Nathan Smith is a Series 65-licensed financial advisor with 16 years of industry experience. He has been with Rather & Kittrell, Inc. in Knoxville, TN since 2015. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm manages approximately $1.855 billion in assets using globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory.

Benjamin Andrews is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Blue Ridge Wealth Planners, he worked at 21st Mortgage for four years and attended the University of Tennessee. Blue Ridge Wealth Planners is an SEC-registered advisory firm serving individual and high-net-worth clients. The seven-advisor team manages approximately $276 million across about 723 accounts, offering discretionary portfolio management and financial planning through proprietary and third-party model portfolios tailored to clients' objectives and risk tolerance.

Elizabeth De Wan is a financial advisor at WMG Financial Advisors, LLC in Knoxville, TN, with 14 years of industry experience and a Series 66 designation. Her prior work includes roles at Proequities Inc and Lincoln Financial Securities Corporation. WMG Financial Advisors is a team-based registered investment adviser that serves individuals, high-net-worth clients, retirement and profit-sharing plans, and brokerage customers. The firm uses individualized Investment Policy Statements and applies long-term trading strategies based on modern portfolio theory across a range of investment vehicles, including mutual funds, ETFs, fixed income, real estate funds, and closed-end funds.

Larry Prislovsky is a financial advisor with Silver Oak Securities, Inc., holding a Series 66 designation and over 25 years of industry experience. His career includes roles at Securities America Advisors, SSN Advisory Inc., and his own business, L.P. Financial Advisors Inc., where he also holds ownership in an insurance-related activity. He acts as a power of attorney for his parents' trust, managing their financial affairs as needed. Silver Oak Securities, Inc. serves a range of clients including individuals, pension plans, and business entities through a network of over 100 advisors, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs that emphasize discretionary, customized investment management tailored to client objectives and risk tolerances.

Samuel Knell is a financial advisor with SageSpring Wealth Partners in Knoxville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining SageSpring, he worked at Bass, Berry & Sims PLC and Egerton, McAfee, Armistead & Davis, P.C., and has completed advanced studies in taxation and law. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management, financial planning, and retirement plan consulting using tailored portfolios that incorporate a range of investment strategies and third-party manager relationships.

Nina Strickland is a financial advisor with Sound Income Strategies, LLC based in Knoxville, TN, holding a Series 65 credential and 12 years of industry experience. Her work history includes roles at SFG Capital Management, First American National Investment Advisors, and The Strickland Financial Group and Executive Benefits of America. She assists with her spouse’s businesses Financial Coach, LLC and Executive Benefits of America in a non-compensated administrative capacity. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, while providing customized portfolio management and risk oversight as well as specialized services such as family-office and special-needs planning.

Adam Koson is a financial advisor with Silver Oak Securities, Inc. who holds a Series 66 designation and has seven years of industry experience. He previously worked at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network. Outside of his advisory role, he also works as a rideshare and delivery driver on weekends. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs tailored to client objectives and risk tolerances, combining technology-driven model monitoring with both fee-based and commission services.

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 six years of industry experience. He holds a Series 66 designation and has worked previously at Gradient Advisors, LLC and Bankers Life. In addition to his advisory role, he is involved in insurance and estate planning through ownership of Local Retirement Group, LLC, serves as a regional sales manager at American Senior Benefits, and participates on a homeowners association board in Knoxville. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors and manages about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of investment strategies and third-party platforms.

Gabriel Wayne is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining M Holdings, he worked for ORNL Federal Credit Union for nine years. He is also involved with Wealth Benefits Group, LLC, a financial services venture based in Knoxville, TN. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, combining various investment management programs with financial planning and insurance advisory.

Kyle Griffin is a CFP® with 15 years of industry experience. He is currently with Nations Financial Group, Inc., where he has worked since 2022. Prior to that, he was with Wells Fargo Advisors and Wells Fargo Clearing for a combined total of 11 years. He is also the owner of Lightbridge Wealth Management, through which he serves as a trustee. Nations Financial Group, Inc. provides advisory services to a broad client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management options, pension consulting, and model portfolios utilizing fundamental, technical, quantitative, and tactical strategies.

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 at Silver Oak Securities, Inc. with 30 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors and SSN Advisory, Inc. Ahler serves as treasurer on the Harriman Industrial Development Board and has completed training as a FINRA arbitrator. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, and estates through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs tailored to client objectives and risk tolerances, combining discretionary investment management with operational features like ongoing model monitoring and automatic investment processes.

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 Series 65-licensed advisor with Gradient Advisors, LLC, based in Knoxville, TN. He has 10 years of industry experience and has worked at Gradient Advisors since 2023. His prior roles include positions at Goals Based Financial Planners, Brookstone Capital Management LLC, and Fritts Financial. He is also the owner and Investment Advisor Representative of Goals Based Financial Planners, where he provides financial planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Charles Jones is a financial advisor at Gradient Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Goals Based Financial Planners, Regions Bank, SunTrust Bank, and NovaCopy. Jones is also 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 individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model and a range of analytical tools to support client portfolios.

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.