Jonathan Spahn is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Edward Jones for two years. Prior to his financial career, he served in the United States Army for 12 years. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of brokerage, financial planning, and investment advisory services.

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 in Knoxville, TN, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at several firms, including Park Avenue Securities, Equitable Advisors, and LPL Enterprise. Prior to his financial services career, he worked six years at Renovations Plus. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs that include discretionary and non-discretionary management options using both proprietary and third-party models.

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.

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 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.

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.

Kenneth Bane is a financial advisor at Commonwealth Financial Network with 23 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Commonwealth and Cumberland Wealth Management in 2026, he worked at TIAA-CREF from 2013 to 2026. He is also a property landlord in Knoxville, TN. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement consulting, and back-office services.

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.

Zachary Harris is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has eight years of industry experience. Harris has been with Bankers Life and its affiliates since 2016. Outside of his advisory role, he is a private real estate investor focused on purchasing properties to generate cash flow or obtain a positive rate of return. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm offers discretionary portfolio management, investment consulting, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with client goals and risk tolerances.

Tony Campadonico is a financial advisor at Fifth Third Securities, Inc. in Knoxville, TN, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Fifth Third Securities in 2024, he worked at Truist Financial from 2015 to 2023. Outside of his advisory role, he works as a personal food delivery driver for Uber Eats. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank.