Carson Schumann is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 63 and Series 66 licenses and has two years of industry experience. He has worked with Eagle Strategies and NYLIFE Securities LLC since 2024 and maintains an entrepreneurial venture reselling returned mattresses through Sharetown. Additionally, he volunteers with the Thomas Walker Volunteer Fire Department, assisting with fire calls as needed. Eagle Strategies serves a diverse clientele, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

William Crass is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and beginning his industry experience in 2024. His prior work includes roles at Niles Ferry Baptist Church and First Baptist Church of Lenoir City. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients through brokerage, financial planning, retirement consulting, and investment advisory services.

Christina Alford is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. Her career has included roles at First Command Insurance Services, First Command Financial Planning, and 21st Mortgage Corporation. Prior to her advisory work, she worked at Buffalo Wild Wings for one year. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs that use model portfolios managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Kimberly Henry is a CFP® with 12 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. She has previously worked with Northwestern Mutual Wealth Management Company and holds experience dating back to 2012. Outside of her advisory role, Henry is an adjunct lecturer in finance at the University of Tennessee, Knoxville, and serves on the board of Knoxville's Community Development Corporation. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, financial and estate planning, and ERISA fiduciary services, with a research approach centered on fundamental analysis and Modern Portfolio Theory.

Suzanne Hornick is a CFP® professional with 17 years of industry experience. She joined Savant Wealth Management in 2026 after a long tenure at Asset Planning Corporation, where she worked from 1999 to 2025. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by substantial scale and integrated accounting, legal, and trust affiliates.

Bryan Sodomora is a financial advisor with Empower Advisory Group in Knoxville, TN, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior work includes roles at Woodbury Financial Services, Inc. and Worden, Rechenbach & Brooke. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Mark Wetherby is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ace Hardware, VJH Concierge Financial Planning, the Y-12 National Security Complex, and served 21 years in the United States Army. Outside of advising, he operates a Tennessee Notary Public business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a range of mutual funds, ETFs, and third-party managers.

Rodney Archer is a financial advisor with Eagle Strategies (NY Life) based in Knoxville, TN, holding a Series 66 designation and one year of industry experience. He has worked at Eagle Strategies and several New York Life affiliated entities since 2024. Outside of his advisory work, Archer serves as an instructor abroad with the USAID-funded Farmer to Farmer Program and holds board roles with Tennessee Members 1st and the Alliance for American Leadership, a nonprofit focused on U.S. foreign aid. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through its large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, managing a substantial portion of assets on a non-discretionary basis and maintaining fiduciary duties in retirement plan recommendations.

Michael Alford is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience in automotive sales as well as service in the United States Marine Corps. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary authority.

Matthew Harper is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance Company since 2002. Harper operates under his own firms, Harper Financial Group and Burckhard Financial Group, which provide services related to New York Life products and non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides tailored advice through multiple programs, emphasizing primarily non-discretionary asset management within an integrated New York Life affiliate structure.

William Butler is a ChFC® credentialed financial advisor with 25 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and operates Mahoney Financial Organization, LLC, where he sells New York Life products and services. Butler also serves as an insurance broker for non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors and institutional sponsors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Gabriella Musrock is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with Truist Advisory Services and affiliated firms since 2010, including Bb&T Bank and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Grace Mead is a financial advisor with Eagle Strategies (New York Life) based in Knoxville, TN. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Eagle Strategies, Grace worked at Edward Jones and JPMorgan. She serves as Vice-Chair of the Child Advocacy Center of Anderson County, providing support for its board and committees focused on services for abused children. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and delivers advice through multiple program types, including non-discretionary asset management and retirement plan consulting.

Justin Wohlford is a CFP® affiliated with Creative Planning in Knoxville, TN, with one year of industry experience. He previously worked at SageView Advisory Group and Regions Bank, where he spent a combined six years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm utilizes a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Jared Young is a financial advisor with Eagle Strategies (NY Life) based in Knoxville, TN, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at Eagle Strategies since 2025 and also volunteers as a youth basketball coach for a local elementary school through the Cocke County Schools and Recreation Department. Jared’s background includes roles at Nylife Securities, New York Life Insurance Company, and World Finance Corp. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, emphasizing non-discretionary management and fiduciary oversight, particularly for retirement investors.

Paula Juszczyk is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and with 26 years of industry experience. Her career includes roles at Cetera-affiliated firms, New York Life, and Raymond James. Transamerica Financial Advisors serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

Emily Beard is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has worked in various roles at Truist and its affiliated entities since 2020. Prior to that, she held positions at Suncoast Credit Union, Midflorida Credit Union, Bealls Outlet, and South Florida State College. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with a focus on manager selection, supported by AI-enabled research and inter-affiliate integration within the Truist enterprise.

Aaron Buck is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. His background includes roles at Patriot Investment Management Group Inc, Northstar Investment Advisory LLC, Facet Wealth, and several other firms. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services through various platforms and employs a model-based approach that combines strategic asset allocation with both passive and active investment exposures.

Nichole Double is a Series 66 licensed financial advisor at Truist Advisory Services with three years of industry experience. She has worked at Truist Investment Services Inc. and Truist Advisory Services Inc. since 2022 and previously held positions at Aramark and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Marian Geohegan is a CFP® professional with 26 years of experience in the financial industry. She is currently with Independent Financial Group, LLC and has previously worked at firms including IC Advisory Services Inc, The Investment Center Inc, and Woodbury Financial Services, Inc. Geohegan also operates Freedom Financial Group, a sole proprietorship providing investment services and selling fixed insurance products such as employee benefits. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate retirement plans. The firm utilizes both proprietary and third-party models for portfolio management and combines passive and active investment strategies across various risk profiles.