Flat-fee, retirement income strategy financial advisors in Cookeville, TN

Augustus Bo Davis is a financial advisor with Raymond James Financial in Cookeville, TN, holding a Series 66 designation and nine years of industry experience. His career includes roles at FirstBank, LPL Financial LLC, and Edward Jones. Outside of his advisory work, he is an agent with FirstBank Insurance Inc., where he offers non-variable insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance through its affiliation with a municipal advisor.

Wayne Cravens is a financial advisor at Cravens & Company Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has worked previously at FSC Securities Corporation and Progressive Savings Bank. Outside of advising, he is involved in managing a grocery-anchored retail development in Cookeville, TN, through his participation in related investment entities. Cravens & Company Wealth Management serves high-net-worth families, professionals, and business entities, offering a range of services including multi-generational financial planning, discretionary investment management, and qualified plan fiduciary services. The firm manages approximately $311 million in client assets and integrates financial, tax, and estate planning with advanced investment strategies.

Anthony Wright is a Series 65-licensed financial advisor with six years of industry experience, currently affiliated with Foundations Investment Advisors LLC. His prior roles include positions at Creekmur Asset Management, Retirement Specialty Group, and Optivise Advisory Services. He is also engaged in insurance sales unrelated to his investment advisory work. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Lisa Malone is a financial advisor with OSAIC based in Cookeville, TN, holding the PFS™ and Series 63 designations and bringing 25 years of industry experience. Prior to joining OSAIC in 2024, she worked at Securities America Advisors and Securities America, Inc. from 2021 to 2024. She is also principal of Companion CPA Group, PC, an accounting practice she has managed since 2000, and serves on the advisory board for the Accounting Department of Tennessee Technology University. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing firm-provided asset-allocation tools and multiple investment options to construct portfolios tailored to client preferences.

William Welch III is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, FSC Securities Corporation, and Cravens and Company Advisors LLC. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, portfolio manager selection, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios and manages nearly $900 million in discretionary assets.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Elanna Gould is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where she has worked since 2019. She has six years of industry experience that include previous roles at PepsiCo and The Cleveland Clinic Lerner Research Center. In addition to her advisory work, she operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.