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.

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.

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.

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.

James Casanova Jr. is a CFA® charterholder with eight years of industry experience. He is currently with Retirement Solutions Group and has previously worked at Northwestern Mutual and Vanguard, among other firms. Casanova serves as secretary for a nonprofit homeowners association. Retirement Solutions Group is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm provides written financial plans on a fixed-fee basis and coordinates investment services by partnering with a third-party money manager that implements actively managed model portfolios.

Ryan Moore is a financial advisor with Retirement Solutions Group in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Retirement Solutions Group since 2015 and is also involved as an independent insurance agent. Moore has participated in charitable activities through RSG Gives Back Inc. Retirement Solutions Group is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm works primarily through a co-advisor relationship with a third-party money manager that implements actively managed model portfolios, helping clients select and adjust models based on risk tolerance.

Chandler Brown is a financial advisor with Retirement Solutions Group and holds a Series 66 designation. He has two years of industry experience, including prior roles at Reflection Financial Strategies and Equitable Advisors. Outside of his advisory work, he was involved with Three Rivers Waterfowlers for four years. Retirement Solutions Group is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm primarily operates through co-advisor relationships, helping clients select actively managed model portfolios and providing written financial plans on a fixed-fee basis.

Raymond Carota is a financial advisor at Carota Wealth Management with 29 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at American Portfolios Financial Services, Inc. for 20 years. Carota also maintains a long-term affiliation with Brandywine Financial Group, Inc. Carota Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering portfolio management, financial planning, and discretionary management of digital assets and cryptocurrencies. The firm employs a proprietary macroeconomic framework, Market Pulse Regimes℠, alongside fundamental and technical analysis to guide portfolio construction and conducts client account management with regular monitoring and rebalancing.

Leah Jenkins is a financial advisor at Sterling Wealth Advisors, Inc. in Columbia, TN. She holds a Series 65 designation and has been with Sterling Wealth Advisors since 2008. Prior to that, she worked at Nashville Turf in 2017. Sterling Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis to tailor portfolios primarily with no-load mutual funds, ETFs, bond funds, U.S. government securities, and cash equivalents.

Joshua Loveall is a CFP® with 15 years of experience in the financial industry. He has been with KB Financial Advisors LLC since 2014. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates by providing investment advisory services, financial planning, and related consulting. The firm offers discretionary portfolio management using fundamental analysis and includes annual tax-return preparation as part of its service packages.

Bryan Thompson is a financial advisor at StewardWell LLC in Franklin, TN, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and serves as CEO of Thompson Financial Group, a business involved in financial services and payroll processing. Prior to StewardWell, he worked at Ameritas Advisory Services and Ameritas Investment Company. StewardWell provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, and estates. The firm uses model portfolios mainly composed of ETFs and bonds, applying both fundamental and technical analysis with a generally long-term investment orientation.

William Borleis is a financial advisor with Tactive Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Arete Wealth Management, Center Street Securities, and Cabin Securities. Outside of his advisory work, he is involved in tax and financial planning services through Arno Wealth, LLC, and serves as a life insurance and fixed annuities agent with Borleis Insurance. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including advisor-managed portfolios. The firm uses a Black-Litterman framework for blended model portfolios and offers portfolio management via a robo-advisor platform combined with sub-advisory services, distinguishing itself by operating within TAMP relationships alongside retail offerings.

Robert Knutsen II is a financial advisor with JDL Advisers and holds a Series 66 designation. He has 17 years of industry experience, including roles at J. Derek Lewis & Associates, Inc. and Harbinger Asset Management, LLC. He is also licensed as an insurance agent for accident, health, life, and fixed annuity contracts affiliated with J. Derek Lewis & Associates. J. Derek Lewis & Associates, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charities, and businesses, focusing on mutual funds and ETFs with discretionary and non-discretionary portfolio management. The firm uses investor profiling, formal investment policy guidelines, and proprietary risk models to construct asset allocations, typically implementing and custodianing accounts through Charles Schwab or mutual fund transfer agents.

Robert Mitchell Jr. is a financial advisor with TCP Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His work history includes roles at Hyams and Associates, Riley Benefits and Investment Group, and Trendency Capital Partners. Outside of advisory services, he is involved in administration consulting through Hyams and Associates. TCP Asset Management, LLC provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, financial planning, pension consulting, and estate-planning referrals via a digital platform. The firm manages accounts primarily on a discretionary basis, tailoring allocations to clients’ goals and utilizing multiple sub-advisers and model providers across an 11-office footprint with over $1 billion in assets managed.

Stacey Andres is a Series 65-licensed financial advisor with 11 years of industry experience. She is currently with Optivise Advisory Services LLC and has prior experience at Virtue Capital Management, First American National Investment Advisors, and Anchor Financial, where she also serves as president, providing insurance and college planning services. Andres volunteers with Church of the City in Franklin, TN, assisting with on-site security and safety. Optivise Advisory Services offers portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other advisers. The firm uses both internally developed models and third-party sub-advisors, integrating technology and reporting tools to support discretionary and non-discretionary solutions.

Jay Bennett is a financial advisor at Expand Financial Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Bennett is a high school teacher employed by Maury County Public Schools. Expand Financial Group offers asset management, comprehensive portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis in managing portfolios that include stocks, bonds, ETFs, mutual funds, and alternative investments.

Jacob Mc Nally is a financial advisor at StewardWell LLC with Series 66 designation and one year of industry experience. His prior work includes roles at Ameritas Life Insurance Corp, Ameritas Advisory Services, and Thompson Financial Group. He also serves as a resident director at Liberty University, overseeing resident assistants and students. StewardWell provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, and estates. The firm uses model portfolios primarily composed of exchange-traded funds and bonds, employing both fundamental and technical analysis with a long-term orientation while adjusting portfolios as needed for client objectives, tax considerations, or liquidity.

Landon Thompson is a financial advisor at StewardWell LLC with one year of industry experience. He holds a Series 66 designation and has prior roles at Ameritas Investment Company, LLC, and Ameritas Advisory Services, LLC. Outside of his advisory work, he is involved with Thompson Financial Group, providing insurance services and client support. StewardWell LLC offers discretionary wealth management and financial planning services to individuals, high net worth individuals, trusts, and estates. The firm employs a long-term investment approach using model portfolios primarily composed of exchange-traded funds and bonds, while also incorporating fundamental and technical analysis to manage client portfolios.

Sarah Pappas is a financial advisor with API Financial Advisors, LLC and holds a Series 65 designation. She has one year of industry experience and has been with API Financial Advisors since 2024. She is also an agency owner at Symmetry Financial Group, where she has worked since 2013. API Financial Advisors, LLC serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and participant account management. The firm utilizes model strategies maintained by an affiliated sub-adviser and additional third-party managers, combining technical and fundamental investment analysis across various asset types.

Nicholas Kyburz is a Series 65-licensed advisor at Nectarine with one year of industry experience. His prior work includes roles at IBM and Abound Wealth Management. Nectarine serves individual and high-net-worth clients through consultative financial planning, offering services such as one-hour consultations, multi-week plans, and ongoing arrangements. The firm emphasizes long-term asset allocation using low-cost, index-based funds and ETFs and provides a proprietary financial-aggregation app, operating on a fee-for-service model without managing client investment portfolios.