CoreVision Financial Group

Grant Reeves is a financial advisor with CoreVision Financial Group, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial and operates Grant Reeves Law LLC as a licensed attorney. Reeves 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, businesses, charitable organizations, and retirement plans. The firm manages approximately $352 million for around 760 clients and takes a customized, primarily long-term investment approach using a range of securities and independent managers.

Brent Thoman is a financial advisor with coreVISION Financial Group, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with LPL Financial since 2014 and joined coreVISION Financial Group in 2023. Outside of his advisory role, Thoman coaches basketball and baseball at local schools in Shelbyville, Indiana. coreVISION Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $352 million for around 760 clients and employs a customized, long-term investment approach utilizing a range of securities and independent managers.

Jason Pike is a financial advisor with LPL Financial in Nashville, Indiana, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with LPL Financial since 2010 and also operates coreVISION Financial Group, an independent registered investment advisory firm. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies, allowing advisors flexibility in meeting client needs.

Jonathan Bednar is a financial advisor with CoreVision Financial Group in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at LPL Financial since 2001 and a decade with Independent Advisor Alliance, LLC. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $352 million for about 760 clients and employs a customized, primarily long-term investment approach using a variety of investment vehicles including mutual funds, ETFs, stocks, bonds, options, and independent managers.

Beau Browning is a financial advisor at coreVISION Financial Group with 20 years of industry experience. He holds the ChFC® designation and Series 63 license. Browning has worked at LPL Financial since 2010 and joined coreVISION Financial Group in 2023. coreVISION Financial Group is a six-person advisory team managing approximately $352 million for about 760 clients. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services using a primarily long-term investment approach with a range of investment vehicles including mutual funds, ETFs, stocks, bonds, and options.

Andrea Lee is a CFP® professional with eight years of industry experience, currently serving as an advisor at coreVISION Financial Group. She has been affiliated with LPL Financial since 2017 and joined coreVISION in 2023. Outside of her advisory role, she is involved with the Shelby County Athletic Club. coreVISION Financial Group is a six-advisor team providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing mutual funds, ETFs, individual securities, options, and independent managers.

Todd Birdwell is a financial advisor at CoreVision Financial Group in Knoxville, TN, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with LPL Financial and Independent Advisor Alliance, LLC. Birdwell serves as trustee of his parents' charitable trust. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $352 million for about 760 clients, employing a customized, primarily long-term investment approach using a range of investment vehicles including mutual funds, ETFs, stocks, bonds, options, and independent managers.

Jonathan Bednar II is a CFP® professional with 16 years of industry experience, currently serving at CoreVision Financial Group. His prior experience includes roles at Paradigm Wealth Partners and Independent Advisor Alliance, LLC. He is also an author of a financial guide titled *What The Wealth?! A Guide to Financial Clarity for Professionals and Families.* CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing a range of securities and independent managers, managing approximately $352 million for about 760 clients.

Timothy Whitsett is a financial advisor at CoreVision Financial Group with a Series 65 credential and one year of industry experience. His prior work includes roles at Paradigm Wealth Partners, Independent Advisor Alliance, and Trusted Team Keller Williams. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $352 million for about 760 clients, employing a customized, long-term investment approach using a range of securities including mutual funds, ETFs, stocks, bonds, and options.

Timothy Fuller is a CFP® and ChFC® with eight years of industry experience, currently serving at CoreVision Financial Group in Chattanooga, TN. His prior experience includes roles at Edward Jones and Cancer Treatment Centers of America. He also provides investment advisory services through Independent Advisor Alliance and Paradigm Wealth Partners, both independent registered investment advisor entities. CoreVision Financial Group offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing a range of investment vehicles and manages approximately $352 million for about 760 clients with a six-person advisory team.

Brett Rice is a financial advisor with coreVISION Financial Group, holding a Series 66 designation and eight years of industry experience. He has previously worked at LPL Financial, Edward Jones, Pridgeon and Clay, and Knauf Insulation. Rice provides investment advisory services through coreVISION Financial Group, an independent registered investment advisor firm. coreVISION Financial Group offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, primarily long-term investment approach using fundamental, technical, and cyclical analysis to construct diversified portfolios.