Carol Johnson is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Oak Springs Wealth Management, LLC since 2016. She is also a part owner and CFO of Z Media Ventures, LLC, a media and production company where she manages financial and employee services. Oak Springs Wealth Management is a boutique firm with two advisors managing approximately $44 million for about 86 clients, providing comprehensive financial planning, portfolio and private wealth management, and ancillary services. The firm employs a long-term, strategic asset allocation approach, primarily using ETFs alongside mutual funds, equities, fixed income, and alternatives.

George Lee Jr. is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Oak Springs Wealth Management, LLC since 2012. The firm operates as a two-advisor team based in Knoxville, TN. Lee is also a licensed insurance agent and may recommend insurance products to clients as part of his professional activities. Oak Springs Wealth Management serves individuals, trusts, and estates, including both high-net-worth and non-HNW clients, providing financial planning, portfolio management, and private wealth management. The firm emphasizes customized financial profiles and investment plans, primarily utilizing ETFs within a long-term, strategic allocation framework, and offers ancillary services such as trust-related work and business consultation.