Lisa Catlett Goins

Payton Ve Strand is a CFP® certificant and holds Series 65 and Series 63 licenses, currently serving as a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2025, Ve Strand worked at JPMorgan Securities, LLC, and PYA Waltman Capital, LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and managing approximately $2.74 trillion in client assets.

Derek Kennedy is a CFP® with 24 years of experience and the principal advisor at Kennedy Wealth Management in Knoxville, TN, where he has worked since 2000. He holds a Series 63 license and leads the firm as its sole advisor. Kennedy Wealth Management serves individual investors, trusts, charitable organizations, businesses, and retirement plan sponsors with financial planning, investment management, and retirement plan advisory services. The firm operates as a fee-only fiduciary, uses diversified asset allocation based on fundamental analysis and Modern Portfolio Theory, and provides pension consulting and employee education services uncommon among similar independent advisors.

David Burnett is a financial advisor at Shepherd's Financial LLC in Knoxville, TN, with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with Eagle Strategies LLC and NYLIFE Securities LLC. Outside of finance, Burnett serves as clergy at Old North Abbey and is an author of academic books on religious texts. Shepherd’s Financial serves individuals, clergy, churches, businesses, and charitable organizations, providing discretionary and non-discretionary asset management along with financial planning and consulting. The firm employs fundamental analysis, tax-aware techniques, and third-party model managers, with a focus on customized strategies for each client’s objectives and risk tolerance.

Grayson Niehaus is a CFA® charterholder and Series 63 licensee with approximately one year of industry experience. He is the founder, sponsor, and managing member of OneThirty Equity Fund L/S, LP, a privately offered pooled investment vehicle. Prior to founding Parity Investment Management, LLC, Niehaus worked at Invesco and William Blair and was employed by the University of Tennessee. Parity Investment Management, LLC provides portfolio management services primarily to individual and high-net-worth clients. The firm employs a documented investment process that incorporates fundamental analysis, modern portfolio theory, and quantitative methods, offering both ongoing discretionary management and limited-scope advisory consultations.

Steven King is a financial advisor at ICON Capital Management, LLC in Powell, Tennessee, with 21 years of industry experience. He holds the Series 63 designation and has been with ICON Capital Management since 1996. ICON Capital Management provides discretionary portfolio management, limited financial planning, and consulting services to individuals, trusts, estates, and retirement plans. The firm is noted for its work with pension and profit-sharing plan clients, including retirement plan consulting and ERISA fiduciary roles.

Nicholas Vantrease is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He has been with Provident Wealth, LLC since 2017 and previously worked at Clayton Bank and Trust from 2010 to 2017. Based in Knoxville, TN, he is the sole advisor at Provident Wealth. Provident Wealth provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers ERISA plan services, including education and plan monitoring as a 3(21) fiduciary and the option to serve as a 3(38) investment manager, with investment strategies focused on tailored portfolios using fundamental and cyclical analysis along with modern portfolio theory.