Joshua Dyer

Jason Tate is the principal of Jason Tate Financial Consulting, LLC, an independent firm based in Murfreesboro, Tennessee. He holds the ChFC® designation and Series 63 license, with 12 years of industry experience. In addition to his advisory role, he serves as a personal financial counselor for servicemembers and their families through a government contractor, providing financial education. Jason Tate Financial Consulting primarily offers portfolio management and financial planning services to individual clients, including some high-net-worth individuals and small businesses. The firm manages approximately $22 million across about 120 accounts, using a combination of fundamental and technical analysis to build portfolios mainly consisting of exchange-listed stocks, mutual funds, ETFs, and fixed income without employing margin or leverage.

Larry Crocker is a financial advisor at Retirement Capital Management, LLC with 21 years of industry experience. He holds a Series 63 designation and has been involved with several firms, including Fiduciary Compliance Corporation and Fiduciary Consulting Group, Inc., where he has ownership roles. He is also president of Harvest Capital Management Company, a management consulting business currently inactive. Retirement Capital Management provides investment management, wealth advisory, and consulting services primarily focused on retirement planning, risk management, and portfolio supervision for individuals, families, and institutional clients. The firm employs a diversified, long-term investment approach using strategies such as Modern Portfolio Theory and combines active and passive management across various asset types.

Paul Brown is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently the sole advisor at Clearstone Wealth Management, LLC, an independent firm based in Murfreesboro, Tennessee. His prior experience includes roles at IPI Wealth Management, Inc. and Eagle Peak Capital, Inc. Clearstone Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering comprehensive wealth planning, financial consulting, and discretionary portfolio management. The firm uses a tactical asset allocation strategy focused on ETFs and selected alternative investments, with specialized services for pension and profit-sharing plan clients.

Shawna Moore is the principal of Moore Wealth Partners, LLC, an independent advisory firm based in Glendale, AZ. She holds Series 63, 65, and 66 licenses and has nine years of industry experience, including prior roles at Foundations Investment Advisors, Tucker Asset Management, and McKinney Financial Group. Moore is also an owner of Moore Wealth Management LLC, where she offers insurance products including life, annuities, and long-term care. Moore Wealth Partners provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $27.2 million across about 83 accounts. The firm utilizes discretionary asset management primarily through sub-advisors and co-advisors while maintaining oversight and alignment with client risk profiles.

David Bradley is the sole advisor at Spectrum Financial Advisors LLC in Brentwood, TN, holding Series 63 and Series 65 designations with 40 years of industry experience. His career includes long tenures at Wells Fargo Advisors and its affiliates, as well as an ongoing insurance practice. Spectrum Financial Advisors LLC serves individual investors and pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting services. The firm’s investment approach integrates fundamental, quantitative, technical, and charting analyses, utilizing both long- and short-term strategies including options, margin, and short sales.

Brice Jennings is the sole advisor at Jennings Investment Group, Inc. in Smyrna, TN, with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Jennings Investment Group, LLC since 2006. Jennings Investment Group provides investment advisory and supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm uses a tactical asset allocation framework combining fundamental, quantitative, and economic analysis with proprietary indicators, offering portfolio management primarily on a non-discretionary basis and incorporating market-timing signals in its approach.