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.

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.

Philip Watson is a CFP® professional with 21 years of experience in financial advising. He has operated Philip M. Watson Financial Advisors in Franklin, TN since 2001. The firm serves middle-income individuals and families by providing holistic financial planning and investment advisory services focused on tax, estate, retirement, risk management, and small business needs. Philip M. Watson Financial Advisors operates as a fee-only independent firm that does not sell insurance or accept commissions on product recommendations.

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.

Jason Qualls is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Fortitude Wealth Management in Murfreesboro, Tennessee. He has been with Fortitude Wealth Management since its founding in 2011. Fortitude Wealth Management is a fee-only registered investment adviser that provides financial planning and investment consultation to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm generally employs a long-term investment perspective using fundamental analysis and Modern Portfolio Theory, primarily operating on a non-discretionary basis with clients retaining full control over implementation.

Ryan Benoit is a financial advisor at Weatherhelm Capital Management LLC with a Series 65 designation and over six years of experience in the financial industry. His prior roles include positions at TJM Brokerage, R.J. O'Brien & Associates, LLC, and National Gift Card. Weatherhelm Capital Management advises individual and high-net-worth clients on discretionary portfolio management, retirement-plan advisory, and alternative-asset consulting. The firm employs a cash-flow and investment policy statement-driven approach using a mix of equities, fixed income, ETFs, derivatives, and risk management strategies, and offers services including futures execution, performance-based fee options, and multi-currency deposits.

Michael Hull is a CFP® with 40 years of industry experience. He has been the principal advisor at Hull Wealth Management since 2004 and previously worked at Securities Service Network, Inc. from 1997 to 2017. Hull Wealth Management serves individuals, businesses, and trusts with discretionary portfolio management, financial planning, and retirement planning. The firm manages approximately $138.6 million in discretionary assets and employs both active Strategic Allocation and Basic Asset Allocation approaches, using fundamental, technical, charting, and cyclical analysis.

Patrick Adams is a financial advisor at Terra Wealth with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Terra Wealth Management and several other firms, including Pixelflex, LLC, where he is involved in LED manufacturing and sales engineering. Terra Wealth provides holistic financial planning and investment advisory services to individuals, family offices, trusts, and qualified retirement plans. The firm manages nearly $400 million in discretionary assets and employs customized portfolios using mutual funds, ETFs, annuities, and external managers, with oversight from an investment committee and regular client reviews.

Katherine Edwards is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. She currently works at MainStreet Financial Planning, Inc., where she has been since 2022. Her prior experience includes roles at Lokal Design Co., Purshe Kaplan Sterling Investments, and The Adams Chetwood Wealth Management Group. MainStreet Financial Planning serves individuals, couples, families, business owners, and non-profit organizations, offering fee-only financial planning and investment consultation with an emphasis on long-term, low-cost, passive investment strategies. The firm focuses on asset allocation and tax efficiency, providing non-discretionary advice and educational services through structured planning packages and ongoing support.

Daren Chamblee is a CFP® professional with 15 years of industry experience. He is currently the sole advisor at First Family Wealth, where he has worked since 2025. Prior to this, he held roles at First Advisors National, LLC, Robert Baird & Co., JJB Hilliard WL Lyons LLC, and Edward Jones. First Family Wealth is a state-registered investment adviser that provides investment management and financial planning services. The firm offers tailored advice using diversified strategies and incorporates due diligence on third-party managers, with a particular focus on retirement-plan consulting and healthcare guidance.

Phillip Gipner is a CFP® professional with 12 years of industry experience. He has been with Longview Financial Advisors, Inc. since 2011. Longview Financial Advisors, Inc. provides financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a research-driven, multi-asset class approach and operates on a fee-only basis, emphasizing client objectives through customized Investment Policy Statements.

James Casanova is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Retirement Solutions Group. His previous roles include positions at Northwestern Mutual and Capital Stewardship Partners. Outside of his advisory work, he holds a secretary role for a local homeowners association. Retirement Solutions Group, Inc. is a fee-based financial planning and investment management firm that serves individuals, high-net-worth clients, and business entities. The firm offers discretionary asset management through a co-advisor relationship, fixed-fee financial planning, and public seminars and workshops.

Lori Cuneo is a financial advisor at Hull Wealth Management in Murfreesboro, TN, holding a Series 65 designation with over 14 years of experience at the firm. Her work history at Hull spans from 2013 to the present. Hull Wealth Management serves individuals, businesses, and trusts with discretionary portfolio management, financial planning, and retirement planning. The firm manages approximately $138.6 million in assets and offers both active and buy-and-hold investment approaches, combining fundamental, technical, charting, and cyclical analysis.

Ryan Moore is a financial advisor with Retirement Solutions Group who holds Series 63 and Series 65 credentials and has nine years of industry experience. He is also an independent insurance agent and a partner at Retirement Solutions Group, LLC, where he is involved in insurance and legal planning services. Moore is active in a nonprofit organization, RSG Gives Back Inc. Retirement Solutions Group, Inc. is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm offers discretionary asset management through a co-advisor relationship, fixed-fee financial planning, and public seminars, using a range of investment analysis methods and maintaining client assets with qualified custodians.

Benjamin Defoor is a financial advisor with Soar Financial LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at American Trust Investment Services, Inc. and Securities Service Network, LLC, among others. Outside of advising, he is involved in several non-investment ventures including managing Lead Wizards LLC and serving as a general partner in multiple development partnerships, as well as a partner in a CPA firm. Soar Financial LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios with a focus on long-term strategies and offers both discretionary and non-discretionary management through a multi-office team of five advisors.

Dana Park is a financial advisor with First Family Wealth in Murfreesboro, TN. Dana holds a Series 65 credential and has prior experience at AFlac, Bell Law Settlement Services, Foundation Title & Escrow Services LLC, and Title Associates of Knoxville, LLC. Dana has been with First Family Wealth since 2024. First Family Wealth is a state-registered investment adviser formed in 2025 that provides investment management and financial planning services. The firm offers portfolio supervision, project-based and ongoing financial planning, and retirement-plan consulting that includes employee benefits and Medicare guidance, and it applies diversified strategies including Modern Portfolio Theory along with fundamental, technical, and cyclical analysis.

Chandler Brown is a financial advisor at Retirement Solutions Group with a Series 66 designation and approximately two years of industry experience. His prior roles include positions at Reflection Financial Strategies and Equitable Advisors. Outside of finance, he was involved with Three Rivers Waterfowlers for four years. Retirement Solutions Group is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm offers discretionary asset management through a co-advisor relationship, fixed-fee financial planning, and public seminars and workshops.