Bobbi Truax

Mark Ashford is a financial advisor with WMG Financial Advisors, LLC in Morristown, Tennessee, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Lincoln Financial Securities, The Ashford Group, and Concourse Financial Group Securities. He is also involved in insurance-related activities through Legacy Wealth Management and The Ashford Group. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm focuses on long-term portfolio management using modern portfolio theory and offers financial planning, retirement consulting, and discretionary account management across a range of investment vehicles.

Jeffrey Goering is a CFP® and ChFC® with 11 years of experience in the financial services industry. He currently works at Diamond Client Group, LLC and has prior experience at MML Investors Services, MassMutual Life Insurance Company, and Guardian Life Insurance Company. Outside of his advisory role, he is involved in mortgage origination and individual life and health insurance sales. Diamond Client Group provides advisory services to individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, sub-advisor selection, alternative investment sourcing, and both project-based and ongoing financial planning. The firm combines fundamental analysis, modern portfolio theory, and technical analysis in its investment process and supports client participation in private placements and other alternative investments.

Robert Cagle is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Portfolio Medics, LLC since 2020 and previously at Edward Jones from 2017 to 2020. Before entering the financial sector, he was employed at Fort Mill Ford from 2015 to 2017. Portfolio Medics, LLC is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a mix of strategic and tactical investment approaches.

Nancy Guillen is a financial advisor at Creative Financial Designs, Inc. with 17 years of industry experience. She holds the Series 66 designation and has been with Creative Financial Designs and CFD Investments Inc. since 2013. Outside of her advisory role, she is involved in insurance sales through Southern Heritage Investments and Planning in Morristown, TN. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Jan Wise is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with Commonwealth Financial Network since 2004, with a brief transition in 2024, and is also president and co-owner of Wise Wealth, LLC, which operates in securities, advisory, and insurance services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers a variety of investment solutions and model portfolios, supporting advisors who deliver personalized financial advice under Commonwealth’s supervision.

Timothy Chambers is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Traverso Chambers Private Wealth Management, LLC and Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is a 50% owner of a property management business. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a wide range of investment strategies and integrates financial planning and administrative services, serving both advisory and product-sponsor roles.