CFP®-certified, debt management financial advisors in Nashville, TN

Ryan Patterson is a financial advisor at High Knoll Wealth Advisors, LLC in Nashville, TN, with one year of industry experience. He holds a Series 65 designation and has been with High Knoll Wealth Advisors since 2025. Outside of his advisory role, Mr. Patterson owns and operates Aquis Facilities Management, a kitchen compliance and exhaust contracting business based in Memphis, TN. High Knoll Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, families, businesses, foundations, and plan sponsors. The firm uses asset-allocation principles informed by modern portfolio theory and third-party capital market assumptions to build long-term portfolios, and it offers discretionary portfolio management alongside standalone financial planning.

William Greene is a CFP® with 15 years of industry experience, currently serving at Cairn Financial Group since 2018. Prior to that, he worked at Shoemaker Financial, Minnesota Life Insurance Company, and Securian Financial Services. He is also an adjunct professor, teaching personal financial planning courses to undergraduate and graduate healthcare students. Cairn Financial Group provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses individualized asset allocation documented in an Investment Policy Statement and manages accounts on a discretionary basis, employing ETFs, mutual funds, equities, proprietary models, and third-party sub-advisers where appropriate.

Samuel Orr is a financial advisor at SEIA with three years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services and Truist Investment Services. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm provides investment management, financial planning, retirement plan consulting, and investment consulting with an investment process that combines strategic asset allocation and tactical adjustments informed by quantitative and qualitative research.

Charles Brooks is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has held prior roles in various fields including data analytics and the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to client goals.

Michael Manna is a financial advisor at Craft Wealth Services in Nashville, TN, holding a Series 66 designation with five years of industry experience. His prior roles include positions at LPL Financial, Cushman & Wakefield, and General Electric Aviation. He is also the owner of MJM Consulting Inc., a tax and accounting consulting business. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, using a value-oriented, long-term investment approach combined with fundamental, technical, and charting analysis. The firm offers discretionary portfolio management and standalone financial planning with at least annual reviews.

Timothy Coyne is the sole advisor at Coyne Capital Management, LLC in Westlake, Ohio, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Coyne Capital Management since 2010. Coyne Capital Management provides discretionary investment management and standalone financial planning services to individuals, trusts, estates, and charitable organizations, typically serving clients with at least $500,000 in investable assets. The firm emphasizes asset-class diversification, utilizes both fundamental and technical analysis, and offers tailored Investment Policy Statements to align with clients’ goals and risk tolerance.

Jorden Bastien is a financial advisor at LifeSteps Financial with 13 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial (formerly Foothill Financial Advisors, Inc.) since 2012. The firm serves individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. LifeSteps Financial employs an ETF-centric investment approach based on Modern Portfolio Theory, offering discretionary and non-discretionary advisory services combined with integrated financial planning and a hands-on bill-payment and reconciliation service.

Don Larson is a CFP® with 20 years of experience in the financial advisory industry and has operated Larson Wealth Management, LLC since 2011. He holds Series 63, 65, and 66 licenses and also manages Larson Business & Tax Solutions, providing bookkeeping and tax preparation services. Additionally, Larson serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management offers investment supervisory and consulting services to individual and institutional clients, including high-net-worth individuals, family offices, and employee benefit plans. The firm employs customized strategic asset allocation with a combination of fundamental and technical analysis, managing portfolios primarily through mutual funds and ETFs across multiple asset classes.

Marilynne Shadow is a financial advisor with Empower Advisory Group in Canton, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at Morgan Stanley, E*TRADE Securities, Fidelity Brokerage Services, and Charles Schwab. Outside of her advisory role, she is the sole proprietor of The Barking Crab, an art and culture business based in Centennial, Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Kari Wolfson is a CFP® and holds a Series 65 license with 13 years of industry experience. She has worked at Adviser Investments, LLC from 2011 to 2024 before joining RWA Wealth Partners in 2024. RWA Wealth Partners serves a broad client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm emphasizes strategic asset allocation using an open-architecture platform and integrates fundamental and quantitative methods in its investment strategies, alongside offering financial planning, tax services, and retirement plan advisory.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.