Adam Koson is a financial advisor at Silver Oak Securities, Incorporated, with seven years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he is involved in ride-sharing and delivery driving on weekends. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals and manages approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Michelle Palmer is a financial advisor with Nations Financial Group, Inc. in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Wells Fargo Advisors from 2015 to 2022. Palmer also serves as a Branch Administrator for Wilkes & Griffin, LLC DBA Lightbridge Wealth Management, where she manages operational branch office needs and supervises support staff. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a network of investment adviser representatives who utilize proprietary model portfolios combined with outside managers to tailor strategies based on client objectives and risk tolerance.

Zachary Benge is a financial advisor with Altitude Capital Management LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Altitude Capital, he founded Benge Retirement Group, LLC, and gained experience at North American Senior Benefits. His background also includes roles in the hospitality and retail sectors. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a multi-team approach to tailor strategies based on client objectives and risk tolerance, utilizing various investment techniques and managing over $100 million in discretionary assets.

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.

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.

Timothy Johnson is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services from 2018 to 2022 and has experience outside finance, including roles at Trantanella Construction and Eagle Bend Apostolic Church. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsor clients, offering discretionary investment management, financial planning, and consulting services. The firm employs tailored portfolios that combine fundamental and technical analysis, utilizing a variety of investment vehicles and third-party manager relationships, supported by its multi-team scale and unique mix of client types.

Robert Ahler is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and SSN Advisory, Inc. He serves as Treasurer of the Harriman Industrial Development Board. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers personalized portfolio management, unified managed account programs, and financial planning, delivering investment advice primarily on a discretionary basis.

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.

Michael Fritts is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has previously worked at Brookstone Capital Management LLC and operated his own firm, Fritts Financial. Fritts is also the owner of Goals Based Financial Planners, where he provides investment advisory and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor investment strategies.

Charles Jones is a financial advisor at Gradient Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Goals Based Financial Planners, Regions Bank, SunTrust Bank, and NovaCopy. Outside of Gradient Advisors, he is involved with Goals Based Financial Planners, LLC, where he provides financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm supports a large network of advisors and emphasizes a non-discretionary portfolio service approach combined with tailored investment strategies and fixed-fee or hourly financial planning.

Lowell Williams is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 66 credentials and has two years of experience in the financial industry. Prior to joining Geneos Wealth Management, he worked at Prosperity Partners Wealth Management LLC and EdFinancial Services. His background also includes positions at Eastman Chemical and East Tennessee State University. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and access to third-party money managers. The firm employs a variety of analytical strategies and offers customizable and model-based 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.

Jennifer Rushing is a financial advisor at Silver Oak Securities, Incorporated with seven years of industry experience. She holds a Series 66 designation and has worked at several firms including Securities America, Inc. and Ladenburg Thalmann Asset Management. Outside of her advisory work, she officiates soccer games in Knox County and occasionally delivers groceries using the Spark Driver app. Silver Oak Securities serves a range of clients including individuals, pension plans, corporations, and trusts through a network of approximately 101 financial professionals managing around $2.4 billion in discretionary assets. The firm offers multiple advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

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.

Clarence Daniels is a financial advisor at Silver Oak Securities, Incorporated with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Private Client Services, LLC, Securities America Advisors, Securities America, Inc., Securities Service Network, and First Tennessee Bank. Outside of his advisory role, he works part-time stocking medical items at a distribution center in Knoxville. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management, unified managed account programs, financial planning, and solutions for held-away retirement plan assets, delivering primarily discretionary investment advice tailored to clients’ objectives and risk tolerances.

David Melendy is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 66 designation and 14 years of industry experience. He previously worked at Securities America Advisors and Securities Service Network, Inc. Outside of his advisory work, he is involved in lining soccer fields for a local recreational adult soccer club. Silver Oak Securities, Incorporated provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed accounts, financial planning, and solutions for held-away retirement plan assets, delivering investment advice primarily on a discretionary basis.