Cookeville, TN A South Willow Ave. Office

James Cannon is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Compass Advisory Partners, FSC Securities Corp, and his own CPA firm, Cannon, Clark, Holman & Associates, where he works as a tax preparer. Outside of advisory work, he owns Cannon Financial, which involves insurance sales. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting through a network of independent advisors, using a rigorous investment process that combines fundamental and technical analysis with a relative-strength methodology.

Stephanie Flatt is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at multiple firms including Integrity Alliance, Lion Street Financial, Compass Advisory Partners, and Fsc Securities Corp. Outside of her advisory role, she is employed at Cannon, Clark, Holman & Associates, an accounting firm where she performs bookkeeping and tax return services. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, offering asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis with relative-strength methodology, primarily utilizing mutual funds and ETFs in customized portfolios.