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.

David Fesmire is a financial advisor at Coordinated Wealth Management, L.L.C. in Hendersonville, TN, with 18 years of industry experience. He holds a Series 65 designation and has been with Coordinated Wealth Management since 2007. In addition to his advisory role, he owns and operates Coverage Solutions Group LLC, a life and health insurance agency where he serves as an employee benefit consultant and broker. Coordinated Wealth Management serves individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

David Bradley is the sole advisor at Spectrum Financial Advisors LLC in Brentwood, TN, holding Series 63 and Series 65 designations with 40 years of industry experience. His career includes long tenures at Wells Fargo Advisors and its affiliates, as well as an ongoing insurance practice. Spectrum Financial Advisors LLC serves individual investors and pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting services. The firm’s investment approach integrates fundamental, quantitative, technical, and charting analyses, utilizing both long- and short-term strategies including options, margin, and short sales.

John Poole is a financial advisor based in Hermitage, Tennessee, with 37 years of industry experience. He has been operating his independent practice, John A. Poole - Financial Advisor, since 2006 and also runs Mr. Tax of America, a tax preparation business. His firm provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes nondiscretionary advice and integrates financial planning with portfolio management using primarily no-load or low-load mutual funds and ETFs.

Scott Davis is the sole advisor at Family Tree Wealth Advisors, LLC in Mt Juliet, TN, holding a Series 63 designation with 19 years of industry experience. He has led Family Tree Wealth Advisors since its founding in 2011. Family Tree Wealth Advisors serves individual clients, including high-net-worth individuals, by providing discretionary investment supervisory services and fee-based financial planning. The firm creates individualized Investment Policy Statements and constructs bespoke portfolios using fundamental analysis and both long- and short-term trading, incorporating multigenerational family information into planning.

Joseph Modica is a CFP® professional with 7 years of experience in financial advising. He has operated Modica Financial Services since 2008 and also manages tax and insurance-related businesses dating back to 1989. In addition to advisory services, he prepares income tax returns and provides audit representation. Modica Financial Services offers asset management and financial planning primarily to individual and high-net-worth clients, integrating tax planning, audit representation, and insurance solutions. The firm employs a long-term, buy-and-hold investment strategy with periodic rebalancing and manages client portfolios on a primarily non-discretionary basis.

Kirk Meyer is a financial advisor with KG Meyer, PC in Hermitage, TN, holding a Series 65 credential and eight years of industry experience. He has worked at KG Meyer, Inc. since 2018 and has over two decades of service with the DOI-Bureau of Indian Affairs. KG Meyer, PC provides fee-based comprehensive financial planning and investment management for individuals at different career stages as well as pension and profit-sharing plans, trusts, and corporations. The firm uses a diversification-focused, multi-style approach based on Modern Portfolio Theory, with portfolios primarily composed of exchange-traded funds and no-load mutual funds, and publishes a weekly newsletter offering general financial-planning guidance.

Randy Puckett is a financial advisor at Cosey Financial Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and previously worked at Financial Partners Group, LLC from 2013 to 2017. In addition to his advisory role, he is involved in insurance-related activities. Cosey Financial Services, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm offers discretionary asset management and financial planning, employing a range of analytical methods and strategies tailored to client objectives.

George Smith Jr. is a CFA® charterholder with 11 years of industry experience. He has worked at Trusco Investment Management, LLC since 2016 and spent one year at Tell-Tale Investment Advisors prior to that. Smith is also a member of N3L Capital Management, LLC and N3L Capital Partners, LLC, private fund entities associated with a strategic investment limited partnership. Trusco Investment Management, LLC provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm employs a client-specific approach to financial planning and uses a range of investment strategies, including separately managed accounts, mutual funds, ETFs, and options.

Kenneth Thomas Jr. is a financial advisor at Coast Wealth Management Group, LLC with three years of industry experience. He holds a Series 65 designation and has previous experience at Success Wealth Management LLC, Gradient Advisors LLC, and Charter Financial Group. In addition to his advisory work, he is involved in insurance sales through M&O Marketing LLC and Gruening Health and Wealth. Coast Wealth Management Group provides investment management and financial planning services primarily to individual and small business clients. The firm employs a blend of fundamental analysis and both long- and short-term strategies, managing accounts on both discretionary and non-discretionary bases.

Benjamin Vondrak is a financial advisor at Balanced Plan Financial Investment Advisors, Inc. with 10 years of industry experience. He holds a Series 65 designation and has worked at Balanced Plan Financial Investment Advisors since 2020, with prior experience at World Equity Group, Inc. and Integrated Financial Partners and Symbiotic Insura. In addition to his advisory role, he is a licensed life insurance agent and part owner of Symbiotic Insurance Solutions, Inc. Balanced Plan Financial Investment Advisors, Inc. provides asset management, financial planning, and consulting services to individuals, small businesses, trusts, and estates. The firm employs tailored investment strategies through direct management, model allocations, and sub-advisors, incorporating derivatives and option strategies where appropriate.

Timothy Watson is a financial advisor with Finwell, Inc. in Nashville, TN, holding a Series 65 credential and seven years of industry experience. He also serves as Chief Technology Officer at Radical Group Inc., a technology and media business. Finwell works with individuals, families, businesses, non-profits, government agencies, and universities to provide financial education, customized planning, and wealth management. The firm emphasizes strategic asset allocation and a long-term investment approach, integrating financial planning into portfolio management and offering services such as subscription-based planning and financial wellness programs.

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.

Bryan Nelson is a financial advisor at Balanced Plan Financial Investment Advisors, Inc. with 19 years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at VOYA Financial Advisors and World Equity Group, Inc. In addition to his advisory role, he is involved in insurance product research and sales training through 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 discretionary and non-discretionary asset management, financial planning, and consulting, utilizing a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, with options for sub-advisor delegation and derivative strategies.

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.

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.

Jeffrey Atchison is a Series 65 licensed financial advisor with 15 years of industry experience. He has worked at SageGuard Financial Group, LLC since 2022 and previously served at Alphastar Capital Management LLC and Sageguard Investment Advisory Services. Outside of his advisory role, he is the owner of Great Elm Properties, LLC, a property investment business. SageGuard Financial Group is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis to implement a variety of model strategies across asset classes, managing both discretionary and non-discretionary accounts.

Curtis Henson is a CFP® professional with eight years of industry experience, currently serving at Paul Winkler, Inc. since 2015. He is based in Goodlettsville, TN, and works within a multi-team firm environment. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting 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, while also offering investor education through workshops, podcasts, online courses, and a subscription coaching program.

Lukas Smith is a financial advisor at SageGuard Financial Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at SageGuard Financial Group since 2016, including his current tenure starting in 2022. In addition to his advisory role, Smith is a licensed insurance agent and occasionally offers clients insurance products. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $755.7 million across various portfolios and strategies, with a significant portion of assets managed on a non-discretionary basis.

Paul Winkler is a ChFC® credentialed financial advisor with 34 years of industry experience. He has led Paul Winkler, Inc. since 2000. Outside of advising, he authors investment-related books, serves as a therapist at a counseling center, and sits on the Board of Trustees for Trevecca University. Paul Winkler, Inc. provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business owners, and corporations. The firm emphasizes investor education through workshops, media content, and coaching programs, implementing portfolios via third-party managers using modern portfolio theory and an efficient-market approach.