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.

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.

Matthew Deitel is a financial advisor with Guardian Wealth Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. His prior positions include roles at Triad Hybrid Solutions, Triad Advisors, Inc., and Wells Fargo Clearing. He is also licensed to sell life insurance and long-term care insurance. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory, financial planning, retirement consulting, and cash management services. The firm employs a combination of fundamental and technical analysis within a systematic framework, utilizing ETFs, mutual funds, third-party managers, and risk measurement tools.

Darina Nghiem is a Series 65-licensed advisor at Guardian Wealth Advisors, LLC with two years of industry experience. She has worked at Guardian Wealth Advisors since 2022 and is also co-owner of LV Nail Bar, a salon she has managed since 2013. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm uses a systematic investment approach combining fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management.

Samuel Ross is a CFP®, ChFC®, and Series 63-licensed financial advisor with 43 years of industry experience. He has been with ON Investment Management Co. since 2007 and concurrently involved with affiliated firms including THE O.N. Equity Sales Company and Ohio National Financial Services. Outside of advisory services, Ross operates a tax preparation business and serves as a vice president at Secure Money Masters, where he is involved in selling insurance products. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm employs a dual-registration model, offering both discretionary and non-discretionary management options while maintaining broker-dealer activity and relationships with multiple program sponsors.

Michael Bird is a CFP® and ChFC® with 29 years of experience in the financial services industry. He has been with ON Investment Management Company and its affiliated firms since 2013. In addition to his advisory role, he is involved in insurance sales and operates a tax preparation business. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm uses a dual-registration model combining advisory and broker-dealer activities and offers access to third-party investment programs alongside customized portfolio management.

William Bingham is a financial advisor at Silver Oak Securities, Inc. with 33 years of industry experience. He holds the Series 63 designation and has been with Silver Oak Securities since 2013. He is also part owner of Beez Bikes and More, a business unrelated to investments. Silver Oak Securities serves individuals, pension plans, corporations, trusts, estates, and other entities through a network of over 100 financial professionals, offering a variety of advisory programs tailored to client objectives and risk tolerances. The firm manages approximately $2.4 billion in discretionary assets and provides services ranging from customized portfolios to retirement plan consulting and third-party manager referrals.

Jordan Carrier is a financial advisor at ON Investment Management Company with three years of industry experience. He holds a Series 66 credential and previously worked at Secure Money Masters, the Department of Veterans Affairs, and Bristol Tennessee Essential Services. Outside of advising, he is a commissioned public notary in Tennessee and is affiliated with NOBOX, an estate planning organization. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, utilizing a mix of discretionary and non-discretionary third-party investment programs.

Barbara Deitel is a CFP® professional with 30 years of industry experience, currently with Guardian Wealth Advisors, LLC since 2021. She previously worked at Triad Hybrid Solutions and Triad Advisors, Inc. from 2016 to 2021. In addition to her advisory role, she is licensed to sell life and long-term care insurance. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, and retirement consulting. The firm primarily employs ETFs and mutual funds within a systematic, quantitative framework that incorporates risk mitigation and utilizes third-party managers and UMA platforms.

Thomas Davis is a financial advisor at CL Wealth Management LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and SB Advisory, LLC. Outside of his advisory role, he operates a small eBay account selling clothing items. CL Wealth Management LLC provides portfolio advisory and financial planning services to a broad range of clients, including individuals, pension and profit-sharing plans, trusts, and business entities. The firm tailors investment strategies using fundamental and technical analysis and manages accounts through both discretionary and non-discretionary approaches.

William Sjem is a CFP®-certified financial advisor at Guardian Life with 12 years of industry experience. He has worked at firms including SFIS and Cavalier Advisory & Insurance. His other business activity includes clerical work as a non-licensed contractor for SFIS. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services.

Zachary Colvin is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 66 and Series 63 credentials and has four years of industry experience. Prior to joining Concurrent, he worked at Wells Fargo Advisors in multiple roles and also spent time at Foreside Fund Services, LLC and Global X ETFs. He is based in Kingsport, TN. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individual, high-net-worth, family, trust, estate, business, and retirement plan clients. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by internal due diligence, strategic asset allocation, and various operational tools.

Jonathan Yates is a financial advisor with TLG Advisors, Inc. in Kingsport, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Nationwide Securities, LLC for 17 years and has been affiliated with The Yates Agency since 2002. Outside of his advisory role, he owns a car restoration business, Bear Brothers LLC. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2 billion in discretionary assets. The firm serves a diverse client base, including individuals, retirement plans, trusts, and institutional investors, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor portfolios.

Gregory Taylor is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at Wells Fargo Advisors and UBS Financial Services. Taylor serves as treasurer for the Greater Kingsport Boys and Girls Club Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Ann Turner is a financial advisor with Valic Financial Advisors in Gray, TN, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Agia, Western & Southern Life, and Primerica. She is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Charles Johnson is a financial advisor with GWN Securities Inc. in Piney Flats, TN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at GWN Securities since 2010 and previously spent 18 years with Interactive Financial Advisors. Outside of his advisory role, Johnson owns a tax preparation service and an investment and insurance firm called Integrity First Financial Group. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a variety of investment approaches including legacy market-timing and momentum-based strategies.

Natalie Owens Wells is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and UBS Financial Services. She serves on the City of Kingsport Beverage Board and is treasurer of the Center Place Owners Association. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by integrated operational tools and affiliated sub-advisory arrangements.