Kristopher Curtis Financial

Chattanooga, Tennessee

Capital Square is a fee-only registered investment adviser founded in 2017 with offices across the Southeast, including Chattanooga, Tennessee. The firm provides retirement planning, portfolio management, education planning, estate and trust planning, 401(k) solutions, and annuity analysis, with a stated approach emphasizing disciplined portfolio construction, periodic reallocation, and customization to individual client circumstances. The advisory team includes multiple CFP® professionals and portfolio managers, with founding partners Notley Sidney Maddox (Chief Compliance Officer) and Stacy Womble Eaton leading the firm.

Memphis, Tennessee

LoneTree Wealth Management is an independent, fiduciary firm in Memphis, Tennessee, serving clients across the country. Led by partners Andrew Gilbert (CFP®, AWMA®) and Jimmy Beard (Series 65), the firm provides financial planning, investment management, tax strategy, estate planning, and alternative asset consulting, with particular focus on individuals and families navigating career growth, equity compensation, and major life transitions. The firm's approach emphasizes understanding clients' full circumstances rather than just balance sheets, grounded in the partners' own experience as business owners and parents.

Collierville, Tennessee

Pickler Wealth Advisors is a Collierville, Tennessee-based firm that provides wealth management, 401(k) administration, and accounting services. The firm, led by David Pickler, serves both individual and company clients and operates from multiple locations near Collierville City Hall. The firm emphasizes client communication through educational content including monthly market updates and personal finance discussions.

Lewisburg, Tennessee

Pickens Hollow Financial Group, LLC, based in Lewisburg, Tennessee, offers financial planning services. Principal Andrew Hill is a Registered Investment Adviser affiliated with Eagle Strategies, LLC, and holds Series 6, 7, and 63 licenses; he holds an MSFS degree and designations including ChFC, CLU, CASL, and LUTCF. The firm's team includes Financial Advisor Bryson Hill and Associate Financial Advisor J. Lynne McCray, FLMI, ACS, who bring combined experience in financial advising and life insurance products.