I’ve always been fascinated by money, but I never planned on working in finance. Fresh out of college I moved to Columbus, Ohio to live with my wife while she finished up grad school. I needed a job, and I stumbled my way into a role at Morgan Stanley by responding to a sketchy Craigslist ad. I was about 70% certain it was a scam. Luckily it wasn’t, and I got the job! It was a great learning experience, and I got my feet wet while learning the industry fundamentals there. After a few years though my dad recruited me to return to my hometown in Charlotte, NC to help run the family business in the natural gas industry. I loved working with family, but ultimately decided my heart wasn’t in it. Discussing thread counts on screws and the viscosity of silicone didn’t get my intellectual juices flowing. Meanwhile I was spending countless hours of my free time researching personal finance and finally had the realization “why don’t I make a career out of this?” So I made the difficult decision (sorry, dad) to transition back into finance with a job at Vanguard. I was right. This was finally scratching that intellectual itch. But I wanted to make a more personal impact on people’s lives, and I couldn’t accomplish that as a tiny cog in a giant machine. So I took jobs at a few smaller firms where I was able to develop personal relationships with clients, get their finances on track, and help them accomplish their goals. Now this was my jam! During my time there I worked with clients in tech and realized how much complexity there was in managing their finances. Managing their company equity was complicated! Managing their stock options was extra complicated! But I loved the complexity, I loved the people, and I loved the look on their face when it all finally came together. Soon though, I began to get the entrepreneurial itch (thanks, dad) to start my own firm. I knew exactly who I wanted to work with – tech professionals. I saw first hand the impact I could have in their lives. That was my inspiration for founding Tech Financial Planning. Now I get to put it all together: intellectual fulfillment, meaningful relationships, and personal impact, all while working with awesome folk in tech solving their complex problems. Now that’s what I call a dream job! As for a bit about my personal life, in 2022 I celebrated my 10th wedding anniversary with my amazing wife, Allie. We met in high school and survived a 4-year long distance relationship during college while she attended school in Ohio and I attended the University of North Carolina at Charlotte. We have two amazing kids, Elliot and Reya, and an adorable, yet clingy Australian Shepherd named Cassie. I value experiences over things, so my wife and I love traveling domestically and internationally to explore new places and cultures. I’m also a firm believer that you don’t need to spend money to have fun, so I’m always exploring my current hometown, Nashville, for fun, free activities. I love board games, I’m an avid podcast listener, and I’m always on the lookout for a great show to binge.

Kurt Stabel is a financial advisor at Andorra Investment Management, Inc. with 16 years of industry experience and holds a Series 65 designation. In addition to his advisory role, he has served as a sworn firefighter for the City of Los Angeles since 2003. Andorra Investment Management provides personalized, fee-only investment management and financial planning services to individuals, trusts, foundations, endowments, pension and profit-sharing plans, and small businesses. The firm employs a strategic asset allocation framework combining passive index/ETF cores with actively managed funds and select individual securities, managing a relatively small client roster with a strict fee-only model.

Leah Jenkins is a financial advisor at Sterling Wealth Advisors, Inc. in Columbia, TN. She holds a Series 65 designation and has been with Sterling Wealth Advisors since 2008. Prior to that, she worked at Nashville Turf in 2017. Sterling Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis to tailor portfolios primarily with no-load mutual funds, ETFs, bond funds, U.S. government securities, and cash equivalents.

Joshua Loveall is a CFP® with 15 years of experience in the financial industry. He has been with KB Financial Advisors LLC since 2014. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates by providing investment advisory services, financial planning, and related consulting. The firm offers discretionary portfolio management using fundamental analysis and includes annual tax-return preparation as part of its service packages.

William Borleis is a financial advisor with Tactive Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Arete Wealth Management, Center Street Securities, and Cabin Securities. Outside of his advisory work, he is involved in tax and financial planning services through Arno Wealth, LLC, and serves as a life insurance and fixed annuities agent with Borleis Insurance. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including advisor-managed portfolios. The firm uses a Black-Litterman framework for blended model portfolios and offers portfolio management via a robo-advisor platform combined with sub-advisory services, distinguishing itself by operating within TAMP relationships alongside retail offerings.

Stacey Andres is a Series 65-licensed financial advisor with 11 years of industry experience. She is currently with Optivise Advisory Services LLC and has prior experience at Virtue Capital Management, First American National Investment Advisors, and Anchor Financial, where she also serves as president, providing insurance and college planning services. Andres volunteers with Church of the City in Franklin, TN, assisting with on-site security and safety. Optivise Advisory Services offers portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other advisers. The firm uses both internally developed models and third-party sub-advisors, integrating technology and reporting tools to support discretionary and non-discretionary solutions.

Jay Bennett is a financial advisor at Expand Financial Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at G.A. Repple & Company. Outside of his advisory role, Bennett is employed as a high school teacher at Maury County Public Schools. Expand Financial Group is a team-based SEC-registered advisory firm managing approximately $106.8 million for around 289 clients. The firm offers discretionary and non-discretionary asset management and combines investment management with financial planning through its Comprehensive Portfolio Management service.

