I’ve always been fascinated by money, but I never planned on working in finance. Fresh out of college I moved to Columbus, Ohio to live with my wife while she finished up grad school. I needed a job, and I stumbled my way into a role at Morgan Stanley by responding to a sketchy Craigslist ad. I was about 70% certain it was a scam. Luckily it wasn’t, and I got the job! It was a great learning experience, and I got my feet wet while learning the industry fundamentals there. After a few years though my dad recruited me to return to my hometown in Charlotte, NC to help run the family business in the natural gas industry. I loved working with family, but ultimately decided my heart wasn’t in it. Discussing thread counts on screws and the viscosity of silicone didn’t get my intellectual juices flowing. Meanwhile I was spending countless hours of my free time researching personal finance and finally had the realization “why don’t I make a career out of this?” So I made the difficult decision (sorry, dad) to transition back into finance with a job at Vanguard. I was right. This was finally scratching that intellectual itch. But I wanted to make a more personal impact on people’s lives, and I couldn’t accomplish that as a tiny cog in a giant machine. So I took jobs at a few smaller firms where I was able to develop personal relationships with clients, get their finances on track, and help them accomplish their goals. Now this was my jam! During my time there I worked with clients in tech and realized how much complexity there was in managing their finances. Managing their company equity was complicated! Managing their stock options was extra complicated! But I loved the complexity, I loved the people, and I loved the look on their face when it all finally came together. Soon though, I began to get the entrepreneurial itch (thanks, dad) to start my own firm. I knew exactly who I wanted to work with – tech professionals. I saw first hand the impact I could have in their lives. That was my inspiration for founding Tech Financial Planning. Now I get to put it all together: intellectual fulfillment, meaningful relationships, and personal impact, all while working with awesome folk in tech solving their complex problems. Now that’s what I call a dream job! As for a bit about my personal life, in 2022 I celebrated my 10th wedding anniversary with my amazing wife, Allie. We met in high school and survived a 4-year long distance relationship during college while she attended school in Ohio and I attended the University of North Carolina at Charlotte. We have two amazing kids, Elliot and Reya, and an adorable, yet clingy Australian Shepherd named Cassie. I value experiences over things, so my wife and I love traveling domestically and internationally to explore new places and cultures. I’m also a firm believer that you don’t need to spend money to have fun, so I’m always exploring my current hometown, Nashville, for fun, free activities. I love board games, I’m an avid podcast listener, and I’m always on the lookout for a great show to binge.

Kurt Stabel is a financial advisor at Andorra Investment Management, Inc. with 16 years of industry experience and holds a Series 65 designation. In addition to his advisory role, he has served as a sworn firefighter for the City of Los Angeles since 2003. Andorra Investment Management provides personalized, fee-only investment management and financial planning services to individuals, trusts, foundations, endowments, pension and profit-sharing plans, and small businesses. The firm employs a strategic asset allocation framework combining passive index/ETF cores with actively managed funds and select individual securities, managing a relatively small client roster with a strict fee-only model.

Stephen Resch is the principal advisor at Resch Financial Group, LLC, an independent firm he founded in 2023. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including prior roles at Securities America Advisors and National Planning Corporation. Outside of advisory work, he is involved in insurance sales and serves as Vice President of Retirement Strategies for Finance of America, focusing on wholesale reverse mortgage lending. Resch Financial Group serves individuals, families, high-net-worth clients, and small businesses with discretionary wealth and portfolio management services. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, using diversified portfolios of primarily no-load, lower-cost mutual funds and ETFs, with periodic rebalancing rather than market timing.

Jonathan Gillett is the sole advisor at Wilco Financial, LLC, an independent firm based in College Grove, TN. He holds a Series 65 designation and has 11 years of industry experience. Outside of his advisory role, Gillett is involved in commercial real estate through Gillett Properties, Ltd., serves as CFO of a startup technology company, profer, Inc., and co-owns a cigar shop called Cigar Station TN, LLC. Wilco Financial, LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a multi-method asset-allocation framework and manages accounts under discretionary authority while allowing client-imposed restrictions.

Raymond Carota is a financial advisor at Brandywine Financial Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Brandywine since 2003, with prior experience at American Portfolios Financial Services, Inc. and OSAIC. Brandywine Financial Group serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach combining fundamental and technical analysis with various strategies, and offers educational seminars as part of its retirement consulting services.

William Borleis is a financial advisor with Tactive Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Arete Wealth Management, Center Street Securities, and Cabin Securities. Outside of his advisory work, he is involved in tax and financial planning services through Arno Wealth, LLC, and serves as a life insurance and fixed annuities agent with Borleis Insurance. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including advisor-managed portfolios. The firm uses a Black-Litterman framework for blended model portfolios and offers portfolio management via a robo-advisor platform combined with sub-advisory services, distinguishing itself by operating within TAMP relationships alongside retail offerings.

Robert Mitchell is a financial advisor with TCP Asset Management, LLC in Thompson Station, TN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at Hyams and Associates, Riley Benefits and Investment Group, and Lincoln Financial Advisors. Outside of investment advisory, he is involved in administration consulting through Hyams and Associates. TCP Asset Management advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs both fundamental and technical analysis with a long-term trading approach and manages approximately $822 million in assets across 18 advisors.

