Jonathan Lopez

Dirk Crandell is the managing member of Crandell Financial Planning, LLC, an independent advisory firm based in Bristol, TN. He holds the CFP® designation and Series 66 registration, with 22 years of industry experience. Prior to founding his firm in 2002, he worked at Light Milling Company, Inc. for 34 years. In addition to his advisory role, he is a licensed independent health and life insurance agent focusing on Medicare supplement insurance, life insurance, and other health and accident products. Crandell Financial Planning, LLC provides personalized financial planning, retirement planning, and investment management services to individuals, small businesses, trusts, and estates. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, emphasizing strategic asset allocation, broad diversification, and a buy-and-hold strategy using low-cost mutual funds and ETFs.

George Parks is a CFP® and holds a Series 65 license with 24 years of industry experience. He is the principal of Parks Investment Management, LLC, which he founded in 2022 after 21 years at American Values Investment, Inc. Since 2001, he has also been a passive minority owner of American Values Investment, a firm that provides model investment strategies to other advisors. Parks Investment Management, LLC offers discretionary investment management and financial consulting to individuals, high-net-worth clients, trustees, and other advisory firms. The firm uses a values-inclusive investment process focused on companies aligned with traditional American values and employs fundamental analysis and strategic asset allocation to build diversified portfolios.

Carter Lecraw Jr. is a CFP® with 24 years of industry experience, currently serving as the sole advisor at American Values Investments, Inc. He has been with the firm since 2000. American Values Investments provides model equity portfolios and equity research subscriptions to registered investment advisory firms and investment professionals. The firm uses a values-driven investment process with proprietary scoring criteria focused on culture and governance, offering long-term, near-equal weight portfolios designed primarily to promote stated values.

Christopher Salyer is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior firms include Osaic Wealth, Inc. and FSC Securities Corporation. Outside of advising, he is managing partner of South Holston Ventures, LLC, and maintains an active law license while not practicing actively. He also participates in the Association of Financial Educators, providing free financial education to various organizations. Southland Equity Partners, LLC advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to manage mostly discretionary portfolios and evaluates third-party managers for specific asset classes.

Daniel Thornton is a financial advisor at Concord Wealth Partners with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he is involved in a family business focused on marketing baseball-related products as a teaching project for his children. Concord Wealth Partners serves individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors with financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs an individualized, generally discretionary investment approach emphasizing asset allocation and diversification across various asset classes and utilizes multiple third-party managers and sub-advisers.

Tyler Caveness is a CFP® with nine years of industry experience, currently serving at Concord Wealth Partners since 2017. His prior roles include positions at Lopez Wealth Management, LLC and Mercer / CPSG Partners. Outside of financial advising, he is involved in software engineering as the founder of Solution Architects Group, LLC, and bookkeeping through Self-Employed Solutions, LLC, and also works as a consultant in SaaS project coordination for DXC Technology. Concord Wealth Partners is a team-based firm managing approximately $946 million in client assets, providing financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors. The firm’s investment approach is individualized and generally discretionary, focusing on diversified asset allocation and utilizing third-party managers and sub-advisers, including affiliated Concord Asset Management.