Chase Burton is a financial advisor at Rather & Kittrell, Inc. with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at the University of Tennessee and Northwestern Mutual. Outside of finance, he owns a sole proprietorship focused on pressure washing services. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and institutional investors. The firm uses globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

William Eichhorn is a financial advisor at Rather & Kittrell, Inc. with 21 years of industry experience. He has been with Rather & Kittrell since 2005 and previously worked at Securities Service Network, Inc. from 2004 to 2020. Eichhorn serves as a board member for the Marine Corps Association and the East Tennessee Veterans Memorial Association, and he is involved in several local nonprofit and community organizations. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm uses globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and offers both discretionary and non-discretionary management.

Daniel Maupin is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Rather & Kittrell, Inc. since 2020. Prior to joining Rather & Kittrell, he worked in real estate with Remax for one year. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement-plan advisory services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm uses a globally diversified, multi-asset-class investment approach guided by Modern Portfolio Theory and offers model portfolios tailored to client risk profiles.

Chase Kerby is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Rather & Kittrell, Inc. since 2018. Prior to joining Rather & Kittrell, he worked at Travelers for five years. He is also a board member of the Shangri-La Therapeutic Academy of Riding, a nonprofit that uses horse therapy to assist individuals with disabilities or those at risk. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and offers both discretionary and non-discretionary management.

Samuel Paganelli is a CFP® and CFA® with three years of industry experience, currently serving at Rather & Kittrell, Inc. since 2021. Prior to joining Rather & Kittrell, he worked at the Tennessee Valley Authority and the University of Tennessee. Rather & Kittrell, Inc. provides wealth management, financial planning, consulting, and retirement-plan advisory services to individuals, corporations, trusts, estates, and charitable organizations. The firm uses a globally diversified, multi-asset-class investment approach guided by Modern Portfolio Theory and implements portfolios primarily with low-cost mutual funds and ETFs.

Lytle Rather is a financial advisor at Rather & Kittrell, Inc. in Knoxville, TN, holding CFP® and Series 63 credentials with 37 years of industry experience. He has worked at Rather & Kittrell since 2000 and spent 19 years at Securities Service Network, Inc. Rather serves on the board of the Historic Tennessee Theatre Foundation and is treasurer of the Virtue Cemetery Board. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and various institutional entities. The firm employs globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and offers both discretionary and non-discretionary management.

Paul Hall is a CFP® with 26 years of industry experience, currently serving as an advisor at Rather & Kittrell, Inc. since 2002. His prior work includes roles at Securities Service Network, Inc. and The Todd Greene Agency. He is also an author of a book titled *Beyond the White Coat - Wealth Management for Physicians in Turbulent Times* and serves on the board of the Lift Foundation, a nonprofit organization. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and institutional entities. The firm employs globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Lucas Belangee is a CFP® affiliated with Rather & Kittrell, Inc. in Knoxville, TN. He has one year of industry experience and has held roles at Rather & Kittrell since 2025 as well as prior positions at Cetera Advisors LLC, Onieal & Associates, and Ball State University. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement-plan advisory services to individuals, plans, corporations, trusts, estates, and charitable organizations. The firm uses a globally diversified, multi-asset-class investment approach guided by Modern Portfolio Theory, implementing portfolios primarily with low-cost mutual funds and ETFs across models ranging from capital preservation to aggressive growth.

Caleb Wanca is a financial advisor at Rather & Kittrell, Inc. in Knoxville, TN, holding a Series 65 credential. He has been with Rather & Kittrell since 2026 and previously worked in various roles including at The University of Alabama National Alumni Association and Chipotle Mexican Grill. Rather & Kittrell provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm’s investment approach focuses on globally diversified, multi-asset-class model portfolios guided by Modern Portfolio Theory and risk profiling.

