James Bratcher is a financial advisor with Financial Management Advisors, Inc. in Tullahoma, TN, holding a Series 63 designation and over 43 years of industry experience. He has worked at Financial Management Advisors since 2004 and previously at Securities Service Network, Inc. Outside of his advisory role, Mr. Bratcher is the managing member of TN Cannabis Company, LLC, which cultivates and processes cannabis products within Tennessee legal limits, and serves as president of the Tullahoma Sports Council, a nonprofit focused on promoting sports and recreation in the local area. Financial Management Advisors, Inc. provides fee-for-service financial planning and investment management to individuals, businesses, estates, trusts, and qualified plans. The firm manages approximately $132.7 million for around 581 clients, offering both active and dynamic investment strategies that include mutual funds, ETFs, and tactical reallocation based on technical analysis.

David Pruitt is a financial advisor at Ashdon Investment Management, LLC with 21 years of industry experience. He has been with Ashdon since 2004. Ashdon Investment Management serves individuals, high net worth clients, trusts, estates, charitable organizations, and corporations by providing separate-account portfolio management, investment consulting, and customized family office services. The firm emphasizes fundamental analysis and modern portfolio theory to construct diversified portfolios tailored to client objectives and risk tolerances, managing a notable proportion of non-discretionary assets.

Jennifer English is a financial advisor at Ashdon Investment Management, LLC with 24 years at the firm and 10 years of industry experience. She holds a Series 65 designation and is based in Tullahoma, Tennessee. Ashdon Investment Management serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing separate-account portfolio management, investment consulting, and bespoke family office services. The firm combines fundamental analysis with modern portfolio theory and emphasizes institutional-style consulting and customized family office solutions.

James Bratcher is a financial advisor at Financial Management Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at Silver Oak Securities, Inc. and Securities Service Network Inc. Bratcher serves as president of the Tullahoma Cal Ripken League, a local youth baseball organization. Financial Management Advisors, Inc. provides fee-for-service financial planning and investment management to individuals, businesses, estates, trusts, and qualified plans. The firm manages approximately $132.7 million for around 581 clients and offers active and dynamic investment strategies utilizing mutual funds, ETFs, and tactical reallocation.

Cameron Ray is a financial advisor at Beam Wealth Advisors, Inc. with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Beam Wealth Advisors since 2013. In addition to his advisory role, he is a partner at the CPA firm Ray & Gregory PC. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans with wealth management, financial planning, and portfolio management services, emphasizing asset allocation and portfolio construction based on Modern and Post-Modern Portfolio Theory and behavioral finance.

Genesis Botello is a financial advisor with MCCAY WEALTH ADVISORY LLC, holding a Series 65 designation and two years of industry experience. Prior to joining the firm, Botello has held various positions including roles in education and retail. MCCAY WEALTH ADVISORY LLC serves primarily individual clients, including high-net-worth households, providing investment advisory and financial planning services through a small team. The firm employs a range of strategies such as asset allocation, dollar-cost averaging, and both long- and short-term purchase approaches, tailoring advice to clients’ objectives, time horizons, and risk tolerances.

Hayden Proffitt is a financial advisor at MCCAY WEALTH ADVISORY LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Hospital Corporation of America and LBMC. Prior to his financial advisory career, he was associated with Freed Hartman University and Willowbrook Golf Club. MCCAY WEALTH ADVISORY LLC serves primarily individual and high-net-worth clients through a team of five advisors, providing investment advisory and financial planning services. The firm employs various portfolio management strategies tailored to clients’ objectives, time horizons, and risk tolerances, and offers ongoing coordination with tax professionals and educational seminars.

Bryant Swann is a CFP® and PFS™ credentialed advisor with Beam Wealth Advisors, Inc., based in Tullahoma, TN, with three years of industry experience. He is also a CPA and partner at the accounting firm Ray & Gregory PC, where he performs tax preparation, tax planning, bookkeeping, and client relations. Prior to his current roles, he worked at Cracker Barrel Old Country Store and the Department of Defense. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and integrates affiliated tax and CPA services for coordinated planning.

Mark Witaschek is a financial advisor at Aurelius Family Office, LLC in Tullahoma, TN, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Aurelius since 2021 and previously at McLean Asset Management Corporation from 2009 to 2022. Aurelius Family Office provides wealth management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a discretionary investment process based on modern portfolio theory, factor-based and quantitative analysis, using a mix of mutual funds, ETFs, individual securities, and alternative vehicles.

