Angela Williams is a Series 66-credentialed financial advisor at Integrity Capital Management with 19 years of industry experience. She has been with the firm since 2007. Outside of her advisory role, she is the owner of BRAC Properties, a non-investment-related business. Integrity Capital Management serves individual investors, high-net-worth households, trusts, and foundations with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a strategic, asset-allocation approach across global, multi-asset-class portfolios using mutual funds and ETFs, with quarterly reviews and weekly monitoring for rebalancing.

Jeffrey Kastner is a financial advisor at Roan Capital Partners with 12 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Regions Bank for nine years. Roan Capital Partners provides investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a primarily passive investment approach using low-cost index funds and ETFs, supplemented by various analytical methods, and offers comprehensive planning services including business, employee benefits, estate, and tax planning.

Rebekah Taylor Burton is a CFP® professional with two years of experience at Roan Capital Partners. She has a long tenure in the financial industry with prior roles at Morgan Keegan & Company, Inc., Amsouth Investment Services, Inc., AmSouth Bank, and Regions Bank. Roan Capital Partners provides investment management and financial planning services primarily to individual and high net-worth clients, offering a range of advisory services including business planning, employee benefits optimization, and estate and tax planning. The firm emphasizes a primarily passive investment approach using low-cost index funds and ETFs, with a combination of analytical methods and client-specific investment policy statements guiding discretionary management.

Benjamin Nunn is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with Values First Advisors, Inc. since 2014. In addition to his advisory role, he is licensed to sell insurance and may receive commissions on insurance product sales. Values First Advisors, Inc. is an independent SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs Biblically Responsible Investing principles and uses long-term equity and fixed-income strategies, managing approximately $215 million for nearly 1,000 clients through a team of seven advisors.

Andrew Farmer is a financial advisor at BCS Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes multiple periods of full-time education as well as positions at Hudson Independent Partnerships LLC and the YMCA. BCS Wealth Management is a team-based registered investment adviser managing approximately $987 million for over 800 clients, including individuals, trusts, corporate retirement plans, charitable organizations, and business owners. The firm provides portfolio management, financial planning, and fiduciary retirement-plan consulting, employing diversified no-load mutual funds, ETFs, separately managed accounts, and alternative investments for accredited clients.

Nathan Goodwin is a financial advisor with BCS Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and BCS Wealth Management since 2013. Outside of his advisory role, he serves as president of Elizabethton Holdings, Inc., a family-owned corporation managing various non-investment-related holdings. BCS Wealth Management serves individuals, trusts, business owners, corporate retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory services. The firm employs diversified portfolios aligned with defined risk strategies and integrates family office coordination and access to separately managed accounts.

Nicholas Clay is a financial advisor with BCS Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with BCS Financial, LLC, doing business as BCS Wealth Management, since 2010 and also has a concurrent role at Purshe Kaplan Sterling Investments. Clay is involved in referring and selling fixed insurance products, including life, long-term care, and disability insurance, through Mackie Financial Group. BCS Wealth Management is a team-based registered investment adviser managing approximately $987 million for about 824 clients, including individuals, trusts, corporate retirement plans, charitable organizations, and business owners. The firm provides ongoing portfolio management, written financial planning, and fiduciary retirement-plan consulting, implementing diversified portfolios primarily with no-load mutual funds, ETFs, separately managed accounts, and alternative investments for accredited clients.

Eliza Parton is a Series 65-licensed financial advisor at BCS Wealth Management, LLC with one year of industry experience. Prior to joining the firm, she was involved with Meadowview Gymnastics Academy and held positions at East Tennessee State University and Dobyns Bennett High School. BCS Wealth Management serves individuals, trusts, business owners, corporate retirement plans, and charitable organizations, offering financial planning, portfolio management, retirement plan advisory, and 529 college-savings services. The firm employs diversified portfolios managed under defined risk strategies and integrates family office coordination and access to separately managed accounts.

Roy Nunn is a financial advisor with Values First Advisors, Inc. in Johnson City, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Values First Advisors since 2009. Outside of his advisory role, he is licensed to sell insurance and may receive commissions from insurance product sales. Values First Advisors is an independent, SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $215 million with a team of seven advisors, employing a Biblically Responsible Investing overlay and focusing on long-term equity and fixed-income strategies through both direct and model portfolio approaches.

James Motte is a CFP® professional with 12 years of experience in financial advising. He has worked at Guardian Wealth Management, LLC since 2023 and previously spent seven years at First Covenant Trust and Advisors. Guardian Wealth Management advises individual and high-net-worth clients through discretionary asset management and financial planning services. The firm emphasizes continuous supervision and diversified portfolio construction using Modern Portfolio Theory, serving clients with tailored advice across investment, retirement, estate, charitable, education, and business-related planning areas.

