Thomas Dillon

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.

Ramin Olson is a financial advisor at Nomad Financial with three years of industry experience. He holds a Series 65 designation and has worked at UBS Investment Bank and UBS Wealth Management, as well as the US International Development Finance Corporation. Olson also has a legal and regulatory background, including experience in regulatory and in-house counsel roles. Nomad Financial Advisors LLC provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes asset allocation with a preference for passive investment management, incorporating active strategies as appropriate, and offers various engagement options including ongoing wealth management, project-based planning, tax return preparation, and an Outsourced CIO service.

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.

Leon Ebbert is the principal of Ebbert Asset Management, LP in Knoxville, TN, with 21 years of experience in financial advising. He holds the PFS™ designation and Series 63 license. In addition to his advisory role, he has been president of Leon E. Ebbert, PC, a certified public accounting firm, since 1997. Ebbert Asset Management provides personalized investment management and financial planning services to individuals and small businesses. The firm employs an active investment approach focused on equities, market timing, and trading strategies, and integrates investment management with tax and insurance services through its close affiliation with the principal’s accounting practice.