Gary Stuart

Jonathan Allen is a financial advisor at Belvedere Investments Corporation with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various firms including Mass Mutual Investors Services and Raymond James & Associates. In addition to his advisory role, he serves as Vice President of Operations at Brightway Insurance, where he is involved in selling insurance products. Belvedere Investments Corporation is a state-registered investment adviser that provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, business entities, and charitable organizations. The firm uses fundamental and technical analysis, asset allocation, thematic investing, and selective use of options and ETFs in its investment process.

Adam Reed is a financial advisor with Providence Wealth Management LLC in Knoxville, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Providence Wealth Management, he worked at Northwestern Mutual Investment Services LLC and Axiom Wealth Management. Outside of his advisory role, he assists with marketing and website updates for Mitch Reed and Associates PLLC, a family business. Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, often acting as a co-advisor to third-party money managers. The firm employs model-based investment strategies combined with fundamental, technical, and cyclical analysis, and operates affiliated tax and insurance businesses that support its advisory services.

Garrett Crawford is a financial advisor with Providence Wealth Management LLC in Knoxville, TN, holding the CFP® designation and Series 65 license. He has 12 years of industry experience and has been associated with Providence LTC Advisors, Inc. since 2014. His professional activities include insurance sales through Providence LTC Advisors. Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, often acting as a co-advisor to third-party money managers. The firm uses model-based investment strategies combined with fundamental, technical, and cyclical analysis, and coordinates portfolio administration and reporting alongside its third-party managers and custodians.

Paul Cochran is a financial advisor with Providence Wealth Management LLC in Knoxville, TN, holding a Series 65 designation and 15 years of industry experience. He has been with Providence Wealth Management since 2007 and also serves as president of Providence LTC Advisors, Inc., an insurance services business. Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing model-based strategies in collaboration with third-party money managers. The firm integrates affiliated tax and insurance services, including long-term care advisory, within its business structure.

Jason Surdyk is a financial advisor at Brogan Financial in Knoxville, TN, holding a Series 66 designation. He has experience at several firms, including Commonwealth Financial Network and Vector Wealth Strategies. Outside of traditional financial roles, he has worked in various other industries such as food delivery services and retail. Brogan Financial serves individual clients—including high-net-worth individuals—as well as businesses, retirement plans, trusts, estates, and charitable organizations. The firm provides investment advisory, portfolio management, and financial planning services, emphasizing tailored advice based on client objectives and risk profiles.

Eric Belew is a financial advisor at Brogan Financial in Knoxville, TN, holding a Series 66 designation with six years of industry experience. Prior to joining Brogan Financial, he worked at Bank of America and Merrill Lynch from 2014 to 2021. Outside of his advisory role, he is a passive investor in a rental property business. Brogan Financial serves individuals, businesses, and various institutional clients by providing investment management and comprehensive financial planning services. The firm emphasizes tailored advice based on client objectives and risk profiles, with a focus on fundamental securities analysis and ongoing portfolio monitoring.