Howard Varnedoe is a CFP® professional with 11 years of industry experience, currently serving at EverSource Wealth Advisors, LLC. His prior experience includes roles at Ronald Blue & Company and Charis Advisors Group, LLC. Outside of his advisory work, he is involved with Hope Community Church and Ivybrook Academy. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients with wealth management, financial planning, portfolio management, and retirement-plan services. The firm offers multiple investment programs and values-based portfolio options informed by a Judeo-Christian framework.

Robin Patin is a CFP®-credentialed financial advisor with nine years of industry experience. He is currently with Choreo, LLC, where he has worked since 2023, following prior roles at Enso Wealth Management and Edward Jones. Patin is also involved in public speaking and writing through Wealth Reconstructed, LLC, focusing on topics related to women, people of color, and finances. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm employs a centralized investment process centered on strategic asset allocation and diversified model portfolios, offering a range of services from portfolio management to specialized consulting such as 1031 exchange advice and Deferred Sales Trust™ consulting.

Joshua Wakefield is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cooper McManus. His prior work includes roles at Cambridge Investment Research, MassMutual, and Northwestern Mutual. Outside of advising, he is involved in independent insurance sales and operates Financial Clarity Guides LLC. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses, managing approximately $2.56 billion in discretionary assets. The firm employs a tailored investment process using fundamental analysis and a range of strategies, including options and cryptocurrency products, with ongoing portfolio monitoring and comprehensive financial planning support.

Konstantin Chrenow is a financial advisor with Kovack Advisors, Inc. in Spring Hill, TN, holding a Series 66 designation and 23 years of industry experience. He has worked at Kovack Advisors since 2018 and previously held roles at FSC Securities Corp and Girard Securities. Outside of his advisory work, he serves as a board member for a homeowners association and is involved in equine therapy coaching through a separate venture. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm provides discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Hannah Colbert is a financial advisor at SageSpring Wealth Partners with four years of industry experience. She holds a Series 66 designation and has previously worked with several firms including Raymond James Financial Services and Montgomery & Associates. Colbert currently supports the Swatzell Wealth Team in addition to her role at SageSpring. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets across a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based portfolio management approach that incorporates asset allocation, monitoring, and the use of various investment strategies.

Denny Rudolph is a financial advisor at Verus Capital Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Heritage Wealth Management, LLC and Next Financial Group Inc. Outside of his advisory work, he is also an artist and musician based in Spring Hill, TN. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and customized portfolios tailored to client objectives, risk tolerance, and tax considerations.

Andrew Varnedoe is a CFP® professional with five years of industry experience. He is currently with EverSource Wealth Advisors, LLC and previously worked at Thrivent Financial and Thrivent Investment Management Inc. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional and advisory clients, providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives offering multiple investment programs and employs a values-based portfolio approach informed by a stated Judeo-Christian framework.

Amelia Morgan is a financial advisor at Cooper McManus with 19 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC for 10 years. Outside of her advisory role, she owns Morgan Sterling Private Wealth Management and is an independent insurance agent. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm customizes investment strategies based on fundamental analysis and client objectives, offering a range of approaches including options and cryptocurrency products, and manages approximately $2.56 billion in discretionary assets.

Kevin Moeller is a financial advisor at Ausdal Financial Partners, Inc. with 28 years of industry experience. He holds the ChFC® designation and securities licenses Series 63, 65, and 66. His prior work includes roles at Allstate Insurance Co and several advisory firms. Outside of his advisory work, he serves as treasurer for a leadership and discipleship nonprofit organization. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment vehicles and both discretionary and non-discretionary strategies.

Matthew Storey is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and nine years of industry experience. His career includes positions at Edward Jones, Wells Fargo, and Jeffrey Matthews Financial Group before joining Navy Federal in 2019. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional overlay services.

Thomas Young is a CFP® with six years of industry experience, currently serving as a financial advisor at Independent Financial Partners. His prior experience includes roles at Tennessee Valley Asset Management Partners, LPL Financial, Edward Jones, and several regional banks. Outside of his advisory work, he is involved with Grow Live Give, a wealth management and financial planning business. Independent Financial Partners is a nationwide firm supporting a multi-advisor platform with over 260 advisors and more than $12 billion in assets under management. The firm offers a decentralized advisory model with options for individualized investment strategies, centralized asset management, and specialized retirement-plan advisory services.

Peter John Brownrigg is a financial advisor at Empower Advisory Group in Columbia, TN, with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Charles Schwab, TD Ameritrade, LPL Financial, and MassMutual. Outside of his advisory role, he manages a small hay sales operation on his land. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan sponsor-selected lineups.

Bryson Hill is a financial advisor with Eagle Strategies (NY Life) in Lewisburg, TN, holding a Series 66 designation and two years of industry experience. He has been associated with Pickens Hollow Financial Group, LLC and Eagle Strategies since 2024. Outside of advisory work, Hill has experience in the food service industry, including roles at Bottles and Bones and Taquila Momma Taqueria. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.