Jacob Gardner is a CFP® with eight years of industry experience, currently serving as a financial advisor at Defining Wealth in Franklin, TN. He has held multiple roles within Defining Wealth’s affiliated entities since 2023 and previously worked at Silver Oak Securities, Inc., Tfo Tdc, LLC, Washington Avenue Advisors, and Jackson National Life Distributors LLC. Gardner is also a co-founder and managing member of two insurance agencies affiliated with Defining Wealth. Defining Wealth Partners serves individual and high-net-worth clients and small businesses, providing financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach with an emphasis on low-cost, tax-aware implementation using ETFs, mutual funds, equities, fixed income, and institutional sub-advisers.

Henry is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 7, 63, Series 65 licenses (and CFP designation). He has nine years of industry experience. He serves as Treasurer and Board Member of the nonprofit’s Blind Early Services TN and Autism Career Training. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.

William Adams is a financial advisor at Center Hill Wealth, LLC in Nashville, TN, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as secretary for G&L Acquisition, LLC, a real estate company based in Tennessee. Center Hill Wealth provides investment advisory services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm combines fundamental and technical analysis with sector research and both long- and short-term trading strategies, while also offering retirement plan consulting and oversight of third-party money managers.

Angelo Roman is the principal advisor at Roman Wealth Management, LLC, an independent firm based in Mount Juliet, TN. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including prior roles at Kestra Advisory Services and Ameriprise Financial Services. Roman serves as Board President for the Joe Beretta Heart Foundation, a nonprofit organization. Roman Wealth Management manages approximately $35 million across around 60 client relationships, providing portfolio management and integrated financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, cyclical, fundamental, and technical analysis to guide investment decisions and emphasizes discretionary long-term trading strategies tailored to client goals.

Joel Busboom is a financial advisor at Joel Busboom Financial, LLC in Franklin, TN, with six years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James & Associates and Southport Capital. Outside of advising, he serves as a small group leader in the Army Reserves and owns The Inspired Workplace, a consulting and financial education business. Joel Busboom Financial provides portfolio management and financial planning services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and develops personalized investment policies, managing most accounts on a non-discretionary basis while also offering educational seminars and access to third-party managers.

William Jones is a financial advisor at Boulevard Money LLC in Nashville, TN, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at AXA Advisors LLC and Advisory Services Network, LLC. Boulevard Money LLC is an independent, state-registered advisory firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm employs a primarily passive investment approach using index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis for sector and holding selection, and it offers wrap fee program services uncommon for a firm of its size.

Tyler Beaudoin is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Dirigo Private Wealth. His prior roles include positions at Wells Fargo Clearing Services and Morgan Stanley Private Bank. Dirigo Private Wealth is an independent advisory firm that offers discretionary investment management, financial planning, and sub-advisory services to individuals, high-net-worth clients, and retirement plans. The firm customizes portfolios using client-specific asset allocation and combines fundamental and technical analysis, generally favoring longer-term holdings while allowing shorter-term trades for rebalancing or client needs. It also hosts educational seminars and events for clients and the public.

Sofia Goryn is a CFA® charterholder and financial advisor with experience at firms including RBC Dominion Securities and CIBC Capital Markets. She is currently the sole advisor at Skela Financial, an independent firm based in Franklin, TN. In addition to her advisory role, she has involvement with the Open Avenues Foundation. Skela Financial provides fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy with discretionary management and selectively uses third-party money managers to tailor portfolios to client objectives.

Peter Shea is a CFP® professional with 15 years of industry experience. He is the sole advisor at Quantitative Solutions, LLC and has held roles at NAI Nashville and Northwestern Mutual since 2010. Outside of his advisory work, he is involved in commercial real estate brokerage, marketing properties to investors in Brentwood, TN. Quantitative Solutions, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, and small pension and profit-sharing plans, managing approximately $11.45 million on a non-discretionary basis. The firm uses asset-allocation modeling and investment-analysis software to develop investment plans, primarily implementing portfolios with mutual funds and tax-free, fee-only variable annuities, while also offering access to automated wrap-fee programs through third-party platforms.

Blair Garner is a Certified Financial Planner® (CFP®) and Chartered Financial Analyst (CFA®) with 14 years of experience in financial advisory. He has operated Garner Financial Management, an independent firm based in Franklin, TN, since 2012. Garner Financial Management is a fee-only registered investment adviser serving individuals and business entities, including high-net-worth clients. The firm offers personalized portfolio management and consulting services, utilizing both fundamental and technical analysis along with a mix of long-term and short-term trading strategies tailored to client objectives.

Rohit Padmanabhan is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has been with Lotus Asset Management Limited Liability Company in Nashville, TN since 2015. Lotus Asset Management provides comprehensive financial advisory services combining investment management, financial planning, held-away account management, and due diligence on alternative and private investments. The firm serves individuals, high-net-worth clients, and charitable organizations, managing portfolios using a diverse range of analysis methods and investment options including mutual funds, ETFs, private placements, and digital assets.

