Stephen Kerutis

We believe money is a tool and that every person deserves a guide who will help them use it well. With deep respect for our fiduciary calling, we exist to serve individuals and organizations who are ready to understand their finances and take confident steps forward. We call that stewardship: holding what you've been given with care, intentionality, and purpose. Our relationships go beyond numbers. We take time to listen, learn, and help our clients find clarity around what truly matters, then build every decision on that foundation. This honest, human-first approach is at the heart of everything we do. Our comprehensive planning process creates a proactive partnership rooted in accountability. We walk alongside our clients through what we call Momentum Moments - those pivotal times when decisions carry the most weight. Planning to us focuses on our Life, Resources, Protection, and Legacy. By focusing on aligning these facets of your life, we help prepare for important decisions with confidence and courage, so you can move forward without second-guessing yourself. We don't take lightly the trust our clients place in us. We receive it with gratitude and honor it by holding ourselves to a standard of excellence in every interaction, every plan, and every recommendation. The Core Values which drive us: Stewardship - We treat every client's resources as something worth protecting and growing with care. Clarity - We simplify complexity so clients always know where they stand and what comes next. Gratitude - We don't take trust for granted. We receive it humbly and honor it faithfully. Excellence - We hold ourselves to a high standard in every plan, every conversation, and every outcome. Courage - We ask the hard questions, have the honest conversations, and help clients make bold, confident decisions. Our Mission is Empowering Fulfillment + Enhancing Communities Our Vision is to grow organically through a culture of excellence and genuine care - building a Destination Firm where clients and staff alike feel known, supported, and inspired. Along the way, we will make a lasting impact in the communities where we live and serve through volunteering, generosity, and relationships.

Jonathan Allen is a financial advisor with Belvedere Investments Corporation in Lenoir City, TN. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Belvedere Investments, he held roles at several firms including Mass Mutual Investors Services and Raymond James & Associates. He also serves as Vice President of Operations at Brightway Insurance in Lenoir City. Belvedere Investments Corporation provides discretionary asset management and financial consulting primarily to high-net-worth individuals, trusts, estates, business entities, and charitable organizations. The firm uses fundamental and technical analysis, asset allocation, thematic investing, and options trading within its investment programs, while also offering project-based financial consulting services.

Patrick Carmichael is a financial advisor with Strategic Wealth Investments, LLC in Knoxville, TN, holding a Series 65 designation and 12 years of industry experience. He has worked with Strategic Wealth Management since 2014 and was previously with Wealth and Retirement Investment, Inc. Mr. Carmichael also serves as president and insurance agent at Strategic Wealth Management, dedicating approximately 40% of his time to insurance product sales and services. Strategic Wealth Investments provides discretionary asset management and financial planning to individual and high-net-worth clients, managing roughly $7.36 million across about 60 accounts. The firm employs fundamental, charting, and cyclical analysis, along with periodic rebalancing and tax-loss harvesting, and offers public educational seminars and insurance products through its affiliated insurance business.

Robert Fee is a financial advisor with True North Wealth Strategies LLC in Knoxville, TN. He holds Series 63 and Series 65 registrations and has eight years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investment, M Holdings Securities, and Northwestern Mutual. Outside of his advisory work, he is a partner at Wealth Benefits Group, involved in sales and marketing related to retirement planning products. True North Wealth Strategies provides discretionary asset management to individuals and high-net-worth clients and acts as a limited-scope ERISA 3(21) investment adviser to qualified retirement plans. The firm uses a mix of analytical approaches and manages portfolios on a discretionary basis, tailoring investment programs to client goals and risk tolerances.

Jackie Simpson is a financial advisor at CW Securities, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CW Securities since 2004. Outside of his advisory role, he is a partial owner of a tax accounting firm and a business audit company, where he spends the majority of his professional time. CW Securities, LLC provides investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers personalized investment policies and financial planning across various asset classes, with accounts custodied through Charles Schwab and American Funds.

Rachel Hacker is a financial advisor with Creekside Capital, Inc. in Knoxville, TN, with 21 years of industry experience. She has worked at McBrearty Capital Management, Inc. since 2000. Outside of advisory work, she is a partner in Sony Lane Partnership, which owns the building housing McBrearty Capital Management. Creekside Capital advises individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides portfolio management and retirement-plan advisory services on a non-discretionary basis, typically implementing client-approved investment plans using mutual funds, ETFs, individual securities, and third-party managers.