Samuel Pressley is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Ridgepath Capital Management LLC since 2016 and also maintains an affiliation with Mumy Financial Advisors, LLC. Ridgepath Capital Management LLC serves individual and high-net-worth clients, managing approximately $359 million across about 112 accounts. The firm employs a variety of analytical methods and advanced options strategies, offering discretionary portfolio management alongside tax preparation and planning services.

Ramin Olson is a financial advisor at Nomad Financial with four years of industry experience. He holds a Series 65 designation and has previously worked at UBS Investment Bank and UBS Wealth Management. His background also includes roles at the US International Development Finance Corporation and Olson PLLC. Nomad Financial serves individual and high-net-worth clients through a fee-only private wealth management practice, offering portfolio management and comprehensive financial planning. The firm emphasizes tailored asset allocation, primarily passive management, and tax efficiency, operating as a small, founder-led practice with a focus on personalized service.

Erich Von Geis is a CFP® professional at Aspire Private Wealth Counsel, LLC with four years of industry experience. Prior to his advisory role, he worked at the Y-12 National Security Complex and Oak Ridge National Laboratories. Aspire Private Wealth Counsel serves primarily individual and high-net-worth clients, offering personalized portfolio management, financial planning, and foundation and endowment planning services. The firm uses fundamental analysis and modern portfolio theory to create tailored portfolios, often managing accounts on a discretionary basis and incorporating specialized insurance underwriting for impaired-risk applicants.

Carol Johnson is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Oak Springs Wealth Management, LLC since 2016. She is also a part owner and CFO of Z Media Ventures, LLC, a media and production company where she manages financial and employee services. Oak Springs Wealth Management is a boutique firm with two advisors managing approximately $44 million for about 86 clients, providing comprehensive financial planning, portfolio and private wealth management, and ancillary services. The firm employs a long-term, strategic asset allocation approach, primarily using ETFs alongside mutual funds, equities, fixed income, and alternatives.

Patrick Elliott is a CFP® with 17 years of industry experience, currently serving as an advisor at Uprise Advisers LLC. His prior roles include positions at Creative Planning, Facet Wealth, Mariner Wealth Advisors, and Origin Investment Advisory. Outside of financial advising, he owns Krinos Consulting, a business consulting firm focused on helping companies increase profits. Uprise Advisers LLC provides financial planning services primarily to individual clients through an online platform, delivering plans and ongoing consultation without managing client assets. The firm uses modern portfolio theory in its planning process and offers fixed pricing through direct subscriptions and strategic partnerships.

Arthur Mccammon is a financial advisor at Gulfstream Capital with six years of industry experience. He holds a Series 65 designation and has worked at Gulfstream Capital since 2017. Outside of his advisory role, he also works part-time as a bookkeeper and administrator for TrustFirst, Inc. Gulfstream Capital is a boutique registered investment adviser that serves affluent families, high-net-worth individuals, businesses, and endowments. The firm uses a team-driven blend of fundamental and quantitative analysis to create diversified asset allocations and manages private pooled investment vehicles, including a distinct high-turnover equity strategy based on SEC filings.

Jessica Shular is a financial advisor at Ferris Wheel Finance, Inc. in Knoxville, TN, holding a Series 65 designation with two years of industry experience. Her prior work includes various roles in hospitality and business services. Ferris Wheel Finance, Inc. provides discretionary asset management and financial planning to individuals, high-net-worth clients, and business entities, managing approximately $35.7 million across about 282 clients. The firm offers ongoing portfolio management, comprehensive and ad-hoc financial plans, and educational seminars and workshops.

Gassan Kassira is a Certified Financial Planner® with 23 years of industry experience, currently serving as an advisor at Kassira Wealth Management, LLC in Knoxville, TN. He has been with Kassira Wealth Management since 2012 and has involvement in LLC management related to family real estate holdings. Kassira Wealth Management serves individual and high-net-worth clients, trusts, estates, and business entities through discretionary asset management and financial planning. The firm employs a combined fundamental, technical, and charting approach with both strategic and tactical asset allocation, including selective use of derivatives and options strategies, and manages approximately $136 million in assets across about 209 client accounts.

Schuyler Huck is a financial advisor at Gulfstream Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in managing Gulfstream Capital’s private investment funds since 2013. Outside of his advisory role, Huck serves on the board of directors of Tiger Intelligence, a cybersecurity firm, primarily in a governance capacity. Gulfstream Capital is a boutique registered investment adviser serving affluent families, high-net-worth individuals, businesses, and endowments. The firm employs a team-driven approach combining fundamental and quantitative analysis to create diversified, tailored asset allocations and manages multiple private funds, which are currently closed to new investors.

Stephanie Sayres is a financial advisor with Portfolio Audit, LLC in Knoxville, TN, holding 21 years of industry experience. She has worked at Portfolio Audit, LLC Private Wealth Management since 2002 and concurrently holds a position at Parkwest Hospital since 1997. Stephanie is part of a family-run firm that integrates Biblical and historical American economic teachings into its research and educational efforts. Portfolio Audit, LLC provides discretionary fiduciary investment management primarily to individual and high-net-worth clients, managing approximately $38 million across about 40 families. The firm offers a range of investment strategies alongside an integrated economic planning service branded SCARi1 Economic Planning.

