Caleb Wanca is a financial advisor at Rather & Kittrell, Inc. in Knoxville, TN, holding a Series 65 credential. He has been with Rather & Kittrell since 2026 and previously worked in various roles including at The University of Alabama National Alumni Association and Chipotle Mexican Grill. Rather & Kittrell provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm’s investment approach focuses on globally diversified, multi-asset-class model portfolios guided by Modern Portfolio Theory and risk profiling.

David Lamont is a CFP® and ChFC® with 26 years of industry experience. He currently works at DMK Advisor Group, Inc., where he has been since 2026, and previously spent significant time at Securities Management and Research, Inc. and American National Insurance Company. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm manages approximately $130.8 million across around 515 client relationships, offering both discretionary and non-discretionary investment approaches primarily using mutual funds and ETFs, with a distinctive dual role as a registered broker-dealer and investment adviser.

Nathan Miller is a financial advisor at Rather & Kittrell, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked at S.E.E.D. Planning Group LLC and Volkswagen Group of America, Inc. Miller’s background also includes roles with the Town of Farragut and the University of Tennessee. Rather & Kittrell provides wealth management, financial planning, and retirement-plan advisory services to individuals, corporations, trusts, estates, and charitable organizations. The firm employs a globally diversified, multi-asset-class investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs across various risk-profiled model portfolios.

Nathan Burks is a financial advisor at API Financial Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Quility Inc. and Appreciation Financial. Outside of his advisory role, Burks owns and operates Empowered to Retire, where he sells life insurance and annuities. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses a combination of technical and fundamental investment analysis and implements portfolios through affiliated and third-party sub-advisers, managing approximately $84.7 million in assets.

Christian Kittrell is a financial advisor at Rather & Kittrell, Inc. in Knoxville, Tennessee, with 29 years of industry experience. He has been with Rather & Kittrell since 2000 and previously worked at Securities Service Network, Inc. from 2001 to 2017. Kittrell serves on the board of the Historic Tennessee Theatre Foundation, a local nonprofit organization. Rather & Kittrell, Inc. provides wealth management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets for over 1,100 clients.

Hannah Whatley is a CFP® with nine years of industry experience, currently serving as a financial advisor at Rather & Kittrell, Inc. since 2021. She previously worked at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Operations Company Inc. Whatley also serves on the boards of Family Promise, a nonprofit focused on preventing homelessness, and the Historic Tennessee Theatre Foundation. Rather & Kittrell provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs a globally diversified, multi-asset-class investment approach guided by Modern Portfolio Theory and uses low-cost mutual funds and ETFs across multiple model portfolios tailored to client risk profiles.

James Slagle IV is a CFP® with 14 years of industry experience, currently serving as an advisor at Rather & Kittrell, Inc. since 2012. He previously worked with Securities Service Network from 2012 to 2017. Slagle serves on the Finance Committee of the Trinity Health Foundation and is set to chair the committee in 2025. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and various institutional clients. The firm manages approximately $1.855 billion in assets using globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory.

Ethan Nicholas is a financial advisor at Rather & Kittrell, Inc. with a Series 65 designation and one year of experience. His background includes roles at The League of Angels and City Hills Church, as well as involvement with University of Tennessee Football and prior work in the stone and tile industry. Rather & Kittrell, Inc. provides wealth management, financial planning, consulting, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs globally diversified, multi-asset class portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Darrien Reasonover is a financial advisor at Rather & Kittrell, Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience at Silver Oak Securities Inc. and several roles outside the financial sector, including positions in the hospitality industry and education. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs globally diversified, multi-asset class model portfolios grounded in Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Collin Ironside is a financial advisor at Rather & Kittrell, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Rather & Kittrell, he worked at Virginia Military Institute and spent five years in secondary education. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and institutional entities. The firm uses globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Thomas Beahn III is a CFP® professional with six years of industry experience. He currently serves as an advisor at Rather & Kittrell, Inc., where he has worked since 2024. Prior to this, he spent four years at Sycamore Financial Planning and four years at Clemson University. In addition to his advisory work, he is licensed as an insurance agent operating a sole proprietorship focused on insurance sales. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement-plan advisory services to individuals, corporations, trusts, estates, and charitable organizations. The firm employs a globally diversified, multi-asset-class investment approach using low-cost mutual funds and ETFs, with client portfolios assigned through a documented risk-profiling process.

