Jonathan Johnson

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.

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.

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, holding a Series 66 designation and 25 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, providing access to a range of third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

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.