Melissa Bass

James Bratcher is a financial advisor with Financial Management Advisors, Inc. in Tullahoma, TN, holding a Series 63 designation and over 43 years of industry experience. He has worked at Financial Management Advisors since 2004 and previously at Securities Service Network, Inc. Outside of his advisory role, Mr. Bratcher is the managing member of TN Cannabis Company, LLC, which cultivates and processes cannabis products within Tennessee legal limits, and serves as president of the Tullahoma Sports Council, a nonprofit focused on promoting sports and recreation in the local area. Financial Management Advisors, Inc. provides fee-for-service financial planning and investment management to individuals, businesses, estates, trusts, and qualified plans. The firm manages approximately $132.7 million for around 581 clients, offering both active and dynamic investment strategies that include mutual funds, ETFs, and tactical reallocation based on technical analysis.

Jennifer English is a Series 65-licensed advisor at Ashdon Investment Management, LLC with nine years of industry experience. She has been with Ashdon since 2002, working as part of a four-advisor team. Ashdon Investment Management serves individuals, high net worth clients, trusts, estates, charitable organizations, and corporations, providing separate-account portfolio management, investment consulting, and family office services. The firm emphasizes diversified portfolios based on fundamental analysis and modern portfolio theory, with a notable focus on managing predominantly non-discretionary assets.

James Bratcher is a financial advisor at Financial Management Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at Silver Oak Securities, Inc. and Securities Service Network Inc. Bratcher serves as president of the Tullahoma Cal Ripken League, a local youth baseball organization. Financial Management Advisors, Inc. provides fee-for-service financial planning and investment management to individuals, businesses, estates, trusts, and qualified plans. The firm manages approximately $132.7 million for around 581 clients and offers active and dynamic investment strategies utilizing mutual funds, ETFs, and tactical reallocation.

Cameron Ray is a financial advisor with Beam Wealth Advisors, Inc. in Tullahoma, TN, holding a PFS™ designation and Series 66 license, with 25 years of industry experience. He has worked at Beam Wealth Advisors since 2013 and previously at Securities America Inc and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is a CPA and partner at Ray & Gregory PC, a CPA firm. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies informed by Modern/Post-Modern Portfolio Theory and integrates affiliated tax and CPA services to offer coordinated financial and tax planning.

Bryant Swann is a CFP® and PFS™ credentialed advisor with Beam Wealth Advisors, Inc., based in Tullahoma, TN, with three years of industry experience. He is also a CPA and partner at the accounting firm Ray & Gregory PC, where he performs tax preparation, tax planning, bookkeeping, and client relations. Prior to his current roles, he worked at Cracker Barrel Old Country Store and the Department of Defense. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and integrates affiliated tax and CPA services for coordinated planning.

Mark Witaschek is a financial advisor at Aurelius Family Office, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aurelius since 2021, following a 13-year tenure at McLean Asset Management Corporation. Aurelius Family Office provides discretionary wealth management, comprehensive financial planning, and ERISA/qualified-plan consulting to individuals, retirement plans, charitable organizations, and corporations. The firm employs a tailored investment approach using modern portfolio theory combined with factor and quantitative analysis, and offers both discretionary and non-discretionary fiduciary services for retirement plans.