Jonathan Tue is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Brokers International Financial Services, Regions Bank, Cetera, and Sunshine Bank. Tue is also an independent insurance agent involved in the sale of fixed insurance annuities. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory and consulting services, along with turnkey asset management, sub-advisory services, and a private markets platform focused on customized investment solutions and values-based strategies.

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.

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.

Jennifer Huskey is a Series 66 registered financial advisor with Modern Wealth Management, LLC, based in Knoxville, TN. She has 18 years of industry experience, including 16 years at C & J Wealth Advisors before joining Modern Wealth Management in 2024. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion with about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and diverse portfolio management tools.

Jerry Goodman is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Prospera Financial Services, Inc. and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Goodman is also a public notary. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

William Baucum III is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is involved in a family business focused on designing and manufacturing portable backup electrical systems and owns a staffing company. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves a diverse client base including individuals, trusts, retirement plans, and businesses, using a goals-based planning approach supported by proprietary software and an evidence-based investment framework.

Morgan Hill is a financial advisor at Arete Wealth Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at several firms, including Center Street Advisors, Inc. and Brookstone Capital Management LLC. Hill is also the owner and president of Hill & Hill Financial, LLC, a firm he founded in 2001 that sells fixed insurance products. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse clientele, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan services, employing both advisor-driven and proprietary model allocations, along with third-party sub-advisers.

William Reuther is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Lamon & Stern, Private Client Services, and Securities Service Network. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals managing about $2.4 billion in discretionary assets. The firm offers a range of advisory programs and emphasizes discretionary, tailored investment management aligned with client objectives and risk tolerances.

Andrew Ashton is a financial advisor at EverSource Wealth Advisors, LLC in Knoxville, TN. He holds a Series 65 designation and joined EverSource in 2025 after 17 years at Doctors Management. EverSource serves a diverse range of clients, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, with multiple investment programs and a private markets platform for clients with over $5 million in investable assets.

Michael Meilleur is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Riverdog Wealth, Visionary Horizons, Gradient Advisors, and New York Life Insurance Company. Outside of advising, he also conducts insurance services as an agent through Riverdog Insurance, LLC and works part-time as an Uber driver. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other advisers. The firm offers both model and custom investment strategies using quantitative analysis and tactical asset allocation, and provides a range of portfolio management and consulting services.

Anthony Hammer is a financial advisor with Geneos Wealth Management, Inc. in Knoxville, TN, holding a Series 66 designation and 19 years of industry experience. He has worked with Prosperity Partners Wealth Management LLC since 2017 and previously with Swofford Financial from 2015 to 2017. Outside of his advisory role, he operates under Prosperity Partners Wealth Management and acts as an independent representative for various insurance carriers specializing in 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 financial planning, investment advisory, and brokerage services with an investment approach that incorporates continuous account monitoring, discretionary trading, and a variety of analytic methods and strategies tailored to client needs.

Brogan Walters is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He is currently affiliated with Foundations Investment Advisors LLC and Guardian Investment Advisors, where he recommends insurance products as part of the financial planning process. His prior experience includes roles at Ameriprise, Charles Schwab & Co., Inc., and Fidelity Brokerage Services. Foundations Investment Advisors, LLC provides financial planning and ongoing portfolio management for individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach, working through a large network of affiliated offices and representatives.

Nathaniel Napier is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding a Series 66 designation and two years of industry experience. He has served as President and CEO/CFO of Miza Foods Inc., a multi-unit Little Caesars franchise, since 2017. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, and estates through a network of over 100 financial professionals. The firm manages approximately $2.4 billion in discretionary assets and offers a range of advisory programs that emphasize customized, primarily discretionary investment management tailored to client objectives and risk tolerances.

Travis Mc Curry is a financial advisor with M HOLDINGS SECURITIES, Inc. in Knoxville, TN, holding a Series 66 designation and 17 years of industry experience. He has worked previously with MML Investor Services and MassMutual Life Insurance Company. Outside of his advisory role, Mc Curry is involved in managing several real estate holdings and rental properties. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services with an emphasis on suitability-based recommendations and ongoing portfolio monitoring.

John Wilkes IV is a financial advisor with Nations Financial Group, Inc. in Knoxville, TN, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Nations Financial Group in 2022, he worked for Wells Fargo Advisors from 2015 to 2022. He is also the owner and trustee of Wilkes and Griffin LLC, operating as Lightbridge Wealth Management. Nations Financial Group, Inc. provides investment advisory services to individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach includes proprietary model portfolios and the option to select outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Preston Price is a financial advisor with Geneos Wealth Management, Inc. based in Knoxville, TN. He holds the Series 66 designation and began his industry career in 2023 after working in education and finance. His prior experience includes roles at Vanderbilt Mortgage & Finance and teaching positions at the University of Tennessee, Pellissippi State Community College, and Christian Academy. Geneos Wealth Management is an SEC-registered firm serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and referrals to third-party money managers through various platform options, employing a range of investment strategies including fundamental and technical analysis.

Michael Kull is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 63 and Series 66 credentials and bringing six years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC dating back to 2018. Outside of his advisory work, he serves as President of the Knoxville Opera Guild and is involved in local musical activities, including singing for retirement communities and acting as a church cantor. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and works extensively with retirement investors, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.