Sean Moran is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 65 designation. He has five years of industry experience, including prior roles at Ad Deum Funds and Bull Run Investment Management. Outside of financial advising, Moran enjoys outdoor activities with friends and family and serves on the boards of several nonprofit organizations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through non-discretionary management and third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a range of investment approaches and offers consulting and retirement plan services.

Jason Tate is the principal of Jason Tate Financial Consulting, LLC, an independent firm based in Murfreesboro, Tennessee. He holds the ChFC® designation and Series 63 license, with 12 years of industry experience. In addition to his advisory role, he serves as a personal financial counselor for servicemembers and their families through a government contractor, providing financial education. Jason Tate Financial Consulting primarily offers portfolio management and financial planning services to individual clients, including some high-net-worth individuals and small businesses. The firm manages approximately $22 million across about 120 accounts, using a combination of fundamental and technical analysis to build portfolios mainly consisting of exchange-listed stocks, mutual funds, ETFs, and fixed income without employing margin or leverage.

Larry Crocker is a financial advisor at Retirement Capital Management, LLC with 21 years of industry experience. He holds a Series 63 designation and has been involved with several firms, including Fiduciary Compliance Corporation and Fiduciary Consulting Group, Inc., where he has ownership roles. He is also president of Harvest Capital Management Company, a management consulting business currently inactive. Retirement Capital Management provides investment management, wealth advisory, and consulting services primarily focused on retirement planning, risk management, and portfolio supervision for individuals, families, and institutional clients. The firm employs a diversified, long-term investment approach using strategies such as Modern Portfolio Theory and combines active and passive management across various asset types.

Paul Brown is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently the sole advisor at Clearstone Wealth Management, LLC, an independent firm based in Murfreesboro, Tennessee. His prior experience includes roles at IPI Wealth Management, Inc. and Eagle Peak Capital, Inc. Clearstone Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering comprehensive wealth planning, financial consulting, and discretionary portfolio management. The firm uses a tactical asset allocation strategy focused on ETFs and selected alternative investments, with specialized services for pension and profit-sharing plan clients.

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.

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.

My name is Shaun Melby and I am the founder of Melby Wealth Management, LLC. At the time of my certification, I was one of the youngest CERTIFIED FINANCIAL PLANNER™ practitioners in the country. I have over a decade of experience in the financial industry while working closely with some of the biggest names in music. I believe the financial planning process is the best way to create and maintain wealth, so I formed Melby Wealth Management to help as many people as possible work towards achieving their dreams and obtaining financial peace of mind. I grew up in Onalaska, Wisconsin and moved to Nashville, Tennessee in 2005 to earn a BBA in Finance as well as Music Business from Belmont University. My wife and I call Nashville, Tennessee home and in 2019 we welcomed our daughter into the world and in 2022 our son. During my spare time, I enjoy going to Nashville Predators and Nashville SC games, cheering on the Green Bay Packers, checking out the local dining scene, traveling, playing with our dogs Hank and Bo, and spending time with family and friends.

Jonathan Gillett is the sole advisor at Wilco Financial, LLC, an independent firm based in College Grove, TN. He holds a Series 65 designation and has 11 years of industry experience. Outside of his advisory role, Gillett is involved in commercial real estate through Gillett Properties, Ltd., serves as CFO of a startup technology company, profer, Inc., and co-owns a cigar shop called Cigar Station TN, LLC. Wilco Financial, LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a multi-method asset-allocation framework and manages accounts under discretionary authority while allowing client-imposed restrictions.

Logan Green is a CFP® professional with six years of experience in financial advising. He currently works at Point One Private Wealth, having previously held roles at The Mather Group, LLC, Eugenias Advisory Group, and Aramark. Point One Private Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, business entities, and employer-sponsored benefit plans. The firm employs an evidence-based, goals-first investment approach with diversified portfolios, integrated financial planning, and pension consulting services.

