Jackson Southard is a financial advisor at Graybridge Capital with a Series 65 credential and four years of industry experience. He is also a licensed real estate broker affiliated with Realty Executives, where he represents buyers and sellers in real estate transactions. Southard's background includes roles at Purdue Global University and the University of Tennessee, Knoxville. Graybridge Capital is a state-registered investment adviser providing discretionary asset management to individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, charting, cyclical, and quantitative analysis, using proprietary algorithms to monitor portfolios and customize investment strategies based on client objectives, time horizon, and risk tolerance.

David Zbonski is a financial advisor at First Advisors National, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Duck Hills Farms, Fortinet, Zones, and General Growth Properties. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party managers and uses fundamental analysis for supplemental individual security recommendations.

Michael Smith is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He has worked at firms including LPL Financial LLC, Crown Capital Securities, and Securities America, and has been with Quality Financial Concepts since 2013. In addition to his advisory work, Smith holds a part-time outside employment role at the University of Tennessee in Knoxville. Quality Financial Concepts provides financial planning and portfolio management services to individuals, trusts, estates, non-profits, and small businesses. The firm focuses on tailored asset-allocation modeling and offers a range of investment strategies, including mutual funds, stocks, options, bonds, and alternative investments.

James Horn is a CFP® with 38 years of industry experience, currently serving at Quality Financial Concepts. His prior roles include positions at LPL Financial, Crown Capital Securities LLP, and Securities America, Inc. Outside of his advisory work, he owns and operates Topstock Vizslas, a business unrelated to investment activities. Quality Financial Concepts provides financial planning and portfolio management services to individuals, trusts, estates, non-profits, and small businesses. The firm employs an asset-allocation strategy tailored to client goals and risk tolerance, offering a range of investment options and a focus on client education and business-oriented financial services.

Jonathan Dockery is a Series 65-licensed advisor at LeConte Wealth Management, LLC with 11 years of industry experience. He is also a certified public accountant and principal of Jonathan K. Dockery, CPA, PLLC, where he dedicates a portion of his professional time providing accounting and tax preparation services. Dockery has been with LeConte Wealth Management since 2014. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations through a team of four advisors. The firm offers discretionary asset management using model portfolios, financial and tax planning, advisory consulting, and standalone tax-preparation services.

Douglas Whitten is a financial advisor with LeConte Wealth Management, LLC in Maryville, TN. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining LeConte Wealth Management, he worked at M Holdings Securities, Inc., C&J Wealth Advisors, and Securities America, Inc. Whitten is also an independent licensed insurance agent specializing in fixed insurance. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations with a team of four advisors. The firm offers discretionary asset management using model portfolios, financial and tax planning, advisory consulting, and standalone tax-preparation services, employing methods such as technical analysis, fundamental research, and cyclical analysis.

Kevin Painter is a financial advisor with LeConte Wealth Management, LLC in Maryville, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LeConte Wealth Management since 2007. Outside of advisory work, he serves as a power of attorney for a family member. LeConte Wealth Management advises individuals, corporate entities, and charitable organizations through a four-advisor team, managing client accounts on a discretionary basis with firm-developed model portfolios. The firm offers services including asset management, financial and tax planning, advisory consulting, and standalone tax preparation.

Beau Bushong is a financial advisor at LeConte Wealth Management, LLC in Maryville, TN, holding a Series 65 designation with five years of experience in the insurance industry and one year at his current firm. His prior work includes roles at Apex Insurance, Farm Bureau Insurance of Tennessee, Greenleaf Industries, Alumni Hall Stores, and CookOut Restaurants. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations through a team of four advisors, offering discretionary asset management, financial and tax planning, and advisory consulting. The firm employs a combination of technical analysis, fundamental research, and cyclical analysis in managing client portfolios, which primarily include mutual funds, ETFs, and corporate debt.

Richard Morsch is a financial advisor at SCS Asset Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SCS Asset Management since 2016, following a prior role at Securities Research, Inc. Outside of his advisory work, he owns SRM Services LLC, a non-investment-related business. SCS Asset Management provides advisory services to individual and high-net-worth clients as well as employee benefit plans, offering customized portfolio management and financial consulting. The firm combines fundamental, technical, and charting analysis in its investment approach and is affiliated with a pension consulting entity that offers plan-level advice and participant education.

