Top financial advisors working with founders and business owners in Winchester, TN

Gabriel Talley is a CFP® professional with nine years of experience in the financial advisory industry. He currently works at Kingswood Wealth Advisors, LLC and has previously served at Financial Engines Advisors L.L.C., Abound Wealth Management, and Preston & Cleveland Wealth Management. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform and integrates insurance-linked account management through its affiliated financial entities.

Melissa Bass is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having two years of industry experience. She has been associated with LPL Financial since 2023 and has served as a Senior Financial Services Officer at Ascend Federal Credit Union since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

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.

Jonas Harmond is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

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.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

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.

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.