Edward Kaeser III

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.

Kurt Stabel is a financial advisor at Andorra Investment Management, Inc. with 16 years of industry experience and holds a Series 65 designation. In addition to his advisory role, he has served as a sworn firefighter for the City of Los Angeles since 2003. Andorra Investment Management provides personalized, fee-only investment management and financial planning services to individuals, trusts, foundations, endowments, pension and profit-sharing plans, and small businesses. The firm employs a strategic asset allocation framework combining passive index/ETF cores with actively managed funds and select individual securities, managing a relatively small client roster with a strict fee-only model.

Jonathan Gillett is the sole advisor at Wilco Financial, LLC, an independent firm based in College Grove, TN. He holds a Series 65 designation and has 11 years of industry experience. Outside of his advisory role, Gillett is involved in commercial real estate through Gillett Properties, Ltd., serves as CFO of a startup technology company, profer, Inc., and co-owns a cigar shop called Cigar Station TN, LLC. Wilco Financial, LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a multi-method asset-allocation framework and manages accounts under discretionary authority while allowing client-imposed restrictions.

Jason Qualls is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Fortitude Wealth Management in Murfreesboro, Tennessee. He has been with Fortitude Wealth Management since its founding in 2011. Fortitude Wealth Management is a fee-only registered investment adviser that provides financial planning and investment consultation to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm generally employs a long-term investment perspective using fundamental analysis and Modern Portfolio Theory, primarily operating on a non-discretionary basis with clients retaining full control over implementation.