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.

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 with a Series 65 designation and three years of industry experience. His prior work includes roles at Cox Private Capital and Collins Aerospace. He has also been involved with Phys 101 LLC. Quants Compete is an independent investment adviser that provides discretionary portfolio management to individuals and small businesses, using a structured approach that integrates quantitative, technical, and fundamental inputs. The firm manages portfolios through equities, ETFs, fixed income, options, and cash instruments, and employs strategies that may include options and other derivatives.

Christopher Vining is a financial advisor at CV Securities Analysis, LLC in Nashville, TN, with six years of industry experience. He holds a Series 65 designation and has worked previously at Applied Economics, LLC, Coker Group, and CBIZ Valuation Group, LLC. Outside of his advisory role, he provides tutoring in Spanish and finance to college students and individuals pursuing financial designations such as the CFA Charter. CV Securities Analysis, LLC offers portfolio management services to individual and high-net-worth clients, focusing on creating customized Investment Policy Statements that address goals, income, tax considerations, and risk tolerance. The firm employs modern portfolio theory and quantitative analysis with an emphasis on long-term positions and options strategies, managing a small client base that includes a notable presence of non-U.S. 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 a financial advisor at Wheatfield Wealth Management, LLC, holding a Series 65 credential with less than one year of industry experience. His prior work includes roles at Amazon.com Services LLC, Velocity Risk Underwriters, LLC, Vanderbilt University Medical Center, and Vanderbilt University. He also operates Turchan Consulting Group, LLC. Wheatfield Wealth Management is a newly formed advisory firm that has applied for registration and plans to offer discretionary and non-discretionary investment management, flat-fee financial planning, and hourly plan review services. The firm intends to serve primarily individual and high-net-worth clients with diversified portfolios guided by modern portfolio theory.

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.

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 nine years of industry experience. He is the principal advisor at Wave Wealth Planning, LLC, where he has worked since 2017, following prior roles at Northwestern Mutual, Watson Planning, and Origin Financial. Bowman serves on a nonprofit board and chairs its investment committee. Wave Wealth Planning, LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, small businesses, and nonprofit organizations. The firm combines passive index exposure with concentrated individual securities positions, emphasizing fundamental analysis, patience, and a long-term buy-and-hold strategy.

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.

Steven Mcginty is a CFA® charterholder with 16 years of experience in the financial industry. He has been the sole advisor at AVA Wealth Management LLC in Nashville, TN, since 2010. AVA Wealth Management is an independent advisory firm offering fee-based investment management and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and small businesses. The firm focuses on concentrated portfolios based on fundamental research and incorporates listed options and other fixed-income instruments with tax considerations in its investment process.

Chris Stevens is a CFP® and holds a Series 66 license. He is the sole advisor at Stevens Investment Counsel LLC and has prior experience at CapWealth Advisors, LLC and Bank of America, totaling over 17 years in the financial industry. Stevens Investment Counsel LLC serves individuals, high-net-worth clients, charitable organizations, and businesses with asset management and financial planning services. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and quantitative analysis, and offers financial planning at no additional charge alongside its advisory services.

Robert Stinson is a CFP® with 37 years of industry experience and has led Stinson Financial Planning in Nashville, TN since 2002. He holds Series 63 and Series 65 licenses and operates as the sole advisor at his independent firm. Outside of his advisory work, he is involved in bookkeeping and manages investment real estate. Stinson Financial Planning serves individuals and families through financial planning, investment advisory, and portfolio management services. The firm emphasizes appropriate asset allocation using mutual funds, provides regular in-person updates, and offers continuous account access through the Schwab/AdvisorClient portal.