Stacey Andres is a Series 65-licensed financial advisor with 11 years of industry experience. She is currently with Optivise Advisory Services LLC and has prior experience at Virtue Capital Management, First American National Investment Advisors, and Anchor Financial, where she also serves as president, providing insurance and college planning services. Andres volunteers with Church of the City in Franklin, TN, assisting with on-site security and safety. Optivise Advisory Services offers portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other advisers. The firm uses both internally developed models and third-party sub-advisors, integrating technology and reporting tools to support discretionary and non-discretionary solutions.

Jay Bennett is a financial advisor at Expand Financial Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at G.A. Repple & Company. Outside of his advisory role, Bennett is employed as a high school teacher at Maury County Public Schools. Expand Financial Group is a team-based SEC-registered advisory firm managing approximately $106.8 million for around 289 clients. The firm offers discretionary and non-discretionary asset management and combines investment management with financial planning through its Comprehensive Portfolio Management service.

Nicholas Kyburz is a financial advisor at Nectarine with a Series 65 designation and one year of experience at the firm. His prior work includes roles at IBM, Abound Wealth Management, Keyence Corporation, Enterprise Holding Inc., and The Champaign Fitness Center. Nectarine serves individual clients, including both non-high-net-worth and high-net-worth households, by providing consultative financial planning through an online advisor-selection model. The firm emphasizes long-term asset allocation using low-cost, index-based ETFs and mutual funds and offers planning services on an hourly or flat-fee basis without managing client assets.

Howard Varnedoe is a CFP® professional with 11 years of industry experience, currently serving at EverSource Wealth Advisors, LLC. His prior experience includes roles at Ronald Blue & Company and Charis Advisors Group, LLC. Outside of his advisory work, he is involved with Hope Community Church and Ivybrook Academy. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients with wealth management, financial planning, portfolio management, and retirement-plan services. The firm offers multiple investment programs and values-based portfolio options informed by a Judeo-Christian framework.

James Garrison is a financial advisor at Silver Oak Securities, Incorporated with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silver Oak since 2020, following a six-year tenure at Thurston Springer Miller Herd & Titak, Inc. Outside of his advisory role, Garrison is involved in beekeeping through Garrison Honey Farms and serves as Minister of Music at Highland Baptist Church in a bi-vocational capacity; he also holds leadership roles with the Tennessee Beekeepers Association and the National Association of Christian Financial Consultants. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers customized portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis across a range of securities and using both internal and external due diligence processes.

Robin Patin is a CFP®-credentialed financial advisor with nine years of industry experience. He is currently with Choreo, LLC, where he has worked since 2023, following prior roles at Enso Wealth Management and Edward Jones. Patin is also involved in public speaking and writing through Wealth Reconstructed, LLC, focusing on topics related to women, people of color, and finances. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm employs a centralized investment process centered on strategic asset allocation and diversified model portfolios, offering a range of services from portfolio management to specialized consulting such as 1031 exchange advice and Deferred Sales Trust™ consulting.

Joshua Wakefield is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cooper McManus. His prior work includes roles at Cambridge Investment Research, MassMutual, and Northwestern Mutual. Outside of advising, he is involved in independent insurance sales and operates Financial Clarity Guides LLC. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses, managing approximately $2.56 billion in discretionary assets. The firm employs a tailored investment process using fundamental analysis and a range of strategies, including options and cryptocurrency products, with ongoing portfolio monitoring and comprehensive financial planning support.

Konstantin Chrenow is a financial advisor with Kovack Advisors, Inc. in Spring Hill, TN, holding a Series 66 designation and 23 years of industry experience. He has worked at Kovack Advisors since 2018 and previously held roles at FSC Securities Corp and Girard Securities. Outside of his advisory work, he serves as a board member for a homeowners association and is involved in equine therapy coaching through a separate venture. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm provides discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Jay Levy is a CFA® charterholder with 17 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and LPL Financial, having previously worked at Lazard Asset Management Securities and CLSA Americas LLC. Outside of his advisory role, he is a co-owner of Grove Partners LLC, a business based in Jackson, TN. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA that serves individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm employs a variety of investment management approaches, including model portfolios and third-party managers, and operates a network of 219 advisory representatives, many of whom are dually registered with LPL Financial.

Jeffery Kernodle is a financial advisor at Farther with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC, and Kernodle & Katon Asset Management Group, LLC. He is also a licensed insurance agent for life, health, and annuity products. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Terry Robinson is a financial advisor at Brookwood Investment Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Terra Wealth Management, LLC, PFS Investments Inc., and Primerica Financial Services. Outside of advisory work, he is a partner in a land purchasing and improvement venture and refers clients to a CPA for employee retention tax credit programs. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing tailored portfolios across passive, active, tactical, and blended strategies.

Charles Provow is a financial advisor with M Holdings Securities, Inc., holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He has been with M Holdings Securities since 2001 and also maintains long-term involvement with ProVow & Associates and Evergreen Consulting Inc. Outside of his advisory roles, he participates in a property owners association, overseeing community improvements. M Holdings Securities, Inc. serves a diverse client base including individuals, corporate clients, and retirement plans through a nationwide network of independent advisors. The firm offers a range of investment management and advisory services, employing multiple sponsored platforms and custodial providers to support client portfolios and fiduciary oversight.

Denny Rudolph is a financial advisor at Verus Capital Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Heritage Wealth Management, LLC and Next Financial Group Inc. Outside of his advisory work, he is also an artist and musician based in Spring Hill, TN. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and customized portfolios tailored to client objectives, risk tolerance, and tax considerations.