Charles Jones is a financial advisor at Gradient Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Goals Based Financial Planners, Regions Bank, SunTrust Bank, and NovaCopy. Jones is also involved with Goals Based Financial Planners, LLC, where he provides financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model and a range of analytical tools to support client portfolios.

Lowell Williams is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 66 credentials and has two years of experience in the financial industry. Prior to joining Geneos Wealth Management, he worked at Prosperity Partners Wealth Management LLC and EdFinancial Services. His background also includes positions at Eastman Chemical and East Tennessee State University. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and access to third-party money managers. The firm employs a variety of analytical strategies and offers customizable and model-based investment solutions.

Andrea Carpenter is a financial advisor at Geneos Wealth Management, Inc. in Knoxville, TN, with 33 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Geneos in 2021, she worked at U.S. Bancorp Investments, Inc. from 2012 to 2021. She is also involved as an educator with the Association of Financial Educators. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining continuous account monitoring with discretionary trading authority for most client accounts.

Trevor Neufeld is a financial advisor at Harbour Investments, Inc. in Knoxville, TN, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Gradient Investments, Paladin Capital, and other firms. He is also involved in independent insurance agency work. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering a range of portfolio management and financial planning services supported by various investment strategies and multiple execution platforms.

Easton Upchurch is a financial advisor at EverSource Wealth Advisors, LLC in Knoxville, TN, holding Series 63 and Series 65 credentials with four years of industry experience. His prior work includes positions at Bank of America, Merrill Lynch, and Northwestern Mutual. Outside of his advisory role, he is a co-owner of a family rental property in Nashville. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, and institutional investors. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing a range of investment programs and a national network of representatives.

Sharon Jennings is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and bringing 24 years of industry experience. Her career includes roles at Priority Financial Solutions LLC, Ameriprise, FSC Securities Corporation, LPL Financial, Citigroup Global Markets, and J.J.B. Hilliard, W.L. Lyons, LLC. She is also an independent representative for fixed insurance products. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers through various traditional and wrap-fee programs.

Jennifer Rushing is a Series 66-credentialed financial advisor with seven years of industry experience. She has worked at Silver Oak Securities, Inc. since 2024 and previously held roles at OSAIC, Securities America, Inc., Ladenburg Thalmann Asset Management, Securities Service Network, and Perfect Serve. Outside of her financial advisory work, she officiates soccer games in Knox County and delivers Walmart groceries through the Spark Driver app. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, and other entities through a network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs that emphasize customized, primarily discretionary investment management tailored to client objectives and risk tolerances.

Timothy Purvis is a financial advisor at Sequent Planning, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with NYLIFE Securities LLC and New York Life Insurance Company. His current roles include positions at Sequent Planning and AssureSource, LLC. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals—including high-net-worth clients—as well as retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, third-party model manager access, and comprehensive retirement-plan services within a structured risk framework.

Alex Shore is a CFP® professional with 32 years of industry experience, currently advising at Prospera Financial Services, Inc. since 2022. He previously worked with Wells Fargo Advisors and Wells Fargo Clearing for a combined 21 years. Outside of his advisory role, Shore serves as a non-compensated board member for the Maryville Alcoa Flying Dolphins Swim Team Association and the Experimental Aircraft Association Chapter 17. Prospera Financial Services, Inc. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Jared Hubbard is a financial advisor at Prospera Financial Services, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked for Rodefer Moss & PLLC for ten years. In addition to his advisory role, Jared is a self-employed CPA providing tax return services through his own CPA tax business. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in assets for individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, combining traditional and wrap-fee management options with various model portfolios and sub-advisers.

Clarence Daniels is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior positions include roles at Private Client Services, LLC, Securities America Advisors, and First Tennessee Bank. Outside of his advisory work, he has worked part-time stocking medical items at a distribution center. Silver Oak Securities, Inc. serves individual, corporate, and institutional clients through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs tailored to client objectives, emphasizing discretionary investment management and operational features like ongoing model monitoring and automated investments.

David Melendy is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Securities America Advisors, Securities America, Inc., and Securities Service Network, Inc. He is also involved in lining soccer fields for a local recreational adult soccer club. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, and other entities through a sizable network of financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances.

Daniel Edmunds is a financial advisor at Prospera Financial Services, Inc. with 40 years of industry experience. He has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, International Advisory Consultants Inc., Anderson & Strudwick, and Citigroup Global Markets. Prospera Financial Services, Inc. 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 business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Scott Wayne is a financial advisor with M Holdings Securities, Inc. based in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked previously at MML Investors Services, Inc. and MassMutual for 18 years and is currently a senior partner at The Benefits Group LLC. Wayne is also involved in insurance sales, covering life, property/casualty, and health insurance products. M Holdings Securities, Inc. serves a diverse client base, including high-net-worth individuals, retirement plans, and corporations, through a nationwide network of independent member firms. The firm offers a wide range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, supported by third-party sub-advisors and platform providers.

John Baxley is a CFP® with 26 years of industry experience, currently serving at Merit Financial Advisors in Knoxville, TN. His career includes roles at firms such as Purshe Kaplan Sterling Investments, MFG Securities, LPL Financial, and Ladenburg Thalmann. He holds multiple compliance officer roles across affiliated firms and is also licensed to sell life, health, disability, long-term care insurance, and fixed annuities. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers a range of financial planning and advisory services.

Scott Marion is a financial advisor at CoreCap Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Ameritas Investment Corp and Capital Choice Financial Services. Outside of his advisory role, Marion serves as Associate Marketing Director and financial coach at Capital Choice Financial Services. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds, while also managing affiliated entities including a broker-dealer and insurance marketing organization.

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.

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.