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.

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.

Herbert Catledge is a financial advisor at IAMS Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society. He is the founder and president of Foothills-Retirement Income Solutions LLC, a firm focused on life insurance and annuities sales. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios across multiple asset classes.

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.

Samuel Tate is a financial advisor with OneAscent Financial Services LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining OneAscent, he was affiliated with Tate Financial Partners in the same year. Outside of his financial work, he serves as the head swim coach for Maryville High School. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions through multiple advisory teams. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting.

Robert Armstrong is a financial advisor with Integrity Advisory Solutions, holding Series 65 and Series 66 credentials and bringing 14 years of industry experience. He has extensive experience in estate planning, serving as president of the American Academy of Estate Planning Attorneys since 1993 and owning an estate planning law firm, Armstrong, Fisch & Tutoli. Armstrong also holds leadership roles in organizations supporting estate planning attorneys and wealth management. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and business clients through a network of about 100 independent advisors managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing both fundamental and technical analysis alongside multiple asset-allocation strategies.

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.

Nathaniel Napier is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding a Series 66 designation and two years of industry experience. He has served as President and CEO/CFO of Miza Foods Inc., a multi-unit Little Caesars franchise, since 2017. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, and estates through a network of over 100 financial professionals. The firm manages approximately $2.4 billion in discretionary assets and offers a range of advisory programs that emphasize customized, primarily discretionary investment management tailored to client objectives and risk tolerances.

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.

Mark Mooring is a CFP® and Series 65-registered advisor with six years of industry experience. He currently works at Compound Planning, Inc. and has prior experience at Northstar Financial Management Inc. Mark also served 11 years in the U.S. Navy. Compound Planning, Inc. provides financial planning, discretionary portfolio management, and institutional plan advisory services to individuals, families, businesses, and retirement plans. The firm employs a customized, risk-based investment approach utilizing low-cost ETFs, direct indexing, and alternative strategies, supported by technology partnerships and third-party sub-advisors.

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.