Dirk Crandell is a CFP® and Series 66 credentialed financial advisor with 22 years of industry experience. He has been the managing member of Crandell Financial Planning, LLC since 2002. In addition to his advisory role, he operates an independent health and life insurance agency focused primarily on Medicare supplement insurance. Crandell Financial Planning, LLC provides personalized financial planning and portfolio management services to individuals, small businesses, trusts, and estates. The firm’s approach emphasizes long-term strategic asset allocation using a combination of passive and actively managed low-cost funds, with portfolios managed on a non-discretionary basis and regular client communication.

George Parks is a CFP® and holds a Series 65 license with 24 years of industry experience. He is the principal of Parks Investment Management, LLC, which he founded in 2022 after 21 years at American Values Investment, Inc. Since 2001, he has also been a passive minority owner of American Values Investment, a firm that provides model investment strategies to other advisors. Parks Investment Management, LLC offers discretionary investment management and financial consulting to individuals, high-net-worth clients, trustees, and other advisory firms. The firm uses a values-inclusive investment process focused on companies aligned with traditional American values and employs fundamental analysis and strategic asset allocation to build diversified portfolios.

Carter Lecraw Jr. is a CFP® with 24 years of industry experience, currently serving as the sole advisor at American Values Investments, Inc. He has been with the firm since 2000. American Values Investments provides model equity portfolios and equity research subscriptions to registered investment advisory firms and investment professionals. The firm uses a values-driven investment process with proprietary scoring criteria focused on culture and governance, offering long-term, near-equal weight portfolios designed primarily to promote stated values.

Christopher Salyer is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior firms include Osaic Wealth, Inc. and FSC Securities Corporation. Outside of advising, he is managing partner of South Holston Ventures, LLC, and maintains an active law license while not practicing actively. He also participates in the Association of Financial Educators, providing free financial education to various organizations. Southland Equity Partners, LLC advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to manage mostly discretionary portfolios and evaluates third-party managers for specific asset classes.

Daniel Thornton is a financial advisor at Concord Wealth Partners with 26 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch prior to joining Concord Wealth Partners in 2020. Outside of his advisory role, he participates in a family business focused on marketing baseball-related products as a teaching project for his children. Concord Wealth Partners is a team-based registered investment adviser managing approximately $1.07 billion for individuals—including high-net-worth clients—as well as corporations, trusts, estates, and charitable organizations. The firm emphasizes tailored asset allocation and cash management, operating with discretionary authority and engaging sub-advisers when appropriate.

Cody Anderson is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on building long-term, personal relationships with clients to understand their financial and personal priorities. He collaborates with clients to develop tailored financial plans, utilizing Fidelity's extensive resources and his specialized knowledge of employer benefits. Prior to his current role, Cody worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, he was a Financial Advisor at Edward Jones from 2019 to 2021. His career experience spans various aspects of financial advising and benefits planning, emphasizing client trust and professional development.

Tyler Caveness is a CFP® with nine years of industry experience, currently serving at Concord Wealth Partners since 2017. Prior to that, he worked at Lopez Wealth Management, LLC for one year. Outside of his advisory role, he is a consultant in SaaS project coordination and the founder of two companies focused on software engineering and bookkeeping. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion across more than 1,200 clients, including individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, emphasizing tailored asset allocation and cash management with a mix of mutual funds, ETFs, and alternative strategies.

Jonathan Weatherly is a financial advisor with Concord Wealth Partners in Abingdon, VA, holding a Series 66 designation and 21 years of industry experience. He has been with Concord Wealth Partners since 2004. Outside of his advisory role, he serves on advisory boards for Pershing NetExchange and Dunham & Associates. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting, tailoring allocations to client objectives and employing a range of investment strategies including mutual funds, ETFs, alternatives, and complex instruments.

Justin Lopez is a financial advisor with Concord Wealth Partners, holding a Series 65 designation and 10 years of industry experience. He has worked at Concord Wealth Partners since 2017 and previously operated Lopez Wealth Management LLC from 2015 to 2017. Outside of advising, he serves on the board of directors for ZRH Holdings, LLC, a manufacturing company. Concord Wealth Partners is a team-based firm managing approximately $946 million in client assets. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base, employing an individualized, generally discretionary investment approach with an emphasis on asset allocation and diversification.

