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.

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.

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 roles include positions at Cox Private Capital and Collins Aerospace. Outside of advisory work, he has experience with Phys 101 LLC. Quants Compete is an independent investment adviser providing discretionary portfolio management to individuals, small businesses, and some corporate clients. The firm employs a structured approach combining quantitative, technical, and fundamental inputs to align portfolios with client risk tolerance and time horizon, utilizing equities, ETFs, fixed income, options, and cash management instruments.

Jared Todd is a financial advisor at Veritas Private Wealth Management with 11 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to founding Veritas Private Wealth Management in 2025, he spent 10 years at First Trust Advisors, L.P. Veritas Private Wealth Management is a fee-only adviser serving individuals, high-net-worth clients, and businesses with discretionary portfolio management. The firm employs a process grounded in asset allocation and modern portfolio theory, incorporating a mix of passive and active investments, and includes private-market and alternative investments as part of its offerings.

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.

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, 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.

Erick Aguilar is a financial advisor at Eagle Mountain Financial LLC in Brentwood, TN. He holds Series 63 and Series 65 licenses and has experience working at Farmers Insurance, Wells Fargo, and iQuality LLC. In addition to his advisory roles, Aguilar has been involved with Embry Riddle Aeronautical University and Arizona University Global Campus since 2010. Eagle Mountain Financial LLC provides portfolio management and investment advice to individuals, charitable organizations, corporations, and municipal entities. The firm employs multiple methods of analysis and a range of investment strategies, offering both discretionary and non-discretionary services tailored to client risk tolerance.

Randall Noel is a financial advisor at Worthview Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC for seven years. He serves on the Finance Committee of the Adventure Science Center, a science museum in Nashville. Worthview Capital Management LLC provides discretionary portfolio management and investment advice primarily to high-net-worth individuals. The firm employs fundamental and cyclical analysis, long-term strategies, and ESG considerations, with a client roster averaging about $1.34 million in assets per account.

Gregory Defelice is the founder of Defelice Capital Management LLC and holds a Series 65 designation. He has 21 years of industry experience and has managed his independent firm since 2002. Defelice Capital Management LLC provides discretionary investment management and financial planning services primarily to individuals and high-net-worth clients, including those served through living trusts. The firm employs tailored portfolio strategies emphasizing capital appreciation with a high tolerance for volatility and typically uses concentrated and leveraged approaches for qualified clients.

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 22 years of industry experience and the sole advisor at Steven C. Nelson, CFP in Franklin, TN. He has owned and operated his firm since 2002. Outside of advisory services, he is licensed to sell insurance products and continues to act as an insurance agent. His firm provides discretionary portfolio management and financial planning primarily for individual clients, focusing on taxable accounts, IRAs, 403(b)s, education accounts, and trust accounts. The investment approach uses a rules-based, tactical strategy incorporating historical norms, momentum, and mean-reversion analyses across a curated selection of mutual funds, with portfolios managed on a discretionary basis and reviewed regularly.

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.