Jonathan Moore is an investment advisor representative with IAMS Wealth Management, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior work includes roles at Dunn Bailey Lamb & Moore and operating his own firm, Moore & Associates Inc. of TN. Outside of investment advisory, he is involved in tax preparation, bookkeeping, and QuickBooks coaching through his ownership of Legacy Tax, Inc. and Moore & Associates of TN Inc. IAMS Wealth Management, LLC offers investment advisory and financial planning services to individuals, corporations, retirement plans, trusts, and other entities. The firm manages accounts largely on a discretionary basis, employing a variety of investment instruments and utilizing proprietary and third-party model portfolios.

Christopher Demaria is a financial advisor with Kovack Advisors, Inc. in Lenoir City, Tennessee, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Kovack Advisors and its affiliated firm Kovack Securities since 2008. Outside of his advisory role, he is a partner and founder of a business technology venture and contributes non-research financial articles on SeekingAlpha.com. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions, through a nationwide network of advisers. The firm’s investment approach focuses on diversified asset-class exposure using mutual funds, ETFs, and other vehicles, while offering asset management, third-party manager recommendations, and financial planning services.

John Bunt is a financial advisor at Integrity Advisory Solutions with five years of industry experience. He holds a Series 66 designation and has worked previously at Bankers Life, Bankers Life Securities, Gradient Advisors, LLC, and other firms. Outside of his advisory role, he is involved in insurance and estate planning through ownership of Local Retirement Group, serves as a regional sales manager for American Senior Benefits, participates on a local homeowners association board, and assists clients with estate planning software through Familyestatedocs.com. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial and retirement plan consulting, and uses a network model of advisers who construct customized or model portfolios with access to various investment strategies and third-party platforms.

Gabriel Wayne is a financial advisor with M Holdings Securities, Inc. in Knoxville, TN, holding a Series 66 credential and three years of industry experience. He has previously worked at ORNL Federal Credit Union and is involved with The Benefits Group LLC. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple platforms and custodial providers.

Scott Beaty is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 66 designation and bringing 18 years of industry experience. He has worked at several firms, including Center Street Advisors and Securities America, Inc. In addition to his advisory role, he is involved in insurance sales and serves as a health insurance agent conducting community meetings on health insurance options. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, utilizing both advisor-driven and proprietary model allocations along with third-party sub-advisers.

Kathryn Kavehrad is a CFP® and holds a Series 65 license, with four years of industry experience. She is currently with Root Financial Partners and has previously worked at Independent Advisor Alliance and Range Financial Group, LLC. Prior to her advisory career, she spent time with Northwest Christian Community Foundation and National Christian Foundation. Root Financial Partners provides investment management and financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes diversified, passive investment strategies tailored to client objectives and incorporates specialized techniques when appropriate.

Kyle Griffin is a CFP® and holds a Series 66 license with 14 years of industry experience. He currently works at Nations Financial Group, Inc., where he has been since 2022, following a seven-year tenure at Wells Fargo Advisors. Griffin is also the owner of Wilkes & Griffin, LLC, a business through which he offers investment and advisory services under the name Lightbridge Wealth Management. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and businesses. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor recommendations based on client goals, risk tolerance, and liquidity needs.

Cooper Carrier is a financial advisor with Compass Financial Management LLC in Knoxville, TN. He holds a Series 65 designation and has three years of industry experience. Prior to joining Compass, he worked at Carrier CPA + FIS and held positions at Roane State Community College and Haffs High School. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and internally managed model portfolios.

Dylan Jones is a financial advisor at Corecap Advisors with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Corecap Advisors, he worked at Capital Choice Financial Group and served eight years with the US Department of Interior - National Park Service. He is also licensed as a life and health insurance agent, selling life, disability, and long-term care insurance as well as fixed indexed annuity products. Corecap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors with a long-term, relationship-oriented approach focused on mutual funds, ETFs, equities, and bonds.

Roch Monnig Jr. is a CFP® professional affiliated with Root Financial Partners in Knoxville, TN, with eight years of industry experience. He has previously worked at several firms, including The Burney Company and PYA Waltman Capital, LLC. Root Financial Partners provides investment management and financial planning services to individuals, trusts, estates, small businesses, and retirement plans. The firm focuses on broadly diversified, passive investment strategies tailored to client needs, and offers educational programs and online academies separate from its advisory services.

William Mcglothin is a financial advisor at NewEdge Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years. Outside of advisory services, he is also an agent offering fixed insurance and annuity products to clients. NewEdge Wealth primarily serves ultra-high-net-worth individuals, families, foundations, endowments, and other institutional clients. The firm provides comprehensive advisory services and employs an investment process that integrates asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and proprietary investment solutions.

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.

Andrea Carpenter is a financial advisor at Geneos Wealth Management, Inc. in Knoxville, TN, with 33 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Geneos in 2021, she worked at U.S. Bancorp Investments, Inc. from 2012 to 2021. She is also involved as an educator with the Association of Financial Educators. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining continuous account monitoring with discretionary trading authority for most client accounts.

Trevor Neufeld is a financial advisor at Harbour Investments, Inc. in Knoxville, TN, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Gradient Investments, Paladin Capital, and other firms. He is also involved in independent insurance agency work. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering a range of portfolio management and financial planning services supported by various investment strategies and multiple execution platforms.

Easton Upchurch is a financial advisor at EverSource Wealth Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked 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, Tennessee. EverSource Wealth Advisors serves individual, high-net-worth, and institutional clients by providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm offers multiple investment programs and values-based portfolio options guided by a Judeo-Christian framework, and it also provides back-office support and consulting services to other registered investment advisers and broker-dealer clients.

Sharon Jennings is a financial advisor at Geneos Wealth Management, Inc. in Knoxville, TN, with 23 years of industry experience. She holds the Series 66 designation and has worked at Priority Financial Solutions LLC and Geneos Wealth Management since 2016, following seven years at Ameriprise Financial Services, Inc. In addition to her advisory role, she acts as an independent representative for various fixed insurance carriers. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, with features such as discretionary trading authority and customized portfolio options.

Timothy Purvis is a financial advisor at Sequent Planning, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Sequent Planning, LLC operates as Futurity First Wealth Management and serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and various retirement-plan services, employing a structured risk framework and diversified investment approaches.

Alex Shore is a CFP® professional with 32 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2022. Prior to this, he worked for seven years at Wells Fargo Advisors. Outside of his advisory role, he serves on the boards of two nonprofit organizations, the Maryville Alcoa Flying Dolphins Swim Team Association and the Experimental Aircraft Association Chapter 17. Prospera Financial Services, Inc. is an enterprise-scale advisory and broker-dealer firm managing approximately $12.4 billion across 207 advisors. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering various investment advisory and financial planning services through multiple platforms and customizable portfolio options.

Jared Hubbard is a financial advisor with Prospera Financial Services, Inc. in Knoxville, TN. He holds a Series 66 designation and has three years of industry experience. Prior to joining Prospera, he worked for Rodefer Moss & PLLC for ten years. In addition to his advisory role, Jared operates a CPA tax business, TN Tax Management, LLC, where he handles tax returns. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices and offers a range of investment advisory and financial planning services through multiple platforms and customizable portfolio options.

Daniel Edmunds is a financial advisor at Prospera Financial Services, Inc. with 39 years of industry experience. He previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Edmunds holds Series 63 and Series 65 licenses. Prospera Financial Services is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering diversified investment advisory and financial planning services across multiple platforms and customizable portfolio solutions.