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.

Gabriella Musrock is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with Truist Advisory Services and affiliated firms since 2010, including Bb&T Bank and Bb&T Securities. 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 manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Grace Mead is a financial advisor with Eagle Strategies (New York Life) based in Knoxville, TN. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Eagle Strategies, Grace worked at Edward Jones and JPMorgan. She serves as Vice-Chair of the Child Advocacy Center of Anderson County, providing support for its board and committees focused on services for abused children. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and delivers advice through multiple program types, including non-discretionary asset management and retirement plan consulting.

Justin Wohlford is a CFP® affiliated with Creative Planning in Knoxville, TN, with one year of industry experience. He previously worked at SageView Advisory Group and Regions Bank, where he spent a combined six years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm utilizes a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

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.

Paula Juszczyk is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and with 26 years of industry experience. Her career includes roles at Cetera-affiliated firms, New York Life, and Raymond James. Transamerica Financial Advisors serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

Emily Beard is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has worked in various roles at Truist and its affiliated entities since 2020. Prior to that, she held positions at Suncoast Credit Union, Midflorida Credit Union, Bealls Outlet, and South Florida State College. 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 and non-discretionary consulting with a focus on manager selection, supported by AI-enabled research and inter-affiliate integration within the Truist enterprise.

Aaron Buck is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. His background includes roles at Patriot Investment Management Group Inc, Northstar Investment Advisory LLC, Facet Wealth, and several other firms. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services through various platforms and employs a model-based approach that combines strategic asset allocation with both passive and active investment exposures.

Nichole Double is a Series 66 licensed financial advisor at Truist Advisory Services with three years of industry experience. She has worked at Truist Investment Services Inc. and Truist Advisory Services Inc. since 2022 and previously held positions at Aramark and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Marian Geohegan is a CFP® professional with 26 years of experience in the financial industry. She is currently with Independent Financial Group, LLC and has previously worked at firms including IC Advisory Services Inc, The Investment Center Inc, and Woodbury Financial Services, Inc. Geohegan also operates Freedom Financial Group, a sole proprietorship providing investment services and selling fixed insurance products such as employee benefits. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate retirement plans. The firm utilizes both proprietary and third-party models for portfolio management and combines passive and active investment strategies across various risk profiles.

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.

Brittani Dilliard is a financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley, UBS Financial Services, Ally Invest Securities LLC, and Regions Bank. Outside of her advisory role, she operated Emerald Island Lawn Service for several years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

William Rutter is a financial advisor at Voya Financial Advisors, Inc. in Knoxville, TN, with 21 years of industry experience. He holds a Series 66 credential and has worked with Voya since 2014. In addition to his advisory role, he is an independent insurance agent and volunteers as an economic education teacher with Junior Achievement. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through various program structures. The firm combines advisory and broker-dealer functions, providing both discretionary and non-discretionary investment recommendations.

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.

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.