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 at Eagle Strategies (NY Life) with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, JPMorgan, and Turning Point Financial. Outside of her advisory role, Mead serves as Vice-Chair of the Child Advocacy Center of Anderson County, supporting committees focused on publicity, fundraising, and finance. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of advisory programs tailored to client objectives and manages a majority of its assets on a non-discretionary basis.

Richard Albright is a financial advisor at Empower Advisory Group with 38 years of industry experience. His prior roles include positions at GWFS Equities, Scottrade, Inc., Cetera, Cetera Investment Services LLC, and Regions Bank. He holds Series 63 and Series 65 designations. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

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.

James Treischmann is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and having one year of industry experience. Prior to joining Bankers Life Advisory, he worked at 21st Mortgage Corporation and held positions at Walmart, Dordt University, and Grace Christian Academy. He is also a licensed insurance agent with Bankers Life and Casualty, focusing on life, Medicare, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves primarily mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations, with a focus on clients’ goals, risk tolerances, and time horizons.

Drew Sliwinski is a financial advisor with Guardian Life and holds a Series 65 license. He has experience working at Axis Incorporated and Peachtree Planning, and is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Drew is based in Knoxville, TN. Park Avenue Securities offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a mix of advisor-led discretionary management, model-based strategies, and digital advisory solutions, with access to proprietary programs, third-party platforms, and insurance products through its connection with Guardian Life.

Matthew Quick is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked with Eagle Strategies since 2022 and NYLIFE Securities since 2018. Outside of his advisory roles, he was involved with Quick's Kettle Korn from 2017 to 2019 and is currently an MBA student at Duke University. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. 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.

Thomas Benavides is a financial advisor with First Command Advisory Services in Knoxville, TN, holding a Series 66 license and five years of industry experience. Prior to his current role, he served in the U.S. Army and Texas Army National Guard. Outside of advisory work, he is a rafting guide for Chattahoochee Rafting Company. 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 various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Ronald Klimas is a financial advisor with Osaic Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including previous roles at Arbor Point Advisors, Securities America, and SSN Advisory. Outside of his advisory work, he teaches drum lessons at the Knoxville Academy of Music. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and nonprofits. The firm offers a range of investment and financial planning services through multiple program models, utilizing proprietary and third-party platforms with custody primarily through Schwab and Fidelity.

Andrew Chrisman is a ChFC® and Series 63–licensed financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, and has 40 years of industry experience. He has been with Eagle Strategies since 2010 and has maintained continuous professional roles with Nylife Securities Inc. and New York Life Insurance Company since 1986. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored solutions and predominantly non-discretionary asset management.

Michael Mason is a financial advisor with Truist Advisory Services in Knoxville, TN, holding a Series 66 designation and seven years of industry experience. Before joining Truist Advisory Services and Truist Investment Services in 2018, he worked at the University of Tennessee Treasurer's Office and the University of Tennessee Knoxville. Truist Advisory Services provides investment consulting and advisory to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate services, to deliver its AMC Advantage manager-selection program and related fiduciary support.

Matthew Sherlock is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2019, following four years at Valic Financial Advisors. 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 and non-discretionary strategies, supported by AI-enabled research tools and integrated inter-affiliate resources, to deliver its manager-selection and fiduciary support programs.

Alexander Dalton is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He has also served as offensive coordinator for his alma mater’s middle school football team and holds a leadership role as vice president on the board of a local BNI networking chapter. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, with most assets managed on a non-discretionary basis and integrated insurance and advisory product offerings.

David Berman is a financial advisor with Commonwealth Financial Network in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He is also the president and owner of Comprehensive Wealth Solutions, LLC, through which he conducts securities, advisory, and fixed insurance sales. He has been with Commonwealth and Comprehensive Wealth Solutions since 2010. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Tanner Dean is a financial advisor at Guardian Life with a Series 65 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities, Peachtree Planning, and D&L Transport, among others. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management and model-based strategies, along with a variety of financial planning and consulting services.

Adam Kornegay is a CFP® with six years of industry experience. He is currently an advisor at Savant Wealth Management and previously worked at Asset Planning Corporation, Pathfinder, Inc., and Wells Fargo Clearing. 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, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Jonathan Palk is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Park Avenue Securities, Shipt, and Park West Church. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led management with model-based strategies and access to proprietary and third-party platforms.