Coby Harper

Barry McCarter is a CFA charterholder and principal of McCarter Investments, LLC, an independent advisory firm he has led since 2004. He has 14 years of industry experience and operates in Gatlinburg, Tennessee. The firm also holds registration as an accounting practice, allowing it to provide limited tax return preparation for select clients. McCarter Investments offers investment advisory services to individuals, partnerships, estates, trusts, IRAs, and defined contribution plan participants. The firm manages approximately $75 million in client assets with a focus on diversified, buy-and-hold portfolios that emphasize low-cost ETFs and index funds, complemented by value-oriented individual stock selection when appropriate.

Andrew Wallace is a financial advisor at Silver Oak Securities, Incorporated with 24 years of industry experience. He holds the CFP® designation and has worked with firms including Comprehensive Financial Strategies, LLC and Cosey Financial Services, Inc. Wallace is also involved part-time in the life, long-term care, disability, and fixed insurance business. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a team of over 100 financial professionals. The firm offers customized portfolio management, a unified managed account program, financial planning, and solutions for managing held-away retirement plan assets.

Travis Jacques is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Jacob Bunch is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC, and has been involved with Bunch Family Holdings, LLC. Outside of his advisory work, he has held roles at the Haslam College of Business at the University of Tennessee and participated in community organizations such as the Helen Ross McNabb Center and Emerald Youth Foundation. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through a variety of discretionary and non-discretionary strategies.

Millicent Gunter is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently with Truist Advisory Services, where she has worked since 2021. Her prior experience includes roles at SunTrust Investment Services and SunTrust Advisory Services dating back to 2008. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that integrate firm-level model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Steven Champagne is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing various investment strategies and coordinating services through multiple custodians.