Myra O'dell is a CFP® professional with 18 years of experience, currently serving at BCS Wealth Management, LLC since 2004. She is based in Johnson City, TN, and is part of an eight-advisor team. BCS Wealth Management serves individuals, trusts, business owners, corporate retirement plans, and charitable organizations with financial planning, portfolio management, and retirement plan advisory services. The firm uses a client process centered on developing financial profiles and investment plans, managing diversified portfolios across defined risk strategies, and offers family office coordination and access to separately managed accounts.

Clifford Taylor is a CFP® professional with five years of industry experience, currently serving as an advisor at Values First Advisors, Inc. since 2021. His prior roles include positions at Barracks Financial Group and Liberty University, as well as five years with A1 Air Duct Cleaning. Values First Advisors, Inc. is an independent, SEC-registered firm providing portfolio management and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a Biblically Responsible Investing overlay and pursues long-term, fundamentally driven equity and fixed-income strategies through various investment vehicles and custodial platforms.

John Brandon is a financial advisor with BCS Wealth Management, LLC in Johnson City, TN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Raymond James & Associates from 2015 to 2021 before joining BCS Wealth Management and Purshe Kaplan Sterling Investments in 2021. Outside of his advisory roles, he serves on the board of directors for the Salvation Army, providing guidance on operations, financials, and fundraising strategies. BCS Wealth Management serves individuals, trusts, business owners, corporate retirement plans, and charitable organizations by offering financial planning, portfolio management, retirement plan advisory, and college-savings services. The firm employs a client process that includes developing financial profiles and investment plans based on risk tolerance, managing diversified portfolios with no-load mutual funds and ETFs, and offering family office coordination through its affiliated entities.

Scott Linn is a financial advisor at BCS Wealth Management, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at BCS Wealth Management since 2021. His prior experience includes roles at FTB Advisors, Inc. and First Tennessee Brokerage, where he worked for a combined 26 years. BCS Wealth Management serves individuals, trusts, business owners, corporate retirement plans, and charitable organizations, providing financial planning, portfolio management, retirement plan advisory, and college savings services. The firm uses a structured client process to develop investment plans and manages diversified portfolios under defined risk strategies, often incorporating no-load mutual funds, ETFs, and alternative investments.

Ethan Bennett is a Series 65-licensed financial advisor with BCS Wealth Management, LLC in Johnson City, TN. He has one year of industry experience and has previously worked in real estate, technology, and education sectors. BCS Wealth Management is a team-based registered investment adviser managing approximately $987 million for individuals, trusts, corporate retirement plans, charitable organizations, and business owners. The firm provides portfolio management, financial planning, separately managed accounts, and fiduciary retirement-plan consulting, utilizing diversified no-load mutual funds, ETFs, SMAs, and alternative investments for accredited clients.

Kenneth Brewer is a Series 65-licensed financial advisor with Values First Advisors, Inc., where he has worked for 17 years. He has additional experience as an assistant professor of psychology at Tusculum College since 2012 and is involved with Horse Creek Church of God. Values First Advisors is an independent, SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm applies a Biblically Responsible Investing overlay and employs long-term, fundamentally driven equity and fixed-income strategies using individual securities, mutual funds, and ETFs.

Larry Ellis is a CFP® and holds a Series 65 designation with 19 years of industry experience. He has been with Values First Advisors, Inc. since 2009. Values First Advisors, Inc. is an independent, SEC-registered advisory firm that serves individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a Biblically Responsible Investing overlay and pursues long-term, fundamentally driven equity and fixed-income strategies through individual securities, mutual funds, and ETFs.

Bradford Jones is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and 11 years of industry experience. He previously worked at Trustmont Advisory Group and has been with Infinity Financial Services since 2016. Outside of his advisory role, Jones is a principal at Stonemill Partners, a mergers and acquisitions firm where he conducts business valuations and marketing. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers discretionary portfolio management guided by detailed investment profiles and employs a range of analytical methods and strategies across various asset classes.

Stephanie Campbell is a financial advisor with Guardian Wealth Advisors, LLC, holding a Series 65 designation and seven years of industry experience. She previously worked at Triad Hybrid Solutions, LLC and Triad Advisors, Inc. for five years. In addition to her advisory role, she is licensed as an insurance agent, selling life and long-term care insurance. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities. The firm employs a mix of fundamental and technical analysis with a systematic, quantitative approach primarily using ETFs and mutual funds, offering both discretionary and non-discretionary management.

Pak Tung Le is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 22 years of industry experience. He previously worked at The Investment Center Inc and National Planning Corporation, among other firms. Le owns a financial planning and advisory business under the name FINANCIALWIZDOM. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and municipal clients, offering portfolio management, financial planning, and access to sub-advisory programs through a combination of internally created and third-party models.