Amanda Howerton is a CFP® professional with 13 years of experience in financial advising. She has been with Rather & Kittrell, Inc. since 2012. Outside of her advisory role, she serves as a board member for two nonprofit organizations focused on affordable housing and community support in Maryville, TN. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, corporations, trusts, and charitable organizations. The firm uses globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Nathan Woods is a CFP® professional with 15 years of industry experience, currently serving at Rather & Kittrell, Inc. since 2020. He previously worked for The Trust Company of Tennessee for 10 years. Outside of his advisory role, Woods serves on the boards of several nonprofit organizations focused on cancer support and youth development, including the Cancer Support Community East Tennessee and the Boy Scouts of America/Great Smokey Mountain Council. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and serves over 1,100 clients with approximately $1.855 billion in assets under management.

Nathan Smith is a Series 65-licensed financial advisor with 16 years of industry experience. He has been with Rather & Kittrell, Inc. in Knoxville, TN since 2015. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm manages approximately $1.855 billion in assets using globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory.

Larry Prislovsky is a financial advisor with Silver Oak Securities, Inc., holding a Series 66 designation and over 25 years of industry experience. His career includes roles at Securities America Advisors, SSN Advisory Inc., and his own business, L.P. Financial Advisors Inc., where he also holds ownership in an insurance-related activity. He acts as a power of attorney for his parents' trust, managing their financial affairs as needed. Silver Oak Securities, Inc. serves a range of clients including individuals, pension plans, and business entities through a network of over 100 advisors, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs that emphasize discretionary, customized investment management tailored to client objectives and risk tolerances.

Samuel Knell is a financial advisor with SageSpring Wealth Partners in Knoxville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining SageSpring, he worked at Bass, Berry & Sims PLC and Egerton, McAfee, Armistead & Davis, P.C., and has completed advanced studies in taxation and law. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management, financial planning, and retirement plan consulting using tailored portfolios that incorporate a range of investment strategies and third-party manager relationships.

Gabriel Wayne is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 66 designation and three years of industry experience. He has previously worked at ORNL Federal Credit Union for nine years and is currently involved with The Benefits Group LLC. In addition to his advisory role, he is active in administrative support through Wealth Benefits Group, LLC. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and businesses through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services, combining discretionary investment management with retirement plan consulting and financial planning.

Timothy Johnson is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services from 2018 to 2022 and has experience outside finance, including roles at Trantanella Construction and Eagle Bend Apostolic Church. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsor clients, offering discretionary investment management, financial planning, and consulting services. The firm employs tailored portfolios that combine fundamental and technical analysis, utilizing a variety of investment vehicles and third-party manager relationships, supported by its multi-team scale and unique mix of client types.

Dylan Jones is a financial advisor at Corecap Advisors with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Corecap Advisors, he worked at Capital Choice Financial Group and served eight years with the US Department of Interior - National Park Service. He is also licensed as a life and health insurance agent, selling life, disability, and long-term care insurance as well as fixed indexed annuity products. Corecap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors with a long-term, relationship-oriented approach focused on mutual funds, ETFs, equities, and bonds.

Scott Wayne is a financial advisor with M Holdings Securities, Inc. based in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked previously at MML Investors Services, Inc. and MassMutual for 18 years and is currently a senior partner at The Benefits Group LLC. Wayne is also involved in insurance sales, covering life, property/casualty, and health insurance products. M Holdings Securities, Inc. serves a diverse client base, including high-net-worth individuals, retirement plans, and corporations, through a nationwide network of independent member firms. The firm offers a wide range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, supported by third-party sub-advisors and platform providers.