Jonathan Lopez is a financial advisor at Concord Wealth Partners with 40 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes long-term roles with the Financial Leadership Council and the Gerson Lehrman Group, as well as entrepreneurial ventures including leadership positions in marketing, motorsports, and multiple investment-related businesses. He is also involved with nonprofit organizations such as the Boys & Girls Club and the Whites Mill Foundation. Concord Wealth Partners is a team-based registered investment adviser managing approximately $1.07 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, tailoring allocations to client objectives and incorporating a range of investment strategies including mutual funds, ETFs, alternatives, and complex instruments.

Steven Gibson is a financial advisor with On Investment Management Company, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has worked at The O.N. Equity Sales Company since 2009, Ohio National Financial Services since 2008, and Northwestern Mutual Life Insurance Company since 2003. Outside of his advisory work, Gibson is involved in mobile app development through Oakmont Tech LLC and serves as president of Gibson Financial Services, Inc. On Investment Management Company provides financial planning and investment advisory services to individuals, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based financial planning and access to multiple third-party investment platforms, with a mix of discretionary and non-discretionary management options.

Amy Widener is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Center Street Securities and Arete Wealth Advisors, LLC. She is also a 50% owner of WL Financial Advisors, which offers annuities, life, and long-term care insurance sales. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs diversified strategies across multiple asset classes, utilizing both in-house management and third-party programs.

Samuel Ross is a CFP® and ChFC® with 43 years of experience in the financial services industry. He has been with ON Investment Management Co. and its affiliated firms since 2007. Outside his advisory work, he is involved in tax preparation and serves as a vice president at a firm selling various insurance products. ON Investment Management Company is a multi-team SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm offers a combination of discretionary and non-discretionary advisory services, often engaging in dual-registration activities through its affiliated broker-dealer.

Thomas Lisk is a financial advisor at Realta Investment Advisors, Inc. with 21 years of industry experience. He holds a Series 66 credential and has previously worked at Center Street Securities, Inc. and Thacker & Associates. Outside of his advisory role, he is a 50% owner of WL Financial Advisors, where he engages in annuities, life, and long-term care insurance sales. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice based on client goals and risk tolerance, implementing strategies using diversified asset allocation across various investment types.

Michael Bird is a CFP® and ChFC® with 29 years of industry experience. He is affiliated with On Investment Management Company and has worked at Ohio National Financial Services since 2013. In addition to his advisory work, he is involved in insurance sales and operates a tax preparation service. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including both discretionary and non-discretionary options, with a platform that incorporates third-party investment programs and IAR-directed managed accounts.

Sheila Penley is a financial advisor at Cary Street Partners with 18 years of industry experience. She holds the Series 66 designation and has been with Cary Street Partners since 2009. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and other institutions. The firm employs a comprehensive investment approach that incorporates third-party managers and in-house resources across traditional and alternative strategies.

Jordan Carrier is a financial advisor at On Investment Management Company with a Series 66 credential and three years of industry experience. His prior work includes positions at The O.N. Equity Sales Company, Secure Money Masters, the Department of Veterans Affairs, and Bristol Tennessee Essential Services. Outside of his advisory role, he provides notary services in Tennessee and is affiliated with NOBOX, an estate planning organization offering referral services. On Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through both discretionary and non-discretionary accounts, utilizing a range of third-party investment programs.

Gina Rowe is a financial advisor at Cary Street Partners with 13 years of industry experience. She holds the Series 66 designation and has been with Cary Street Partners Investment Advisory LLC since 2011. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, and access to alternative and private fund vehicles, utilizing both third-party managers and in-house resources.

Christopher Lawson is a CFP® with 28 years of industry experience, currently advising at Cary Street Partners since 2018. His prior roles include positions at LPL Financial and Highlands Union Bank. He serves as a board member for Sullins Academy, assisting with endowment and legal governance, and as treasurer and board member of The Arts Depot, a local artists’ collective in Abingdon, VA. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients, offering portfolio management, financial planning, and access to proprietary and third-party investment strategies supported by AI tools and affiliated asset management.

Walter Brown is a financial advisor with Money Concepts Capital Corp in Bristol, TN, holding Series 63 and Series 65 licenses and 20 years of industry experience. His career includes roles at PFS Investments Inc and Primerica Financial Services, as well as current positions with Burnette Insurance Company and Warrior Business Coaching. Outside of finance, he serves as a police major and administrative lieutenant for the City of Bristol and is a board member of the Bristol TN Police Officer Benevolent Fund. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, serving approximately 14,700 clients with about $3.33 billion in assets under management.