BCS Wealth Management, LLC

Andrew Farmer is a financial advisor at BCS Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes multiple periods of full-time education as well as positions at Hudson Independent Partnerships LLC and the YMCA. BCS Wealth Management is a team-based registered investment adviser managing approximately $987 million for over 800 clients, including individuals, trusts, corporate retirement plans, charitable organizations, and business owners. The firm provides portfolio management, financial planning, and fiduciary retirement-plan consulting, employing diversified no-load mutual funds, ETFs, separately managed accounts, and alternative investments for accredited clients.

Nathan Goodwin is a financial advisor with BCS Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and BCS Wealth Management since 2013. Outside of his advisory role, he serves as president of Elizabethton Holdings, Inc., a family-owned corporation managing various non-investment-related holdings. BCS Wealth Management serves individuals, trusts, business owners, corporate retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory services. The firm employs diversified portfolios aligned with defined risk strategies and integrates family office coordination and access to separately managed accounts.

Nicholas Clay is a financial advisor with BCS Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with BCS Financial, LLC, doing business as BCS Wealth Management, since 2010 and also has a concurrent role at Purshe Kaplan Sterling Investments. Clay is involved in referring and selling fixed insurance products, including life, long-term care, and disability insurance, through Mackie Financial Group. BCS Wealth Management is a team-based registered investment adviser managing approximately $987 million for about 824 clients, including individuals, trusts, corporate retirement plans, charitable organizations, and business owners. The firm provides ongoing portfolio management, written financial planning, and fiduciary retirement-plan consulting, implementing diversified portfolios primarily with no-load mutual funds, ETFs, separately managed accounts, and alternative investments for accredited clients.

Eliza Parton is a Series 65-licensed financial advisor at BCS Wealth Management, LLC with one year of industry experience. Prior to joining the firm, she was involved with Meadowview Gymnastics Academy and held positions at East Tennessee State University and Dobyns Bennett High School. BCS Wealth Management serves individuals, trusts, business owners, corporate retirement plans, and charitable organizations, offering financial planning, portfolio management, retirement plan advisory, and 529 college-savings services. The firm employs diversified portfolios managed under defined risk strategies and integrates family office coordination and access to separately managed accounts.

Myra O'dell is a CFP® professional with 18 years of experience, currently serving at BCS Wealth Management, LLC since 2004. She is based in Johnson City, TN, and is part of an eight-advisor team. BCS Wealth Management serves individuals, trusts, business owners, corporate retirement plans, and charitable organizations with financial planning, portfolio management, and retirement plan advisory services. The firm uses a client process centered on developing financial profiles and investment plans, managing diversified portfolios across defined risk strategies, and offers family office coordination and access to separately managed accounts.

John Brandon is a financial advisor with BCS Wealth Management, LLC in Johnson City, TN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Raymond James & Associates from 2015 to 2021 before joining BCS Wealth Management and Purshe Kaplan Sterling Investments in 2021. Outside of his advisory roles, he serves on the board of directors for the Salvation Army, providing guidance on operations, financials, and fundraising strategies. BCS Wealth Management serves individuals, trusts, business owners, corporate retirement plans, and charitable organizations by offering financial planning, portfolio management, retirement plan advisory, and college-savings services. The firm employs a client process that includes developing financial profiles and investment plans based on risk tolerance, managing diversified portfolios with no-load mutual funds and ETFs, and offering family office coordination through its affiliated entities.

Scott Linn is a financial advisor at BCS Wealth Management, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at BCS Wealth Management since 2021. His prior experience includes roles at FTB Advisors, Inc. and First Tennessee Brokerage, where he worked for a combined 26 years. BCS Wealth Management serves individuals, trusts, business owners, corporate retirement plans, and charitable organizations, providing financial planning, portfolio management, retirement plan advisory, and college savings services. The firm uses a structured client process to develop investment plans and manages diversified portfolios under defined risk strategies, often incorporating no-load mutual funds, ETFs, and alternative investments.

Ethan Bennett is a Series 65-licensed financial advisor with BCS Wealth Management, LLC in Johnson City, TN. He has one year of industry experience and has previously worked in real estate, technology, and education sectors. BCS Wealth Management is a team-based registered investment adviser managing approximately $987 million for individuals, trusts, corporate retirement plans, charitable organizations, and business owners. The firm provides portfolio management, financial planning, separately managed accounts, and fiduciary retirement-plan consulting, utilizing diversified no-load mutual funds, ETFs, SMAs, and alternative investments for accredited clients.