Timothy Cantrell is a financial advisor with Applied Capital LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He worked at Northwestern Mutual Investment Services, LLC from 2013 to 2015 before joining Applied Capital in 2015. Cantrell is also involved with Cantrell and Associates, a non-investment-related business entity he owns. Applied Capital LLC provides discretionary investment management and financial planning services mainly to individual and high-net-worth clients. The firm focuses on long-term asset allocation and diversification utilizing mutual funds, ETFs, equities, bonds, and select alternative investments, while integrating digital estate-planning tools and multi-tiered financial planning options.

Henry is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 7, 63, Series 65 licenses (and CFP designation). He has nine years of industry experience. He serves as Treasurer and Board Member of the nonprofit’s Blind Early Services TN and Autism Career Training. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.

William Adams is a financial advisor at Center Hill Wealth, LLC in Nashville, TN, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as secretary for G&L Acquisition, LLC, a real estate company based in Tennessee. Center Hill Wealth provides investment advisory services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm combines fundamental and technical analysis with sector research and both long- and short-term trading strategies, while also offering retirement plan consulting and oversight of third-party money managers.

Angelo Roman is the owner and sole advisor of Roman Wealth Management, LLC, an independent registered investment adviser based in Mount Juliet, Tennessee. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Prior to founding his current firm, Roman worked at Ameriprise and Wells Fargo Clearing. He serves as the Board President for the Joe Beretta Heart Foundation, a nonprofit organization. Roman Wealth Management provides ongoing portfolio management and integrated financial planning primarily to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes long-term investment strategies focused on individual equities, supported by mutual funds, fixed income, and ETFs, and incorporates multiple analytical methods in managing accounts.

William Jones is a financial advisor at Boulevard Money LLC in Nashville, TN, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at AXA Advisors LLC and Advisory Services Network, LLC. Boulevard Money LLC is an independent, state-registered advisory firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm employs a primarily passive investment approach using index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis for sector and holding selection, and it offers wrap fee program services uncommon for a firm of its size.

Tyler Beaudoin is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Dirigo Private Wealth. His prior roles include positions at Wells Fargo Clearing Services and Morgan Stanley Private Bank. Dirigo Private Wealth is an independent advisory firm that offers discretionary investment management, financial planning, and sub-advisory services to individuals, high-net-worth clients, and retirement plans. The firm customizes portfolios using client-specific asset allocation and combines fundamental and technical analysis, generally favoring longer-term holdings while allowing shorter-term trades for rebalancing or client needs. It also hosts educational seminars and events for clients and the public.

Rohit Padmanabhan is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has been with Lotus Asset Management Limited Liability Company in Nashville, TN since 2015. Lotus Asset Management provides comprehensive financial advisory services combining investment management, financial planning, held-away account management, and due diligence on alternative and private investments. The firm serves individuals, high-net-worth clients, and charitable organizations, managing portfolios using a diverse range of analysis methods and investment options including mutual funds, ETFs, private placements, and digital assets.

Christian Hermo is the sole advisor at Christian A. Hermo LLC in Nashville, TN, holding a Series 66 credential with 17 years of industry experience. His work history includes roles at HCA, where he is also employed as a data analyst, and PRGX. Christian A. Hermo LLC provides portfolio management and financial planning services for individual and high-net-worth clients, employing a strategy that integrates fundamental, technical, and cyclical analysis with both long- and short-term trading and options-writing. The firm maintains a small client base, manages all assets internally, and requires clients to use its recommended custodian.

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.

Christopher Vining is a financial advisor at CV Securities Analysis, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at CV Securities Analysis, Applied Economics, LLC, and Coker Group. In addition to his advisory work, Vining provides Spanish and finance tutoring to college students and candidates pursuing financial certifications such as the CFA Charter. CV Securities Analysis, LLC offers portfolio management services primarily to individual and high-net-worth clients, focusing on asset allocation, selection, and monitoring across a diverse range of investment vehicles. The firm employs modern portfolio theory and quantitative analysis, incorporates options strategies when appropriate, and maintains a small client base with a notable inclusion of non-U.S. securities and clients.

