Jeffrey Farrar is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Procyon Advisors, where he has worked since 2017. His prior experience includes roles at UBS Financial Services and Purshe Kaplan Sterling Investments. Farrar serves as a FINRA arbitrator and participates on an investment committee for a manufacturing company. Procyon Advisors serves a diverse client base including individuals, families, businesses, and institutional investors, offering investment management, financial planning, retirement plan advisory, and consulting services. The firm focuses on customized, fundamentally driven portfolios and operates through both internal management and third-party relationships, with a significant portion of assets managed on a non-discretionary basis.

Herbert Catledge is a financial advisor at IAMS Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society. He is the founder and president of Foothills-Retirement Income Solutions LLC, a firm focused on life insurance and annuities sales. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios across multiple asset classes.

Samuel Tate is a financial advisor with OneAscent Financial Services LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining OneAscent, he was affiliated with Tate Financial Partners in the same year. Outside of his financial work, he serves as the head swim coach for Maryville High School. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions through multiple advisory teams. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting.

Robert Armstrong is a financial advisor with Integrity Advisory Solutions, holding Series 65 and Series 66 licenses and having 14 years of industry experience. He has a long-standing career as an estate planning attorney, active with Armstrong, Fisch & Tutoli since 1976, and serves as President of the American Academy of Estate Planning Attorneys. Armstrong is also involved in managing estate planning attorneys within wealth management and holds leadership roles in related organizations. Integrity Advisory Solutions serves a diverse client base, including high-net-worth individuals, trusts, estates, and corporations, managing approximately $1.1 billion in assets across a team of about 100 advisors. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing both fundamental and technical analysis along with various asset allocation strategies.

William Dicke is a CFP® with 38 years of industry experience, currently serving as a financial advisor at SPC since 2017. Prior to joining SPC, he worked at National Planning Corporation for 18 years and operated his own financial company for over three decades. Outside of his advisory work, he owns a small farm property leased for grain farming. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that includes affiliated broker-dealers and insurance agencies supporting a broad range of investment and retirement solutions.

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.

Michael Hall is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bb&T Securities, LLC, and Bb&T Investment Services, Inc. He has been with Truist Advisory Services and Truist Investment Services since 2021. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Craig Bales is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Henry Schein Dental for one year. Based in Maryville, TN, Bales focuses on wealth management services within his firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Michael Scott is a financial advisor with Edward Jones in Maryville, Tennessee, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in managing an LLC holding rental properties originally owned by his family. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Vincent Bonanno Jr. is a CFP® with 25 years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Ic Advisory Services Inc and The Investment Center Inc. He also operates Planning Matters LLC, which serves as his business entity for his LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm provides a wide range of advisory programs and financial planning services, incorporating both discretionary and non-discretionary management supported by extensive research and diversified investment strategies.

Gina Johnston is a financial advisor with LPL Financial in Maryville, TN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

William Silvan is a CFP® with 36 years of industry experience. He is currently with Cetera and has previously worked at Fiduciary Trust and Avantax Advisory Services, among others. In addition to his advisory work, he owns a tax preparation and consulting business and serves as treasurer of a local homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and consulting services, operating a multi-manager platform with access to both affiliated and third-party investment strategies.

Robert Walker is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior firms include Grove Point Investments, H. Beck, and Lincoln Financial Securities Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large national network. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Amanda Webb is a financial advisor at Ameriprise with 25 years of industry experience. She has worked with Ameriprise and its affiliates since 2012. Webb is registered with Series 63 and Series 65 credentials. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering tailored recommendations through a centralized consulting team that integrates research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Alexander Minge is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 credential. He has worked at firms including LPL Financial, ORNL Federal Credit Union, and Odyssey Investment Advisors, where he also serves as president. Outside of finance, he is a co-owner of Continental Coffee Company, overseeing green coffee purchases and roasting profiles, and works as a social media personality focusing on photography and athletics. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, supported by over 10,000 advisors and assets under management exceeding $256 billion.

John Stamp is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera and its affiliated entities since 2015 and has a concurrent role at Regions Bank since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors and manages more than $256 billion in assets.

Georgia White is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 65 and Series 66 licenses and has worked with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations.

John Ahearn III is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds a Series 63 designation and has been with UBS in various capacities since 2002. Outside of his advisory role, he serves as Treasurer on the Alumni Council for St. Mary's College of Maryland. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research, model-based asset allocations, and institutional trading capabilities to deliver tailored financial planning and portfolio management services.

Ernest Coffindaffer is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he co-owns and operates a hay production farm in Bridgeport, West Virginia. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Julie Puryear is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, she worked for 16 years at My Family Dentistry. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.