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, currently serving as a financial advisor at Retirement Solutions Group. His prior experience includes roles at Northwestern Mutual, Integrum Wealth, and Morgan Stanley. He also serves as secretary of a local homeowners association. Retirement Solutions Group is a fee-based firm that provides financial planning and investment advisory services to individuals, high-net-worth clients, and business entities. The firm offers financial education through seminars and uses a co-advisor model to implement client-selected portfolio strategies.

Ryan Moore is a financial advisor with Retirement Solutions Group who holds Series 63 and Series 65 credentials and has nine years of industry experience. He is also an independent insurance agent and a partner at Retirement Solutions Group, LLC, where he is involved in insurance and legal planning services. Moore is active in a nonprofit organization, RSG Gives Back Inc. Retirement Solutions Group, Inc. is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm offers discretionary asset management through a co-advisor relationship, fixed-fee financial planning, and public seminars, using a range of investment analysis methods and maintaining client assets with qualified custodians.

Chandler Brown is a financial advisor at Retirement Solutions Group with a Series 66 designation and approximately two years of industry experience. His prior roles include positions at Reflection Financial Strategies and Equitable Advisors. Outside of finance, 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 offers discretionary asset management through a co-advisor relationship, fixed-fee financial planning, and public seminars and workshops.

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.

Brian Jass is a financial advisor with Tailwinds Wealth, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Great Waters Wealth Management, CETERA Advisor Networks LLC, AdvisorNet Wealth Management, and Great Waters Financial. Outside of his financial advisory work, he assists with writing and editing for Amanda Kristine Creative Content, LLC, a business owned by his spouse. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and financial planning services. The firm employs a mix of analytical techniques and uses a variety of investment vehicles, often utilizing third-party managers and model portfolios while maintaining fiduciary responsibilities.

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 Mitchell Jr. is a financial advisor with TCP Asset Management, LLC, holding Series 63 and Series 65 credentials and over 21 years of experience in the industry. His career includes roles at Hyams and Associates, Riley Benefits and Investment Group, and Trendency Capital Partners. Outside of investing, he is involved in administration consulting through Hyams and Associates. TCP Asset Management, LLC provides portfolio management, financial planning, pension consulting, and limited annuity management to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm uses a combination of fundamental and technical analysis with a long-term trading approach, employing model portfolios and third-party sub-advised strategies, and documents client objectives through Investment Policy Statements.

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.

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.

James Garrison is a financial advisor at Silver Oak Securities, Incorporated with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silver Oak since 2020, following a six-year tenure at Thurston Springer Miller Herd & Titak, Inc. Outside of his advisory role, Garrison is involved in beekeeping through Garrison Honey Farms and serves as Minister of Music at Highland Baptist Church in a bi-vocational capacity; he also holds leadership roles with the Tennessee Beekeepers Association and the National Association of Christian Financial Consultants. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers customized portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis across a range of securities and using both internal and external due diligence processes.

Robin Patin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. Prior to joining Choreo, Patin worked at Enso Wealth Management for one year and Edward Jones for six years. Outside of advisory work, Patin is proprietor of Wealth Reconstructed, LLC, focusing on public speaking and writing on topics related to women, people of color, and finances. Choreo, LLC serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients. The firm emphasizes strategic asset allocation and utilizes a rigorous investment process involving quantitative screening and Investment Committee approval to manage portfolios through various vehicles and specialized advisory services.

James Jones is a financial advisor at Zacks Investment Management, Inc. He holds a Series 65 designation and has 12 years of industry experience, including a decade at Envestnet Asset Management. Jones has worked with LBMZ Securities, Inc. and currently serves at Zacks Investment Management. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary models and offers a wide range of investment strategies and vehicles, serving both direct clients and third-party advisers.