Ezekiel Ortiz Clark is a financial advisor at EverSource Wealth Advisors, LLC in Knoxville, TN, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Covenant Wealth Management and experience outside financial services at Hagner Conley Construction and Liberty University. EverSource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of advisors using multiple investment programs and also provides turnkey asset management, back-office support, and sub-advisory services.

Tamara Hackett is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. She holds a Series 66 designation and has previously worked at R. W. Baird, Janney Montgomery Scott, and Wells Fargo Advisors. Prospera Financial Services 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.

James Darlington II is a CFP® professional with 34 years of industry experience. He has worked at EverSource Wealth Advisors, LLC since 2021 and previously spent 13 years at UBS Financial Services. Outside of his financial advisory role, he is involved in managing a commercial real estate business. EverSource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services. The firm provides a range of investment programs and operates both as an adviser to outside RIAs and as a manager of private pooled investments.

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.

James Moore is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding a Series 66 designation and bringing 15 years of industry experience. His prior firms include Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. Since 2019, he has served 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, as well as pension and profit-sharing plans, corporations, trusts, estates, and other business entities. The firm offers a variety of advisory programs with primarily discretionary investment management tailored to 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.

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.