Charles Carr II

Dirk Crandell is the managing member of Crandell Financial Planning, LLC, an independent advisory firm based in Bristol, TN. He holds the CFP® designation and Series 66 registration, with 22 years of industry experience. Prior to founding his firm in 2002, he worked at Light Milling Company, Inc. for 34 years. In addition to his advisory role, he is a licensed independent health and life insurance agent focusing on Medicare supplement insurance, life insurance, and other health and accident products. Crandell Financial Planning, LLC provides personalized financial planning, retirement planning, and investment management services to individuals, small businesses, trusts, and estates. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, emphasizing strategic asset allocation, broad diversification, and a buy-and-hold strategy using low-cost mutual funds and ETFs.

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 a financial advisor with Fletcher Wealth Management, Inc. in Kingsport, TN, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Morgan Stanley and previously founded Fletcher Wealth Management, where he currently operates as the sole advisor. Outside of his advisory role, Fletcher coaches high school sports for Ohio County Schools. Fletcher Wealth Management, Inc. provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, cyclical, and quantitative analysis with strategies ranging from long-term investing to short-term trading and options, managing a small client roster through a discretionary wrap fee program.

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.