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.

Christopher Hodges is a CFP® and holds a Series 66 license with eight years of industry experience. He founded Hodges Financial Group in 2025 after working at Premier Private Wealth, Commonwealth Financial Network, and LPL Financial. Prior to his financial services career, he gained experience in the retail and nutrition sectors. Hodges Financial Group provides discretionary investment management and a range of financial planning services to individuals, high-net-worth clients, and corporations. The firm operates with a single advising principal, offering both ongoing and project-based planning engagements and implementing portfolios using a mix of passive and active investments tailored to clients’ objectives, risk tolerance, and tax considerations.

Daniel Alfi is a financial advisor at Fifr with a Series 65 designation and four years of industry experience. His prior roles include positions at Fractal Software, ICONIQ Capital, and Morgan Stanley & Co LLC. Fifr is an independent firm serving individuals, families, high-net-worth clients, trusts, and private foundations through a subscription-based Financial Wellness service that combines financial planning tools, portfolio management, and tax services. The firm emphasizes long-term, tax-efficient investment strategies using low-cost index funds and ETFs and operates on a subscription model rather than charging percentage-of-assets fees.

Maxim Turchan is the sole advisor at Wheatfield Wealth Management, LLC, an independent firm based in Nashville, TN. He holds a Series 65 designation and has been active in the financial services industry since 2026. Prior to founding Wheatfield Wealth Management, he worked at Amazon.com Services LLC, Velocity Risk Underwriters, LLC, and Vanderbilt University Medical Center. Maxim also operates Turchan Consulting Group, LLC. Wheatfield Wealth Management serves individual and high-net-worth clients with a range of services including discretionary and non-discretionary investment management, advice-only engagements, standalone financial planning, and hourly plan reviews. The firm’s investment approach focuses on long-term, long-only portfolios constructed through asset allocation modeling, diversification, fundamental and technical analysis, and risk-based models, with quarterly account reviews and tax-aware rebalancing.

Gary King is the principal and sole advisor at King Capital Management LLC, an independent registered investment adviser based in Nashville, TN. He holds a Series 65 credential and has 16 years of industry experience. Prior to founding his firm, he worked at Milspec Sales from 2017 to 2020. Outside of his advisory work, he serves on the finance committee for Christ Presbyterian Church in Nashville and occasionally makes personal loans for residential renovations. King Capital Management LLC provides discretionary portfolio management to individual clients, primarily those with investable assets of $1 million or more. The firm employs a moderately tactical investment approach tailored to each client, with active trading during volatile market periods and the option to engage a registered sub-advisor for additional services.

David Fesmire Sr. is the sole advisor at Coordinated Wealth Management, L.L.C. in Hendersonville, TN, holding a Series 65 designation with 19 years of industry experience. He has been with Coordinated Wealth Management since 2007 and previously worked at Coverage Solutions Group LLC, a life and health insurance agency he owns and operates 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 plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing fundamental analysis and ongoing portfolio review.

Carl Apple is a CFP® professional with 44 years of industry experience, currently serving as the sole advisor at Apple & Company, Inc. in Nashville, TN. He has worked at Arete Wealth Management and Crown Capital Securities, LP, and has been with Apple & Company since 1978. In addition to his advisory role, he also acts as an insurance agent servicing existing term policies. Apple & Company, Inc. manages approximately $61.8 million for about 86 clients, providing fee-for-service financial planning and discretionary asset management to individuals, businesses, and trusts. The firm employs a model-driven asset allocation approach through its Apple Management Program, incorporating equities, fixed income, and a range of alternative investments, often working with high-net-worth or accredited investors without formal account minimums.

James Bowman is a CFP® professional with 10 years of industry experience, currently serving as the principal advisor at Wave Wealth Planning, LLC in Nashville, TN. His prior experience includes roles at Northwestern Mutual and Watson Planning. Wave Wealth Planning provides discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, small businesses, and nonprofit organizations. The firm employs a hybrid active/passive investment approach centered around client-specific investment policy statements and serves both retail and institutional-type 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.