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.

Jacob Hicks is a financial advisor at Valic Financial Advisors in Knoxville, TN, holding a Series 66 designation with six years of industry experience. His work history includes roles at Edward Jones and Agia, where he also serves as an insurance agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Christian Sadowski is a financial advisor at Empower Advisory Group with a Series 66 credential and one year of industry experience. His prior experience includes roles at Goldleaf Investment Fund and Nourishing Biologicals, as well as a position at Flagler College. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services that include point-in-time financial plans and optional managed account solutions. The firm operates on a large scale with a model closely tied to Empower’s recordkeeping and administrative platforms.

Karlo Rodriguez is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His career includes roles at Truist Investment Services, The Trust Company of Tennessee, USI Consulting Group, and Rarity Bay. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

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.

Cassandra Wyrick is a Series 66-licensed financial advisor at Empower Advisory Group with five years of industry experience. She has worked at Empower Advisory Group since 2024 and previously held positions at Empower Financial Services, Remotiv / Financial Soundings, and Fidelity Brokerage Services. 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 integrate closely with Empower’s administrative platforms.

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.

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 licenses and six years of industry experience. His prior work includes positions at JPMorgan Securities LLC and KeyBank NA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and provides oversight of third-party advisory products while operating within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

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.