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.

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.

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.

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.

Thomas Chase is a financial advisor with Capital Markets IQ, LLC in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at Kalos Management and Kalos Capital from 2015 to 2017, and at Reliance First Capital and A Mortgage Boutique between 2020 and 2021. Chase serves as a board member for Young Professionals, a nonprofit organization involved in community service and professional development activities. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and select international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, offering wealth management, financial planning, and alternative investment support.

Beverly Davis is a financial advisor with Caldwell Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Caldwell Advisors since 2015 and has been affiliated with LPL Financial since 2007. Outside of advising, she is licensed to sell life, health, disability, and long-term care insurance. Caldwell Advisors, LLC is a five-person SEC-registered investment advisory team managing approximately $339 million for about 482 clients. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and foundations, employing a combination of fundamental and technical analysis to tailor portfolios across mutual funds, equities, and fixed income according to client objectives and risk tolerance.

Ira Work is a financial advisor at First Financial Coaching, Inc. in Nashville, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including 17 years at Paul Winkler, Inc. and 22 years with Work Financial Group, Inc. Outside of his advisory work, he is the managing partner of Work to Fly LLC, a leasing business. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers primarily non-discretionary investment advice and financial analysis, partnering with a third-party asset manager for discretionary portfolio management while emphasizing investment education and workshops.

Sylvia Gilmore is a financial advisor at Aletheian Wealth Advisors LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Cornerstone Advisors Inc. before joining Aletheian Wealth Advisors in 2019. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services tailored to complex and often illiquid balance sheets. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses, offering diversified portfolios that include public and private market investments alongside coordinated collaboration with clients’ tax, legal, and philanthropic advisors.

Robert Williams is a financial advisor with Alhambra Investment Management LLC, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has been with Alhambra Investment Management since 2013. Alhambra Investment Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, utilizing market-based economic indicators and historical data to guide tactical adjustments, and offers customizable portfolios across a range of strategies.