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.

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 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.

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.

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.

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 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.

Aaron Carmack is a financial advisor with Edward Jones in Tullahoma, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Carmack serves as President of the Tullahoma Fine Arts Center board, assisting with fundraising and event coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large nationwide network of advisors. The firm offers a range of investment strategies and operates under a fiduciary standard.