LoneTree Wealth Management

Nashville, Tennessee

Kristopher Curtis Financial, based in Nashville, provides estate planning and retirement planning services with a focus on retirement strategy. The firm works with clients to determine required rates of return needed to meet financial goals, construct investment combinations aligned with those objectives, and incorporate tax considerations into their planning approach. They deliver annual assessments tracking whether clients are on track, off track, or ahead of track relative to their retirement objectives.

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.

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.