Jonathan Bednar is a financial advisor with CoreVision Financial Group in Knoxville, TN, holding Series 63 and Series 65 registrations and over 35 years of industry experience. His career includes roles at Paradigm Wealth Partners, LPL Financial, and Independent Advisor Alliance. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a long-term investment philosophy with tactical adjustments, employing low-cost mutual funds, ETFs, individual securities, and options, supported by an institutional platform with discretionary authority and portfolio monitoring.

Todd Birdwell is a financial advisor with CoreVision Financial Group in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2003 and has been involved with Paradigm Wealth Partners and Independent Advisor Alliance over the past two decades. Birdwell also serves as a trustee of his parents’ charitable trust. CoreVision Financial Group offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines direct portfolio management with unaffiliated independent managers and employs a largely long-term investment approach supplemented by tactical adjustments, using low-cost mutual funds, ETFs, individual securities, derivatives, and margin within a wrap-fee program.