Travis Mc Curry is a financial advisor with M HOLDINGS SECURITIES, Inc. in Knoxville, TN, holding a Series 66 designation and 17 years of industry experience. He has worked previously with MML Investor Services and MassMutual Life Insurance Company. Outside of his advisory role, Mc Curry is involved in managing several real estate holdings and rental properties. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services with an emphasis on suitability-based recommendations and ongoing portfolio monitoring.

John Wilkes IV is a financial advisor with Nations Financial Group, Inc. in Knoxville, TN, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Nations Financial Group in 2022, he worked for Wells Fargo Advisors from 2015 to 2022. He is also the owner and trustee of Wilkes and Griffin LLC, operating as Lightbridge Wealth Management. Nations Financial Group, Inc. provides investment advisory services to individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach includes proprietary model portfolios and the option to select outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Preston Price is a financial advisor with Geneos Wealth Management, Inc. based in Knoxville, TN. He holds the Series 66 designation and began his industry career in 2023 after working in education and finance. His prior experience includes roles at Vanderbilt Mortgage & Finance and teaching positions at the University of Tennessee, Pellissippi State Community College, and Christian Academy. Geneos Wealth Management is an SEC-registered firm serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and referrals to third-party money managers through various platform options, employing a range of investment strategies including fundamental and technical analysis.

Michael Kull is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 63 and Series 66 credentials and bringing six years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC dating back to 2018. Outside of his advisory work, he serves as President of the Knoxville Opera Guild and is involved in local musical activities, including singing for retirement communities and acting as a church cantor. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and works extensively with retirement investors, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Stines is a financial advisor at Fifth Third Securities, Inc. based in Knoxville, TN, holding Series 63 and Series 65 designations with seven years of industry experience. He has been with Fifth Third Securities since 2019 and also has experience working at Fifth Third Bank and The Bed Store. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, allowing clients to work with Investment Advisor Representatives to choose tailored investment strategies.

Joseph Ottaviano is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2026. Prior to joining Savant, he worked for nine years at Asset Planning Corporation. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Jonathan Spahn is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Edward Jones for two years. Prior to his financial career, he served in the United States Army for 12 years. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of brokerage, financial planning, and investment advisory services.

Michael Reynolds is a financial advisor at Mariner with six years of industry experience. He holds the CFP® designation and a Series 65 license. Prior to joining Mariner, Reynolds worked at Insight Strategic Wealth LLC and Helen Hudson Boring CPA, and he also taught at Pellissippi State Community College. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes customized discretionary portfolios supported by in-house research and third-party managers, and it provides integrated tax and accounting services alongside traditional portfolio management.

Daniel Rourke is a financial advisor at Truist Advisory Services in Knoxville, TN, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with SunTrust and its affiliated entities since 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program. The firm uses a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Donald Borella is a financial advisor with Guardian Life in Knoxville, TN, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at several firms, including Park Avenue Securities, Equitable Advisors, and LPL Enterprise. Prior to his financial services career, he worked six years at Renovations Plus. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs that include discretionary and non-discretionary management options using both proprietary and third-party models.

William Crass is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and beginning his industry experience in 2024. His prior work includes roles at Niles Ferry Baptist Church and First Baptist Church of Lenoir City. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients through brokerage, financial planning, retirement consulting, and investment advisory services.

Christina Alford is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. Her career has included roles at First Command Insurance Services, First Command Financial Planning, and 21st Mortgage Corporation. Prior to her advisory work, she worked at Buffalo Wild Wings for one year. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs that use model portfolios managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Suzanne Hornick is a CFP® professional with 17 years of industry experience. She joined Savant Wealth Management in 2026 after a long tenure at Asset Planning Corporation, where she worked from 1999 to 2025. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by substantial scale and integrated accounting, legal, and trust affiliates.

Mark Wetherby is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ace Hardware, VJH Concierge Financial Planning, the Y-12 National Security Complex, and served 21 years in the United States Army. Outside of advising, he operates a Tennessee Notary Public business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a range of mutual funds, ETFs, and third-party managers.

Michael Alford is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience in automotive sales as well as service in the United States Marine Corps. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary authority.

Matthew Harper is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance Company since 2002. Harper operates under his own firms, Harper Financial Group and Burckhard Financial Group, which provide services related to New York Life products and non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides tailored advice through multiple programs, emphasizing primarily non-discretionary asset management within an integrated New York Life affiliate structure.

Grace Mead is a financial advisor with Eagle Strategies (New York Life) based in Knoxville, TN. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Eagle Strategies, Grace worked at Edward Jones and JPMorgan. She serves as Vice-Chair of the Child Advocacy Center of Anderson County, providing support for its board and committees focused on services for abused children. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and delivers advice through multiple program types, including non-discretionary asset management and retirement plan consulting.

Kenneth Bane is a financial advisor at Commonwealth Financial Network with 23 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Commonwealth and Cumberland Wealth Management in 2026, he worked at TIAA-CREF from 2013 to 2026. He is also a property landlord in Knoxville, TN. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement consulting, and back-office services.

Zachary Harris is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has eight years of industry experience. Harris has been with Bankers Life and its affiliates since 2016. Outside of his advisory role, he is a private real estate investor focused on purchasing properties to generate cash flow or obtain a positive rate of return. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm offers discretionary portfolio management, investment consulting, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with client goals and risk tolerances.

Tony Campadonico is a financial advisor at Fifth Third Securities, Inc. in Knoxville, TN, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Fifth Third Securities in 2024, he worked at Truist Financial from 2015 to 2023. Outside of his advisory role, he works as a personal food delivery driver for Uber Eats. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank.