Charles William Carr II

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.

Roy Castillo is a CFP® with 32 years of industry experience. He has been with Frontsight Wealth Advisors, LLC since 2014 and also operates RLC Financial Services, providing tax services and insurance sales through his sole proprietorship. Frontsight Wealth Advisors, LLC offers portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $27.9 million across about 52 accounts. The firm creates client-specific investment plans using a combination of fundamental, technical, charting, and quantitative analysis, with strategies ranging from long-term buy-and-hold to short-term trading.

William Fletcher is the sole advisor at Fletcher Wealth Management, Inc. in Kingsport, TN, holding Series 66 and Series 63 credentials with 19 years of industry experience. He previously worked at Morgan Stanley and Bethany College, and also coaches high school sports outside of his advisory role. Fletcher Wealth Management, Inc. provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers discretionary portfolio management through a wrap fee program and employs a combination of charting, fundamental, technical, cyclical, and quantitative analyses across various investment strategies tailored to client needs.

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.

Michael Davis is a financial advisor at AdviPartner, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera Advisor Networks, Cwm, GAAM Wealth Advisors, LPL Financial, and Gilbert Advanced Asset Management. AdviPartner, LLC provides discretionary investment management to individuals, high-net-worth clients, and small businesses, managing approximately $50 million across about 100 accounts. The firm employs a primarily passive investment approach, using asset-class-weighted portfolios with index mutual funds and ETFs, while incorporating fundamental and technical analyses to tailor allocations based on client needs.

Pamela Rehart is a financial advisor with Integrity Capital Management in Kingsport, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Integrity Capital Management since 2007. Outside of her advisory role, she is the owner of BRAC Properties, a non-investment-related business. Integrity Capital Management serves individual investors, high-net-worth households, trusts, and foundations with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a strategic asset-allocation approach across global, multi-asset-class portfolios, primarily using mutual funds and ETFs, with regular portfolio reviews and a documented due-diligence process.