Mollie Caldwell is a financial advisor at Donaldson Capital Management LLC with seven years of industry experience. She holds the Series 65 designation and previously worked at Bank of America/Merrill Lynch for four years. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement plans, banking institutions, and municipal sponsors.

Shawna Broadley is a financial advisor with Geneos Wealth Management, Inc. in Knoxville, TN, holding a Series 66 designation and seven years of industry experience. She has been with Geneos Wealth Management and Priority Financial Solutions since 2016. Outside of advising, she is a Jazercise instructor and a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers, utilizing a variety of investment strategies and both discretionary and non-discretionary account supervision.

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.

Kevin Leblanc is a financial advisor at Arete Wealth Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Center Street Securities, Inc., Securities America Advisors, and USAdvisors Wealth Management. Outside of his advisory roles, he operates LeBlanc Financial Alliance, an insurance sales agency. 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 manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Matthew Carrier is a financial advisor with Brookstone Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, and Carrier Financial & Insurance Services, where he also engages in insurance and annuity sales. Additionally, he prepares tax returns as an accountant at Carrier CPA Firm. Brookstone Wealth Advisors offers investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm employs a combination of active and passive strategies within a networked structure that includes affiliated asset management and law firms, providing discretionary management with documented client objectives.

Michael Budnick is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Royal Fund Management since 2015 and previously at BPM Energy, LLC. In addition to his advisory role, he leads personal development workshops focused on prosperity and self-improvement. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment strategies tailored to client risk tolerances and offers services including third-party money manager recommendations and options-writing overlays.

Herbert Catledge is a financial advisor at IAMS Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society. He is the founder and president of Foothills-Retirement Income Solutions LLC, a firm focused on life insurance and annuities sales. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios across multiple asset classes.

Andrew Ashton is a financial advisor at EverSource Wealth Advisors, LLC in Knoxville, TN. He holds the Series 65 designation and has recently begun his advisory career, joining EverSource in 2025 after 17 years at Doctors Management. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients with wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm offers a range of investment programs and operates through a network of advisor representatives, with a distinctive approach that includes values-based portfolio options informed by a Judeo-Christian framework and services tailored to other RIAs and nonstandard institutional clients.

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.

Priscilla Birt is a CFP® professional with eight years of experience in financial advising. She has worked at Donaldson Capital Management LLC since 2023 and previously held roles at The Mather Group, LLC and Resource Advisory Services. Donaldson Capital Management serves a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs a model-driven investment approach emphasizing dividend-paying equities and fixed income, and offers services such as ongoing investment management, financial planning, and retirement-plan fiduciary consulting.

Brogan Walters is a CFP® with 10 years of industry experience, currently affiliated with Foundations Investment Advisors LLC and Guardian Investment Advisors. His prior experience includes roles at Ameriprise, Charles Schwab & Co., and Fidelity Brokerage Services. Walters is also involved in recommending insurance products as part of the financial planning process. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Nathaniel Napier is a financial advisor at Silver Oak Securities, Incorporated with two years of industry experience. He holds a Series 66 designation and has been involved in the quick service restaurant industry as President and CEO/CFO of Miza Foods Inc., a multi-unit Little Caesars franchise. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through over 100 financial professionals. The firm offers personalized portfolio management, financial planning, and third-party manager referrals, delivering investment advice mainly on a discretionary basis tailored to clients’ 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 bringing 16 years of industry experience. His prior roles include positions at MML Investor Services and MassMutual Life Insurance Company. Outside of his advisory work, he is involved in managing real estate holdings through several entities. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of investment management, retirement consulting, financial planning, and insurance advisory services through a network of independent advisors and sponsored platforms.

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.

Mark Mooring is a CFP® and Series 65-registered advisor with six years of industry experience. He currently works at Compound Planning, Inc. and has prior experience at Northstar Financial Management Inc. Mark also served 11 years in the U.S. Navy. Compound Planning, Inc. provides financial planning, discretionary portfolio management, and institutional plan advisory services to individuals, families, businesses, and retirement plans. The firm employs a customized, risk-based investment approach utilizing low-cost ETFs, direct indexing, and alternative strategies, supported by technology partnerships and third-party sub-advisors.

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.

Thomas Stines is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Knoxville, TN. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to his current role, he briefly worked at The Bed Store. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services. The firm features the Passageway Managed Account Program, providing access to multiple portfolio management strategies through a variety of program types and third-party managers.

Ryan Manaker is a financial advisor with Creative Planning, holding a Series 63 license and bringing 25 years of industry experience. His prior experience includes roles at Cetera and Sageview Private Client Group. Outside of his advisory work, he serves as director and treasurer of the GlobeChek Foundation, a nonprofit focused on preventing blindness. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.