With high regard to our fiduciary duty, we exist to faithfully serve individuals and organizations who are eager to understand and take control of their finances. Deep, authentic relationships allow us to help our clients clarify and define what is most important and utilize that knowledge when making important decisions. Our comprehensive approach facilitates a proactive partnership rooted in accountability putting clients in position to Ignite Financial Momentum and create meaningful outcomes. Life is full of Momentum Moments, those times when decisions are most impactful. We proactively prepare our clients for those moments through: Life Planning, Financial Wellness, and Wealth Planning services. Skee began his finance career in early 2012 and has since served many individuals and organizations as their trusted advisor. Having a long family lineage of educators, he naturally has a passion for teaching and helping others. An interest in finance early in life led him to attain his Bachelor of Science in Business Administration degree focused in Financial Planning and Economics from Western Carolina University in 2010. After college, Skee served as Senior Financial Services Officer at a prominent credit union in his home state of North Carolina. He moved to East Tennessee in 2016 and has built strong relationships with individuals, families, and organizations, managing over $100,000,000 for many of them. One Knoxville non-profit organization he advised was recognized as one of four Plan Sponsor of the Year nominees in a well-known national publication in 2024. He holds designations of CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, and Accredited Tax Preparer. Skee enjoys serving his community through several organizations in the Greater Knoxville Area. Mission: To empower family stewards, people pursuing independence, and employee-centric organizations to achieve their full potential financially and personally, positively impacting their own circumstances and the lives of those around them. Vision: To grow organically through a commitment to our culture of providing high quality client experiences and by fostering community relationships. Our desire is to build and maintain a Destination Firm for both clients and employees. Along the way, we will make a positive impact on the communities where we live and serve through volunteering and giving back. Core Values: Influence, Competency, Trustworthiness, Boldness, Authenticity

Jonathan Allen is a financial advisor at Belvedere Investments Corporation with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various firms including Mass Mutual Investors Services and Raymond James & Associates. In addition to his advisory role, he serves as Vice President of Operations at Brightway Insurance, where he is involved in selling insurance products. Belvedere Investments Corporation is a state-registered investment adviser that provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, business entities, and charitable organizations. The firm uses fundamental and technical analysis, asset allocation, thematic investing, and selective use of options and ETFs in its investment process.

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.

Jackie Simpson is a financial advisor at CW Securities, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role, he is a partial owner of Pinkstaff, Simpson & Headrick, PC, a tax accounting firm, and PSH Audit & Assurance Services, LLC, a business audit company. He also owns PSHH Financial Services and holds interests in a payroll company and several commercial property partnerships. 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 implemented across various asset classes and management styles, coupled with financial planning and consulting services.

Anthony Cosey is a financial advisor with Cosey Financial Services, Inc. in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Silver Oak Securities, Inc. for 12 years and has been with Cosey Financial Services since 2006. Outside of advisory work, he founded The Running Foundation, which reviews and directs donations to local charities and assists with planning and marketing. Cosey Financial Services, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm offers discretionary asset management across various securities and alternative investments, financial planning, retirement plan consulting, and corporate services, employing multiple analytical methods and strategies tailored to client objectives.

Brian Stivers is a financial advisor with Stivers Wealth Management in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at CoreCap Advisors and USA Financial Securities Corporation. He is also involved in the sales and service of health insurance, life insurance, and annuities through Stivers Wealth Management. Stivers Wealth Management provides portfolio management and co-advisory services to individuals and high-net-worth clients, operating in partnership with a third-party manager that handles investment management and trade execution. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative and technical methods within a long-term trading strategy.

Monica Head is a financial advisor at CW Securities, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Inc. and Visionary Horizons Wealth Management Group, LLC. Monica is also appointed as an insurance agent with various companies. CW Securities, LLC provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary management along with financial planning and consulting, using client-specific investment policies implemented across equities, fixed income, and mutual funds with multiple management styles.

Derek Miser is a financial advisor with Miser Asset Management, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at AlphaStar Capital Management, Miser Wealth Partners, and Newbridge Securities. Outside of investment advisory, he is involved in life, accident, and health insurance services through Miser Wealth Partners and provides tax planning and tax services via Miser Tax Advisory Services. Miser Asset Management serves individual clients, trusts, estates, conservatorships, and small business entities, offering portfolio management, financial consulting, and educational seminars. The firm employs a combination of fundamental, technical, cyclical, and economic analysis in its investment approach, using both discretionary and non-discretionary strategies and model portfolios that include indirect cryptocurrency exposure.

James Blevins is a financial advisor with Soar Financial LLC in Knoxville, TN, holding Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at B and T Developments LLP, Summit Financial, Inc., and Summit Accounting Services, LLC, where he is also a certified public accountant and owner. Outside of advising, he is involved in credit card processing services and land development. Soar Financial LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm offers customized portfolios emphasizing long-term strategies with tactical adjustments and serves as both discretionary and non-discretionary managers for a range of clients.

