Paul Jepson

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.

William Fletcher is a financial advisor with Fletcher Wealth Management, Inc. in Kingsport, TN, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Morgan Stanley and previously founded Fletcher Wealth Management, where he currently operates as the sole advisor. Outside of his advisory role, Fletcher coaches high school sports for Ohio County Schools. Fletcher Wealth Management, Inc. provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, cyclical, and quantitative analysis with strategies ranging from long-term investing to short-term trading and options, managing a small client roster through a discretionary wrap fee program.

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 one year of industry experience. He holds a Series 65 designation and has worked primarily at BCS Wealth Management since 2020, with brief roles at Hudson Independent Partnerships LLC and the YMCA. BCS Wealth Management serves individuals, trusts, business owners, corporate retirement plans, and charitable organizations by providing financial planning, portfolio management, retirement plan advisory, and college savings services. The firm emphasizes diversified portfolios managed under defined risk strategies and offers family office coordination along with access to separately managed accounts.

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.