Brent Mccay is a financial advisor at MCCAY Wealth Advisory LLC with 19 years of industry experience. He holds a Series 66 designation and has worked with MCCAY Wealth Advisory since 2017, following six years at Wells Fargo Advisors. Outside of advising, he is a notary public in Manchester, TN. MCCAY Wealth Advisory, LLC serves primarily individual and high-net-worth clients through a team of five advisors, offering investment advisory and financial planning services. The firm employs a range of portfolio management techniques tailored to clients’ objectives and risk tolerances, including asset allocation and technical analysis, and emphasizes coordination with tax professionals.

Bradley Covert is a financial advisor at McCay Wealth Advisory LLC with a Series 65 designation and one year of industry experience. Prior to joining McCay Wealth Advisory, he worked at Bankpak and was involved with Viola Pizza Company for seven years. McCay Wealth Advisory serves primarily individual clients, including high-net-worth households, offering investment advisory and financial planning services through a team of five advisors. The firm uses a variety of strategies tailored to clients’ objectives and risk tolerances, providing portfolio management, investment recommendations, and consulting on risk assessment and estate planning.

John Dixon is a financial advisor at ValueWealth Services, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Dempsey Lord Smith, LLC and Cosey Financial Services. Outside of his advisory role, Mr. Dixon is an independent insurance agent and co-owns a family farm involved in beekeeping, hay, and poultry. ValueWealth Services, LLC provides discretionary portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and select institutional accounts. The firm uses a multi-factor investment approach combining fundamental, technical, and cyclical analysis, implementing portfolios with mutual funds, equities, ETFs, structured notes, and options tailored to client goals and risk tolerance.

John Rogers Jr. is a financial advisor at Laffer Tengler Investments, Inc. in Manchester, TN, holding a Series 65 designation with 21 years of industry experience. He has worked at Laffer Tengler Investments since 2020 and was previously with Laffer Investments from 2006 to 2020. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis across various asset classes and offers actively managed equity income ETFs alongside model portfolios and account management services.

Emily Mccay is a financial advisor at MCCAY Wealth Advisory LLC in Manchester, TN, with eight years of industry experience. She holds a Series 65 designation and has worked at McCay Wealth Advisory since 2013, including at its current iteration since 2020. MCCAY Wealth Advisory LLC serves primarily individual clients, including high-net-worth households, through a small team of advisors. The firm provides investment advisory and financial planning services, tailoring strategies based on clients’ objectives, time horizons, and risk tolerances using various methods such as asset allocation and technical analysis.

John Goodson is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Eudaimonia Partners, LLC. Outside of his advisory work, he serves on the board of Befferfi.co, a nonprofit providing microloans. Kingswood Wealth Advisors serves a diverse range of retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform, frequently utilizing third-party managers and sub-advisors, and maintains a distinctive operational model supporting insurance-linked account management alongside affiliated financial entities.

Gabriel Talley is a CFP® professional with nine years of experience in the financial advisory industry. He currently works at Kingswood Wealth Advisors, LLC and has previously served at Financial Engines Advisors L.L.C., Abound Wealth Management, and Preston & Cleveland Wealth Management. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform and integrates insurance-linked account management through its affiliated financial entities.

Anthony Watts is a CFP® and ChFC® with seven years of industry experience. He is currently with Kestra Private Wealth Services, LLC and has previous experience at Highland Rim Wealth Management and Raymond James Financial Services. Outside of his advisory role, Watts serves on the boards of Gospel Believers and Kenya Care as well as the Tullahoma Noon Rotary, where he has been involved in community fundraising and charitable grant activities. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves both individual and institutional clients, offering a broad range of investment products and specialized services, while maintaining institutional relationships and operational capabilities distinctive within its category.

Jennifer Geertz is a financial advisor at Kestra Private Wealth Services, LLC with eight years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Global Atlantic Financial Group and Raymond James & Associates. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a wide range of investment products and platforms, combining discretionary and non-discretionary arrangements, and maintains several institutional and operational relationships to support diverse client needs.

Michael Byrom is a financial advisor with Commonwealth Financial Network in Tullahoma, TN, holding CFP® and Series 66 designations and bringing 26 years of industry experience. His prior experience includes 14 years at LPL Financial and involvement with ProVision Financial. He is the author of the book "Seeing Money God's Way - Your Guide to Biblical Stewardship" and participates as a ministry speaker. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Deborah Bradford is a financial advisor at &PARTNERS with 29 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Kingswood Wealth Advisors, Kingswood Capital Partners, and Wells Fargo Clearing. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts managed through the Envestnet platform and NFS brokerage infrastructure.