Travis Mc Curry is a financial advisor with M HOLDINGS SECURITIES, Inc. in Knoxville, TN, holding a Series 66 designation and 17 years of industry experience. He has worked previously with MML Investor Services and MassMutual Life Insurance Company. Outside of his advisory role, Mc Curry is involved in managing several real estate holdings and rental properties. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services with an emphasis on suitability-based recommendations and ongoing portfolio monitoring.

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 at Fifth Third Securities, Inc. based in Knoxville, TN, holding Series 63 and Series 65 designations with seven years of industry experience. He has been with Fifth Third Securities since 2019 and also has experience working at Fifth Third Bank and The Bed Store. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, allowing clients to work with Investment Advisor Representatives to choose tailored investment strategies.

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, including roles at Park Avenue Securities and Edward Jones, and served in the United States Army for 12 years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Michael Reynolds is a financial advisor at Mariner with six years of industry experience. He holds the CFP® designation and a Series 65 license. Prior to joining Mariner, Reynolds worked at Insight Strategic Wealth LLC and Helen Hudson Boring CPA, and he also taught at Pellissippi State Community College. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes customized discretionary portfolios supported by in-house research and third-party managers, and it provides integrated tax and accounting services alongside traditional portfolio management.

James Sutton is a financial advisor with Eagle Strategies (NY Life) based in Knoxville, TN, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Eagle Strategies since 2017 and also operates Sutton Financial, a business focused on selling New York Life products and brokering non-registered insurance products. Sutton serves on the boards of the West High School Foundation and the West Athletic Council, where he is involved in fundraising efforts to support local education and athletics, and he is a board member of Middlebrook United Methodist Church, contributing to its financial budgeting and fundraising. Eagle Strategies serves a broad client base including individual investors, defined contribution and benefit plans, as well as charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Daniel Rourke is a financial advisor at Truist Advisory Services in Knoxville, TN, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with SunTrust and its affiliated entities since 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program. The firm uses a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Donald Borella is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes roles at Park Avenue Securities and Equitable Advisors, among others. Guardian Life's subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and providing access to insurance products and alternative investments.

Carson Schumann is a financial advisor with Eagle Strategies (NY Life) based in Knoxville, TN. He holds Series 63 and Series 66 licenses and has two years of industry experience. Carson is involved with Sharetown, a business reselling sanitized returned mattresses directly to consumers, and serves as a volunteer firefighter at the Thomas Walker Volunteer Fire Department. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, with a focus on tailored solutions delivered primarily through non-discretionary asset management.

William Crass is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation. He has been in the industry since 2024 and previously has experience working with local churches and as a self-employed insurance agent. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm provides financial planning and consulting through both advisor-led discretionary management and model-based strategies, utilizing proprietary and third-party platforms.

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.

Dane Schmidt is a financial advisor with Eagle Strategies (New York Life) based in Knoxville, TN. He holds a Series 66 designation and has been with Eagle Strategies since 2026. His background includes experience with Door Dash, Amazon Flex, and operating Great Dane Jewelers LLC. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

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.

Mark Wetherby is a financial advisor with First Command Advisory Services in Knoxville, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command, he served 21 years in the United States Army and worked at the Y-12 National Security Complex for nine years. Outside of advising, he is a Tennessee Notary Public. 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 multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor portfolios.

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.

William Dicke is a CFP® with 39 years of industry experience. He has been with SPC since 2017 and previously worked at National Planning Corporation for 18 years. Outside of his advisory work, he owns a small farm property. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored investment advice through various account programs, including the SIGMA Managed Account.

Michael Alford is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Ted Russell Ford and Volunteer Auto Group, as well as seven years of service in the United States Marine Corps. 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 multiple wrap-fee asset management programs utilizing centrally managed model portfolios and approved third-party managers.