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.

Jonathan Moore is an investment advisor representative with IAMS Wealth Management, LLC, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. He has previously worked with Dunn Bailey Lamb & Moore and operates several related businesses focused on tax preparation, bookkeeping, and QuickBooks coaching. Moore is also involved as an independent contractor in insurance sales, offering life, health, and annuities products. IAMS Wealth Management serves a diverse client base including individual investors, corporations, retirement plans, and trusts. The firm provides discretionary portfolio management using proprietary and third-party models, financial planning, and consulting services, employing a variety of investment instruments and operational tools such as AI for research and meeting transcription.

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., holding a Series 66 designation and three years of industry experience. He has previously worked at ORNL Federal Credit Union for nine years and is currently involved with The Benefits Group LLC. In addition to his advisory role, he is active in administrative support through Wealth Benefits Group, LLC. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and businesses through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services, combining discretionary investment management with retirement plan consulting and financial planning.

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 with Silver Oak Securities, Inc. in Knoxville, TN, holding a Series 63 designation and 29 years of industry experience. He previously worked at Securities America Advisors and SSN Advisory, Inc. He serves as Treasurer on the Harriman Industrial Development Board. Silver Oak Securities, Inc. manages approximately $2.4 billion in discretionary assets across a network of about 101 financial professionals. The firm serves individuals, pension plans, corporations, trusts, and estates, offering a range of advisory programs focused on discretionary investment management tailored to client objectives and risk tolerances.

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 with Gradient Advisors, LLC in Knoxville, TN, holding a Series 65 designation and nine years of industry experience. He has previously worked at Brookstone Capital Management LLC and operated his own firm, Fritts Financial. Fritts is also owner and Investment Advisor Representative of Goals Based Financial Planners, where he provides financial planning and insurance 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 approach supported by tools such as the Color of Money Risk Analysis.

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.

Easton Upchurch is a financial advisor at EverSource Wealth Advisors, LLC in Knoxville, TN, holding Series 63 and Series 65 credentials with four years of industry experience. His prior work includes positions 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. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, and institutional investors. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing a range of investment programs and a national network of representatives.

Jennifer Rushing is a Series 66-credentialed financial advisor with seven years of industry experience. She has worked at Silver Oak Securities, Inc. since 2024 and previously held roles at OSAIC, Securities America, Inc., Ladenburg Thalmann Asset Management, Securities Service Network, and Perfect Serve. Outside of her financial advisory work, she officiates soccer games in Knox County and delivers Walmart groceries through the Spark Driver app. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, and other entities through a network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs that emphasize customized, primarily discretionary investment management tailored to client objectives and risk tolerances.

Alex Shore is a CFP® professional with 32 years of industry experience, currently advising at Prospera Financial Services, Inc. since 2022. He previously worked with Wells Fargo Advisors and Wells Fargo Clearing for a combined 21 years. Outside of his advisory role, Shore serves as a non-compensated board member for the Maryville Alcoa Flying Dolphins Swim Team Association and the Experimental Aircraft Association Chapter 17. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Jared Hubbard is a financial advisor at Prospera Financial Services, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked for Rodefer Moss & PLLC for ten years. In addition to his advisory role, Jared is a self-employed CPA providing tax return services through his own CPA tax business. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in assets for individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, combining traditional and wrap-fee management options with various model portfolios and sub-advisers.

Clarence Daniels is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior positions include roles at Private Client Services, LLC, Securities America Advisors, and First Tennessee Bank. Outside of his advisory work, he has worked part-time stocking medical items at a distribution center. Silver Oak Securities, Inc. serves individual, corporate, and institutional clients 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, emphasizing discretionary investment management and operational features like ongoing model monitoring and automated investments.