Thomas Sayres is a financial advisor with Portfolio Audit, LLC in Knoxville, TN, holding a Series 63 designation and 21 years of industry experience. He has worked at Portfolio Audit, LLC Private Wealth Management since 1999. The firm is a family-run advisory that integrates research from the Institute of Biblical Economy, a previously registered nonprofit, into its educational efforts. Portfolio Audit, LLC provides discretionary fiduciary investment management primarily to individual and high-net-worth clients, managing approximately $38 million for about 40 families. The firm employs diverse investment strategies alongside an integrated economic planning service and maintains a legacy fiduciary cash-management and bill-paying service.

Richard Zivi Jr. is a financial advisor with NBZ Investment Advisors, LLC, holding over 22 years of industry experience. He has been with NBZ Investment Advisors since 1995 and is also a partner at the accounting firm Novinger, Ball & Zivi, P.C., where he practices as a CPA. NBZ Investment Advisors provides discretionary investment management, financial planning, and consulting services to individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm’s portfolio approach focuses on asset allocation using mutual funds and ETFs and includes an “NBZ Index Plus” model that employs leveraged index funds with a stop-loss discipline.

Spencer Hall is a CFP® with 15 years of industry experience, currently serving at Retirement Planning Services in Knoxville, TN. His prior experience includes roles at Securities America Inc. and Securities Service Network, LLC. Outside of his advisory work, he serves as a deacon and clergy team member at Old North Abbey Church. Retirement Planning Services works with individual clients, charitable organizations, corporations, and other business entities, providing financial planning and discretionary asset management. The firm uses a collaborative, evidence-based approach that includes cash-flow and scenario modeling, behavioral coaching, and coordination with outside tax and estate professionals.

John Pressley is a Series 65-licensed financial advisor with Ridgepath Capital Management LLC in Knoxville, TN, where he has worked since 2016. He has 13 years of industry experience and is a licensed CPA unaffiliated with a firm. Outside of advising, he is a partner and owner of Northshore Management Company. Ridgepath Capital Management primarily serves individual and high-net-worth clients, managing approximately $359 million across about 112 accounts with a two-advisor team. The firm uses a combination of analytical methods and employs a range of investment strategies, including options and commodities, alongside integrated tax preparation and planning services.

Douglas Mentzer is the sole advisor at The Mentzer Group, LLC in Knoxville, TN, holding a Series 65 designation with 18 years of industry experience. He has led The Mentzer Group since its founding in 2008. Outside of his advisory role, Mentzer serves on the Board of Directors for 4M Industrial Oxidation, a publicly traded company. The Mentzer Group provides investment supervisory services, financial planning, and retirement/IRA rollover advice to individuals, corporations, and charitable organizations. The firm manages approximately 242 client accounts, employing a combination of fundamental, technical, charting, and cyclical analysis with discretionary management and access to sub-advisor asset management through AE Wealth Management.

George Lee Jr. is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Oak Springs Wealth Management, LLC since 2012. The firm operates as a two-advisor team based in Knoxville, TN. Lee is also a licensed insurance agent and may recommend insurance products to clients as part of his professional activities. Oak Springs Wealth Management serves individuals, trusts, and estates, including both high-net-worth and non-HNW clients, providing financial planning, portfolio management, and private wealth management. The firm emphasizes customized financial profiles and investment plans, primarily utilizing ETFs within a long-term, strategic allocation framework, and offers ancillary services such as trust-related work and business consultation.

Scott Branson is a financial advisor with Regal Advisory Services, Inc. in Knoxville, TN, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Regal Securities since 2012. Outside of advisory duties, he prepares tax returns through a separate financial services activity. Regal Advisory Services serves individuals, including high-net-worth clients, retirement plans, trusts, foundations, and business entities, providing financial planning, portfolio management, and retirement plan advisory services using a combination of fundamental and quantitative research. The firm offers various program structures and manages assets through proprietary offerings and third-party platforms, with many clients retaining final trading authority under non-discretionary arrangements.

Joseph Bedford is a financial advisor at Sovereign Financial Group, Inc. in Knoxville, TN. He holds a Series 65 designation and has experience in tax accounting and advisory services through his roles at Your Back Office Accounting and Strategic Resource Alliance. Prior to his current advisory role, he worked at Intuit Inc. and Pellissippi State Community College. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and alternative strategies.

David Goodson is a CFA® charterholder with 22 years of industry experience. He has been with Proffitt & Goodson Inc. in Knoxville, TN since 1986. Outside of his advisory role, he is a partner in Dryad Properties Partnership, a real estate partnership that owns the office building used by his firm. Proffitt & Goodson provides advisory services to individuals, families, trusts, and retirement plans, offering discretionary portfolio management, financial and wealth planning, and pension consulting. The firm employs an evidence-based investment framework with model-based, core-satellite allocations and uses automated tools for rebalancing and tax-loss harvesting.

Richard Gardner is a CFP® with six years of industry experience, currently serving as an advisor at TVAMP, LLC in Knoxville, TN. Prior to joining TVAMP, he worked at Edward Jones for four years and Home Federal Bank for nine years. He is also involved with Tennessee Valley Asset Management Partners, LLC, an independent investment advisory firm he started in 2023. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios with mutual funds and ETFs, and offers additional services such as third-party money manager referrals, sub-advisory relationships, and retirement-plan advisory engagements.