Paul Iver Jepson

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.

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.

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.

Andrew Farmer is a financial advisor at BCS Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes multiple periods of full-time education as well as positions at Hudson Independent Partnerships LLC and the YMCA. BCS Wealth Management is a team-based registered investment adviser managing approximately $987 million for over 800 clients, including individuals, trusts, corporate retirement plans, charitable organizations, and business owners. The firm provides portfolio management, financial planning, and fiduciary retirement-plan consulting, employing diversified no-load mutual funds, ETFs, separately managed accounts, and alternative investments for accredited clients.

Nathan Goodwin is a financial advisor with BCS Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and BCS Wealth Management since 2013. Outside of his advisory role, he serves as president of Elizabethton Holdings, Inc., a family-owned corporation managing various non-investment-related holdings. BCS Wealth Management serves individuals, trusts, business owners, corporate retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory services. The firm employs diversified portfolios aligned with defined risk strategies and integrates family office coordination and access to separately managed accounts.