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.

Derek Miser is a financial advisor with Miser Asset Management in Knoxville, TN, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at AlphaStar Capital Management, Miser Wealth Partners, and Dauble, Miser, Worthington. Outside of advisory work, he is involved with Miser Wealth Partners, providing life, accident, and health insurance services, and also operates Miser Tax Advisory Services, focusing on tax planning. Miser Asset Management is a state-registered firm serving individuals, trusts, estates, and business entities with portfolio management, financial consulting, and educational seminars. The firm employs a variety of analytical approaches and investment strategies, offering both discretionary and non-discretionary management, and integrates tax and insurance services into client relationships.

James Blevins is a financial advisor at Soar Financial LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Summit Financial, Inc. and B and T Developments LLP. Outside of advising, Blevins is a Certified Public Accountant and owner of Summit Accounting Services, offering accounting and tax services in Knoxville, TN. Soar Financial LLC provides investment advisory, financial planning, and retirement-plan consulting to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios with ETFs, equities, bonds, mutual funds, and alternative investments, and offers both discretionary and non-discretionary management while also serving as an ERISA fiduciary for employer plans.

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.

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 one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services LLC and Axiom Wealth Management. Outside of his advisory role, he assists with marketing and website updates for his father’s business, Mitch Reed and Associates PLLC. Providence Wealth Management serves individuals and business entities, managing approximately $151.8 million across about 205 clients. The firm employs discretionary portfolio management primarily through third-party model strategies and offers integrated tax and insurance services alongside its investment advisory work.

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.

Brigid Mulroy is a CFP® and PFS™ with 26 years of industry experience. She is a principal at Duet Advisory Services LLC and has held positions at Star Wealth Management Corporation and Kahn & Mulroy, PC, where she serves as president and 50% shareholder. Outside of financial advising, she is involved in accounting, tax, and consulting services through Kahn & Mulroy, PC. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $316 million in client assets and offers tailored investment strategies that include mutual funds, ETFs, individual equities, and third-party Independent Managers.

Patrick Young is a financial advisor at Longest & Young, LLC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked in various roles including with Empower Advisory Group and for Mattress Firm as a sales representative. Longest & Young, LLC serves individual investors, pension and profit-sharing plans, and nonprofit organizations by providing discretionary portfolio management, financial planning, and consulting. The firm employs a goals-based, long-term investment approach with customized asset allocation, and it is affiliated with an in-house CPA practice offering tax preparation services to some clients.

Brian Russell is a financial advisor with Valor Financial Services, LLC in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Knox Wealth Partners Advisory, LPL Financial, and Edward Jones. He occasionally sells individual health insurance and Medicare Advantage plans alongside prescription drug plans. Valor Financial Services provides investment advisory and financial planning services to both high-net-worth and non-HNW individual clients, managing approximately $273 million in discretionary assets. The firm employs a customized asset allocation approach, including a mix of long- and short-term strategies and technical analysis, and serves an unusually large client base relative to its small advisor team.

Alexander Vetrano is a financial advisor at Pugh Wealth Management, LLC in Knoxville, TN, holding a Series 65 designation with four years of industry experience. He has been with Pugh Wealth Management since 2022 and also works as a staff accountant at Pugh CPAs, where he prepares and files federal tax returns. Pugh Wealth Management provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a long-term, asset-class investment approach using diversified portfolios with passively managed mutual funds and model portfolios from a retained sub-adviser.

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.

Michael Smith is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He has worked at firms including LPL Financial LLC, Crown Capital Securities, and Securities America, and has been with Quality Financial Concepts since 2013. In addition to his advisory work, Smith holds a part-time outside employment role at the University of Tennessee in Knoxville. Quality Financial Concepts provides financial planning and portfolio management services to individuals, trusts, estates, non-profits, and small businesses. The firm focuses on tailored asset-allocation modeling and offers a range of investment strategies, including mutual funds, stocks, options, bonds, and alternative investments.

Michael Marsh is a financial advisor at Marsh Wealth Management, LLC in Knoxville, TN, with eight years of industry experience. He holds a Series 65 designation and has been with Marsh Wealth Management since 2017. In addition to his advisory role, Marsh is an owner and active manager of Marsh Professional Group, a Tennessee-based Certified Public Accounting firm that provides risk management and tax services to the community banking industry and other clients. Marsh Wealth Management serves individual and high-net-worth households with portfolio management and comprehensive financial planning, including retirement-plan rollover advice. The firm employs a model-portfolio approach based on Modern Portfolio Theory and offers specialized services for employer-sponsored plan assets through its 401K+ and 401K EZInvest programs.

William Timm is a financial advisor at Valor Financial Services, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Knox Wealth Partners Advisory, LLC, and LPL Financial LLC. Valor Financial Services provides investment advisory and financial planning to individual clients, including both high-net-worth and non-HNW households, managing approximately $273 million in discretionary assets. The firm employs a customized asset allocation approach utilizing a mix of strategies and offers both discretionary and non-discretionary management.

Justin Stivers is a CFP® professional with four years of experience, currently serving as an advisor at Stivers Wealth Management in Knoxville, TN. Prior to his work in wealth management, he operated his own law firm, The Law Offices of Justin B Stivers, for seven years. He is also a licensed insurance agent. Stivers Wealth Management provides asset-based portfolio management and financial planning primarily for individual and high-net-worth clients. The firm utilizes third-party investment managers and co-advisors for portfolio management while offering flat-fee estate planning services and basic financial planning at no additional charge for portfolio clients.

Garrett Crawford is a CFP® professional with 13 years of industry experience. He has been with Providence Wealth Management LLC since 2013 and Providence LTC Advisors, Inc. since 2014. His background includes insurance sales conducted outside of securities trading hours. Providence Wealth Management LLC serves individuals and business entities, managing approximately $151.8 million across about 205 clients. The firm employs third-party investment models and offers discretionary portfolio management, financial planning, and consulting, alongside affiliated tax and insurance services.

Martin Mcbrearty is a financial advisor with Creekside Capital, Inc. in Knoxville, TN, holding 21 years of industry experience. He has operated Mcbrearty Capital Management, Inc. since 2000. Outside of advising, he is a partner in Sony Lane Partnership, which owns the building housing his firm. Creekside Capital serves individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides portfolio management and retirement-plan advisory services, managing assets on a non-discretionary basis and utilizing mutual funds, ETFs, individual securities, and third-party managers.

Declan Bondhus is a financial advisor with NBZ Investment Advisors, LLC in Knoxville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining NBZ, he worked in various roles including at the University of Tennessee and Functional Pathways. NBZ Investment Advisors provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional accounts. The firm focuses on asset allocation using a Strategic Allocation approach combined with an index fund rotation model and manages portfolios primarily through mutual funds and ETFs on a discretionary basis.