CoreVision Financial Group

Grant Reeves is a financial advisor at coreVISION Financial Group with six years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and operates Grant Reeves Law LLC as a licensed attorney. He serves as a board member for Franklin County Community Schools. coreVISION Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and organizations. The firm employs a generally long-term investment philosophy with tactical adjustments and offers a wrap-fee program with institutional custodial relationships, managing over $1 billion in discretionary assets.

Brent Thoman is a financial advisor with CoreVision Financial Group, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has previously worked with LPL Financial and Osaic FS, Inc. Outside of his advisory role, he is involved in coaching middle school and high school sports in Shelbyville, Indiana. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients, including high-net-worth individuals and institutional accounts. The firm utilizes a long-term investment approach with tactical adjustments, employing a mix of direct portfolio management, independent managers, and an institutional platform, and offers a wrap-fee program that combines custody and transaction costs.

Jason Pike is a financial advisor with CoreVision Financial Group in Shelbyville, Indiana, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at LPL Financial since 2010 and has been with CoreVision since 2023. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a generally long-term investment philosophy with tactical adjustments, utilizes low-cost mutual funds, ETFs, individual stocks, bonds, and options, and offers a wrap-fee program along with institutional custodial relationships and an automated portfolio platform.

Jonathan Bednar is a financial advisor with CoreVision Financial Group in Knoxville, TN, holding Series 63 and Series 65 registrations and over 35 years of industry experience. His career includes roles at Paradigm Wealth Partners, LPL Financial, and Independent Advisor Alliance. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a long-term investment philosophy with tactical adjustments, employing low-cost mutual funds, ETFs, individual securities, and options, supported by an institutional platform with discretionary authority and portfolio monitoring.

Beau Browning is a financial advisor with coreVISION Financial Group, holding the ChFC® designation and Series 63 license, with 21 years of industry experience. He has worked at LPL Financial since 2010 and joined coreVISION Financial Group in 2023. coreVISION Financial Group offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm utilizes a long-term investment philosophy with tactical adjustments, employing low-cost mutual funds, ETFs, individual securities, and options within a wrap-fee program supported by institutional custodial relationships and an automated investment platform.

Andrea Lee is a CFP® with eight years of industry experience. She is currently affiliated with coreVISION Financial Group and has previously worked with LPL Financial. Outside of financial advising, Lee has been involved with the Shelby County Athletic Club for over two decades. coreVISION Financial Group is a team-based firm providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment philosophy with tactical adjustments and offers a wrap-fee program alongside institutional custodial relationships and an automated platform.

Todd Birdwell is a financial advisor with CoreVision Financial Group in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2003 and has been involved with Paradigm Wealth Partners and Independent Advisor Alliance over the past two decades. Birdwell also serves as a trustee of his parents’ charitable trust. CoreVision Financial Group offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines direct portfolio management with unaffiliated independent managers and employs a largely long-term investment approach supplemented by tactical adjustments, using low-cost mutual funds, ETFs, individual securities, derivatives, and margin within a wrap-fee program.

Jonathan Bednar II is a CFP® professional affiliated with CoreVision Financial Group, bringing 16 years of industry experience. He has worked at Paradigm Wealth Partners and Independent Advisor Alliance and maintains a role at LPL Financial. Bednar is also the author of a forthcoming book titled *What The Wealth?! A Guide to Financial Clarity for Professionals and Families.* CoreVision Financial Group offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment approach with tactical adjustments, utilizing low-cost mutual funds, ETFs, individual securities, and options, and manages over $1 billion in discretionary assets.

Timothy Fuller is a CFP® and ChFC® with nine years of experience in financial advisory. He is currently with CoreVision Financial Group and has previously worked at Edward Jones and LPL Financial. Prior to entering the financial industry, he was employed at Cancer Treatment Centers of America. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment philosophy with tactical adjustments and utilizes low-cost mutual funds, ETFs, individual stocks, bonds, and options, managing approximately $1.15 billion in discretionary assets.

Brett Rice is a financial advisor at coreVISION Financial Group with eight years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Edward Jones, and Pridgeon and Clay prior to joining coreVISION. Brett also served for twelve years at Knauf Insulation. coreVISION Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a generally long-term investment philosophy with tactical adjustments, using a mix of direct portfolio management, independent managers, and an institutional platform that supports automated portfolio construction and rebalancing.