CFP®-certified, wealth management 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 38 years of industry experience. He holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Progressive Savings Bank, and FSC Securities Corporation. Outside of advisory work, he is involved in managing a grocery-anchored retail development through his role with 10th Street Capital Partners, LLC. Cravens & Company Wealth Management serves individuals, high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities. The firm offers discretionary investment management, private client and family office programs, and fiduciary services, utilizing a collaborative multi-generational approach that integrates financial, tax, and estate planning with portfolio management.

Anthony Wright is a Series 65 licensed advisor with six years of industry experience. He is currently with Foundations Investment Advisors LLC and has held prior roles at Creekmur Asset Management, Retirement Specialty Group, and Optivise Advisory Services. Outside of investment advisory, he is also active as an insurance sales agent. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of nearly 300 advisers, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services.

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 Cravens & Company Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cravens and Company Advisors LLC since 2009, along with prior roles at FSC Securities Corporation, Progressive Savings Bank, and Rains Agency Inc. Cravens & Company Wealth Management serves individuals, high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities. The firm offers discretionary investment management, family office programs, fixed-income management, business consulting, and retirement plan fiduciary services, employing a collaborative approach that integrates financial, tax, and estate planning with portfolio management.

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.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.