Barry McCarter is the principal of McCarter Investments, LLC, an independent firm based in Gatlinburg, TN. He holds the CFA® designation and has 15 years of industry experience, including over two decades leading his own firm. The firm provides investment advice and discretionary portfolio management to a variety of clients, including individuals, estates, trusts, and retirement accounts. McCarter Investments combines investment management with accounting expertise, holding CPA and CFA credentials to address both tax and estate considerations as part of its services.

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 the sole advisor at David Zbonski, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Central Technologies, First Advisors National, LLC, Fortinet, and Zones. Outside of financial advising, he has been involved with Duck Hills Farms for three years. David Zbonski, LLC provides wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management, retirement account advice, and financial planning, utilizing a long-term, fundamental analysis approach with diversified ETFs, mutual funds, and individual securities.

Brigid Mulroy is a CFP® and PFS™ with 26 years of industry experience. She is a principal at Duet Advisory Services LLC and has held positions at Star Wealth Management Corporation and Kahn & Mulroy, PC, where she serves as president and 50% shareholder. Outside of financial advising, she is involved in accounting, tax, and consulting services through Kahn & Mulroy, PC. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $316 million in client assets and offers tailored investment strategies that include mutual funds, ETFs, individual equities, and third-party Independent Managers.

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 financial advisor with Quality Financial Concepts and holds the CFP® and Series 63 credentials. He has 39 years of industry experience, including prior roles at LPL Financial and Crown Capital Securities LLP. Outside of his advisory work, he owns Topstock Vizslas, a non-investment related business. Quality Financial Concepts offers financial planning and portfolio management services to individuals, trusts, non-profits, and small businesses. The firm employs asset-allocation modeling to create customized portfolios and provides services such as retirement, education, and estate planning, as well as tax preparation and business consulting through an affiliated entity.

Jonathan Dockery is a financial advisor at LeConte Wealth Management, LLC, holding a Series 65 designation with 11 years of industry experience. He is also a certified public accountant and principal of Jonathan K. Dockery, CPA, PLLC, where he provides accounting and tax preparation services, dedicating 15% of his professional time to this practice. LeConte Wealth Management offers discretionary portfolio management, advisory consulting, and comprehensive financial planning to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services with investment management, employing a multi-method analytical approach and customized portfolios tailored to client objectives.

Douglas Whitten is a financial advisor at LeConte Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at M Holdings Securities, Inc., C&J Wealth Advisors, and Securities America. Whitten is also a licensed insurance agent in Tennessee, providing fixed insurance products. LeConte Wealth Management offers discretionary portfolio management, advisory consulting, and comprehensive financial planning for individuals, corporations, and charitable organizations. The firm integrates accounting and tax services into its advisory platform and employs a multi-method analytical approach tailored to client objectives.

Kevin Painter is a financial advisor at Leconte Wealth Management, LLC in Maryville, TN, with 24 years of industry experience. He has been with Leconte Wealth Management since 2007 and holds Series 63 and Series 66 designations. Outside of advisory services, he serves as a power of attorney for a family member. Leconte Wealth Management provides discretionary portfolio management, advisory consulting, and comprehensive financial planning to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services, offering tailored investment strategies alongside tax preparation and planning.

Beau Bushong is a financial advisor at LeConte Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Apex Insurance, LLC, Farm Bureau Insurance of Tennessee, Greenleaf Industries, and Alumni Hall Stores. LeConte Wealth Management provides discretionary portfolio management, advisory consulting, and comprehensive financial planning to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services into its advisory platform and uses a multi-method analytical approach to tailor investment advice.

Bryan Belew is a financial advisor at Leconte Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and operates his own CPA firm, Bryan M Belew, CPA, PLLC, which provides tax preparation and assistance services. Prior to joining Leconte Wealth Management, he worked at Bill Miles CPA and Blakenship CPA Group. Leconte Wealth Management offers discretionary portfolio management, financial planning, and advisory consulting to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services with investment management, providing customized portfolios and tax planning as part of its Purpose Built Planning service.

Hoy Grimm 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. Leconte Wealth Management provides discretionary portfolio management, advisory consulting, and comprehensive financial planning to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services into its advisory platform, offering tax preparation and planning alongside investment management using a multi-method analytical approach.

Kimberlee Spencer is a CFP®-certified financial advisor at Equita Financial Network, Inc. with 22 years of industry experience. She has previously worked at The Nalls Sherbakoff Group, LLC and currently operates Next Step Financial LLC alongside her role at Equita. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to tailor portfolios according to client objectives and risk tolerance.

Alexander Willard is a financial advisor at LeConte Wealth Management, LLC in Maryville, TN, holding a Series 65 designation with eight years of industry experience. He has been with LeConte Wealth Management since 2016 in various roles. Outside of advising, he previously operated a pressure washing business. LeConte Wealth Management offers discretionary portfolio management, advisory consulting, and comprehensive financial planning to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services with investment management, employing a multi-method analytical approach and providing clients with personalized planning and reporting tools.

Timothy Purvis is a financial advisor at Sequent Planning, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with NYLIFE Securities LLC and New York Life Insurance Company. His current roles include positions at Sequent Planning and AssureSource, LLC. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals—including high-net-worth clients—as well as retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, third-party model manager access, and comprehensive retirement-plan services within a structured risk framework.

John Tate is a CFP® with 14 years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC since 2023. Prior to this, he worked for 11 years at Patriot Investment Management Group Inc. He is also the owner of HOPE FINANCIAL, a financial consulting business providing services to churches, individuals, and businesses. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and other institutions through multiple advisory teams. The firm offers a range of asset management, financial planning, and consulting services, utilizing personalized asset-allocation strategies and various model-based platforms.

Mark Seither is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and has been with Kingsview since 2017. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm combines in-house portfolio management with third-party strategies and offers a range of investment products, including proprietary ETFs and advisory services for retirement plans.

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 advisory career in 2025. Prior to joining OneAscent, he was affiliated with Tate Financial Partners in the same year. Outside of his financial work, he serves as the head swim coach for Maryville High School. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions through multiple advisory teams. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting.

William Dicke is a CFP® with 39 years of industry experience. He has been with SPC since 2017 and previously worked at National Planning Corporation for 18 years. Outside of his advisory work, he owns a small farm property. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored investment advice through various account programs, including the SIGMA Managed Account.