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.

Jonathan Hayes is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 66 licenses and 15 years of industry experience. He has worked at Triad Hybrid Solutions and Triad Advisors since 2017 and previously at Pilot Travel Center from 2012 to 2017. Outside of his advisory role, he serves as lead analyst and portfolio manager at Head Investment Partners, assisting with daily portfolio activities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary and third-party platforms with custody primarily through Schwab and Fidelity.

Drew Sliwinski is a financial advisor with Guardian Life and holds a Series 65 designation. He has experience working at several firms, including Axis Incorporated and Peachtree Planning. Drew is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and a variety of investment advisory programs.

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.

Derrick Byrd is a CFP® professional with 13 years of industry experience, currently advising at Creative Planning. He previously worked at Cetera Wealth Services, Sageview Advisory Group, and First Tennessee Brokerage. Byrd serves as a board member for Senior Citizen Home Assistance Service, Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

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, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., SSN Advisory, Inc., and Securities Service Network, Inc. Outside of advisory work, he teaches drum lessons at the Knoxville Academy of Music. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Andrew Chrisman is a financial advisor with Eagle Strategies (New York Life) based in Knoxville, TN. He holds the ChFC® designation and Series 63 license and has 39 years of industry experience. Chrisman has been with Eagle Strategies since 2010 and has worked with New York Life and its affiliated entities since 1986. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Brien Stewart is a financial advisor at Creative Planning with 18 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Creative Planning in 2025, Stewart spent 12 years at Cetera Wealth Services and has been associated with Creative Planning Institutional Advisors since 2008. Outside of his primary role, he serves as an advisory representative for registered investment advisors operating under the names SageView Advisory Group 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 with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

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.

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.

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.

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 with Guardian Life and holds a Series 65 credential. He has one year of industry experience and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Peachtree Planning. Prior to his advisory roles, he gained diverse work experience including roles at D&L Transport, Texas Roadhouse, University of Tennessee Knoxville, Beaver Brook Country Club, and local schools. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and utilizes a range of proprietary and third-party investment advisory programs.

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.

Jonathan Palk is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has one year of industry experience, previously working at Park Avenue Securities and with a background including roles at Shipt, Park West Church, and Accenture. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement consulting, and a range of investment advisory programs.

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® professional with 19 years of industry experience. He currently works at Creative Planning and previously held roles at Merrill, U.S. Bancorp Investments, Cetera Wealth Services, and Sageview Advisory Group. Martin is also involved with USA Prime Sports. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, implementing a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure.