Bryan Nelson is a financial advisor with Balanced Plan Financial Investment Advisors, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at World Equity Group, VOYA Financial Advisors, and Edward Jones. Nelson also works as an independent insurance agent and serves as Head of Product Research and Sales Trainer at Symbiotic Insurance Solutions. Balanced Plan Financial Investment Advisors, Inc. is a state-registered advisory firm managing approximately $48.8 million for around 149 clients, including individuals, high-net-worth clients, small businesses, trusts, and estates. The firm offers tailored investment programs using a combination of fundamental, technical, and quantitative methods, with the option to 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 five 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 advisory work, he is involved in insurance brokerage and conducts financial wellness workshops focused on disability and health products. Main Street Investors provides advisory services to individuals, pension and profit-sharing plans, and charitable organizations. The firm follows a long-term investment approach based on modern portfolio theory and operates primarily on a non-discretionary, co-advisory model, recommending accounts with third-party money managers for investment implementation.

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.

Joseph Nickell is a CFA® and PFS™ credentialed advisor with 22 years of industry experience. He has been with J. Mark Nickell & Co. since 1994. The firm provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, corporations, and trusts. J. Mark Nickell & Co. manages primarily discretionary accounts using model portfolios tailored to client risk profiles, incorporating ETFs, mutual funds, and in select cases, municipal bonds, interval funds, and private equity.

Tyree Dean is a financial advisor at Davis, Davis and Conover Wealth Management, LLC in Nashville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he worked at AirSculpt for three years and attended Western Kentucky University. Davis, Davis and Conover Wealth Management, LLC provides discretionary wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement accounts. The firm combines comprehensive financial planning with portfolio management, using client risk questionnaires and fundamental analysis to guide asset allocation and total-portfolio strategies.

Philip Resch is a financial advisor at MyTimeEquity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Valor Financial Specialists and American General Life Insurance. MyTimeEquity, LLC is a discretionary registered investment adviser serving individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental and technical analysis, proprietary research, and AI-based tools to manage portfolios across equities, ETFs, mutual funds, and alternative investments, and sponsors pooled vehicles focused on late-stage and pre-IPO opportunities.

Carolyn Conover is a CFP® with 15 years of industry experience, currently serving as an advisor at Davis, Davis and Conover Wealth Management, LLC since 2017. She previously worked at TBH Advisors, LLC and UBS Financial Services. Davis, Davis and Conover Wealth Management manages approximately $144.9 million in discretionary assets primarily for individual and high-net-worth clients, offering wealth management, financial planning, and consulting services. The firm provides discretionary portfolio management focused on retirement income planning and total-portfolio management, using fundamental analysis and client risk assessments.

Thomas Landstreet is a financial advisor at Trusco Investment Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Tell Tale Investment Advisors. Outside of finance, he is a self-employed musician and provides public speaking services to industry associations and conferences. Trusco Investment Management offers portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm employs a variety of investment strategies tailored to client-specific plans and manages assets primarily through separately managed accounts, mutual funds, ETFs, and fixed-income securities.

Ryan Redmond is an advisor at Stone Pillars Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Stone Pillars, he was employed at Vista Wealth Solutions and has worked as a pitching instructor and in the food service industry. Stone Pillars Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management and financial planning. The firm utilizes a tactical allocation approach with a broad range of investment instruments and specializes in business-owner transition and succession planning.

Tammy Paxton is a financial advisor at Gramercy Park Wealth Advisors, LLC (GPWA) in Nashville, TN, holding CFP®, Series 63, and Series 65 credentials with 19 years of industry experience. She has worked at several firms including Assurance Financial Partners, APO Financial Services, and Horter Investment Management. Paxton is also involved as a sales representative with National Gold Consultants, specializing in precious metals. GPWA serves individuals, small businesses, trusts, estates, charities, and retirement plans by providing asset management, financial and business planning, and ERISA plan services. The firm uses a combination of fundamental, technical, quantitative, and Modern Portfolio Theory methods to create client-specific allocations and offers non-discretionary management with third-party manager referrals.

Karyna Hawthorne is a financial advisor at GA Pincus Funds, LLC, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Tailwind Financial LLC, Tailwind CPA, and positions in accounting and corporate sectors such as Unilever and Capgemini. In addition to advisory work, she is a staff accountant at Tailwind CPA, a CPA firm. GA Pincus Funds, LLC provides investment advisory and portfolio management services primarily to individual clients, managing approximately $60 million across 160 accounts. The firm employs a technology-driven approach focused on ETF-based portfolios, combining strategic and tactical asset allocation with a proprietary diversification framework and algorithmic rebalancing.

Carter Bills is a CFP® professional with five years of industry experience, currently affiliated with Bills Asset Management in Nashville, TN. He previously worked at OppenheimerFunds, Inc. and has diverse experience in retail and landscaping businesses. Bills Asset Management serves individuals, business entities, trusts, estates, and charitable organizations, providing discretionary portfolio management and non-discretionary advisory services. The firm employs proprietary asset-allocation programs and combines charting, fundamental, and technical analysis to inform investment strategies.

Chandler Brown is a financial advisor at Retirement Solutions Group with one year of industry experience. He holds a Series 66 designation and has prior experience at Reflection Financial Strategies and Equitable Advisors. Retirement Solutions Group provides fee-based financial planning and investment management services to individuals, high-net-worth clients, and business entities. The firm offers written financial plans on a fixed-fee basis and works through co-advisor relationships with third-party money managers who implement actively managed model portfolios.

Ethan Pflug is a financial advisor at AGP Franklin, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Aspen Grove Asset Management and the University of Alabama. AGP Franklin, operating under the names Aspen Grove Asset Management and Strong Tower Wealth Management, provides wealth management and portfolio management services to individual and high-net-worth clients. The firm employs a fundamental, long-term investment approach and manages approximately $247 million in assets across several hundred client relationships.

Brian Fisher is a financial advisor at JB Wealth Advisors LLC in Nashville, TN, holding a Series 65 credential. He has been involved in the financial services industry since 2014, with experience at JB Wealth Advisors, JB Growth Partners, and Jucebox. Outside of advisory work, he serves as Chief Operating Officer of Jucebox LLC, a company that provides sales training and business development services for licensed insurance agents. JB Wealth Advisors offers algorithmic asset-allocation assessments and a website-based referral service to individual investors, connecting clients with third-party registered investment advisers for portfolio management. The firm delivers non-discretionary advice through a proprietary, rules-based model and does not manage or custody client assets.

John Stauffer is a financial advisor at AJ Advisors with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining AJ Advisors in 2022, he worked at Quinn Stauffer Financial, LLC for 13 years. He is also involved in part-time, commission-based life and health insurance sales outside of his advisory role. AJ Advisors is an SEC-registered investment adviser managing approximately $303 million across nearly 400 client relationships, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting, utilizing strategic asset allocation and traditional management approaches with mutual funds, ETFs, and selected individual securities.

Jeffrey Hull is a financial advisor with SavvyFi in Franklin, TN, holding a Series 65 designation and six years of industry experience. His prior work includes roles at Nashville Capital Network and Vanderbilt University. Outside of advising, he has passive involvement in real estate leasing as a sole proprietor. SavvyFi specializes in education financing benefit services primarily for employers, offering solutions such as 529 plan administration and student loan repayment through an online platform that emphasizes automated enrollment and digital account reviews. The firm serves a large client base with a focus on employer contracts rather than individual high-net-worth clients.