Christopher Klasen

Jason Tate is the principal of Jason Tate Financial Consulting, LLC, an independent firm based in Murfreesboro, Tennessee. He holds the ChFC® designation and Series 63 license, with 12 years of industry experience. In addition to his advisory role, he serves as a personal financial counselor for servicemembers and their families through a government contractor, providing financial education. Jason Tate Financial Consulting primarily offers portfolio management and financial planning services to individual clients, including some high-net-worth individuals and small businesses. The firm manages approximately $22 million across about 120 accounts, using a combination of fundamental and technical analysis to build portfolios mainly consisting of exchange-listed stocks, mutual funds, ETFs, and fixed income without employing margin or leverage.

Larry Crocker is a financial advisor at Retirement Capital Management, LLC with 21 years of industry experience. He holds a Series 63 designation and has been involved with several firms, including Fiduciary Compliance Corporation and Fiduciary Consulting Group, Inc., where he has ownership roles. He is also president of Harvest Capital Management Company, a management consulting business currently inactive. Retirement Capital Management provides investment management, wealth advisory, and consulting services primarily focused on retirement planning, risk management, and portfolio supervision for individuals, families, and institutional clients. The firm employs a diversified, long-term investment approach using strategies such as Modern Portfolio Theory and combines active and passive management across various asset types.

Paul Brown is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently the sole advisor at Clearstone Wealth Management, LLC, an independent firm based in Murfreesboro, Tennessee. His prior experience includes roles at IPI Wealth Management, Inc. and Eagle Peak Capital, Inc. Clearstone Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering comprehensive wealth planning, financial consulting, and discretionary portfolio management. The firm uses a tactical asset allocation strategy focused on ETFs and selected alternative investments, with specialized services for pension and profit-sharing plan clients.

Matthew Jones is a financial advisor at Quants Compete with a Series 65 designation and three years of industry experience. He previously worked at Cox Private Capital and has a background that includes roles at Collins Aerospace and Phys 101 LLC. Quants Compete provides discretionary investment management to individuals and small businesses, offering customized portfolios that include stocks, ETFs, bonds, options, and cash-management instruments. The firm uses a client questionnaire and combines technical and fundamental analysis, including EDGAR filings, to guide its non-algorithmic investment strategies and discloses strategy performance while employing derivatives such as options.

David Bradley is the sole advisor at Spectrum Financial Advisors LLC in Brentwood, TN, holding Series 63 and Series 65 designations with 40 years of industry experience. His career includes long tenures at Wells Fargo Advisors and its affiliates, as well as an ongoing insurance practice. Spectrum Financial Advisors LLC serves individual investors and pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting services. The firm’s investment approach integrates fundamental, quantitative, technical, and charting analyses, utilizing both long- and short-term strategies including options, margin, and short sales.

Gregory Defelice is the founder of Defelice Capital Management LLC and holds a Series 65 designation. He has 21 years of industry experience and has managed his independent firm since 2002. Defelice Capital Management LLC provides discretionary investment management and financial planning services primarily to individuals and high-net-worth clients, including those served through living trusts. The firm employs tailored portfolio strategies emphasizing capital appreciation with a high tolerance for volatility and typically uses concentrated and leveraged approaches for qualified clients.