Austin Waag

Benjamin DeFoor is a financial advisor at Soar Financial LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at various firms including American Trust Investment Services, Inc. and Securities Service Network, LLC. Outside of advising, he is involved in non-investment activities such as managing Lead Wizards LLC and serving as a general partner in multiple development partnerships. Soar Financial LLC (dba Retirement Plan Advisors) provides investment advisory and retirement-plan consulting to individuals, trusts, estates, businesses, and qualified retirement plans. The firm offers customized portfolios with a long-term focus, discretionary and non-discretionary management, and combines investment services with CPA-related offerings through affiliated local partnerships.

Genesis Botello is a financial advisor at McCay Wealth Advisory LLC in Manchester, TN, holding a Series 65 credential with two years of industry experience. Prior to joining McCay Wealth Advisory, Botello’s background includes roles in education and various positions in retail and service industries. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client time horizons, risk tolerance, and investment goals, and is noted for offering educational seminars and workshops in addition to its investment services.

Hayden Proffitt is a financial advisor at McCay Wealth Advisory LLC with a Series 65 designation and two years of industry experience. Prior to joining McCay Wealth Advisory in 2023, he worked at the Hospital Corporation of America and LBMC. McCay Wealth Advisory serves primarily individual clients, including high-net-worth households, offering discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client objectives and provides educational seminars and workshops, which is uncommon among peer firms.

Brent McCay is a financial advisor with McCay Wealth Advisory LLC, holding a Series 66 designation and 19 years of industry experience. He worked at Wells Fargo Advisors from 2011 to 2017 before joining McCay Wealth Advisory in 2017. Outside of advising, he is a notary public. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client objectives and offers educational seminars and workshops, which is uncommon among similar team firms.

Bradley Covert is a financial advisor at McCay Wealth Advisory LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Bankpak and the Viola Pizza Company. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on clients’ time horizons, risk tolerance, and goals, and offers educational seminars and workshops that are uncommon among similar teams.

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.