Jason Tate is the principal of Jason Tate Financial Consulting, LLC, an independent firm based in Murfreesboro, Tennessee. He holds the ChFC® designation and Series 63 license, with 12 years of industry experience. In addition to his advisory role, he serves as a personal financial counselor for servicemembers and their families through a government contractor, providing financial education. Jason Tate Financial Consulting primarily offers portfolio management and financial planning services to individual clients, including some high-net-worth individuals and small businesses. The firm manages approximately $22 million across about 120 accounts, using a combination of fundamental and technical analysis to build portfolios mainly consisting of exchange-listed stocks, mutual funds, ETFs, and fixed income without employing margin or leverage.

Larry Crocker is a financial advisor at Retirement Capital Management, LLC with 21 years of industry experience. He holds a Series 63 designation and has been involved with several firms, including Fiduciary Compliance Corporation and Fiduciary Consulting Group, Inc., where he has ownership roles. He is also president of Harvest Capital Management Company, a management consulting business currently inactive. Retirement Capital Management provides investment management, wealth advisory, and consulting services primarily focused on retirement planning, risk management, and portfolio supervision for individuals, families, and institutional clients. The firm employs a diversified, long-term investment approach using strategies such as Modern Portfolio Theory and combines active and passive management across various asset types.

Paul Brown is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently the sole advisor at Clearstone Wealth Management, LLC, an independent firm based in Murfreesboro, Tennessee. His prior experience includes roles at IPI Wealth Management, Inc. and Eagle Peak Capital, Inc. Clearstone Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering comprehensive wealth planning, financial consulting, and discretionary portfolio management. The firm uses a tactical asset allocation strategy focused on ETFs and selected alternative investments, with specialized services for pension and profit-sharing plan clients.

Brice Jennings is the sole advisor at Jennings Investment Group, Inc. in Smyrna, TN, with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Jennings Investment Group, LLC since 2006. Jennings Investment Group provides investment advisory and supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm uses a tactical asset allocation framework combining fundamental, quantitative, and economic analysis with proprietary indicators, offering portfolio management primarily on a non-discretionary basis and incorporating market-timing signals in its approach.

Blake Cate is the sole advisor at SMEAC Financial, LLC in Nolensville, Tennessee, holding Series 63 and Series 65 licenses with 45 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. SMEAC Financial, LLC provides discretionary and non-discretionary portfolio management, financial planning, consulting, and family office services primarily to individuals, high-net-worth clients, and business entities. The firm customizes portfolios based on client objectives and employs a range of investment strategies while maintaining ongoing monitoring and annual reviews.

William Mcdonald is a financial advisor at Retirement Planning Solutions, LLC with 24 years of industry experience. He holds the Series 66 designation and has been affiliated with HD Vest Advisory Services and Retirement Planning Solutions since 2003. Retirement Planning Solutions provides discretionary investment management and consulting services to individual and institutional clients, including trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs fundamental and cyclical security analysis and typically recommends custody with Schwab while managing portfolios on a discretionary basis or through consulting arrangements.

Jason Qualls is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Fortitude Wealth Management in Murfreesboro, Tennessee. He has been with Fortitude Wealth Management since its founding in 2011. Fortitude Wealth Management is a fee-only registered investment adviser that provides financial planning and investment consultation to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm generally employs a long-term investment perspective using fundamental analysis and Modern Portfolio Theory, primarily operating on a non-discretionary basis with clients retaining full control over implementation.

Michael Hull is a CFP® with 40 years of industry experience. He has been the principal advisor at Hull Wealth Management since 2004 and previously worked at Securities Service Network, Inc. from 1997 to 2017. Hull Wealth Management serves individuals, businesses, and trusts with discretionary portfolio management, financial planning, and retirement planning. The firm manages approximately $138.6 million in discretionary assets and employs both active Strategic Allocation and Basic Asset Allocation approaches, using fundamental, technical, charting, and cyclical analysis.

Patrick Adams is a financial advisor at Terra Wealth with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Terra Wealth Management and several other firms, including Pixelflex, LLC, where he is involved in LED manufacturing and sales engineering. Terra Wealth provides holistic financial planning and investment advisory services to individuals, family offices, trusts, and qualified retirement plans. The firm manages nearly $400 million in discretionary assets and employs customized portfolios using mutual funds, ETFs, annuities, and external managers, with oversight from an investment committee and regular client reviews.

Katherine Edwards is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. She currently works at MainStreet Financial Planning, Inc., where she has been since 2022. Her prior experience includes roles at Lokal Design Co., Purshe Kaplan Sterling Investments, and The Adams Chetwood Wealth Management Group. MainStreet Financial Planning serves individuals, couples, families, business owners, and non-profit organizations, offering fee-only financial planning and investment consultation with an emphasis on long-term, low-cost, passive investment strategies. The firm focuses on asset allocation and tax efficiency, providing non-discretionary advice and educational services through structured planning packages and ongoing support.

