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Paul B. Anderson

CFP®

SVP & Senior Portfolio Manager

Specialties: Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

U.S. Bank Private Wealth Management

333 Commerce Street, Suite 900
Nashville, TN 37201
(615) 251-9218

William L. Hays, Jr.

CFP®

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Retirement,...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

WLH Management Co., Inc.

1115 Halle Park Cir
Collierville, TN 38017-3731
(901) 854-5495

David A. Rhodes

CFP®, ChFC®, AIF®

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Mt. Juliet Advisors

547 N Mount Juliet Rd, #300
Mount Juliet, TN 37122
(615) 953-9487
CONNECT WITH David
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Carol Lee Royer

CFP®, CFA®, CDFA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Waddell & Associates, LLC

5188 Wheelis Dr
Memphis, TN 38117
(800) 527-7263
(901) 767-9187

Randy White

CFP®, APMA®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Ameriprise Financial Services Inc.

2220 Award Winning Way, Ste 100
Knoxville, TN 37932
(865) 693-4772

Rogers C. Penfield

CFP®

Owner

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Charitable & Planned...More

Financial Advisor serving Tennessee and the surrounding communities.

Social Security Strategies

928 Wilder Chapel Ln.
Maryville, TN 37804
(865) 966-5965

Keith Kirk, Jr.

CFP®

Senior Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Tennessee and the surrounding communities.

Ameriprise Financial Services, Inc.

9037 Poplar Ave #102
Germantown, TN 38138-7854
(901) 312-5085

Charles R. Harr

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Patriot Investment Management

9721 Cogdill Rd, Suite 101
Knoxville, TN 37932
(865) 777-2479 x2103

Gary T. Ward

CFP®, CRPC

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Investment Management,...More

Financial Advisor serving Tennessee and the surrounding communities.

Ameriprise Financial Services

1616 Westgate Cir, Ste 222
Brentwood, TN 37027
(615) 771-7717

Randall S. Lee

CFP®

CFP

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

TrustCore Financial, Inc.

5314 Maryland Wy, Ste 300
Brentwood, TN 37027
(615) 512-8411

Malissia A. Johnson

CFP®, AAMS, CMFC

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Emerald Spectrum Advisory

100 Winners Circle N, Ste 210
Brentwood, TN 37027-7522
(615) 369-0690

Jeremy P. Hutzel

CFA, CFP®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Cross...More

Financial Advisor serving Tennessee and the surrounding communities.

Sailer Financial, LLC

340 Seven Springs Way, Ste 710
Brentwood, TN 37027
(615) 370-1253
CONNECT WITH Jeremy
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Paul K. Fain, III

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Tennessee and the surrounding communities.

Asset Planning Corporation

234 S Peters Rd, Ste 102
Knoxville, TN 37923
(888) 690-1231
(865) 690-1231
CONNECT WITH Paul
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Charles Auerbach

CFP®, ChFC, CLU, EA

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Tennessee and the surrounding communities.

Wealth Strategies Group, Inc.

8001 Centerview Pkwy, Ste 201
Cordova, TN 38018
(901) 473-9000 x204

Charles P. Mattingly

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Leading Edge Financial Planning

6921 Office Park Circle
Knoxville, TN 37909
(865) 240-2292

Rose Swanger

MBACFP®RICP®CDFA®EA

Principal of Advise Finance, LLC

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Advise Finance, LLC

123 Center Park Dr, St 216
Knoxville, TN 37922
(865) 392-5426

Michael R. Wallin

CFP®, LUTCF

President

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Mountain Brooke Wealth Management, LLC

109 Holiday Court, Ste A6
Franklin, TN 37179

Mountain Brooke Wealth Management, LLC

2705 Douglas Lane
Thompsons Station, TN 37179
(888) 302-5559
(888) 302-5559

Ellen E. Coppinger

CFP®

Chapter Executive

Specialties: Comprehensive Financial Planning

Commission Financial Advisor serving Tennessee and the surrounding communities.

CUNA Mutual Group

501 Lafayette Dr
Oak Ridge, TN 37830
(865) 216-7645

David A. Hodges

CFP®

Principal

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Integra Wealth, LLC

871 McCallie Ave, Ste. 100
Chattanooga, TN 37403
(423) 664-0344

Shaun Melby

CFP®

Wealth Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Melby Wealth Management, LLC

PO Box 332031
Nashville, TN 37203-7519
(615) 891-5444
CONNECT WITH Shaun
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Andrew Quinn

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Quinn Stauffer Financial

2726 Larmon Drive
Nashville, TN 37204
(615) 297-3434

Joseph L. Wilder

CFP®, AIF®, CLTC

Founder

Specialties: Comprehensive Financial Planning

Financial Advisor serving Tennessee and the surrounding communities.

Inceptum, LLC

6363 Poplar Ave, Ste 420
Memphis, TN 38119
(901) 763-6363

Martin S. Kelman

CFP®

Chairman

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Tennessee and the surrounding communities.

Kelman-Lazarov, Inc.

5100 Poplar Ave, Ste 2805
Memphis, TN 38137
(901) 685-8284

Brett Walters

CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Trident Financial Planning, LLC

4219 Hillsboro Pike, Ste 211
Nashville, TN 37215-3326

Trident Financial Planning, LLC

200 Union Blvd Suite 200
Lakewood, CO 80228
(615) 266-6493

Andrew B. Ellis

CFA, CPA, CFP®

Investment Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Business Taxes,...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Patriot Investment Management

9721 Cogdill Road, Suite 101
Knoxville, TN 37932
(865) 748-1976

Justin A. Goodbread

CFP®, CEPA, CVGA

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Heritage Investors, LLC

11470 Parkside Dr, Suite 201
Knoxville, TN 37934
(865) 690-1155
CONNECT WITH Justin
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Lindsay A. Youngbauer

CFP®

Vice President

Specialties:

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Diversified Trust Company

3102 West End Avenue, Suite 600
Nashville, TN 37203
(615) 386-7302

Nicholas Hughes

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Career Change, Estate...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Visionary Horizons, LLC

651 E 4th St, Ste 100
Chattanooga, TN 37403-1923
(423) 648-9826
CONNECT WITH Nicholas
  • facebook link
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Jacki S. Imbrey

CFP®, ChFC, CLU

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Financial Advisor serving Tennessee and the surrounding communities.

AXA Advisors/Imbrey & Associates

1322 Dowell Springs Blvd.
Knoxville, TN 37909

AXA Advisors/Imbrey & Associates

1322 Dowell Springs Blvd.
Knoxville, TN 37909
(865) 588-9333