John Majors is a CFA® charterholder with 24 years of experience in the financial services industry. He is currently with Creative Planning in Knoxville, TN, having joined in 2026, and previously worked at Cetera and Sageview Private Client Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Thomas Dillon is a financial advisor with Truist Advisory Services in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with SunTrust Advisory Services and SunTrust Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support its investment processes.

Arie Buer is a financial advisor with Valic Financial Advisors in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMORGAN Chase Bank. Outside of his advisory work, he is also involved as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Taylor Heit is a financial advisor with Key Investment Services LLC in Knoxville, TN, holding Series 63 and Series 66 credentials and six years of industry experience. He previously held roles at JPMorgan Securities LLC and KeyBank NA. Heit also has experience in the casino industry, including positions at Ameristar Casino Blackhawk and Hollywood Casino. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and provides due diligence, ongoing monitoring, and supervisory oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

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.

Corbin Atwell is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Empower Retirement, E*TRADE Securities LLC, and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

William Taylor Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Truist Advisory Services and its predecessor firms since 2013. Truist Advisory Services offers 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 manager relationships, supported by third-party platforms and AI-enabled research tools, to provide investment policy analysis, fiduciary support, and managed account programs.

Alexander Dalton is a financial advisor with Eagle Strategies (NY Life) based in Knoxville, TN. He holds Series 65 and Series 63 licenses and has three years of industry experience. Outside of his advisory role, Dalton serves as the offensive coordinator for the Christian Academy of Knoxville middle school football team and is a board member of BNI Knoxville – Legacy. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis.

Jacob Harper is a financial advisor with Truist Advisory Services in Knoxville, TN, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior roles include positions at BB&T Securities, LLC, and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled tools to support asset allocation, investment policy analysis, and fiduciary services.

Bradford Buckshorn III is a financial advisor with Truist Advisory Services in Knoxville, TN, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Merrill, Bank of America, and SunTrust Investment Services prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary management strategies supported by third-party platforms and AI-enabled research tools.

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.

Jorge Alban Palacios is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. Outside of his advisory role, he has a rental property investment in Texas. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of management options including model portfolios and customized portfolios managed under client-approved investment policies.

Adam Kornegay is a CFP® with six years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Asset Planning Corporation and Pathfinder, Inc. He is based in Knoxville, TN. 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 affiliated implementation services including accounting, legal, and trust offerings.

Arpit Trivedi is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding a Series 66 designation and one year of industry experience. He has held roles at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Company, Turiya Advisors LLC, Truist Bank, and ORNL FCU. Outside of his advisory work, Trivedi serves as a board member for a local cancer support organization and a networking group, and works as an independent contractor providing mentoring services to financial institutions. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Michael Hall is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bb&T Securities, LLC, and Bb&T Investment Services, Inc. He has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Cynthia Crossen is a financial advisor with Truist Advisory Services in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has worked at Truist and its predecessors, including Suntrust Advisory Services and Scottrade, with a career spanning from 2004 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and research tools.

Christopher Martin is a CFP® with 19 years of experience in the financial services industry. He is currently with Creative Planning and has previously worked at firms including Merrill and Sageview Advisory Group. He also has involvement with USA Prime Sports outside of his advisory role. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, institutions, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Charlotte Valentino is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Creative Planning. She previously worked at SageView Advisory Group and Cetera Wealth Services, with a career spanning multiple roles since 2008. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing, buy-and-hold strategies, and offers supplemental approaches such as direct indexing and tax-loss harvesting.

Thomas O'Connell Jr. is a financial advisor at Brookstone Capital Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Brookstone since 2019. Prior to that, he was with Comprehensive Capital Management, Inc. and Comprehensive Asset Management and Servicing, Inc. He is also president of International Financial Advisory Group, where he has been involved since 1996, and serves as chairman of the Better Business Bureau of New Jersey. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through a variety of model portfolios and managed accounts, supported by a large advisor network and a turnkey asset management platform.

Nolan Early is a financial advisor at Creative Planning with a Series 65 designation and five years of industry experience. His prior roles include positions at Sageview Advisory Group, Triad Hybrid Solutions, Triad Advisors, and the University of Tennessee. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.