Douglas Vowels is a CFP® with 24 years of industry experience. He is the sole advisor at Intentional Wealth Planning, an independent firm he joined in 2026. His prior experience includes roles at Advisory Services Network, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Intentional Wealth Planning provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, standalone financial planning, retirement plan advisory, and consulting. The firm also conducts educational seminars and workshops, with portfolios customized and managed using fundamental and technical analysis, emphasizing value, quality, disciplined risk management, and downside protection.

Mete Fikri is the sole advisor at SEF Financial with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at SEM Capital, LLC since 2014. Outside of advisory work, he co-owns a business that invests in short-term vacation rental properties. SEF Financial provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as other investment advisers. The firm offers subadvisory services and employs a combination of fundamental, technical, cyclical, and quantitative analysis to support various investment strategies.

Brice Jennings is the principal of Jennings Investment Group, Inc. in Smyrna, TN, holding Series 63, 65, and 66 designations with 16 years of industry experience. He has been with Jennings Investment Group, LLC since 2006 and is the sole advisor at the firm. Jennings Investment Group provides investment advisory and supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm uses a tactical asset allocation approach that integrates fundamental, quantitative, and economic analysis with proprietary indicators, and manages most client assets on a non-discretionary basis.

Blake Cate Jr. is the sole advisor at SMEAC Financial, LLC, an independent firm based in Nolensville, TN. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. Prior to founding SMEAC Financial in 2020, he worked at Wells Fargo Clearing from 2016 to 2020. SMEAC Financial serves individual clients, high-net-worth individuals, and business entities by offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm provides family office and wealth transfer planning services and employs investment strategies that include fundamental and technical analysis, as well as options, margin, short sales, and leveraged ETFs.

William McDonald is a financial advisor at Retirement Planning Solutions, LLC in Nolensville, TN, with 25 years of industry experience. He holds the Series 66 designation and has been affiliated with HD Vest Advisory Services and Retirement Planning Solutions since 2003. Retirement Planning Solutions provides discretionary investment management and consulting services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses a mix of fundamental and cyclical analysis methods and implements portfolios with index funds, ETFs, mutual funds, stocks, bonds, and cash equivalents.

Brian Johnson is a CFP® professional with 15 years of industry experience. He is the president and owner of Raven Point Wealth Management, LLC in Brentwood, TN, where he has worked since 2022. Prior to this, he held roles at Commonwealth Financial Network, Emerald Spectrum Advisory, and Larson Financial Group. Outside of advisory work, he is also a sales associate at Nashville Running Company. Raven Point Wealth Management provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and select institutions such as trusts and small businesses. The firm emphasizes disciplined, low-cost, and tax-sensitive strategies implemented through broad diversification, primarily using mutual funds and ETFs, and offers educational seminars and workshops alongside its investment services.

Jason Qualls is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Fortitude Wealth Management in Murfreesboro, Tennessee. He has been with Fortitude Wealth Management since its founding in 2011. Fortitude Wealth Management is a fee-only registered investment adviser that provides financial planning and investment consultation to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm generally employs a long-term investment perspective using fundamental analysis and Modern Portfolio Theory, primarily operating on a non-discretionary basis with clients retaining full control over implementation.

Hani Nofal is a financial advisor at Nofal Insurance and Wealth in Brentwood, TN, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at Northwestern Mutual from 2025 to 2026 and served in the U.S. Navy for 11 years. Nofal Insurance and Wealth provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, business entities, and charitable organizations. The firm uses asset allocation, fundamental and technical analysis, and offers estate planning packages with implementation options, conducting quarterly account reviews.

Ryan Benoit is a financial advisor with Weatherhelm Capital Management LLC and holds a Series 65 credential. He has experience working in futures and brokerage firms since 2018, including roles at Weatherhelm Futures, TJM Brokerage, and R.J. O'Brien & Associates. Benoit is based in Arrington, Tennessee. Weatherhelm Capital Management LLC provides fee-only investment advisory and consulting services primarily to individual clients, retirement plans, and other entities. The firm employs a cash-flow-based planning process with a focus on risk management through position sizing, dynamic rebalancing, and the use of derivatives and alternative investments.