Alex Owens is a financial advisor at Sage Rhino Capital LLC in Nashville, TN, holding a Series 65 designation with five years of industry experience. His work history includes roles at Proffitt & Goodson Inc. and PulteGroup, Inc., along with experience at the University of Tennessee’s Master's Investment Learning Center. Sage Rhino Capital LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $883.7 million in discretionary assets. The firm uses a broad investment approach including option strategies and offers extensive planning services that cover investment, retirement, estate, charitable, tax planning, and more.

Katelyn Dunstan is a CFP® with three years of industry experience currently working at Vestia Personal Wealth Advisors in Nashville, TN. Her prior roles include positions at Ausdal Financial Partners, Taylor Securities, Northwestern Mutual, and TD Ameritrade. 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.

Jesse Johnson is a financial advisor at Applied Capital LLC with one year of experience at the firm. He holds a Series 66 designation and has prior experience with Jackson National Life Distributors, LLC, Equitable Advisors, LLC, and other companies. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning, managing approximately $293 million in assets. The firm emphasizes asset allocation and diversification using market-cap weighted index strategies and offers multi-tiered planning engagements that can coordinate with outside specialists.

Stephen Martin is a Certified Financial Planner® with 12 years of industry experience. He is affiliated with Oasis Wealth Planning Advisors in Nashville, TN, where he has worked since 2015. Martin holds Series 63, 65, and 66 licenses. 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, global diversification, and tailored investment strategies based on clients’ tax situations, risk tolerance, and goals.

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.

John Quinones is a financial advisor at One Wealth Map, LLC in Gallatin, TN, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Ameriprise, CUNA Mutual Brokerage Services, and DuTrac Credit Union. Outside of his advisory work, Quinones is a member-owner of Da Rexy LLC, a real estate partnership focused on long-term rental property investment. One Wealth Map provides investment advisory and financial planning services to individuals, businesses, family foundations, trusts, and charitable organizations. The firm employs a layered portfolio approach with both fundamental and technical analysis, offering service levels ranging from basic rebalancing to comprehensive wealth oversight.

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, holding Series 63, Series 65, and Series 66 licenses with six years of industry experience. Prior to joining Decker Wealth Management in 2020, she was a homemaker for 15 years. She also serves as secretary for a local corporation involved in contract work with FedEx. Decker Wealth Management serves individuals, trusts, estates, charitable organizations, and small businesses with comprehensive financial planning, consulting, and investment management. The firm uses exchange-traded funds, individual securities, and actively incorporates options and other derivatives in portfolios tailored to client risk tolerance and time horizons.

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 is a financial advisor with Decker Wealth Management, LLC in Nashville, TN, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Decker Wealth Management since 2009, working within a team of six advisors. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses, providing financial planning, consulting, and investment management. The firm focuses on asset allocation and tax-aware security selection using exchange-traded funds, individual securities, and options strategies, with ongoing portfolio monitoring and regular client reviews.

Margaret Truitt is a financial advisor at Cahaba Wealth Management, Inc. in Nashville, TN, holding a Series 65 designation with two years of industry experience. Prior to joining Cahaba Wealth Management in 2022, she worked at Xavier University, St. Olaf College, and Homewood High School. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for about 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm provides comprehensive financial planning and portfolio management, using long-term cash-flow projections, risk-tolerance assessments, and documented investment policies to guide asset allocation across mutual funds, ETFs, individual equities, and other strategies.

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.