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.

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.

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.

Matthew Carrier is a financial advisor with Brookstone Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, and Carrier Financial & Insurance Services, where he also engages in insurance and annuity sales. Additionally, he prepares tax returns as an accountant at Carrier CPA Firm. Brookstone Wealth Advisors offers investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm employs a combination of active and passive strategies within a networked structure that includes affiliated asset management and law firms, providing discretionary management with documented client objectives.

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.

Jeffrey Farrar is a CFP® with 27 years of industry experience currently serving at Procyon since 2017. His prior roles include positions at Purshe Kaplan Sterling Investments, UBS Financial Services, and Merrill. He serves as a FINRA arbitrator and is a member of the investment committee at DELC, a tea manufacturer. Farrar also participates in expert networks responding to industry research inquiries. Procyon serves a diverse client base, including individuals, high-net-worth households, institutions, and retirement plans, offering investment management, financial planning, and advisory services. The firm’s investment approach is long-term and fundamentally driven, utilizing mutual funds, ETFs, and individual securities, and it manages a majority of assets on a non-discretionary basis.

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.

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.

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.

Priscilla Birt is a CFP® professional with eight years of experience in financial advising. She has worked at Donaldson Capital Management LLC since 2023 and previously held roles at The Mather Group, LLC and Resource Advisory Services. Donaldson Capital Management serves a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs a model-driven investment approach emphasizing dividend-paying equities and fixed income, and offers services such as ongoing investment management, financial planning, and retirement-plan fiduciary consulting.

Brogan Walters is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He is currently affiliated with Foundations Investment Advisors LLC and Guardian Investment Advisors, where he recommends insurance products as part of the financial planning process. His prior experience includes roles at Ameriprise, Charles Schwab & Co., Inc., and Fidelity Brokerage Services. Foundations Investment Advisors, LLC provides financial planning and ongoing portfolio management for individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach, working through a large network of affiliated offices and representatives.