Anthony Browder is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 65 and Series 63 designations and two years of industry experience. Before joining Eagle Strategies, he worked at Eastman Chemical for over a decade. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm provides a range of advisory solutions tailored to client objectives, including fee-based hourly advice and retirement plan consulting, with a focus on non-discretionary asset management.

Joanna Beachly is a financial advisor with Principal Financial Services, holding a Series 66 designation and 13 years of industry experience. Her career includes roles at IronWorks Financial, Progressive Wealth Strategies, and Focused Financial, among others. She also participates as a speaker in educational workshops through Second Saturday, addressing budgeting and income considerations related to divorce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Douglas Webster is a financial advisor with Creative Planning, holding a Series 63 designation and 23 years of industry experience. His previous roles include positions at Cetera, Sageview Private Client Group, and Retirement Plan Consultants, spanning over two decades. Outside of his advisory work, he serves on the board of the Cancer Support Community in East Tennessee and is a member of Nucleus Knoxville, a private club for young professionals. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing and buy-and-hold strategies, supported by specialized services such as private market investments and fiduciary retirement plan management.

Tracy Richter is a CFP®-certified financial advisor with 11 years of industry experience, currently with Truist Advisory Services in Knoxville, TN. She has held positions at various Truist and BB&T entities since 2017 and previously worked at U.S. Bancorp Investments. Richter serves as a financial coach and board member for Wings for Widows, a nonprofit providing pro bono financial planning to newly widowed individuals. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled equity research to support its investment approach.

Theresa Rose Bolen is a financial advisor with Private Advisor Group, LLC and holds a Series 66 credential. She has five years of industry experience and has worked at firms including LPL Financial LLC and Union Place. Bolen also operates H. T. Bolen and Associates, which is associated with her LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and uses a range of strategies implemented through both in-house management and third-party managers.

Phillip Duncan is a financial advisor with United Planners' Financial Services of America, holding Series 66 and Series 63 credentials and 26 years of industry experience. His career includes roles at Rogers & Kirby Enterprise and FireSky Financial. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, trusts, and estates. The firm offers advisory and brokerage services through independent representatives and employs a mix of custodians, third-party managers, and platform programs to implement client strategies.

Jackson Musrock is a financial advisor with Truist Advisory Services and holds the Series 66 designation. He has one year of industry experience. Prior to joining Truist Investment Services, he worked in educational roles at various institutions including the University of Tennessee Knoxville and Webb High School. 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, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and research tools.

Monica Ivins is a CFP® with three years of experience in the financial advisory industry. She is currently with Creative Planning and has previously worked at SageView Advisory Group, Cetera Wealth Services, Rather & Kittrell, and Cetera Advisor Networks. Ivins serves as a board member for CASA of East Tennessee, a nonprofit organization focused on serving the community. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Henry Bolen is a CFP®-designated financial advisor with 35 years of industry experience, currently with Private Advisor Group, LLC. He has worked at Private Advisor Group since 2019 and has held roles at Advantage Investment Management LLC and LPL Financial since 2012. Bolen also operates H. T. Bolen & Associates, a business involved in non-variable insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model using third-party managers and technology platforms to deliver customized investment strategies.

James Collins is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Transamerica, he worked with Eagle Strategies (NY Life) and NYLIFE Securities LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Daniel Myers is a CFP® and holds a Series 65 license, currently with Savant Wealth Management in Knoxville, TN. He has two years of industry experience, previously working at Asset Planning Corporation and the Center for Financial Success. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust service entities.

William Dobbs is a financial advisor at Centaurus Financial, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been self-employed since 2008. Outside of his advisory role, Dobbs is an insurance agent involved in life insurance underwriting and policy delivery. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, businesses, and foundations, offering financial planning, portfolio management, and specialized retirement-plan consulting through various platforms and third-party managers.

Stephen Carlson is a financial advisor at Savant Wealth Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked nine years at Asset Planning Corporation. Carlson is based in Knoxville, TN. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies, supported by extensive in-house resources and affiliated entities offering accounting, legal, and trust services.

Thomas Siler Jr. is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with UBS since 2000. Outside of his advisory work, he is involved in managing a short-term vacation rental property through an LLC with his spouse. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based strategies to tailor client portfolios.

Anthony Doyley is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2021, he worked at Cetera and Allstate Insurance Company. Outside of his advisory role, he is involved with the United Way as Director of Workforce Engagement and serves as a basketball official for middle school and high school games in the Tennessee Valley. He is also the author of a self-published devotional book aimed at student athletes. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Wallen is a financial advisor with Morgan Stanley in Knoxville, TN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, Wallen held positions at Pilot Flying J, the University of Tennessee, Palmetto Corporation, Boeing, Nolan Transportation Group, and Grande Dunes Ocean Club. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis methods.

Kyle Baisley is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 66 designation and bringing 10 years of industry experience. In addition to his advisory role since 2020, he practices law as an attorney at Long, Ragsdale & Waters, P.C. and his own firm, Kyle A. Baisley, Attorney at Law. He also serves as a Reserve Deputy and Reserve Unit Legal Counsel for the Knox County Sheriff's Office. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, delivering written recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support client planning, with a focus on assets held in Ameriprise Managed Accounts.

Paris Takonis is a financial advisor at UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with UBS Financial since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Ashtyn Wright is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has previously worked at FSC Securities and held various roles at The University of Tennessee. Outside of her advisory work, she tutors math at the Christian Academy of Knoxville. OSAIC serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, offering a range of integrated brokerage and advisory services supported by multiple platforms and third-party money managers.

Gregory Kalosieh is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2024, following prior roles at Securities America, Inc. and Securities Service Network. Outside of his advisory work, he serves as president of the Steeplechase Homeowners Association. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing firm-provided tools and model portfolios across a variety of asset classes.