Charlotte Valentino is a financial advisor at Creative Planning with 15 years of industry experience. She holds the CFP®, ChFC®, and Series 63 designations. Her prior experience includes roles at SageView Advisory Group and Cetera Wealth Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and various managed account solutions.

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.

Sarah Hunter is a Series 66 licensed financial advisor with Truist Advisory Services in Knoxville, TN, and has four years of industry experience. Her career includes roles at Truist Investment Services and Suntrust, as well as time affiliated with the University of Tennessee Knoxville and the Webb School of Knoxville. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, uses third-party platforms for manager selection and due diligence, and integrates inter-affiliate services across its enterprise.

John Schindler is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Cetera, Sageview Advisory Group, Raymond James Financial Services, Woodbury Financial Services, and Todd Rechenbach, CLU. In addition to advisory work, he is an insurance agent specializing in life, disability, fixed annuities, and long-term care insurance. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Mallory Jackson is a CFP® professional with three years of industry experience, currently serving at Creative Planning. Prior to joining Creative Planning, Jackson worked at SageView Advisory Group and spent four years at the University of Tennessee, Knoxville. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by private market exposure and tax-efficient techniques.

Benjamin Vander Wal is a financial advisor with Guardian Life, holding a Series 65 designation. He began his career in 2026, having previously completed full-time education from 2016 to 2026. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Peachtree Planning. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a 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 a range of advisory programs, including discretionary and non-discretionary models and a hybrid digital advisory solution.

Nathan Parkhurst is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He has worked at Cumberland Wealth Management and Commonwealth Financial Network since 2011. Outside of his advisory role, Parkhurst has ownership in PDP Partners, LLC, an entity related to securities practice. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, and compliance support, while advisors maintain discretion to construct client portfolios using various securities and insurance products.

Todd Redd is a CFP® with 30 years of experience in the financial services industry. He is currently with Mariner Wealth Advisors, where he has worked since 2022. His prior experience includes nearly a decade with Cetera Advisor Networks and Sageview Private Client Group. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm utilizes customized portfolios overseen by an Investment Committee and offers integrated tax and accounting services alongside traditional portfolio management.

Blake Mai is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked with Eagle Strategies since 2018 and has affiliations with NYLife Securities LLC and New York Life Insurance Company dating back to 2012. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs, emphasizing customized recommendations and fiduciary responsibility, with the majority of assets under management held on a non-discretionary basis.

Joseph Schulok is a financial advisor at Mariner in Knoxville, TN, holding a Series 65 credential. He has no prior industry experience and joined Mariner in 2026 after roles at Frazier Financial Advisors and Tricord Wealth Advisors. Schulok also worked with the Forest Hills Swim Club and has been a full-time student at The Ohio State University. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with specialized services such as tax integration and financial wellness platforms.

Erik Dickinson is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Hilti, Inc. for 12 years. Outside of his advisory work, he serves as a basketball referee for the Tennessee Secondary School Athletic Association (TSSAA). Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers various advisory programs and services, including custom portfolio solutions and retirement plan consulting, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Anthony Browder is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 65 and Series 63 designations and two years of industry experience. Before joining Eagle Strategies, he worked at Eastman Chemical for over a decade. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm provides a range of advisory solutions tailored to client objectives, including fee-based hourly advice and retirement plan consulting, with a focus on non-discretionary asset management.

Joanna Beachly is a financial advisor with Principal Financial Services, holding a Series 66 designation and 13 years of industry experience. Her career includes roles at IronWorks Financial, Progressive Wealth Strategies, and Focused Financial, among others. She also participates as a speaker in educational workshops through Second Saturday, addressing budgeting and income considerations related to divorce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Amanda Wright is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Her prior work includes positions at Fidelity Investments and Lexington Medical Center. Outside of her advisory role, she is an owner of a short-term rental property. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active strategies overseen by an internal Investment Committee.

Douglas Webster is a financial advisor with Creative Planning, holding a Series 63 designation and 23 years of industry experience. His previous roles include positions at Cetera, Sageview Private Client Group, and Retirement Plan Consultants, spanning over two decades. Outside of his advisory work, he serves on the board of the Cancer Support Community in East Tennessee and is a member of Nucleus Knoxville, a private club for young professionals. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing and buy-and-hold strategies, supported by specialized services such as private market investments and fiduciary retirement plan management.

Theresa Rose Bolen is a financial advisor with Private Advisor Group, LLC and holds a Series 66 credential. She has five years of industry experience and has worked at firms including LPL Financial LLC and Union Place. Bolen also operates H. T. Bolen and Associates, which is associated with her LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and uses a range of strategies implemented through both in-house management and third-party managers.

Monica Ivins is a CFP® with three years of experience in the financial advisory industry. She is currently with Creative Planning and has previously worked at SageView Advisory Group, Cetera Wealth Services, Rather & Kittrell, and Cetera Advisor Networks. Ivins serves as a board member for CASA of East Tennessee, a nonprofit organization focused on serving the community. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Henry Bolen is a CFP®-designated financial advisor with 35 years of industry experience, currently with Private Advisor Group, LLC. He has worked at Private Advisor Group since 2019 and has held roles at Advantage Investment Management LLC and LPL Financial since 2012. Bolen also operates H. T. Bolen & Associates, a business involved in non-variable insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model using third-party managers and technology platforms to deliver customized investment strategies.

James Collins is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Transamerica, he worked with Eagle Strategies (NY Life) and NYLIFE Securities LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.