Austin Waag

Benjamin Defoor is a financial advisor at Soar Financial LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles including positions at American Trust Investment Services, Inc. and his own sole proprietorship. Outside of his advisory work, he is involved in managing companies related to insurance, lead generation, and real estate development. Soar Financial LLC offers investment advisory, financial planning, and retirement-plan consulting to individuals, trusts, estates, businesses, and qualified retirement plans. The firm provides customized portfolio management using a mix of ETFs, equities, bonds, mutual funds, and other investments, serving clients through multiple offices and partnerships including a local CPA firm.

Genesis Botello is a financial advisor with MCCAY WEALTH ADVISORY LLC, holding a Series 65 designation and two years of industry experience. Prior to joining the firm, Botello has held various positions including roles in education and retail. MCCAY WEALTH ADVISORY LLC serves primarily individual clients, including high-net-worth households, providing investment advisory and financial planning services through a small team. The firm employs a range of strategies such as asset allocation, dollar-cost averaging, and both long- and short-term purchase approaches, tailoring advice to clients’ objectives, time horizons, and risk tolerances.

Hayden Proffitt is a financial advisor at MCCAY WEALTH ADVISORY LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Hospital Corporation of America and LBMC. Prior to his financial advisory career, he was associated with Freed Hartman University and Willowbrook Golf Club. MCCAY WEALTH ADVISORY LLC serves primarily individual and high-net-worth clients through a team of five advisors, providing investment advisory and financial planning services. The firm employs various portfolio management strategies tailored to clients’ objectives, time horizons, and risk tolerances, and offers ongoing coordination with tax professionals and educational seminars.

Brent Mccay is a financial advisor at MCCAY Wealth Advisory LLC with 19 years of industry experience. He holds a Series 66 designation and has worked with MCCAY Wealth Advisory since 2017, following six years at Wells Fargo Advisors. Outside of advising, he is a notary public in Manchester, TN. MCCAY Wealth Advisory, LLC serves primarily individual and high-net-worth clients through a team of five advisors, offering investment advisory and financial planning services. The firm employs a range of portfolio management techniques tailored to clients’ objectives and risk tolerances, including asset allocation and technical analysis, and emphasizes coordination with tax professionals.

Bradley Covert is a financial advisor at McCay Wealth Advisory LLC with a Series 65 designation and one year of industry experience. Prior to joining McCay Wealth Advisory, he worked at Bankpak and was involved with Viola Pizza Company for seven years. McCay Wealth Advisory serves primarily individual clients, including high-net-worth households, offering investment advisory and financial planning services through a team of five advisors. The firm uses a variety of strategies tailored to clients’ objectives and risk tolerances, providing portfolio management, investment recommendations, and consulting on risk assessment and estate planning.

John Rogers Jr. is a financial advisor at Laffer Tengler Investments, Inc. in Manchester, TN, holding a Series 65 designation with 21 years of industry experience. He has worked at Laffer Tengler Investments since 2020 and was previously with Laffer Investments from 2006 to 2020. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis across various asset classes and offers actively managed equity income ETFs alongside model portfolios and account management services.