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.

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 previously worked at R.W. Baird, Janney Montgomery Scott, and Wells Fargo Advisors. Prospera Financial Services, Inc. is a large advisory and broker-dealer firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion and provides investment advisory and financial planning services through a variety of platforms and customizable portfolio strategies.

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 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.

Rocky Montgomery is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 credentials and having 39 years of industry experience. He has been with Prospera Financial Services since 2016. Outside of his advisory role, Montgomery owns and operates a drug dog training business, TN K-9 Services LLC. Prospera Financial Services is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through a variety of advisory platforms and employs a portfolio construction process that includes both firm and third-party models.

James Moore is a financial advisor at Silver Oak Securities, Incorporated with 14 years of industry experience. He holds a Series 66 designation and has worked at Silver Oak Securities since 2021, with prior experience at Securities America Advisors, Securities America, Inc., and Securities Service Network, Inc. In addition to his advisory role, Moore serves as a FINRA non-public arbitrator since 2019. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers individualized portfolio management, unified managed accounts, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

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 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.

Matthew De Graff is a CFP® and holds a Series 66 license, currently serving as a financial advisor at SageSpring Wealth Partners with five years of industry experience. His prior roles include positions at Raymond James Financial Services, Park Avenue Securities, Guardian Life Insurance Company, and Rethink Wealth LLC. SageSpring Wealth Partners serves a diverse client base ranging from non-high-net-worth individuals to institutional clients such as retirement plans and sovereign wealth funds. The firm provides discretionary investment management and financial planning, utilizing a range of investment vehicles and both fundamental and technical analysis within a multi-team structure managing approximately $8.5 billion for over 11,500 clients.

David Topor is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Gradient Advisors since 2013 and also serves as President and Sales Agent for IntelliShield, a life, health, and annuity sales business he has been involved with since 2010. Additionally, Topor participates as an educational speaker and advisor for the nonprofit Society of Financial Awareness and works as an estate planning advisor collaborating with lawyers to sell and fund trusts. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a client-approval investment approach supplemented by third-party money manager referrals.

Paul Hoskin is a CFP® with 37 years of industry experience, currently serving at Arax Advisory Partners. His prior roles include positions at Summit Trail Advisors, LPL Financial, BMO Bank NA, BancWest Investment Services, and Citigroup Global Markets. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement plan consulting.

James Reynolds is a financial advisor with Thoroughbred Financial Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Thoroughbred Financial Services since 2010. In addition to his advisory role, Reynolds is also licensed as an insurance agent, selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a range of clients including individuals, trusts, estates, and organizations. The firm’s investment approach emphasizes asset and sector allocation with diversified portfolios primarily composed of mutual funds and ETFs, and it offers both discretionary and nondiscretionary management through various account programs.

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.

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.

Jeffrey King is a CFP® professional with 21 years of industry experience, currently serving at Modern Wealth Management, LLC since 2024. Prior to this, he spent 14 years at C & J Wealth Advisors. In addition to his advisory role, he has worked as an independent insurance agent since 1998, providing insurance products and services in Oak Ridge, TN. Modern Wealth Management offers investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and provides specialized services such as ERISA plan management and tax planning through affiliated entities.