Charles Youree is a financial advisor with Main Street Investors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Peachtree Planning of Tennessee and Park Avenue Securities LLC. Outside of advisory services, he is a licensed insurance agent. Main Street Investors provides advisory services to individuals, pension and profit-sharing plans, and charitable organizations, focusing on financial planning and pension consulting. The firm employs a long-term investment approach based on modern portfolio theory and primarily operates on a non-discretionary, co-advisory model, recommending third-party money managers for investment implementation.

Stephen Stark is a financial advisor with Main Street Investors, LLC in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Main Street Investors in 2019, he spent 12 years at Park Avenue Securities. Outside of his advisory role, he is involved with MediStaff, a provider of respite and in-home personal care staffing, and is also a licensed insurance agent. Main Street Investors serves individuals, pension and profit-sharing plans, and charitable organizations by offering financial planning and advisory recommendations based on modern portfolio theory and a long-term approach. The firm operates primarily on a non-discretionary, co-advisory model, recommending clients use unaffiliated money managers to implement investments while performing due diligence and ongoing monitoring.

Harold Roe is a financial advisor at Main Street Investors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hornor, Townsend & Kent LLC and Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in insurance sales and conducts financial wellness workshops through affiliated insurance brokerages. Main Street Investors serves individual clients, pension and profit-sharing plans, and charitable organizations, providing retirement plan consulting, financial planning, and advisory services via a co-advisory arrangement with an unaffiliated money manager. The firm manages approximately $31.4 million in assets on a non-discretionary basis, primarily utilizing a mutual fund-based advisory platform supported by modern portfolio theory and regular account reviews.