nashville, TN, holding a Series 65 designation with one year of industry experience. He previously worked at Legility for five years and operated his own law office for ten years. He maintains an active law license but does not provide legal services. Fielder Capital Group serves individuals, institutional clients, and plan sponsors by providing investment advisory, family office, and retirement plan services. The firm manages over $1 billion in assets using a mix of quantitative and qualitative research, strategic allocations, and a range of investment vehicles, including equities, fixed income, and private placements.

Laurence Gillston is a financial advisor with Provident Wealth Management, LLC in Brentwood, TN, holding seven years of industry experience. His prior roles include positions at Forbes Family Trust, Hirtle Callaghan & Co. LLC, and Wealthcare Advisory Partners, LLC. Provident Wealth Management provides portfolio management and investment advisory services to individuals, corporations, and other entities, managing approximately $696.6 million in discretionary assets. The firm uses a multifaceted investment approach incorporating fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management alongside consulting on tax and estate planning.

Brandon Walker is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Bradford Financial Center. He has been with Bradford Financial Center and affiliated entities since 2014. In addition to his financial advisory work, he owns and operates a legal practice focused on estates and trusts. Bradford Financial Center provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $232.3 million in discretionary assets and offers a combination of technology-driven and research-based portfolio management, coordinated planning with outside professionals, and specialized consulting for structured sales and employer-plan support.

Nathaniel Sems is a financial advisor at Tranquility Partners, LLC with a Series 65 designation and two years of industry experience. Prior to joining Tranquility Partners in 2024, he was not professionally employed in the financial sector. Tranquility Partners provides wealth management and portfolio management services to individual clients, including high-net-worth households, and offers family office services such as financial planning and charitable initiative support. The firm employs diverse analytical methods and trading strategies, manages nearly $1 billion in client assets through a seven-advisor team, and serves a client base that includes both high-net-worth and non-high-net-worth individuals.

Cannon Pace is a financial advisor with Applied Capital LLC in Nashville, TN, holding a Series 65 designation and three years of industry experience. Prior to joining Applied Capital in 2022, his background includes roles outside the financial sector and periods as a full-time student. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning, managing approximately $293 million in assets through diversified portfolios that emphasize asset allocation and market-cap weighted index strategies.