Christian Hermo is the sole advisor at Christian A. Hermo LLC in Nashville, TN, holding a Series 66 credential with 17 years of industry experience. His work history includes roles at HCA, where he is also employed as a data analyst, and PRGX. Christian A. Hermo LLC provides portfolio management and financial planning services for individual and high-net-worth clients, employing a strategy that integrates fundamental, technical, and cyclical analysis with both long- and short-term trading and options-writing. The firm maintains a small client base, manages all assets internally, and requires clients to use its recommended custodian.

Matthew Jones is a financial advisor at Quants Compete with a Series 65 designation and three years of industry experience. His prior work includes roles at Cox Private Capital and Collins Aerospace. He has also been involved with Phys 101 LLC. Quants Compete is an independent investment adviser that provides discretionary portfolio management to individuals and small businesses, using a structured approach that integrates quantitative, technical, and fundamental inputs. The firm manages portfolios through equities, ETFs, fixed income, options, and cash instruments, and employs strategies that may include options and other derivatives.

Christopher Vining is a financial advisor at CV Securities Analysis, LLC in Nashville, TN, with six years of industry experience. He holds a Series 65 designation and has worked previously at Applied Economics, LLC, Coker Group, and CBIZ Valuation Group, LLC. Outside of his advisory role, he provides tutoring in Spanish and finance to college students and individuals pursuing financial designations such as the CFA Charter. CV Securities Analysis, LLC offers portfolio management services to individual and high-net-worth clients, focusing on creating customized Investment Policy Statements that address goals, income, tax considerations, and risk tolerance. The firm employs modern portfolio theory and quantitative analysis with an emphasis on long-term positions and options strategies, managing a small client base that includes a notable presence of non-U.S. clients.

Jared Todd is a financial advisor at Veritas Private Wealth Management in Franklin, TN, with 11 years of industry experience. He previously worked for First Trust Advisors, L.P. for 10 years before founding his current independent firm in 2025. Jared holds the Series 65 and Series 63 licenses. Veritas Private Wealth Management is a fee-only investment adviser serving individuals, high-net-worth clients, and businesses. The firm uses a combination of passive and active investment approaches, focusing on asset allocation and modern portfolio theory, and manages all portfolios in-house on a discretionary basis.

Philip Watson is a CFP® professional with 21 years of experience in financial advising. He has operated Philip M. Watson Financial Advisors in Franklin, TN since 2001. The firm serves middle-income individuals and families by providing holistic financial planning and investment advisory services focused on tax, estate, retirement, risk management, and small business needs. Philip M. Watson Financial Advisors operates as a fee-only independent firm that does not sell insurance or accept commissions on product recommendations.

Brice Eldredge is a financial advisor with Edgehelm Financial in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Lincoln Financial Advisors from 2016 to 2019 before joining Edgehelm in 2019. Eldredge is also the owner of a family office offering concierge-level investment services for a select group of clients. Edgehelm Financial provides investment advisory and financial planning services to individuals, corporate clients, and employer-sponsored retirement plans. The firm uses a range of strategies, including asset allocation and technical analysis, and offers both discretionary and non-discretionary managed accounts, along with business management and family office services.

Christopher Hodges is a CFP® and holds a Series 66 license with eight years of industry experience. He founded Hodges Financial Group in 2025 after working at Premier Private Wealth, Commonwealth Financial Network, and LPL Financial. Prior to his financial services career, he gained experience in the retail and nutrition sectors. Hodges Financial Group provides discretionary investment management and a range of financial planning services to individuals, high-net-worth clients, and corporations. The firm operates with a single advising principal, offering both ongoing and project-based planning engagements and implementing portfolios using a mix of passive and active investments tailored to clients’ objectives, risk tolerance, and tax considerations.

Daniel Alfi is a financial advisor at Fifr with a Series 65 designation and four years of industry experience. His prior roles include positions at Fractal Software, ICONIQ Capital, and Morgan Stanley & Co LLC. Fifr is an independent firm serving individuals, families, high-net-worth clients, trusts, and private foundations through a subscription-based Financial Wellness service that combines financial planning tools, portfolio management, and tax services. The firm emphasizes long-term, tax-efficient investment strategies using low-cost index funds and ETFs and operates on a subscription model rather than charging percentage-of-assets fees.

Robert Bailey is a financial advisor at MoneyPro Wealth Management, LLC with 30 years of industry experience. He previously operated Bailey Financial Management and Insurance Services for 29 years. In addition to his advisory work, he provides life and health insurance services in California, including the sale of fixed annuities and various insurance products. MoneyPro Wealth Management offers investment advisory and financial planning services to individuals and institutional clients such as pension plans, trusts, and charitable organizations. The firm’s approach includes tailored investment strategies using multiple analysis methods and combines portfolio management with active insurance distribution, which is less common among independent advisors.