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Easton U
Series 63, Series 65
Knoxville, TN
Eversource Wealth Advisors, LLC
Easton Upchurch is a financial advisor at EverSource Wealth Advisors, LLC in Knoxville, TN, holding Series 63 and Series 65 credentials with four years of industry experience. His prior work includes positions at Bank of America, Merrill Lynch, and Northwestern Mutual. Outside of his advisory role, he is a co-owner of a family rental property in Nashville. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, and institutional investors. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing a range of investment programs and a national network of representatives.
Ezekiel O
Series 65
Knoxville, TN
Eversource Wealth Advisors, LLC
Ezekiel Ortiz Clark is a financial advisor at EverSource Wealth Advisors, LLC in Knoxville, TN, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Covenant Wealth Management and experience outside financial services at Hagner Conley Construction and Liberty University. EverSource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of advisors using multiple investment programs and also provides turnkey asset management, back-office support, and sub-advisory services.
James D
CFP®, Series 63, Series 65
Knoxville, TN
Eversource Wealth Advisors, LLC
James Darlington II is a CFP® professional with 34 years of industry experience. He has worked at EverSource Wealth Advisors, LLC since 2021 and previously spent 13 years at UBS Financial Services. Outside of his financial advisory role, he is involved in managing a commercial real estate business. EverSource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services. The firm provides a range of investment programs and operates both as an adviser to outside RIAs and as a manager of private pooled investments.
Jonathan T
Series 63, Series 65, Series 66
Knoxville, TN
Eversource Wealth Advisors, LLC
Jonathan Tue is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Brokers International Financial Services, Regions Bank, Cetera, and Sunshine Bank. Tue is also an independent insurance agent involved in the sale of fixed insurance annuities. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory and consulting services, along with turnkey asset management, sub-advisory services, and a private markets platform focused on customized investment solutions and values-based strategies.
Andrew A
Series 65
Knoxville, TN
Eversource Wealth Advisors, LLC
Andrew Ashton is a financial advisor at EverSource Wealth Advisors, LLC in Knoxville, TN. He holds a Series 65 designation and joined EverSource in 2025 after 17 years at Doctors Management. EverSource serves a diverse range of clients, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, with multiple investment programs and a private markets platform for clients with over $5 million in investable assets.
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