Yvonne Marsh is a financial advisor at Marsh Wealth Management, LLC in Knoxville, TN, with 13 years of industry experience. She holds a Series 66 designation and is a Certified Public Accountant. Yvonne is also an independent licensed insurance agent and an owner of Marsh Professional Group, LLC. Marsh Wealth Management serves individual and high-net-worth households by providing portfolio management and comprehensive financial planning, including retirement-plan rollover advice. The firm uses a model-portfolio approach based on Modern Portfolio Theory and offers specialized services for employer-sponsored plan assets.

Adam Reed is a financial advisor with Providence Wealth Management LLC in Knoxville, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Providence Wealth Management, he worked at Northwestern Mutual Investment Services LLC and Axiom Wealth Management. Outside of his advisory role, he assists with marketing and website updates for Mitch Reed and Associates PLLC, a family business. Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, often acting as a co-advisor to third-party money managers. The firm employs model-based investment strategies combined with fundamental, technical, and cyclical analysis, and operates affiliated tax and insurance businesses that support its advisory services.

Seth Felker is a financial advisor at The Nalls Sherbakoff Group, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Marsh Wealth Management and Josh Ellis State Farm, among others. The Nalls Sherbakoff Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies using fundamental, technical, and cyclical analysis and offers discretionary portfolio management, pension consulting, and educational seminars.

James Longest is a financial advisor at Longest & Young, LLC with 15 years of industry experience. He holds a Series 66 designation and has operated James Longest, CPA, PC since 2012. Longest & Young, LLC serves individual investors—including high-net-worth clients—pension and profit-sharing plans, and 501(c)(3) nonprofit organizations. The firm offers discretionary portfolio management, financial planning, and consulting, using a goals-based, long-term investment approach supported by fundamental analysis and customized asset allocation.

Patrick Young is a financial advisor at Longest & Young, LLC with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Alongside his advisory work, he has worked part-time as a sales representative at Mattress Firm since 2017. Longest & Young, LLC serves individual investors—including high-net-worth clients—as well as pension and profit-sharing plans and nonprofit organizations. The firm provides discretionary portfolio management, financial planning, and consulting with a focus on fundamental analysis and a goals-based, long-term investment approach.

Michael Marsh is a financial advisor at Marsh Wealth Management, LLC in Knoxville, TN, with eight years of industry experience. He holds a Series 65 designation and has been with Marsh Wealth Management since 2017. In addition to his advisory role, Marsh is an owner and active manager of Marsh Professional Group, a Tennessee-based Certified Public Accounting firm that provides risk management and tax services to the community banking industry and other clients. Marsh Wealth Management serves individual and high-net-worth households with portfolio management and comprehensive financial planning, including retirement-plan rollover advice. The firm employs a model-portfolio approach based on Modern Portfolio Theory and offers specialized services for employer-sponsored plan assets through its 401K+ and 401K EZInvest programs.

Justin Stivers is a CFP® professional at Stivers Wealth Management in Knoxville, TN, with four years of industry experience. He previously worked at CoreCap Investment Advisors and operated his own law firm, The Law Offices of Justin B Stivers. In addition to his advisory role, he is a licensed insurance agent. Stivers Wealth Management provides portfolio management and co-advisory services to individuals and high-net-worth clients, partnering with a third-party manager to handle investment management and trade execution while maintaining client relationships and oversight. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading approach.

Garrett Crawford is a financial advisor with Providence Wealth Management LLC in Knoxville, TN, holding the CFP® designation and Series 65 license. He has 12 years of industry experience and has been associated with Providence LTC Advisors, Inc. since 2014. His professional activities include insurance sales through Providence LTC Advisors. Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, often acting as a co-advisor to third-party money managers. The firm uses model-based investment strategies combined with fundamental, technical, and cyclical analysis, and coordinates portfolio administration and reporting alongside its third-party managers and custodians.

Donald Nalls Jr. is a CFP® with 21 years of industry experience and has been with The Nalls Sherbakoff Group, LLC since 2013. He holds a Series 63 license and serves as an Assistant Division Commander in the US Army Reserve, a role that may involve a significant portion of his time. The Nalls Sherbakoff Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies using fundamental, technical, and cyclical analysis, primarily advising on equities, corporate debt, mutual funds, and ETFs, and offers pension consulting services including participant enrollment meetings and educational seminars.

Jeffrey Loos is a financial advisor with Marsh Wealth Management, LLC in Knoxville, TN, holding the ChFC® designation and Series 63 license, with 21 years of industry experience. He previously worked at Modern Wealth Management, LLC and Coulter & Justus Financial Services, LLC. Outside of his advisory role, he is also a licensed insurance agent. Marsh Wealth Management serves individual and high-net-worth households, providing portfolio management and comprehensive financial planning, including retirement-plan rollover advice. The firm uses a model-portfolio approach based on Modern Portfolio Theory and employs strategic asset allocation and rebalancing with regular account reviews.

Michael Cox is a CFP® with 35 years of experience in the financial services industry, currently serving as president of CW Securities, LLC in Knoxville, TN, where he has worked since 2002. He holds Series 63 and Series 66 licenses and is also an insurance agent with appointments at various companies, dedicating less than 5% of his time to that activity. Additionally, he operates Capital Wealth Management, LLC, a sole proprietorship used for expense management. CW Securities, LLC provides ongoing investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm develops tailored investment policies and implements them across various asset classes using multiple management styles, with accounts custodied through Charles Schwab and American Funds.