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Meet Our Team

Click below to learn more about each of our partners. You may also filter partners by location.

Darwin Beard

Financial Planner

Tupelo, MS

Brent Christian

Financial Planner

Knoxville, TN

Charles V. Collins

ChFC, Financial Planner

Chattanooga, TN

Spencer Cultra

Financial Planner

Memphis, TN

Brad Fair

Financial Planner

Tupelo, MS

Andy Faught

CFA, CFP®, Managing Partner & Financial Planner

Nashville, TN

J. Randolph Flatt

CLU®, AEP®, LUTCF, Financial Planner

Memphis, TN

Brad Gooch

Financial Planner

Nashville, TN

Richard A. Jones

CFP®, Financial Planner

Memphis, TN

Bennett Lebowitz

Financial Planner

Memphis, TN

Bavy Lopez

Financial Planner

Knoxville, TN

Jason L. Peeples

CFP®, MSFS, Financial Planner

Memphis, TN

Bryan Powell

CFP®, Financial Planner

Knoxville, TN

Chris Rogers

RICP®, AWMA, Financial Planner

Nashville, TN

Abby Spaulding

CFP®, Financial Planner

Nashville, TN

Jeff Turner

CFP®, CLU, ChFC, AEP®, Financial Planner

Chattanooga, TN

Julie McCormick

Financial Planner

Brentwood, TN
Licenses