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.

Diane Blake is a financial advisor with CreativeOne Wealth, LLC in Knoxville, TN, holding a Series 65 credential and two years of industry experience. Prior to joining CreativeOne Wealth, she worked at Carlson Financial Services and Brogan Financial Wealth Management & Retirement. She is also involved with Transformational Stewardship, where she designs homeschool curriculum. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and charitable organizations, utilizing a mix of proprietary ETF-based models, third-party managers, and option strategies.

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.

Peter Amrein is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including The Benefits Group, LLC and M Holdings Securities, Inc. Outside of his advisory role, Amrein is the creative director and co-producer of Oh Balls, LLC, an animated comedy production company. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model-based strategies and serves as an overlay manager with discretionary trading and allocation responsibilities.

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.

Ryan Kemp is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cyndeo Wealth Partners. He previously worked at UBS for nine years. Outside of his advisory role, Kemp is involved with TKO Group, LLC, an ecommerce business, where he contributes to business development, product sourcing, and legal matters. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, offering portfolio management, financial planning, family office services, and financial consulting. The firm manages approximately $2.58 billion and employs customized investment strategies that include equities, fixed income, alternatives, and digital assets, with a focus on ongoing monitoring and integration of planning and business advisory services.

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.

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 at Geneos Wealth Management, Inc. She holds a Series 66 credential and has eight years of industry experience. Shawna has worked at Geneos Wealth Management and Priority Financial Solutions since 2016. Outside of advising, she is a certified Notary Public and a Jazzercise instructor. 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, utilizing a range of strategies including 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.

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.

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 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.