Daren Chamblee is a CFP® professional with 15 years of industry experience. He is currently the sole advisor at First Family Wealth, where he has worked since 2025. Prior to this, he held roles at First Advisors National, LLC, Robert Baird & Co., JJB Hilliard WL Lyons LLC, and Edward Jones. First Family Wealth is a state-registered investment adviser that provides investment management and financial planning services. The firm offers tailored advice using diversified strategies and incorporates due diligence on third-party managers, with a particular focus on retirement-plan consulting and healthcare guidance.

Phillip Gipner is a CFP® professional with 12 years of industry experience. He has been with Longview Financial Advisors, Inc. since 2011. Longview Financial Advisors, Inc. provides financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a research-driven, multi-asset class approach and operates on a fee-only basis, emphasizing client objectives through customized Investment Policy Statements.

Andrew Clement is a CFP® professional with seven years of experience in financial advising. He is the managing member and Chief Compliance Officer at Alongside Wealth Advisors, LLC, where he has worked since 2022. Prior to this, he held roles at Raymond James Financial Services, Southwestern Investment Group, and Ronald Blue & Company. Clement is also a licensed CPA since 2011. Alongside Wealth Advisors, LLC provides personalized financial planning, discretionary portfolio management, and qualified retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm manages approximately $63.7 million in assets and offers tailored investment strategies with a focus on in-house accounting and financial planning expertise, including specialized services in ERISA-related plan advice.

Lori Cuneo is a financial advisor at Hull Wealth Management in Murfreesboro, TN, holding a Series 65 designation with over 14 years of experience at the firm. Her work history at Hull spans from 2013 to the present. Hull Wealth Management serves individuals, businesses, and trusts with discretionary portfolio management, financial planning, and retirement planning. The firm manages approximately $138.6 million in assets and offers both active and buy-and-hold investment approaches, combining fundamental, technical, charting, and cyclical analysis.

Benjamin Defoor is a financial advisor with Soar Financial LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at American Trust Investment Services, Inc. and Securities Service Network, LLC, among others. Outside of advising, he is involved in several non-investment ventures including managing Lead Wizards LLC and serving as a general partner in multiple development partnerships, as well as a partner in a CPA firm. Soar Financial LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios with a focus on long-term strategies and offers both discretionary and non-discretionary management through a multi-office team of five advisors.

Dana Park is a financial advisor with First Family Wealth in Murfreesboro, TN. Dana holds a Series 65 credential and has prior experience at AFlac, Bell Law Settlement Services, Foundation Title & Escrow Services LLC, and Title Associates of Knoxville, LLC. Dana has been with First Family Wealth since 2024. First Family Wealth is a state-registered investment adviser formed in 2025 that provides investment management and financial planning services. The firm offers portfolio supervision, project-based and ongoing financial planning, and retirement-plan consulting that includes employee benefits and Medicare guidance, and it applies diversified strategies including Modern Portfolio Theory along with fundamental, technical, and cyclical analysis.

Christopher Lim is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Alongside Wealth Advisors, LLC and previously worked at Ronald Blue Trust and Ronald Blue & Co. from 2015 to 2024. Alongside Wealth Advisors, LLC provides personalized financial planning, discretionary portfolio management, and qualified retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm uses tailored asset allocation strategies and offers services ranging from business planning to ERISA-related plan advice.

Thomas Chase is a financial advisor with Capital Markets IQ, LLC in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at Kalos Management and Kalos Capital from 2015 to 2017, and at Reliance First Capital and A Mortgage Boutique between 2020 and 2021. Chase serves as a board member for Young Professionals, a nonprofit organization involved in community service and professional development activities. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and select international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, offering wealth management, financial planning, and alternative investment support.

Kristian Mtetwa is a financial advisor at Atlas with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at several firms, including 49 Wealth Management LLC and Thrivent Advisor Network, LLC. Outside of advisory work, he is a co-founder and partner of Synergy Private LLC, a business consulting firm, and serves as principal of VOT Group LLC, which focuses on public speaking and event organization. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a blend of fundamental and technical analysis, offering tailored portfolio construction with an emphasis on long-term, index-based allocations supplemented by specialized strategies and direct equities.

Beverly Davis is a financial advisor with Caldwell Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Caldwell Advisors since 2015 and has been affiliated with LPL Financial since 2007. Outside of advising, she is licensed to sell life, health, disability, and long-term care insurance. Caldwell Advisors, LLC is a five-person SEC-registered investment advisory team managing approximately $339 million for about 482 clients. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and foundations, employing a combination of fundamental and technical analysis to tailor portfolios across mutual funds, equities, and fixed income according to client objectives and risk tolerance.