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.

Timothy Purvis is a financial advisor at Sequent Planning, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with NYLIFE Securities LLC and New York Life Insurance Company. His current roles include positions at Sequent Planning and AssureSource, LLC. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals—including high-net-worth clients—as well as retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, third-party model manager access, and comprehensive retirement-plan services within a structured risk framework.

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.

David Melendy is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Securities America Advisors, Securities America, Inc., and Securities Service Network, Inc. He is also involved in lining soccer fields for a local recreational adult soccer club. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, and other entities through a sizable network of financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances.

Scott Wayne is a financial advisor with M Holdings Securities, Inc. based in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked previously at MML Investors Services, Inc. and MassMutual for 18 years and is currently a senior partner at The Benefits Group LLC. Wayne is also involved in insurance sales, covering life, property/casualty, and health insurance products. M Holdings Securities, Inc. serves a diverse client base, including high-net-worth individuals, retirement plans, and corporations, through a nationwide network of independent member firms. The firm offers a wide range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, supported by third-party sub-advisors and platform providers.

John Baugh is a financial advisor at SageSpring Wealth Partners in Knoxville, TN. He holds a Series 65 designation and has been with SageSpring since 2026. Prior to joining the firm, he has been involved with Lay & Baugh Law since 2013. SageSpring Wealth Partners serves a diverse client base, including individual households across wealth levels and various institutional clients such as retirement plans, banks, insurance companies, and municipal governments. The firm provides discretionary investment management, financial and retirement plan consulting, and third-party manager oversight, employing tailored portfolios that utilize fundamental and technical analysis alongside a range of investment vehicles.

Tamara Hackett is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. She holds the Series 66 designation and has worked previously at R. W. Baird, Janney Montgomery Scott, and Wells Fargo Clearing. Prospera Financial Services is a multi-team advisory firm with over 270 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities through financial planning, portfolio management, and various advisory programs.

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.

Tyler Howarth is a CFP® with three years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners in Knoxville, TN. His prior roles include positions at Raymond James Financial and Renascent Protection Solutions. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets across a team of 75 advisors. The firm serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting.

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.

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.

Travis Cullman is a CFP® professional with 12 years of industry experience, currently serving as an advisor and partner at SageSpring Wealth Partners. He has previously worked at Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. Located in Knoxville, TN, Cullman is also an independent contractor for Cullman Wealth Team and provides insurance solutions as a broker through Dixon Wells. SageSpring Wealth Partners serves a diverse client base that includes individual households across wealth levels, institutional clients, and plan sponsors. The firm offers tailored investment management, financial planning, and consulting services, employing both fundamental and technical analysis as well as a range of investment strategies to meet client objectives.

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 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and has been with Kingsview since 2017. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm combines in-house portfolio management with third-party strategies and offers a range of investment products, including proprietary ETFs and advisory services for retirement plans.

Rocky Montgomery is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior roles include positions at Capital Guardian Wealth Management, LLC, OSAIC Services, Inc., Investors Capital Corp., and Eastern Point Advisors Inc. Outside of his advisory work, he owns TN K-9 Services LLC, a drug dog training business. Prospera Financial Services is a multi-team 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 programs and platforms.

James Moore is a Series 66-licensed financial advisor at Silver Oak Securities, Inc. in Knoxville, TN, with 15 years of industry experience. He has held roles at Silver Oak Securities since 2021 and has been associated with Securities America entities and Securities Service Network since 2006. Moore also serves as a FINRA non-public arbitrator, participating in dispute resolution within the securities industry. Silver Oak Securities, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals. The firm manages about $2.4 billion in discretionary assets and offers a variety of advisory programs that emphasize discretionary, tailored investment management aligned with client objectives and risk tolerances.

Robert Smith is a financial advisor at Modern Wealth Management, LLC with 15 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked for Coulter & Justus Financial Services, LLC from 2008 to 2024 before joining his current firm. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a broad range of services such as discretionary investment management, modular financial planning, tax planning, estate-planning assistance, and insurance solutions.

Leslie Turner is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has operated the National Care Insurance Agency since 1997, focusing on health insurance sales alongside his advisory role. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model that incorporates various analytical approaches to portfolio management.