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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Achievement and success often bring financial complexity. At Flagship Financial Advisors, we help simplify your financial life so you can focus on living the life you envision. Our approach combines personalized, fact-based investing with hands-on planning and management experience. As an independent firm, we bring control and accountability to the entire relationship - helping you weather surprises, minimize volatility, and stay on track toward your goals. With over 50 years of combined experience, our team is positioned to guide you through life's financial challenges and make a meaningful impact. That's what drives us every day. Flagship Financial Advisors was built on a simple mission: provide clients with the best financial solutions for their unique situations. We're honored to work with exceptional clients and trusted partners, fostering long-term relationships built on trust, communication, and mutual respect. Our coordinated approach stands apart from how most of the industry operates. As fiduciaries, we are legally bound to act in your best interests - and that's not the norm.

James Ridley is originally from Henderson, Kentucky. He attended Belmont University, where he graduated with a business degree in Entrepreneurship. After some successful years as a real estate investor, James decided to pursue his passion for helping families understand their financial situation and assist them in reaching their goals.

As a CERTIFIED FINANCIAL PLANNER^™, James works hand in hand with clients to create, implement, and maintain plans for those seeking financial freedom. James has a desire to serve others and is excited for the opportunity to learn more about clients' lives and what is important to them.

Outside of work, James enjoys volunteering with Young Life and spending time outdoors - where he can often be found playing soccer, hiking, or going rock climbing.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER^™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

From our humble beginnings in 2002 to today, we continuously take a holistic approach to financial advice. We get to know what matters to you so we can tailor our counsel to help you reach your personal goals, and our experienced money-management strategies will help you build a life of wealth and long-lasting financial independence.

Originally from Maryland, I moved to TN in 2021 to help work with high-income professionals, business owners, and individuals experiencing major financial events, helping them simplify complex decisions and build long-term wealth. Many of my clients have concentrated stock positions, demanding careers in healthcare, or evolving financial lives that require thoughtful planning. Our approach is grounded in collaboration and trust, ensuring you feel confident and empowered every step of the way. Whether you're planning for retirement, growing your investments, or leaving a legacy, we partner with you to craft a personalized roadmap that aligns your financial decisions with your values and aspirations.

By focusing on both the technical aspects of financial planning and the human side of your goals, we provide solutions that help you build, protect, and manage your wealth with intention, turning your financial vision into reality.

We believe wealth is more than numbers-it's the foundation for living with purpose and achieving your life goals. As a Certified Financial Planner^™, John combines deep financial planning expertise with a commitment to delivering innovative strategies tailored to your unique journey.

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the vision, and Pure Financial Advisors became the reality.

Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just fifteen years of the firm's opening, Pure Financial surpassed $4.6 billion in client assets under management (as of March 29, 2023) and is currently helping over 4,100 clients plan for their future.

The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to financial science as the guiding light to form our strategies, gaining insights and inspiration from the work of Nobel laureates. As the world continues to evolve, Pure continues to learn.

Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world. Join us at our next educational event or talk to an advisor today to find out how we can help you reach your financial goals.

Russ is an Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor with over 17 years of financial planning experience. He is a member of the Flagship Harbor Advisors network, and also a member of the Financial Planning Association.

Russ also proudly supports the Foundation for Financial Planning which brings free, professional financial advice to wounded veterans, domestic violence survivors, and many others. Russ believes that every client needs help realizing their Big Ideas and that smart financial planning goes a long way toward helping clients enjoy life's simple pleasures.

Kefauver Financial Planning & Wealth Management works with families and professionals needing serious financial planning and investment assistance for lifes important milestones, such as the approach to, and time in, retirement.

From more than two decades of financial planning and service, we are convinced of three simple things:

Everyone has BIG IDEAS to fund. You have meaningful, life-long aspirations. Whether retirement or something else, these need consistent action and a financial plan. We can help with both.

Funding starts by AVOIDING MISTAKES. Our most important work is to help you avoid the Big Mistake: over-reaction to life stress or market conditions during moments that risk derailment of long-term plans.

SMART PLANNING can help you get there. Flexible, comprehensive financial planning and thoughtful advice can provide reassurance as you endeavor to enjoy more of life's simple pleasures. Let's start today.

The Nail Wealth Team at SageSpring Wealth Partners prioritizes building relationships. We understand that your financial profile is just a part of the larger picture, so our ultimate goal is to become a meaningful part in the lives of our clients. We seek to understand the whole person, as well as their financial dreams, goals, and plans.

We are founded on education. We are teachers at heart, and the desire to educate underlies our ongoing work with clients. We help remove the mystery of capital markets and empower our clients with the knowledge and strategies to achieve their financial goals.

We develop through service. We are always prompt and accurate in our processes, and we value the deep connections that can come from offering excellent service. We do everything we can at every turn to exceed client expectations by providing truly outstanding client services.

We facilitate financial confidence. As we educate our clients and develop the relationship through good service, the end result is continuous financial confidence.

We provide personal income solutions to help you address your needs today and to meet your long-term financial objectives. We are a dedicated team working with a small group of clients so that we can bring our very best to each individual. If this type of partnership would support your financial goals, please reach out and schedule a conversation.

When passionate people work toward a common goal, success follows. Each member of our team brings unique experiences, perspectives, and skills to the table and we plan to serve you now and for generations to come. We want to meet you where you are on your financial journey and design strategies to help you get where you want to be.

At TBH, in Franklin, TN, our team lives in the community we serve - Williamson County, Tennessee. We take pride in being a locally owned and operated firm, and we develop relationships that last for generations. We like to earn the privilege of those long-term relationships. Our clients' interests come first, and every relationship is treated as a partnership. Our goal with each client who walks through our door is to identify risks and surpass their financial expectations and goals.

Growing up in the Lone Star State, Travis learned the meaning of hard work at an early age. Patching fence and feeding cows, Travis spent his childhood as a ranch hand helping his dad maintain 800 acres beneath the sweltering Texas sun. Cowboy boots and blue jeans were not only functionalthey were necessary protection from thorns, ticks, and every other challenge of nature that ranch work presented!

Travis began his financial planning career with SageSpring Wealth Partners. After marrying his college sweetheart, Travis saw an unfulfilled need in East Tennessee, so he started his own branch in Knoxville to serve the city and the surrounding communities.

Travis true calling is working directly with clients, helping them plan their financial futures in a manner that aligns with their values and ensures their families will be confident in their finances. To help meet these goals, Travis leads Cullman Wealth Team and incorporates the expertise of attorneys, accountants, and other professionals to provide exceptional service and advice.

In order to meet the highest standards of professionalism and ethics in the industry, Travis is a CERTIFIED FINANCIAL PLANNER" practitioner*. Travis enjoys working with fellow Dave Ramsey fans and supporting Financial Peace University coordinators.

Travis and his wife, Rebekah, live in Knoxville and are active members of Christ Covenant Church. They are enthusiastic fans of Dave Ramsey and the broader message of financial literacy and behavioral change pioneered by Ramsey Solutions. Travis work and personal life are both guided by his faith and the Christian principles of honesty, generosity, compassion, and integrity. Outside of work, Travis enjoys music, football, fishing, woodworking, and spending time with his wife and four young childrenBryan, Brynleigh, Tyler, and Zakai.

SageSpring Wealth Partners operates as a family. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.