Nathan Miller is a financial advisor at Rather & Kittrell, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked at S.E.E.D. Planning Group LLC and Volkswagen Group of America, Inc. Miller’s background also includes roles with the Town of Farragut and the University of Tennessee. Rather & Kittrell provides wealth management, financial planning, and retirement-plan advisory services to individuals, corporations, trusts, estates, and charitable organizations. The firm employs a globally diversified, multi-asset-class investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs across various risk-profiled model portfolios.

Christian Kittrell is a financial advisor at Rather & Kittrell, Inc. in Knoxville, Tennessee, with 29 years of industry experience. He has been with Rather & Kittrell since 2000 and previously worked at Securities Service Network, Inc. from 2001 to 2017. Kittrell serves on the board of the Historic Tennessee Theatre Foundation, a local nonprofit organization. Rather & Kittrell, Inc. provides wealth management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets for over 1,100 clients.

Hannah Whatley is a CFP® with nine years of industry experience, currently serving as a financial advisor at Rather & Kittrell, Inc. since 2021. She previously worked at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Operations Company Inc. Whatley also serves on the boards of Family Promise, a nonprofit focused on preventing homelessness, and the Historic Tennessee Theatre Foundation. Rather & Kittrell provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs a globally diversified, multi-asset-class investment approach guided by Modern Portfolio Theory and uses low-cost mutual funds and ETFs across multiple model portfolios tailored to client risk profiles.

James Slagle IV is a CFP® with 14 years of industry experience, currently serving as an advisor at Rather & Kittrell, Inc. since 2012. He previously worked with Securities Service Network from 2012 to 2017. Slagle serves on the Finance Committee of the Trinity Health Foundation and is set to chair the committee in 2025. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and various institutional clients. The firm manages approximately $1.855 billion in assets using globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory.

Ethan Nicholas is a financial advisor at Rather & Kittrell, Inc. with a Series 65 designation and one year of experience. His background includes roles at The League of Angels and City Hills Church, as well as involvement with University of Tennessee Football and prior work in the stone and tile industry. Rather & Kittrell, Inc. provides wealth management, financial planning, consulting, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs globally diversified, multi-asset class portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Darrien Reasonover is a financial advisor at Rather & Kittrell, Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience at Silver Oak Securities Inc. and several roles outside the financial sector, including positions in the hospitality industry and education. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs globally diversified, multi-asset class model portfolios grounded in Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Collin Ironside is a financial advisor at Rather & Kittrell, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Rather & Kittrell, he worked at Virginia Military Institute and spent five years in secondary education. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and institutional entities. The firm uses globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Thomas Beahn III is a CFP® professional with six years of industry experience. He currently serves as an advisor at Rather & Kittrell, Inc., where he has worked since 2024. Prior to this, he spent four years at Sycamore Financial Planning and four years at Clemson University. In addition to his advisory work, he is licensed as an insurance agent operating a sole proprietorship focused on insurance sales. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement-plan advisory services to individuals, corporations, trusts, estates, and charitable organizations. The firm employs a globally diversified, multi-asset-class investment approach using low-cost mutual funds and ETFs, with client portfolios assigned through a documented risk-profiling process.

Amanda Howerton is a CFP® professional with 13 years of experience in financial advising. She has been with Rather & Kittrell, Inc. since 2012. Outside of her advisory role, she serves as a board member for two nonprofit organizations focused on affordable housing and community support in Maryville, TN. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, corporations, trusts, and charitable organizations. The firm uses globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Nathan Woods is a CFP® professional with 15 years of industry experience, currently serving at Rather & Kittrell, Inc. since 2020. He previously worked for The Trust Company of Tennessee for 10 years. Outside of his advisory role, Woods serves on the boards of several nonprofit organizations focused on cancer support and youth development, including the Cancer Support Community East Tennessee and the Boy Scouts of America/Great Smokey Mountain Council. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and serves over 1,100 clients with approximately $1.855 billion in assets under management.

Nathan Smith is a Series 65-licensed financial advisor with 16 years of industry experience. He has been with Rather & Kittrell, Inc. in Knoxville, TN since 2015. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm manages approximately $1.855 billion in assets using globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory.