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.

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.

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.

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.

Ryan Moore is a financial advisor with Retirement Solutions Group in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Retirement Solutions Group since 2015 and is also involved as an independent insurance agent. Moore has participated in charitable activities through RSG Gives Back Inc. Retirement Solutions Group is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm works primarily through a co-advisor relationship with a third-party money manager that implements actively managed model portfolios, helping clients select and adjust models based on risk tolerance.

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.