Andrew Robert Wallace

Barry McCarter is the principal of McCarter Investments, LLC, an independent firm based in Gatlinburg, TN. He holds the CFA® designation and has 15 years of industry experience, including over two decades leading his own firm. The firm provides investment advice and discretionary portfolio management to a variety of clients, including individuals, estates, trusts, and retirement accounts. McCarter Investments combines investment management with accounting expertise, holding CPA and CFA credentials to address both tax and estate considerations as part of its services.

Brigid Mulroy is a CFP® and PFS™ with 26 years of industry experience. She is a principal at Duet Advisory Services LLC and has held positions at Star Wealth Management Corporation and Kahn & Mulroy, PC, where she serves as president and 50% shareholder. Outside of financial advising, she is involved in accounting, tax, and consulting services through Kahn & Mulroy, PC. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $316 million in client assets and offers tailored investment strategies that include mutual funds, ETFs, individual equities, and third-party Independent Managers.

Jeffrey Goering is a CFP® and ChFC® with 11 years of experience in the financial services industry. He currently works at Diamond Client Group, LLC and has prior experience at MML Investors Services, MassMutual Life Insurance Company, and Guardian Life Insurance Company. Outside of his advisory role, he is involved in mortgage origination and individual life and health insurance sales. Diamond Client Group provides advisory services to individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, sub-advisor selection, alternative investment sourcing, and both project-based and ongoing financial planning. The firm combines fundamental analysis, modern portfolio theory, and technical analysis in its investment process and supports client participation in private placements and other alternative investments.

Michael Smith is a Series 65-licensed advisor at Financial Gravity Family Office Services, LLC with three years of experience in financial advising. He has operated Michael B Smith CPA, PLLC, a tax preparation and planning firm, since 2000. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently employs third-party sub-advisors while maintaining client oversight.

Travis Jacques is a financial advisor with Private Advisor Group, LLC who holds a Series 66 credential and has 25 years of industry experience. He has worked with Private Advisor Group since 2016 and previously gained experience at Morgan Stanley and Morgan Keegan & Company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model utilizing multiple investment strategies and technology platforms while offering proprietary and third-party managed account solutions.

Jacob Bunch is a financial advisor at Private Advisor Group, LLC with Series 66 credentials and three years of industry experience. His work history includes roles at LPL Financial and family business holdings. He has also been involved with nonprofit organizations such as the Helen Ross McNabb Center and the Emerald Youth Foundation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model using a range of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.