Kassidi Hooper

Darrell Avery is a financial advisor with LPL Financial in Maryville, TN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2009 and has also been associated with Flagship Harbor Advisors, LLC since 2016. Avery serves as a nonprofit board member for Monroe County Schools in Tennessee. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a platform that integrates advisory and brokerage services.

Rocky Montgomery is a financial advisor at Prospera Financial Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prospera since 2016. Prior to that, he was with Capital Guardian, LLC and Financial & Tax Strategies, where he also owns an insurance business offering fixed annuities and life insurance. Outside of finance, he is the owner of TN K-9 Services LLC, a drug dog training business. Prospera Financial Services is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans through about 207 advisors across roughly 140 offices. The firm provides investment advisory and financial planning services using a variety of firm-sponsored and third-party platforms, combining discretionary and non-discretionary portfolio management.

David Topor is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Gradient Advisors since 2013 and also serves as President and Sales Agent for IntelliShield, a life, health, and annuity sales business he has been involved with since 2010. Additionally, Topor participates as an educational speaker and advisor for the nonprofit Society of Financial Awareness and works as an estate planning advisor collaborating with lawyers to sell and fund trusts. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a client-approval investment approach supplemented by third-party money manager referrals.

Samuel Tate is a financial advisor with OneAscent Financial Services LLC holding a Series 65 designation and beginning his industry career in 2025. Prior to his role in financial services, he was involved with Berry College Track and Field and has served as head swim coach for Maryville High School. OneAscent Financial Services LLC manages approximately $2.61 billion through a team of 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and utilizes a combination of direct management, third-party managers, and unified managed accounts.

Richard Albright is a financial advisor at Empower Advisory Group with 38 years of industry experience. His prior roles include positions at GWFS Equities, Scottrade, Inc., Cetera, Cetera Investment Services LLC, and Regions Bank. He holds Series 63 and Series 65 designations. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Matthew Sherlock is a financial advisor with Truist Advisory Services in Loudon, TN, holding a Series 66 designation and 11 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2019 and previously worked at Valic Financial Advisors from 2015 to 2019. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.