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 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.

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 Young is a financial advisor with Longest & Young, LLC in Knoxville, TN, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His work history includes roles at Empower Advisory Group and Empower Financial Services, as well as a concurrent position as a sales representative at Mattress Firm. Longest & Young, LLC serves individual investors, including high-net-worth clients, pension and profit-sharing plans, and 501(c)(3) nonprofit organizations. The firm provides discretionary portfolio management, financial planning, and consulting with a goals-based, long-term investment approach tailored to each client's risk tolerance.

Brian Russell is a financial advisor at Valor Financial Services, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Knox Wealth Partners Advisory, LLC and LPL Financial, LLC. 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 individual clients, including both high-net-worth and non-HNW households, managing about $273 million in discretionary assets. The firm emphasizes customized asset allocation with a mix of strategies and offers both discretionary and non-discretionary management while serving a notably large client base relative to its advisor count.

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.

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®-designated financial advisor with Stivers Wealth Management in Knoxville, TN, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Stivers Wealth Management, he worked at CoreCap Investment Advisors and operated his own law practice. He is also a licensed insurance agent. Stivers Wealth Management provides portfolio management and financial planning to individual and high-net-worth clients, employing a long-term investment approach that incorporates fundamental, quantitative, and technical analysis. The firm collaborates with third-party managers and maintains a co-advisory relationship with Matson Money while overseeing client relationships and investment reviews.

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.

Michael Shell is a financial advisor at Shell Capital Management, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Shell Capital Management since 2004. Shell Capital Management provides discretionary portfolio management to high-net-worth individuals, trusts, pension, and charitable accounts through separately managed accounts. The firm uses quantitative, rules-based investment systems focused on directional price trends and active risk management, serving clients primarily through its ASYMMETRY Investment Program and as a model manager for other advisers.

Donald Nalls Jr. is a CFP® with 21 years of industry experience and has been with The Nalls Sherbakoff Group, LLC since 2013. He holds a Series 63 license and serves as an Assistant Division Commander in the US Army Reserve, a role that may involve a significant portion of his time. 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, primarily advising on equities, corporate debt, mutual funds, and ETFs, and offers pension consulting services including participant enrollment meetings and educational seminars.

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.

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.

Jeffrey Loos is a financial advisor with Marsh Wealth Management, LLC in Knoxville, TN, holding the ChFC® designation and Series 63 license, with 21 years of industry experience. He previously worked at Modern Wealth Management, LLC and Coulter & Justus Financial Services, LLC. Outside of his advisory role, he is also a licensed insurance agent. Marsh Wealth Management serves individual and high-net-worth households, providing portfolio management and comprehensive financial planning, including retirement-plan rollover advice. The firm uses a model-portfolio approach based on Modern Portfolio Theory and employs strategic asset allocation and rebalancing with regular account reviews.