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.

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.

Sofia Goryn is a CFA® charterholder at Skela Financial in Franklin, TN, with one year of industry experience. She previously worked at RBC Dominion Securities and CIBC Capital Markets. Outside of her advisory role, she was involved with the Open Avenues Foundation. Skela Financial provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, offering discretionary portfolio management alongside third-party managed-account programs tailored to client objectives.

Grayson Garvin is a CFP® and Series 66 holder with eight years of experience in the financial industry. He has worked at Arrow Alliance since 2022 and previously held roles at Dixon Wells and Southwestern Investment Group, among others. Prior to his advisory career, he was employed by the Tampa Bay Rays. Arrow Alliance is an independent Tennessee-registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, and estates. The firm employs a goals-based, long-term approach to asset allocation using a mix of public and private investment vehicles and provides fiduciary consulting and discretionary wealth management through wrap-fee programs.

Peter Shea is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He is the principal of Quantitative Solutions, LLC, an independent registered investment adviser based in Franklin, Tennessee. Prior to founding his firm, he held roles at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is also involved in commercial real estate brokerage with NAI Nashville. Quantitative Solutions, LLC serves individual clients, including high-net-worth individuals, and small pension and profit-sharing plans by providing financial planning and portfolio management services. The firm emphasizes quantitative analysis and portfolio optimization, implementing strategies primarily through mutual funds and fee-only variable annuities, and uses third-party platforms to facilitate automated rebalancing and tax-loss harvesting.

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.

Kurt Stabel is the sole advisor at Andorra Investment Management, Inc., holding a Series 65 designation with 17 years of industry experience. He has served as a sworn firefighter for the Los Angeles Fire Department since 2003, dedicating significant time alongside his advisory work. Andorra Investment Management is a fee-only independent advisory firm serving individuals, trusts, estates, foundations, pension plans, and small businesses. The firm employs a strategic asset allocation approach that incorporates passive index funds and ETFs, supplemented by active funds and equities, and also provides institutional portfolio management and pension consulting services.

Matthew Jones is a financial advisor at Quants Compete in Brentwood, TN, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Cox Private Capital and Collins Aerospace. Jones is also involved with Phys 101 LLC, reflecting a range of professional interests outside traditional advisory work. Quants Compete is an independent advisory firm offering discretionary portfolio management to individuals and small businesses. The firm employs customized, rules-based strategies incorporating technical and fundamental inputs and may use options and derivatives within separately managed accounts.

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.

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.

David Bradley is the sole advisor at Spectrum Financial Advisors LLC in Brentwood, TN. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including a long tenure at Wells Fargo Advisors from 1984 to 2018. He has also worked briefly at Ameriprise Financial Services and has been an insurance agent since 2018. Spectrum Financial Advisors LLC provides portfolio management and pension consulting to high-net-worth individuals and pension plans, including 401(k) plans. The firm uses a variety of investment approaches and offers consulting services that include written pension plans and recommendations of third-party managers.

Erick Aguilar is a financial advisor at Eagle Mountain Financial LLC with Series 63 and Series 65 credentials and less than one year of industry experience. He has previously worked at Farmers Insurance, Wells Fargo, and iQuality LLC. Aguilar is also affiliated with Embry Riddle Aeronautical University and Arizona University Global Campus. Eagle Mountain Financial LLC is an independent registered investment adviser that provides portfolio management services to individuals, high-net-worth clients, charitable organizations, corporations, and government entities. The firm utilizes a variety of analytical techniques and trading strategies, offering discretionary and non-discretionary account management with a focus on customized Investment Policy Statements.

Gregory Defelice is the sole advisor at Defelice Capital Management LLC in Brentwood, TN. He holds a Series 65 designation and has 22 years of industry experience. Mr. Defelice has managed his independent firm since 2002. Defelice Capital Management LLC provides discretionary investment management and financial planning primarily for individuals, high-net-worth investors, and trusts. The firm operates with a small client base, offering both a tailored General Approach and a Concentrated Approach for qualified clients, focusing on domestic large-capitalization securities with some inclusion of foreign stocks, ETFs, and fixed income.

Hiroshi Goto is a CFA® charterholder and founder of Goto Financial Advisory LLC with two years of industry experience. He previously worked for eight years at AllianceBernstein L.P. Hiroshi Goto is a Registered Social Security Analyst and provides Social Security Claiming Consulting, including educational material development for the National Association of Registered Social Security Analysts. Goto Financial Advisory LLC offers fee-only financial planning primarily to Japanese individuals living in the U.S. The firm focuses on comprehensive financial plans with an emphasis on a long-term, passive investment approach and operates on an advice-only model without portfolio management or asset custody.

Jon Pinkston is a CFA® charterholder with 18 years of experience in the financial industry. He founded and has operated Blue Kayak Partners in Franklin, TN, since 2008. His work focuses on investment supervisory and consulting services. Blue Kayak Partners serves high-net-worth individuals, families, foundations, and institutional clients. The firm employs a model-based, behavioral finance-informed investment approach that emphasizes managing market risk through discretionary portfolio management and institutional consulting.

Steven Nelson is a CFP® with 24 years of experience at Steven C. Nelson, CFP, an independent firm based in Franklin, TN. He holds a Series 63 license and has over two decades of experience in financial advising. In addition to his advisory work, he is licensed to sell insurance products and acts as an owner/agent. His firm serves individual clients by managing discretionary portfolios across various account types, including taxable accounts, IRAs, and trusts. The investment approach uses quantitative, market-timing tools and historical data applied to a select group of no-commission, no-transaction-fee mutual funds, with an emphasis on capital preservation and modest growth.

Belinda Leslie is the sole advisor at Belinda Leslie A Registered Investment Adviser, Inc. in Franklin, TN, with 21 years of industry experience. She holds Series 63 and Series 66 designations and has operated her independent advisory firm since 2000. Outside of her financial advisory work, she performs as a mezzo soprano with the Nashville Opera Association once a year. Her firm provides investment advisory and financial planning services primarily to individual and high-income clients, as well as certain pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis to tailor investment advice and manages accounts predominantly on a non-discretionary basis.

Stephen Resch is the principal advisor at Resch Financial Group, LLC, an independent firm he founded in 2023. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including prior roles at Securities America Advisors and National Planning Corporation. Outside of advisory work, he is involved in insurance sales and serves as Vice President of Retirement Strategies for Finance of America, focusing on wholesale reverse mortgage lending. Resch Financial Group serves individuals, families, high-net-worth clients, and small businesses with discretionary wealth and portfolio management services. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, using diversified portfolios of primarily no-load, lower-cost mutual funds and ETFs, with periodic rebalancing rather than market timing.

Toby Green is a financial advisor with Tennessee Wealth Management, holding a Series 66 designation and 21 years of industry experience. He has been with Tennessee Wealth Management since 2008 and has also worked as a general business consultant since 2020. Tennessee Wealth Management is an independent firm providing discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs an asset-allocation driven investment approach informed by Modern Portfolio Theory and serves both individual and institutional clients, including pension plans, while integrating financial planning within its advisory services.

Brock Love is a financial advisor at Southern Capital Partners, LLC in Franklin, TN, with five years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual in various capacities for six years. Outside of advisory services, he owns and operates Multiply Insurance Group, LLC, where he sells insurance products. Southern Capital Partners serves individual and high-net-worth clients, offering discretionary and non-discretionary asset management along with financial planning and consultative services. The firm employs a client-specific investment approach, utilizing multiple analytical methods and may include third-party sub-advisors, with ongoing portfolio management tailored to client goals and risk tolerances.