Coby Van Harper

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.

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.

Andrew Wallace is a CFP®-designated financial advisor with 25 years of industry experience. He is affiliated with Silver Oak Securities, Inc. and has held roles at related firms including Comprehensive Financial Strategies, LLC and Cosey Financial Services, Inc. Outside of advisory work, he is involved part-time in life, long-term care, disability, and fixed insurance sales. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and other entities through a network of over 100 professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary, customized investment management tailored to client objectives and risk tolerances.

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.

Millicent Gunter is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. She has worked with various Truist entities since 2008, including Truist Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled equity research tools.