Katherine Stellflue is a CFP® with 17 years of industry experience, currently serving at Visionary Horizons, LLC. Her prior roles include positions at Culpepper Wealth Management, LPL Financial, Kestra Investment Services, Goldstein Advisors, Securities America, Arbor Point Advisors, Ameriprise Financial Services, and Pence Wealth Management Corporation. Visionary Horizons, LLC provides investment advisory and financial planning services to a broad client base including individuals, retirement plans, trusts, estates, and business entities. The firm employs model portfolios tailored to client goals and utilizes AI tools in service delivery, offering both discretionary and non-discretionary portfolio management with a range of investment strategies.

Rachael Holcomb is a financial advisor at WMG Financial Advisors, LLC with six years of industry experience. She holds a Series 65 credential and has worked at firms including Osaic Advisory Services, Triad Hybrid Solutions, Cosey Financial Services, and State Farm. Outside of her advisory role, Holcomb owns Wild Appalachian Farms, LLC, which focuses on beekeeping and small farm product sales. WMG Financial Advisors is a team-based registered investment adviser that serves individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm emphasizes long-term portfolio management using modern portfolio theory and manages discretionary accounts across a range of investment vehicles including mutual funds, ETFs, and real estate funds.

Bradley Helms is a financial advisor at PYA Waltman Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Publix Super Markets Inc., Liberty University, and Piedmont Baptist Church. PYA Waltman Capital, LLC offers financial planning, investment management, and retirement-plan consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis, managing accounts with a variety of mutual funds, ETFs, stocks, and bonds.

Barry Bartlett is a financial advisor with Knox Wealth Partners Advisory in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Knox Wealth Partners Advisory since 2020 and has also worked with LPL Financial since 2013. Bartlett is a principal agent for non-variable insurance. Knox Wealth Partners Advisory manages approximately $231 million for about 482 clients, focusing primarily on high-net-worth individuals and business owners. The firm offers discretionary and non-discretionary asset management, financial planning, and consulting services using an open-architecture approach that includes model portfolios, mutual funds, ETFs, fixed income, and specialty strategies.

Kimberlee Spencer is a CFP®-certified financial advisor at Equita Financial Network, Inc. with 22 years of industry experience. She has previously worked at The Nalls Sherbakoff Group, LLC and currently operates Next Step Financial LLC alongside her role at Equita. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to tailor portfolios according to client objectives and risk tolerance.

Alexander Willard is a financial advisor at LeConte Wealth Management, LLC in Maryville, TN, holding a Series 65 designation with eight years of industry experience. He has been with LeConte Wealth Management since 2016 in various roles. Outside of advising, he previously operated a pressure washing business. LeConte Wealth Management offers discretionary portfolio management, advisory consulting, and comprehensive financial planning to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services with investment management, employing a multi-method analytical approach and providing clients with personalized planning and reporting tools.

Trent Lowe is a financial advisor at WMG Financial Advisors, LLC in Knoxville, TN. He holds a Series 65 designation and has approximately one year of industry experience. Prior to joining WMG Financial Advisors, he worked at Patten and Patten Investments and held various roles outside the financial industry while completing his education. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm emphasizes long-term portfolio management using modern portfolio theory and manages discretionary accounts across a range of investment vehicles.

Tyler Fedrick is a CFP® professional with seven years of industry experience, currently serving at Visionary Horizons, LLC. His background includes roles at LPL Financial LLC, Smartria, and PFS Investments Inc. Outside of his advisory work, he provides interview coaching to individuals seeking to improve their job interview skills. Visionary Horizons offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities. The firm employs model portfolios based on third-party research and uses a range of investment vehicles, continuously monitoring and rebalancing accounts while incorporating AI tools and direct indexing strategies.

Aaron Hardy is a CFA® charterholder with experience at Belmont Acquisitions and prior roles at the Fujimi City Board of Education and Interac Network. He is based in Knoxville, TN and currently works with S.E.E.D. Planning Group, LLC, a 16-advisor team. S.E.E.D. Planning Group provides wealth management, investment advice, and consulting services to individuals, trusts, businesses, non-profits, and retirement plans. The firm employs fundamental analysis and a primarily long-term investment strategy through its Sift Investment Management division, integrating tax planning and client values into diversified portfolio management.

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.

Paul Stout is a Series 65 licensed financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. He has worked at Financial & Tax Architects, Inc. since 2021 and has been associated with Rand A, Inc. since 1997, where he also serves as an insurance agent. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies.

Vernon Henry is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and GWN Securities Inc. Henry is also an independent insurance agent and is involved in multiple insurance-related activities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs via its proprietary advisory platform.

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.

Nathan Smith is a financial advisor at Foundations Investment Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Corecap Investments and The Leaders Group Inc. In addition to his advisory role, he is involved in employee insurance services through his ownership of Smiths Financial Solutions. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios alongside third-party sub-advisers and custodians in its investment approach.

Reese Marine is a Series 66 credentialed advisor with New Edge Wealth in Knoxville, TN, currently in the early stages of his financial advisory career. Prior to joining New Edge Wealth, he worked at the Garza Law Firm and was involved with the University of Tennessee Baseball program. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a broad range of advisory services with a focus on asset allocation, investor behavior, and integrating technology tools alongside adviser judgment.

Nina Strickland is a financial advisor at Sound Income Strategies, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at firms including SFG Capital Management and First American National Investment Advisors. Outside of her advisory role, she assists with administrative duties for two spouse-owned businesses unrelated to investment activities. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis combined with equity review and offers customized portfolio management alongside financial planning and insurance services.

Christopher Brown is a CFP® with 10 years of industry experience. He has held roles at Root Financial Partners since 2025 and previously worked at Clark Asset Management, Mariner Platform Solutions, and Patriot Investment Management Group. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives and risk tolerances, with specialized strategies available for clients with complex needs.