Bryan Belew is a financial advisor at LeConte Wealth Management, LLC in Nashville, TN, holding a Series 65 credential with one year of industry experience. He also operates Bryan M Belew, CPA, PLLC, a CPA firm specializing in tax preparation and assistance since 2018. Prior to his current roles, he worked at Bill Miles CPA and Blakenship CPA Group. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations, offering discretionary asset management, financial and tax planning, and advisory consulting through a four-advisor team. The firm employs multiple investment analysis methods and integrates tax planning with portfolio management.

Hoy Grimm is a financial advisor at LeConte Wealth Management, LLC in Maryville, TN, with 23 years of industry experience. He has been with LeConte Wealth Management since 2007 and holds Series 63 and Series 66 designations. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations through a four-advisor team, offering discretionary asset management, financial and tax planning, advisory consulting, and standalone tax-preparation services. The firm employs various investment analysis methods and focuses on mutual funds, ETFs, and corporate debt in its portfolio allocations.

Alexander Willard is a financial advisor at LeConte Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with LeConte Wealth Management since 2016. Outside of his advisory role, he has experience operating a pressure washing business. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations through a four-advisor team, offering discretionary asset management, financial and tax planning, advisory consulting, and standalone tax-preparation services. The firm employs a combination of technical analysis, fundamental research, and cyclical analysis to manage portfolios primarily consisting of mutual funds, ETFs, and corporate debt.

Darrell Avery is a financial advisor with LPL Financial in Maryville, TN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2009 and has also been associated with Flagship Harbor Advisors, LLC since 2016. Avery serves as a nonprofit board member for Monroe County Schools in Tennessee. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a platform that integrates advisory and brokerage services.

John Tate is a CFP® with 13 years of experience in the financial industry. He is currently with OneAscent Financial Services LLC and previously worked for Patriot Investment Management Group Inc. Tate also owns Hope Financial, a financial consulting business serving churches, individuals, and businesses. OneAscent Financial Services LLC manages approximately $2.61 billion through 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers customized asset allocation and portfolio implementation using a combination of direct management, third-party managers, and unified managed accounts.

Rocky Montgomery is a financial advisor at Prospera Financial Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prospera since 2016. Prior to that, he was with Capital Guardian, LLC and Financial & Tax Strategies, where he also owns an insurance business offering fixed annuities and life insurance. Outside of finance, he is the owner of TN K-9 Services LLC, a drug dog training business. Prospera Financial Services is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans through about 207 advisors across roughly 140 offices. The firm provides investment advisory and financial planning services using a variety of firm-sponsored and third-party platforms, combining discretionary and non-discretionary portfolio management.

David Topor is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Gradient Advisors since 2013 and also serves as President and Sales Agent for IntelliShield, a life, health, and annuity sales business he has been involved with since 2010. Additionally, Topor participates as an educational speaker and advisor for the nonprofit Society of Financial Awareness and works as an estate planning advisor collaborating with lawyers to sell and fund trusts. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a client-approval investment approach supplemented by third-party money manager referrals.

Herbert Catledge is a financial advisor at IAMS Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society. He is the founder and president of Foothills-Retirement Income Solutions LLC, a firm focused on life insurance and annuities sales. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios across multiple asset classes.

Samuel Tate is a financial advisor with OneAscent Financial Services LLC holding a Series 65 designation and beginning his industry career in 2025. Prior to his role in financial services, he was involved with Berry College Track and Field and has served as head swim coach for Maryville High School. OneAscent Financial Services LLC manages approximately $2.61 billion through a team of 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and utilizes a combination of direct management, third-party managers, and unified managed accounts.

Robert Armstrong is a financial advisor with Integrity Advisory Solutions, holding Series 65 and Series 66 credentials and bringing 14 years of industry experience. He has extensive involvement with the American Academy of Estate Planning Attorneys, serving as its president, and is also the owner of the Armstrong, Fisch & Tutoli estate planning law firm. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios to manage assets across various investment strategies.

William Dicke is a CFP® with 38 years of industry experience, currently serving as a financial advisor at SPC since 2017. Prior to joining SPC, he worked at National Planning Corporation for 18 years and operated his own financial company for over three decades. Outside of his advisory work, he owns a small farm property leased for grain farming. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that includes affiliated broker-dealers and insurance agencies supporting a broad range of investment and retirement solutions.