Top retirement plans for business owners (SEP, solo 401k) 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.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

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.

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.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.