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 43 years of experience in the financial services industry. He is currently with Prospera Financial Services, Inc., where he has worked since 2022, and previously spent seven years at Wells Fargo Advisors. In addition to his advisory role, he serves as a public notary. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

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 at Silver Oak Securities, Incorporated with 15 years of industry experience. He holds a Series 66 designation and has worked at Lamon & Stern, Private Client Services, and Securities Service Network. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers personalized portfolio management, a unified managed account program using outside strategists, financial planning, and solutions for held-away retirement plan assets.

Jeffrey Farrar is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Procyon Advisors, where he has worked since 2017. His prior experience includes roles at UBS Financial Services and Purshe Kaplan Sterling Investments. Farrar serves as a FINRA arbitrator and participates on an investment committee for a manufacturing company. Procyon Advisors serves a diverse client base including individuals, families, businesses, and institutional investors, offering investment management, financial planning, retirement plan advisory, and consulting services. The firm focuses on customized, fundamentally driven portfolios and operates through both internal management and third-party relationships, with a significant portion of assets managed on a non-discretionary basis.

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.

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.

Samuel Tate is a financial advisor with OneAscent Financial Services LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining OneAscent, he was affiliated with Tate Financial Partners in the same year. Outside of his financial work, he serves as the head swim coach for Maryville High School. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions through multiple advisory teams. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting.

Robert Armstrong is a financial advisor with Integrity Advisory Solutions, holding Series 65 and Series 66 licenses and having 14 years of industry experience. He has a long-standing career as an estate planning attorney, active with Armstrong, Fisch & Tutoli since 1976, and serves as President of the American Academy of Estate Planning Attorneys. Armstrong is also involved in managing estate planning attorneys within wealth management and holds leadership roles in related organizations. Integrity Advisory Solutions serves a diverse client base, including high-net-worth individuals, trusts, estates, and corporations, managing approximately $1.1 billion in assets across a team of about 100 advisors. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing both fundamental and technical analysis along with various asset allocation strategies.

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 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.

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.

Joseph Ottaviano is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2026. Prior to joining Savant, he worked for nine years at Asset Planning Corporation. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Jonathan Spahn is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Edward Jones for two years. Prior to his financial career, he served in the United States Army for 12 years. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of brokerage, financial planning, and investment advisory services.