The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM Stock 023135106 4,717 3,140 SH   SOLE 0 3,140 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 559 9,021 SH   SOLE 0 9,021 0 0
SPDR PORTFOLIO AGGREGATE BOND ETF ETF 78464A649 3,693 132,589 SH   SOLE 0 132,589 0 0
JOHNSON & JOHNSON COM Stock 478160104 1,865 14,453 SH   SOLE 0 14,253 200 0
PROCTER AND GAMBLE CO COM Stock 742718109 311 3,384 SH   SOLE 0 3,264 120 0
CME GROUP INC COM CL A Stock 12572Q105 1,552 8,249 SH   SOLE 0 8,249 0 0
EATON VANCE TX MNG BY WRT OPP COM CEF 27828Y108 1,066 79,114 SH   SOLE 0 79,114 0 0
SPDR S&P 500 ETF ETF 78462F103 552 2,210 SH   SOLE 0 2,210 0 0
MASTERCARD INC CL A Stock 57636Q104 299 1,587 SH   SOLE 0 1,587 0 0
ISHARES CORE U.S. REIT ETF ETF 464288521 656 14,625 SH   SOLE 0 14,625 0 0
ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 300 5,300 SH   SOLE 0 5,300 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104 215 3,828 SH   SOLE 0 3,828 0 0
SHERWIN WILLIAMS CO COM Stock 824348106 4,218 10,720 SH   SOLE 0 10,720 0 0
PROSPECT CAPITAL CORPORATION 4.95 07/15/2022 Convertible 74348TAR3 96 100,000 SH   SOLE 0 100,000 0 0
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF ETF 78464A359 987 21,088 SH   SOLE 0 21,088 0 0
BLACKROCK CAPITAL INVESTMENT C 5 06/15/2022 Convertible 092533AC2 24 25,000 SH   SOLE 0 25,000 0 0
DOWDUPONT INC COM Stock 26078J100 276 5,157 SH   SOLE 0 5,157 0 0
FS KKR CAPITAL CORP COM CEF 302635107 157 30,298 SH   SOLE 0 15,794 14,504 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 6,501 31,842 SH   SOLE 0 31,692 150 0
ALPHABET INC CAP STK CL A Stock 02079K305 1,531 1,465 SH   SOLE 0 1,465 0 0
MICROSOFT CORP COM Stock 594918104 3,642 35,861 SH   SOLE 0 35,861 0 0
BOEING CO COM Stock 097023105 2,654 8,231 SH   SOLE 0 8,231 0 0
VANGUARD SMALL-CAP INDEX FUND ETF 922908751 3,270 24,771 SH   SOLE 0 24,771 0 0
ISHARES U.S. AEROSPACE & DEFENSE ETF ETF 464288760 632 3,659 SH   SOLE 0 3,659 0 0
ISHARES FLOATING RATE BOND ETF ETF 46429B655 277 5,506 SH   SOLE 0 5,506 0 0
PINNACLE FINL PARTNERS INC COM Stock 72346Q104 273 5,928 SH   SOLE 0 5,928 0 0
VISA INC COM CL A Stock 92826C839 2,556 19,372 SH   SOLE 0 19,372 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 579 10,196 SH   SOLE 0 10,196 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 363 4,204 SH   SOLE 0 4,204 0 0
SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF ETF 78468R200 293 9,660 SH   SOLE 0 9,660 0 0
ABBVIE INC COM Stock 00287Y109 1,038 11,255 SH   SOLE 0 11,255 0 0
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF ETF 33739E108 1,500 83,577 SH   SOLE 0 83,577 0 0
MCDONALDS CORP COM Stock 580135101 2,208 12,434 SH   SOLE 0 12,434 0 0
CISCO SYS INC COM Stock 17275R102 1,732 39,971 SH   SOLE 0 39,971 0 0
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF ETF 808524748 831 29,318 SH   SOLE 0 29,318 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 487 1,935 SH   SOLE 0 1,935 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 1,703 17,441 SH   SOLE 0 17,441 0 0
SPDR PORTFOLIO TOTAL STOCK MARKET ETF ETF 78464A805 1,544 49,960 SH   SOLE 0 49,960 0 0
WALMART INC COM Stock 931142103 1,753 18,814 SH   SOLE 0 18,814 0 0
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF 921946406 458 5,867 SH   SOLE 0 5,867 0 0
PFIZER INC COM Stock 717081103 1,379 31,593 SH   SOLE 0 31,593 0 0
AMERICAN EXPRESS CO COM Stock 025816109 245 2,568 SH   SOLE 0 2,568 0 0
ISHARES YIELD OPTIMIZED BOND ETF ETF 46434V787 412 17,439 SH   SOLE 0 17,439 0 0
INVESCO VARIABLE RATE PREFERRED ETF ETF 46138G870 890 38,989 SH   SOLE 0 38,989 0 0
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 873 8,916 SH   SOLE 0 8,916 0 0
EXXON MOBIL CORP COM Stock 30231G102 254 3,722 SH   SOLE 0 3,572 150 0
PAYPAL HLDGS INC COM Stock 70450Y103 2,176 25,877 SH   SOLE 0 25,877 0 0
ISHARES S&P MIDCAP FUND ETF 464287507 578 3,481 SH   SOLE 0 3,481 0 0
APPLE INC COM Stock 037833100 4,211 26,699 SH   SOLE 0 26,448 250 0
ABBOTT LABS COM Stock 002824100 234 3,230 SH   SOLE 0 3,230 0 0
ISHARES MORNINGSTAR LARGE-CAP ETF ETF 464287127 306 2,150 SH   SOLE 0 2,150 0 0