James Bratcher Jr. is a financial advisor at Financial Management Advisors, Inc. in Tullahoma, TN, with 44 years of industry experience. He holds a Series 63 designation and has worked at Financial Management Advisors since 2004, following prior roles at Securities Service Network, Inc. and Silver Oak Securities, Inc. Outside of his advisory work, he serves as managing member of TN Cannabis Company, LLC and is president of the Tullahoma Sports Council, a local nonprofit organization. Financial Management Advisors, Inc. provides fee-for-service financial planning and investment management to individuals, businesses, estates, trusts, and qualified plans. The firm offers various portfolio strategies ranging from conservative to ultra dynamic, using both active management and systematic technical analysis to tailor client strategies based on objectives, risk tolerance, and time horizon.

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.

Mark Witaschek is a financial advisor with Aurelius Family Office, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at McLean Asset Management Corporation and The Harbor Group, Inc. He has been with Aurelius Family Office since 2021. Aurelius Family Office, LLC offers wealth management and comprehensive financial planning services to individuals, retirement plans, charitable organizations, and corporate entities. The firm customizes portfolios using fundamental analysis, factor investing, quantitative techniques, and modern portfolio theory, serving clients through discretionary portfolio management, fiduciary retirement plan services, and estate-planning facilitation.

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 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 8 years of industry experience. She holds the Series 63 and Series 65 licenses. Her prior roles include positions at Global Atlantic Financial Group and Raymond James & Associates. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers advisor-managed accounts, third-party manager platforms, and wrap programs, with access to a broad range of investment products and specialized offerings.

Michael Bobo is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at National Life Group, LPL Financial, and McCay Wealth Advisory LLC. Outside of financial advising, he is a public notary. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for short-term trading and specialized instruments.

Deborah Bradford is a financial advisor at &PARTNERS with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, Kingswood Wealth Advisors, and Kingswood Capital Partners. &PARTNERS serves a diverse client base ranging from high-net-worth individuals to institutional clients such as retirement plans and charitable organizations. The firm offers investment management and a range of financial services through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary account management approaches.

Jonathan Robertson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with Cambridge since 2017 and previously with INVEST Financial Corp. from 2010 to 2017. Robertson serves as a volunteer board member for the Metro Moore County Utility Department in Lynchburg, Tennessee. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using various discretionary and non-discretionary strategies and multiple custody platforms.

David Steinfeld is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. His career includes prior roles at Caldwell Advisors, Raymond James Financial, and Morgan Keegan & Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting advisors with various investment strategies and technology tools.

Scott Jones is a financial advisor with LPL Financial in Tullahoma, TN, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2009, following a year at Mutual Service Corporation. Jones also operates a DBA, Scott Jones Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Tyler Lewis is a financial advisor with LPL Financial in Tullahoma, TN, holding a Series 66 license and five years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameriprise and First Horizon National Corporation. Outside finance, he operates a boat rental business in Winchester, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Marshall Casper is a CFP® with 25 years of industry experience and has been with Edward Jones since 2000. He is based in Winchester, TN, and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Melissa Bass is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having two years of industry experience. She has been associated with LPL Financial since 2023 and has served as a Senior Financial Services Officer at Ascend Federal Credit Union since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Thor Melson is a financial advisor with Edward Jones in Tullahoma, Tennessee, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Edward Jones since 2018 and spent 12 years prior at Protective Life. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Jonas Harmond is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tandy Lewis Jr. is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. His prior business activities include partnerships and managing family assets through entities such as TABB EQUITIES LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal entities with financial planning and advisory services. The firm offers a range of portfolio management styles and municipal advisory services, supporting advisors with extensive research and tailored client solutions.