Amanda Copeland is a financial advisor at NBZ Investment Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated since 2007 with Novinger, Ball & Zivi, PC, an accounting firm where she works as an administrative assistant. NBZ Investment Advisors provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm emphasizes asset allocation through a Strategic Allocation approach and a leverage-oriented rotation model, managing portfolios primarily composed of mutual funds and ETFs on a discretionary basis.

Austin Mc Laughlin is a CFP® professional with four years of experience, currently advising at Retirement Planning Services in Knoxville, TN. His prior work includes roles with Cru and Perrone Pharmacy, Inc. He is also involved with Old North Abbey Church. Retirement Planning Services serves individual clients across wealth levels as well as charitable organizations and businesses, providing financial planning and discretionary asset management. The firm employs a collaborative, evidence-based approach and manages approximately $246 million in assets with a two-advisor team.

Jackie Simpson is a financial advisor at CW Securities, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at CW Securities since 2004. Outside of his advisory role, he is a part-owner of several local businesses in Knoxville, including a tax accounting firm and an audit company. CW Securities, LLC provides investment supervisory and portfolio management services to individuals and institutional clients, offering financial planning and consulting across various asset classes and management styles. The firm integrates discretionary management with client-specific investment policies and executes accounts through established custodians.

Rachel Hacker is a financial advisor with Creekside Capital, Inc. in Knoxville, TN, with 21 years of industry experience. She has worked at McBrearty Capital Management, Inc. since 2000. Outside of advisory work, she is a partner in Sony Lane Partnership, which owns the building housing McBrearty Capital Management. Creekside Capital advises individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides portfolio management and retirement-plan advisory services on a non-discretionary basis, typically implementing client-approved investment plans using mutual funds, ETFs, individual securities, and third-party managers.

Anthony Cosey is a financial advisor with Cosey Financial Services, Inc. in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Silver Oak Securities, Inc. for 12 years and has been with Cosey Financial Services since 2006. Outside of advisory work, he founded The Running Foundation, which reviews and directs donations to local charities and assists with planning and marketing. Cosey Financial Services, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm offers discretionary asset management across various securities and alternative investments, financial planning, retirement plan consulting, and corporate services, employing multiple analytical methods and strategies tailored to client objectives.

Brian Stivers is a financial advisor with Stivers Wealth Management in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at CoreCap Advisors and USA Financial Securities Corporation. He is also involved in the sales and service of health insurance, life insurance, and annuities through Stivers Wealth Management. Stivers Wealth Management provides portfolio management and co-advisory services to individuals and high-net-worth clients, operating in partnership with a third-party manager that handles investment management and trade execution. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative and technical methods within a long-term trading strategy.

Bradley Haston is a CFP® with eight years of industry experience and is currently with NBZ Investment Advisors, LLC in Knoxville, TN. He has worked at Novinger, Ball & Zivi, PC since 2016, serving as a staff accountant involved in tax return preparation. NBZ Investment Advisors provides discretionary investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $370.8 million in discretionary assets. The firm’s approach emphasizes asset allocation using mutual funds and ETFs, with a proprietary “NBZ Index Plus” model that employs leveraged index funds and a stop-loss strategy.

Charity Amari is affiliated with Interchange Advisers LLC and holds a Series 65 credential. She has prior experience at The Patten Group, Inc., ACA Global, Rather & Kitrell, Palm International, LLC, and has academic work history at SNHU and MTSU. Interchange Advisers provides non-discretionary portfolio management and advisory services to individuals and organizations, focusing primarily on exchange-traded funds (ETFs). The firm uses managed model portfolios and combines asset allocation with quantitative and qualitative analysis to tailor allocations according to client objectives, risk tolerance, and time horizon.

Philip Dortch is a CFP® with 20 years of industry experience and has been with Aspire Private Wealth Counsel, LLC since 2016. He also serves as the virtual CEO of VMC Facilities, LLC, a general contracting business where he manages strategy, legal, accounting, and insurance relationships. Aspire Private Wealth Counsel, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, along with foundation and endowment planning services. The firm uses fundamental analysis and modern portfolio theory to create tailored portfolios and often manages accounts on a discretionary basis, offering specialized insurance consultation and a focused client-advisor relationship.

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.

Monica Head is a financial advisor at CW Securities, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Inc. and Visionary Horizons Wealth Management Group, LLC. Monica is also appointed as an insurance agent with various companies. CW Securities, LLC provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary management along with financial planning and consulting, using client-specific investment policies implemented across equities, fixed income, and mutual funds with multiple management styles.

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.

James Blevins is a financial advisor with Soar Financial LLC based in Knoxville, TN. He holds Series 65 and Series 66 licenses and has approximately four years of industry experience. Outside of advisory services, he is a certified public accountant and owner of Summit Accounting Services, LLC, providing accounting and tax services. He also has involvement in real estate investment and land development through his partnership in B and T Developments LLP. Soar Financial LLC offers investment advisory, financial planning, and retirement-plan consulting to individuals, trusts, estates, businesses, and qualified plans. The firm provides customized portfolio management with a generally long-term focus and serves as an ERISA fiduciary for employer plans, operating from multiple offices and maintaining a relationship with a local CPA firm.

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.

Yvonne Marsh is a financial advisor at Marsh Wealth Management, LLC with 14 years of industry experience. She holds the Series 66 designation and is also a Certified Public Accountant and licensed insurance agent. Marsh has been with Marsh Wealth Management since 2015 and is an owner of Marsh Professional Group, LLC in Knoxville, TN. Marsh Wealth Management, LLC provides portfolio management, retirement-plan advice, and financial planning for individual and high-net-worth clients. The firm utilizes strategic asset allocation and Modern Portfolio Theory in its model portfolios and offers specific 401(k) advisory services, distinguishing itself through its affiliated accounting and insurance practices and its role as a co-advisor in third-party 401(k) programs.

Adam Reed is a financial advisor at Providence Wealth Management LLC with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and is involved in marketing support for Mitch Reed and Associates PLLC, assisting with website and promotional materials. Reed also serves as an insurance agent with Providence LTC Advisors, Inc. Providence Wealth Management LLC advises individuals and business entities, managing approximately $151.8 million for about 205 clients with a three-advisor team. The firm provides discretionary portfolio management primarily through third-party models, complemented by financial planning services including tax, insurance, cash flow, and retirement planning, alongside affiliated tax and insurance practices.

Seth Felker is a financial advisor at The Nalls Sherbakoff Group, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Marsh Wealth Management and Josh Ellis State Farm, among others. The Nalls Sherbakoff Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies using fundamental, technical, and cyclical analysis and offers discretionary portfolio management, pension consulting, and educational seminars.

James Longest is a financial advisor at Longest & Young, LLC based in Knoxville, TN, with 16 years of industry experience. He holds a Series 66 credential and has operated his own CPA firm, James Longest CPA, PC, since 2012. Longest & Young, LLC serves individual investors—including high-net-worth clients—as well as pension and profit-sharing plans and nonprofit organizations. The firm uses a fundamental, goals-based investment approach with customized asset allocation and manages accounts through an institutional custodial platform.

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.