Andrea Layn Lee

John Mc Fie is a financial advisor at Wealth Team LLC in Franklin, IN, holding a Series 65 designation with five years of industry experience. He has been involved with multiple businesses, including managing Star Solutions LLC, which focuses on software development and services, and Wealth Solutions, LLC, which produces books and educational materials. Additionally, he is licensed as an insurance agent and operates Life Benefits, LLC, an insurance agency. Wealth Team LLC is an independent advisory firm that provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm develops customized investment programs based on clients' goals and risk tolerances, using fundamental, technical, and cyclical analysis, and offers planning on an hourly or fixed-fee basis.

Pillar Wealth serves as Personal CFO for high-performing business owners. Unlike the traditional solo advisor model, we take a team approach to managing your financial life. We optimize everything from: tax strategy, traditional investment management, real estate investing, business investing, business strategy, estate planning, insurance planning, charitable giving, and future planning. We're your ongoing thought partner, not someone you meet with once a year, so that we can keep everything working at the highest level.

Kevin Good is a financial advisor at Pillar Wealth LLC with one year of industry experience. He holds a Series 65 designation and has been involved in business management and administrative consulting through his ownership of Blue Dot Group, Inc., as well as real estate brokerage activities. Pillar Wealth serves individuals, high-net-worth households, families, and small businesses with discretionary wealth management and comprehensive financial planning. The firm combines quantitative techniques, fundamental research, and tailored portfolio management to align with each client’s goals and risk tolerance.

Wyatt Mc Cullough is a financial advisor at Pillar Wealth LLC in Franklin, IN, holding a Series 65 designation and has four years of industry experience. His prior work includes roles at Process Alliance LLC and UBS Private Wealth Management. He is also currently a student at Franklin College. Pillar Wealth LLC serves individuals, high-net-worth families, and small businesses, offering discretionary portfolio management and CFP-board–aligned financial planning through its Personal CFO service, along with financial consultations and retirement plan consulting. The firm provides a range of investment options and distinct service programs tailored to clients’ diverse needs.

Grant Reeves is a financial advisor at coreVISION Financial Group with six years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and operates Grant Reeves Law LLC as a licensed attorney. He serves as a board member for Franklin County Community Schools. coreVISION Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and organizations. The firm employs a generally long-term investment philosophy with tactical adjustments and offers a wrap-fee program with institutional custodial relationships, managing over $1 billion in discretionary assets.

Brent Thoman is a financial advisor with CoreVision Financial Group, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has previously worked with LPL Financial and Osaic FS, Inc. Outside of his advisory role, he is involved in coaching middle school and high school sports in Shelbyville, Indiana. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients, including high-net-worth individuals and institutional accounts. The firm utilizes a long-term investment approach with tactical adjustments, employing a mix of direct portfolio management, independent managers, and an institutional platform, and offers a wrap-fee program that combines custody and transaction costs.