Jeff Cates

Tj Binkowski is a financial advisor at Narrow Road Financial Planning LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Raymond James Financial Services Advisors, Inc., and served six years in the U.S. Army. Narrow Road Financial Planning LLC offers discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a combination of strategic passive allocation and tactical asset-allocation strategies using quantitative models, with portfolios managed on a discretionary basis and regular risk monitoring.

Robert Copeland is the sole advisor at Copeland Wealth Management, LLC in Clarksville, TN, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sterne Agee Financial Services since 2010. Outside of advisory work, he serves as a FINRA arbitrator and manages rental properties through a separate business. Copeland Wealth Management serves individual clients, including high-net-worth individuals, as well as institutional entities such as banks and pension plans. The firm offers discretionary portfolio management, financial planning, and tax preparation services, employing a range of investment strategies including the use of derivatives and options under client-authorized discretionary authority.

Tiago Machry is a financial advisor at Ivanoff Wealth Management Inc. with one year of industry experience. He holds a Series 65 designation and has been involved in the auto sales business through Family First Auto Sales since 2014. Ivanoff Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, retirement plans, and other entities. The firm manages over $141 million in discretionary assets and employs a co-advisor program and sub-advisors to execute portfolio management across various asset classes.

Kathy Ellis is a CFP® with 31 years of industry experience, currently serving as an advisor at Ellis Financial Planning. Her prior experience includes roles at Raymond James Financial Services from 1999 to 2024 and Ellis and Company Retirement Strategist from 2016 to 2018. She serves on the advisory board for the Austin Peay State University College of Business and is a committee member overseeing finances at Lone Oak Baptist Church. Ellis Financial Planning provides personalized financial planning and asset management to individuals, families, trusts, and institutions. The firm emphasizes a structured, long-term investment approach centered on client understanding and plan design, managing diversified portfolios that include mutual funds, ETFs, equities, fixed income, and alternative investments.

Nicholas Meriwether is a financial advisor at Financial Planning Center, LLP with 28 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Financial Planning Center since 2008, as well as at A&M Brokerage, LLC from 2007 to 2019. Outside of his advisory role, he is involved in insurance services through his self-employed activities. Financial Planning Center, LLP provides fee-based financial planning and consulting to individual clients, focusing on tailored financial plans and documented investment policy statements. The firm refers clients to third-party money managers for asset management and serves primarily as a liaison rather than exercising discretionary portfolio management.

Rae Anne Reynolds is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Financial Planning Center, LLP and has prior experience at Raymond James Financial Services and Dowdy Wealth Services. Outside of advisory work, she is also an independent insurance agent focused on life insurance and annuity sales. Financial Planning Center, LLP provides fee-based financial planning and consulting services to individual clients, emphasizing tailored financial plans and documented investment policy statements. The firm typically refers clients to third-party money managers for ongoing asset management and acts as a liaison rather than exercising discretionary portfolio management.