Scott Wayne is a financial advisor with M Holdings Securities, Inc. in Knoxville, TN, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at MML Investors Services, Inc. and MassMutual from 2003 to 2021 and is currently a senior partner at The Benefits Group LLC, also known as The Wealth Benefits Group LLC. In addition to his advisory role, he is involved in insurance sales, including life, property/casualty, and health insurance. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide through a network of independent Member Firms. The firm offers a range of advisory services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and sub-advisory services.

John Baxley is a CFP® with 26 years of industry experience, currently serving at Merit Financial Advisors in Knoxville, TN. His career includes roles at firms such as Purshe Kaplan Sterling Investments, MFG Securities, LPL Financial, and Ladenburg Thalmann. He holds multiple compliance officer roles across affiliated firms and is also licensed to sell life, health, disability, long-term care insurance, and fixed annuities. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers a range of financial planning and advisory services.

Scott Marion is a financial advisor at CoreCap Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Ameritas Investment Corp and Capital Choice Financial Services. Outside of his advisory role, Marion serves as Associate Marketing Director and financial coach at Capital Choice Financial Services. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds, while also managing affiliated entities including a broker-dealer and insurance marketing organization.

Ezekiel Ortiz Clark is a financial advisor at Eversource Wealth Advisors, LLC in Knoxville, TN, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Covenant Wealth Management and Hagner Conley Construction, as well as work at Liberty University and Liberty Christian Academy. Eversource Wealth Advisors serves individual and high-net-worth investors, institutional clients, and advisory firms by offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm employs a range of investment programs and incorporates a Judeo-Christian framework in its values-based portfolio options.

John Tate is a CFP® with 14 years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC since 2023. Prior to this, he worked for 11 years at Patriot Investment Management Group Inc. He is also the owner of HOPE FINANCIAL, a financial consulting business providing services to churches, individuals, and businesses. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and other institutions through multiple advisory teams. The firm offers a range of asset management, financial planning, and consulting services, utilizing personalized asset-allocation strategies and various model-based platforms.

Wesley Price is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with Geneos Wealth Management, Inc. and has worked with Prosperity Partners Wealth Management LLC and Tennessee Retirement Strategists. Outside of advisory work, he is an independent representative with various insurance carriers for fixed insurance products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through representative-managed accounts and wrap programs, and access to third-party money managers, utilizing a range of analytic strategies and discretionary trading authority.

Michael Smith is a Series 65-licensed advisor at Financial Gravity Family Office Services, LLC with three years of experience in financial advising. He has operated Michael B Smith CPA, PLLC, a tax preparation and planning firm, since 2000. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently employs third-party sub-advisors while maintaining client oversight.

James Darlington is a CFP® with 33 years of experience in the financial industry. He has worked at EverSource Wealth Advisors, LLC since 2021 and previously spent 13 years at UBS Financial Services Inc. Outside of his advisory role, he is involved as an owner and manager of a commercial real estate business. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, and access to private markets. The firm provides multiple investment programs and offers values-based portfolio options informed by a Judeo-Christian framework.

Jennifer Sweigert is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. She has experience dating back to 2014, including roles at Oak River Wealth Advisors, Inc., where she serves as President and Owner. Sweigert is involved in overseeing business activities, marketing, and sales at Oak River Wealth Advisors. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub‑advisory services to individual, corporate, charitable, and RIA clients. The firm employs a range of investment strategies, including proprietary ETF-based core models and third-party managers, supported by quantitative and fundamental analyses.

Luther Sweigert III is a Series 65-licensed advisor with CreativeOne Wealth, LLC and has one year of industry experience. He previously worked at Quility Financial Advisors and Empowered To Retire, and he is also Vice-President and Owner of Oak River Wealth Advisors, Inc., where he is involved in life insurance and annuities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option-based strategies to support tailored investment solutions.

Mark Seither is a financial advisor with Kingsview Wealth Management, LLC, holding Series 65 and Series 63 registrations and bringing 11 years of industry experience. He has worked at Kingsview Wealth Management since 2017 and previously at Northwestern Mutual Investment Services LLC from 2015 to 2017. Based in Maryville, TN, he is currently part of a firm with a broad client base that includes individuals, retirement plans, trusts, foundations, and corporate entities. Kingsview Wealth Management provides wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group, employing a variety of investment strategies and third-party resources to serve its diverse clientele.

Cameron Natour is a financial advisor at Arete Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Center Street Securities, Inc., The Benefits Group, LLC, and Capital Financial Group, LLC. Outside of financial services, he assists with a family-owned sandwich shop and is a partner in a surface mining venture in Tennessee. 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 employs both advisor-driven and proprietary model-based portfolio management approaches and integrates affiliated financial businesses and product channels into its services.

Leslie Turner is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. She has been with Gradient Advisors since 2019 and also operates the National Care Insurance Agency, focusing on health insurance sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies, typically delivering services on a non-discretionary basis.

Jonathan Tue is a financial advisor at EverSource Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Brokers International Financial Services, Regions Bank, Cetera, and Sunshine Bank. In addition to his advisory role, he operates as an independent insurance agent specializing in the sales of fixed insurance annuities. EverSource Wealth Advisors serves a diverse client base including high-net-worth individuals, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships. The firm offers comprehensive wealth management, portfolio management, financial planning, and specialized services such as TAMP, sub-advisory support, and outsourced CIO solutions, combining proprietary and third-party strategies to meet client needs.

Diane Blake is a financial advisor with CreativeOne Wealth, LLC in Knoxville, TN, holding a Series 65 credential and two years of industry experience. Prior to joining CreativeOne Wealth, she worked at Carlson Financial Services and Brogan Financial Wealth Management & Retirement. She is also involved with Transformational Stewardship, where she designs homeschool curriculum. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and charitable organizations, utilizing a mix of proprietary ETF-based models, third-party managers, and option strategies.

Emily Forst is a CFP® professional at The Mather Group, LLC with five years of industry experience. She previously worked at Resource Advisory Services and Knoxville TVA Employees Credit Union before joining The Mather Group. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable strategies and integrates advanced AI and machine-learning tools under human oversight.

Peter Amrein is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including The Benefits Group, LLC and M Holdings Securities, Inc. Outside of his advisory role, Amrein is the creative director and co-producer of Oh Balls, LLC, an animated comedy production company. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model-based strategies and serves as an overlay manager with discretionary trading and allocation responsibilities.

Aleen Swofford is a financial advisor with Geneos Wealth Management, Inc. in Knoxville, TN, holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. She has worked at Geneos Wealth Management since 2015 and at Prosperity Partners Wealth Management LLC since 2017, following a 33-year tenure at Swofford Financial. She serves as chapter president of the American Financial Education Alliance. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering comprehensive financial planning, asset management, and brokerage services. The firm employs a combination of continuous account monitoring, discretionary trading, and various analytic approaches, with customizable portfolios and access to third-party money managers.

Ryan Kemp is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cyndeo Wealth Partners. He previously worked at UBS for nine years. Outside of his advisory role, Kemp is involved with TKO Group, LLC, an ecommerce business, where he contributes to business development, product sourcing, and legal matters. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, offering portfolio management, financial planning, family office services, and financial consulting. The firm manages approximately $2.58 billion and employs customized investment strategies that include equities, fixed income, alternatives, and digital assets, with a focus on ongoing monitoring and integration of planning and business advisory services.

Jerry Goodman is a CFP® professional with 43 years of experience in the financial services industry. He is currently with Prospera Financial Services, Inc., where he has worked since 2022, and previously spent seven years at Wells Fargo Advisors. In addition to his advisory role, he serves as a public notary. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.