Jonas K Harmond

James Bratcher Jr. is a financial advisor at Financial Management Advisors, Inc. in Tullahoma, TN, with 44 years of industry experience. He holds a Series 63 designation and has worked at Financial Management Advisors since 2004, following prior roles at Securities Service Network, Inc. and Silver Oak Securities, Inc. Outside of his advisory work, he serves as managing member of TN Cannabis Company, LLC and is president of the Tullahoma Sports Council, a local nonprofit organization. Financial Management Advisors, Inc. provides fee-for-service financial planning and investment management to individuals, businesses, estates, trusts, and qualified plans. The firm offers various portfolio strategies ranging from conservative to ultra dynamic, using both active management and systematic technical analysis to tailor client strategies based on objectives, risk tolerance, and time horizon.

David Pruitt is a financial advisor at Ashdon Investment Management, LLC with 21 years of industry experience. He has been with Ashdon since 2004. Ashdon Investment Management serves individuals, high net worth clients, trusts, estates, charitable organizations, and corporations by providing separate-account portfolio management, investment consulting, and customized family office services. The firm emphasizes fundamental analysis and modern portfolio theory to construct diversified portfolios tailored to client objectives and risk tolerances, managing a notable proportion of non-discretionary assets.

Jennifer English is a financial advisor at Ashdon Investment Management, LLC with 24 years at the firm and 10 years of industry experience. She holds a Series 65 designation and is based in Tullahoma, Tennessee. Ashdon Investment Management serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing separate-account portfolio management, investment consulting, and bespoke family office services. The firm combines fundamental analysis with modern portfolio theory and emphasizes institutional-style consulting and customized family office solutions.

James Bratcher is a financial advisor at Financial Management Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at Silver Oak Securities, Inc. and Securities Service Network Inc. Bratcher serves as president of the Tullahoma Cal Ripken League, a local youth baseball organization. Financial Management Advisors, Inc. provides fee-for-service financial planning and investment management to individuals, businesses, estates, trusts, and qualified plans. The firm manages approximately $132.7 million for around 581 clients and offers active and dynamic investment strategies utilizing mutual funds, ETFs, and tactical reallocation.

Mark Witaschek is a financial advisor with Aurelius Family Office, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at McLean Asset Management Corporation and The Harbor Group, Inc. He has been with Aurelius Family Office since 2021. Aurelius Family Office, LLC offers wealth management and comprehensive financial planning services to individuals, retirement plans, charitable organizations, and corporate entities. The firm customizes portfolios using fundamental analysis, factor investing, quantitative techniques, and modern portfolio theory, serving clients through discretionary portfolio management, fiduciary retirement plan services, and estate-planning facilitation.

John Dixon is a financial advisor at ValueWealth Services, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Dempsey Lord Smith, LLC and Cosey Financial Services. Outside of his advisory role, Mr. Dixon is an independent insurance agent and co-owns a family farm involved in beekeeping, hay, and poultry. ValueWealth Services, LLC provides discretionary portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and select institutional accounts. The firm uses a multi-factor investment approach combining fundamental, technical, and cyclical analysis, implementing portfolios with mutual funds, equities, ETFs, structured notes, and options tailored to client goals and risk tolerance.