Charlotte Valentino is a financial advisor at Creative Planning with 15 years of industry experience. She holds the CFP®, ChFC®, and Series 63 designations. Her prior experience includes roles at SageView Advisory Group and Cetera Wealth Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and various managed account solutions.

Thomas O'Connell Jr. is a financial advisor at Brookstone Capital Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Comprehensive Capital Management, Inc., Comprehensive Asset Management and Servicing, Inc., and International Financial Advisory Group, Inc., where he served in senior roles. Outside of his advisory work, he serves as Chairman of the Better Business Bureau of New Jersey and is involved in a marketing and design company, Tykes, Inc. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a range of strategic asset-allocation models and offers discretionary portfolio management through various advisory and sub-advisory arrangements.

Nolan Early is a financial advisor at Creative Planning with a Series 65 designation and five years of industry experience. His prior roles include positions at Sageview Advisory Group, Triad Hybrid Solutions, Triad Advisors, and the University of Tennessee. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Thomas Damato is a financial advisor with TIAA-CREF in Knoxville, TN, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at TIAA-CREF since 2017 and previously was with BB&T and BB&T Investment Services from 2015 to 2017. Outside of his advisory work, he is a member of H&D Farms LLC, involved in farming activities including raising cattle and growing hay for local sale. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates planning services from ongoing portfolio management and serves as adviser to a donor-advised fund while operating within a vertically integrated group that includes affiliated funds.

Christopher Perry is a financial advisor with TIAA-CREF in Knoxville, TN, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked with TIAA and TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.

William Savage Jr. is a financial advisor with Truist Advisory Services, holding the CFP®, ChFC®, and Series 66 designations and bringing 23 years of industry experience. His career includes various roles within Truist and its predecessor entities since 2005. Outside of his advisory work, he is a passive member of a family farm LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Sarah Hunter is a Series 66 licensed financial advisor with Truist Advisory Services in Knoxville, TN, and has four years of industry experience. Her career includes roles at Truist Investment Services and Suntrust, as well as time affiliated with the University of Tennessee Knoxville and the Webb School of Knoxville. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, uses third-party platforms for manager selection and due diligence, and integrates inter-affiliate services across its enterprise.

John Schindler is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Cetera, Sageview Advisory Group, Raymond James Financial Services, Woodbury Financial Services, and Todd Rechenbach, CLU. In addition to advisory work, he is an insurance agent specializing in life, disability, fixed annuities, and long-term care insurance. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

James Mason Jr. is a CFP® professional affiliated with Truist Advisory Services, based in Knoxville, TN, with 32 years of industry experience. He has been with SunTrust Advisory Services since 2016 and previously worked at SunTrust Investment Services, Inc. since 1999. Truist Advisory Services provides investment consulting and advisory to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Mallory Jackson is a CFP® professional with three years of industry experience, currently serving at Creative Planning. Prior to joining Creative Planning, Jackson worked at SageView Advisory Group and spent four years at the University of Tennessee, Knoxville. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by private market exposure and tax-efficient techniques.

Daniel Wagner is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial and Woodbury Financial Services. Wagner is based in Knoxville, Tennessee. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates.

Blake Mai is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked with Eagle Strategies since 2018 and has affiliations with NYLife Securities LLC and New York Life Insurance Company dating back to 2012. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs, emphasizing customized recommendations and fiduciary responsibility, with the majority of assets under management held on a non-discretionary basis.

Benjamin Dickinson is a financial advisor with Empower Advisory Group in Knoxville, TN. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Leading Edge Financial Planning, LLC and Insight Global. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates within an integrated model connected to Empower’s recordkeeping and administrative platforms.

Wayne Zussman is a CFP® professional with 24 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2018. His prior work includes roles at Bridgewater Wealth & Financial Management, Triton Wealth Management, and Medallion Advisory Services. Outside of his advisory work, he is engaged in photography through Zussman Photography, a compensated hobby focused on artwork sales. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework, offering access to a range of private funds and specialized portfolio tools.

Anthony Browder is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked at Eastman Chemical, NYLIFE Securities LLC, and New York Life. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate framework.

Joanna Beachly is a financial advisor with Principal Financial Services, holding a Series 66 designation and 13 years of industry experience. Her career includes roles at IronWorks Financial, Progressive Wealth Strategies, and Focused Financial, among others. She also participates as a speaker in educational workshops through Second Saturday, addressing budgeting and income considerations related to divorce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Douglas Webster is a financial advisor with Creative Planning, holding a Series 63 designation and 23 years of industry experience. His previous roles include positions at Cetera, Sageview Private Client Group, and Retirement Plan Consultants, spanning over two decades. Outside of his advisory work, he serves on the board of the Cancer Support Community in East Tennessee and is a member of Nucleus Knoxville, a private club for young professionals. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing and buy-and-hold strategies, supported by specialized services such as private market investments and fiduciary retirement plan management.

Tracy Richter is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. She has worked within various Truist affiliates and BB&T entities since 2017. Richter also volunteers as a financial coach and board member for Wings for Widows, a nonprofit providing pro bono financial guidance to new widows and widowers. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools and inter-affiliate integration to support investment management and fiduciary services.

Theresa Rose Bolen is a financial advisor with Private Advisor Group, LLC and holds a Series 66 credential. She has five years of industry experience and has worked at firms including LPL Financial LLC and Union Place. Bolen also operates H. T. Bolen and Associates, which is associated with her LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and uses a range of strategies implemented through both in-house management and third-party managers.

Phillip Duncan is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 credentials. He has 26 years of industry experience and has worked with firms including Rogers & Kirby and FireSky Financial. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent Investment Adviser Representatives, offering advisory and brokerage services supported by multiple custodians and third-party money managers. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis.