Bryan Cody Anderson

Dirk Crandell is a CFP® and Series 66 credentialed financial advisor with 22 years of industry experience. He has been the managing member of Crandell Financial Planning, LLC since 2002. In addition to his advisory role, he operates an independent health and life insurance agency focused primarily on Medicare supplement insurance. Crandell Financial Planning, LLC provides personalized financial planning and portfolio management services to individuals, small businesses, trusts, and estates. The firm’s approach emphasizes long-term strategic asset allocation using a combination of passive and actively managed low-cost funds, with portfolios managed on a non-discretionary basis and regular client communication.

George Parks is a CFP® and holds a Series 65 license with 24 years of industry experience. He is the principal of Parks Investment Management, LLC, which he founded in 2022 after 21 years at American Values Investment, Inc. Since 2001, he has also been a passive minority owner of American Values Investment, a firm that provides model investment strategies to other advisors. Parks Investment Management, LLC offers discretionary investment management and financial consulting to individuals, high-net-worth clients, trustees, and other advisory firms. The firm uses a values-inclusive investment process focused on companies aligned with traditional American values and employs fundamental analysis and strategic asset allocation to build diversified portfolios.

Carter Lecraw Jr. is a CFP® with 24 years of industry experience, currently serving as the sole advisor at American Values Investments, Inc. He has been with the firm since 2000. American Values Investments provides model equity portfolios and equity research subscriptions to registered investment advisory firms and investment professionals. The firm uses a values-driven investment process with proprietary scoring criteria focused on culture and governance, offering long-term, near-equal weight portfolios designed primarily to promote stated values.

Christopher Salyer is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior firms include Osaic Wealth, Inc. and FSC Securities Corporation. Outside of advising, he is managing partner of South Holston Ventures, LLC, and maintains an active law license while not practicing actively. He also participates in the Association of Financial Educators, providing free financial education to various organizations. Southland Equity Partners, LLC advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to manage mostly discretionary portfolios and evaluates third-party managers for specific asset classes.

Daniel Thornton is a financial advisor at Concord Wealth Partners with 26 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch prior to joining Concord Wealth Partners in 2020. Outside of his advisory role, he participates in a family business focused on marketing baseball-related products as a teaching project for his children. Concord Wealth Partners is a team-based registered investment adviser managing approximately $1.07 billion for individuals—including high-net-worth clients—as well as corporations, trusts, estates, and charitable organizations. The firm emphasizes tailored asset allocation and cash management, operating with discretionary authority and engaging sub-advisers when appropriate.

Tyler Caveness is a CFP® with nine years of industry experience, currently serving at Concord Wealth Partners since 2017. Prior to that, he worked at Lopez Wealth Management, LLC for one year. Outside of his advisory role, he is a consultant in SaaS project coordination and the founder of two companies focused on software engineering and bookkeeping. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion across more than 1,200 clients, including individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, emphasizing tailored asset allocation and cash management with a mix of mutual funds, ETFs, and alternative strategies.