James Treischmann is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and having one year of industry experience. Prior to joining Bankers Life Advisory, he worked at 21st Mortgage Corporation and held positions at Walmart, Dordt University, and Grace Christian Academy. He is also a licensed insurance agent with Bankers Life and Casualty, focusing on life, Medicare, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves primarily mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations, with a focus on clients’ goals, risk tolerances, and time horizons.

Jonathan Hayes is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 66 licenses and 15 years of industry experience. He has worked at Triad Hybrid Solutions and Triad Advisors since 2017 and previously at Pilot Travel Center from 2012 to 2017. Outside of his advisory role, he serves as lead analyst and portfolio manager at Head Investment Partners, assisting with daily portfolio activities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary and third-party platforms with custody primarily through Schwab and Fidelity.

Drew Sliwinski is a financial advisor with Guardian Life and holds a Series 65 designation. He has experience working at several firms, including Axis Incorporated and Peachtree Planning. Drew is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and a variety of investment advisory programs.

Thomas Benavides is a financial advisor with First Command Advisory Services in Knoxville, TN, holding a Series 66 license and five years of industry experience. Prior to his current role, he served in the U.S. Army and Texas Army National Guard. Outside of advisory work, he is a rafting guide for Chattahoochee Rafting Company. 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 various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Ronald Klimas is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., SSN Advisory, Inc., and Securities Service Network, Inc. Outside of advisory work, he teaches drum lessons at the Knoxville Academy of Music. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Michael Mason is a financial advisor with Truist Advisory Services in Knoxville, TN, holding a Series 66 designation and seven years of industry experience. Before joining Truist Advisory Services and Truist Investment Services in 2018, he worked at the University of Tennessee Treasurer's Office and the University of Tennessee Knoxville. Truist Advisory Services provides investment consulting and advisory to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate services, to deliver its AMC Advantage manager-selection program and related fiduciary support.

David Berman is a financial advisor with Commonwealth Financial Network in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He is also the president and owner of Comprehensive Wealth Solutions, LLC, through which he conducts securities, advisory, and fixed insurance sales. He has been with Commonwealth and Comprehensive Wealth Solutions since 2010. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Tanner Dean is a financial advisor with Guardian Life and holds a Series 65 credential. He has one year of industry experience and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Peachtree Planning. Prior to his advisory roles, he gained diverse work experience including roles at D&L Transport, Texas Roadhouse, University of Tennessee Knoxville, Beaver Brook Country Club, and local schools. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and utilizes a range of proprietary and third-party investment advisory programs.

Adam Kornegay is a CFP® with six years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Asset Planning Corporation and Pathfinder, Inc. He is based in Knoxville, TN. 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, model-driven asset allocation with actively managed strategies and affiliated implementation services including accounting, legal, and trust offerings.

Jonathan Palk is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has one year of industry experience, previously working at Park Avenue Securities and with a background including roles at Shipt, Park West Church, and Accenture. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement consulting, and a range of investment advisory programs.

Cynthia Crossen is a financial advisor with Truist Advisory Services in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has worked at Truist and its predecessors, including Suntrust Advisory Services and Scottrade, with a career spanning from 2004 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and research tools.

Thomas O'Connell Jr. is a financial advisor at Brookstone Capital Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Brookstone since 2019. Prior to that, he was with Comprehensive Capital Management, Inc. and Comprehensive Asset Management and Servicing, Inc. He is also president of International Financial Advisory Group, where he has been involved since 1996, and serves as chairman of the Better Business Bureau of New Jersey. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through a variety of model portfolios and managed accounts, supported by a large advisor network and a turnkey asset management platform.

Sarah Hunter is a Series 66 licensed financial advisor with Truist Advisory Services in Knoxville, TN, and has four years of industry experience. Her career includes roles at Truist Investment Services and Suntrust, as well as time affiliated with the University of Tennessee Knoxville and the Webb School of Knoxville. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, uses third-party platforms for manager selection and due diligence, and integrates inter-affiliate services across its enterprise.

Benjamin Vander Wal is a financial advisor with Guardian Life, holding a Series 65 designation. He began his career in 2026, having previously completed full-time education from 2016 to 2026. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Peachtree Planning. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs, including discretionary and non-discretionary models and a hybrid digital advisory solution.

Nathan Parkhurst is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He has worked at Cumberland Wealth Management and Commonwealth Financial Network since 2011. Outside of his advisory role, Parkhurst has ownership in PDP Partners, LLC, an entity related to securities practice. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, and compliance support, while advisors maintain discretion to construct client portfolios using various securities and insurance products.

Todd Redd is a CFP® with 30 years of experience in the financial services industry. He is currently with Mariner Wealth Advisors, where he has worked since 2022. His prior experience includes nearly a decade with Cetera Advisor Networks and Sageview Private Client Group. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm utilizes customized portfolios overseen by an Investment Committee and offers integrated tax and accounting services alongside traditional portfolio management.

Joseph Schulok is a financial advisor at Mariner in Knoxville, TN, holding a Series 65 credential. He has no prior industry experience and joined Mariner in 2026 after roles at Frazier Financial Advisors and Tricord Wealth Advisors. Schulok also worked with the Forest Hills Swim Club and has been a full-time student at The Ohio State University. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with specialized services such as tax integration and financial wellness platforms.

Erik Dickinson is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Hilti, Inc. for 12 years. Outside of his advisory work, he serves as a basketball referee for the Tennessee Secondary School Athletic Association (TSSAA). Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers various advisory programs and services, including custom portfolio solutions and retirement plan consulting, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Joanna Beachly is a financial advisor with Principal Financial Services, holding a Series 66 designation and 13 years of industry experience. Her career includes roles at IronWorks Financial, Progressive Wealth Strategies, and Focused Financial, among others. She also participates as a speaker in educational workshops through Second Saturday, addressing budgeting and income considerations related to divorce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Amanda Wright is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Her prior work includes positions at Fidelity Investments and Lexington Medical Center. Outside of her advisory role, she is an owner of a short-term rental property. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active strategies overseen by an internal Investment Committee.