Jordan Carrier

Dirk Crandell is a CFP® and Series 66 credentialed financial advisor with 22 years of industry experience. He has been the managing member of Crandell Financial Planning, LLC since 2002. In addition to his advisory role, he operates an independent health and life insurance agency focused primarily on Medicare supplement insurance. Crandell Financial Planning, LLC provides personalized financial planning and portfolio management services to individuals, small businesses, trusts, and estates. The firm’s approach emphasizes long-term strategic asset allocation using a combination of passive and actively managed low-cost funds, with portfolios managed on a non-discretionary basis and regular client communication.

Roy Castillo is a CFP® with 32 years of industry experience. He has been with Frontsight Wealth Advisors, LLC since 2014 and also operates RLC Financial Services, providing tax services and insurance sales through his sole proprietorship. Frontsight Wealth Advisors, LLC offers portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $27.9 million across about 52 accounts. The firm creates client-specific investment plans using a combination of fundamental, technical, charting, and quantitative analysis, with strategies ranging from long-term buy-and-hold to short-term trading.

Justin Lester is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Allied Investments in Johnson City, TN. He previously worked for Aldebaran Financial Inc. for 19 years. In addition to his advisory role, Lester provides professional trustee and executor services, managing assets within trusts and estates. Allied Investments offers discretionary investment management, financial planning, and tax preparation services to individuals, high-net-worth clients, retirement plans, and corporations. The firm utilizes a long-term investment approach with a focus on exchange-traded funds and low-cost mutual funds, incorporating options and derivative strategies that are uncommon among peers.

William Fletcher is the sole advisor at Fletcher Wealth Management, Inc. in Kingsport, TN, holding Series 66 and Series 63 credentials with 19 years of industry experience. He previously worked at Morgan Stanley and Bethany College, and also coaches high school sports outside of his advisory role. Fletcher Wealth Management, Inc. provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers discretionary portfolio management through a wrap fee program and employs a combination of charting, fundamental, technical, cyclical, and quantitative analyses across various investment strategies tailored to client needs.

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.

Michael Davis is a financial advisor at AdviPartner, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera Advisor Networks, Cwm, GAAM Wealth Advisors, LPL Financial, and Gilbert Advanced Asset Management. AdviPartner, LLC provides discretionary investment management to individuals, high-net-worth clients, and small businesses, managing approximately $50 million across about 100 accounts. The firm employs a primarily passive investment approach, using asset-class-weighted portfolios with index mutual funds and ETFs, while incorporating fundamental and technical analyses to tailor allocations based on client needs.