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The Tennessee Department of Commerce and Insurance requires the use of designated service providers. Please visit the TDCI website for more information.


Wellspring Financial Solutions of Raymond James

Gary Greene, Senior Vice President, Investments & Managing Director
Phone: 615-716-7010
Email: gary.greene@raymondjames.com



CapVisor Associates, LLC

Carl Terzer, Principal
Phone: 973-665-6370
Email: carl.terzer@capvisorassociates.com


First Horizon Bank / First Horizon Advisors

Stuart Goss, Financial Advisor
Phone: 629-208-2063
Email: sgoss@firsthorizon.com



Imperial PFS

Dick Crnkovich, Vice President
Phone: 253-310-1966
Email: dick.crnkovich@ipfs.com


KeyState Captive Management

Josh Miller, CEO
Phone: 702-598-3738
Email: jmiller@key-state.com



Pinnacle Financial Partners

Michael A. Corbett, Senior Vice President
Phone: 615-743-8704
Email: Michael.Corbett@PNFP.COM


Sage Advisory Services

Gregory H. Cobb, Investment Strategy
Phone: 512-327-5530
Email: gcobb@sageadvisory.com



UBS Financial Services, Inc.

Edward O'Brien III, Senior Vice President-Wealth Management
Phone: 423-757-7632
Email: eddie.obrien@ubs.com



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