Todd Redd is a CFP® with 30 years of experience in the financial services industry. He is currently with Mariner Wealth Advisors, where he has worked since 2022. His prior experience includes nearly a decade with Cetera Advisor Networks and Sageview Private Client Group. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm utilizes customized portfolios overseen by an Investment Committee and offers integrated tax and accounting services alongside traditional portfolio management.

Blake Mai is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked with Eagle Strategies since 2018 and has affiliations with NYLife Securities LLC and New York Life Insurance Company dating back to 2012. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs, emphasizing customized recommendations and fiduciary responsibility, with the majority of assets under management held on a non-discretionary basis.

Benjamin Dickinson is a financial advisor with Empower Advisory Group in Knoxville, TN. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Leading Edge Financial Planning, LLC and Insight Global. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates within an integrated model connected to Empower’s recordkeeping and administrative platforms.

Joseph Schulok is a financial advisor at Mariner in Knoxville, TN, holding a Series 65 credential. He has no prior industry experience and joined Mariner in 2026 after roles at Frazier Financial Advisors and Tricord Wealth Advisors. Schulok also worked with the Forest Hills Swim Club and has been a full-time student at The Ohio State University. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with specialized services such as tax integration and financial wellness platforms.

Erik Dickinson is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Hilti, Inc. for 12 years. Outside of his advisory work, he serves as a basketball referee for the Tennessee Secondary School Athletic Association (TSSAA). Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers various advisory programs and services, including custom portfolio solutions and retirement plan consulting, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Wayne Zussman is a CFP® professional with 24 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2018. His prior work includes roles at Bridgewater Wealth & Financial Management, Triton Wealth Management, and Medallion Advisory Services. Outside of his advisory work, he is engaged in photography through Zussman Photography, a compensated hobby focused on artwork sales. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework, offering access to a range of private funds and specialized portfolio tools.

Anthony Browder is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked at Eastman Chemical, NYLIFE Securities LLC, and New York Life. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate framework.

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® with 11 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. She has worked within various Truist affiliates and BB&T entities since 2017. Richter also volunteers as a financial coach and board member for Wings for Widows, a nonprofit providing pro bono financial guidance to new widows and widowers. 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 employs AI-enabled tools and inter-affiliate integration to support investment management and fiduciary services.

Phillip Duncan is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 credentials. He has 26 years of industry experience and has worked with firms including Rogers & Kirby and FireSky Financial. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent Investment Adviser Representatives, offering advisory and brokerage services supported by multiple custodians and third-party money managers. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis.

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.

James Collins is a financial advisor with Transamerica Financial Advisors in Knoxville, TN, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior roles include positions at Eagle Strategies (NY Life) and New York Life Insurance Company. 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 both advisory and broker-dealer services with a range of proprietary and third-party investment models, managing over $2 billion in assets under management as of the end of 2025.

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.

Brogan Walters is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He is currently affiliated with Foundations Investment Advisors LLC and Guardian Investment Advisors, where he recommends insurance products as part of the financial planning process. His prior experience includes roles at Ameriprise, Charles Schwab & Co., Inc., and Fidelity Brokerage Services. Foundations Investment Advisors, LLC provides financial planning and ongoing portfolio management for individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach, working through a large network of affiliated offices and representatives.

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.

Wesley Nunley is a financial advisor at Edward Jones in Knoxville, TN, holding a Series 66 designation. He has been with Edward Jones since 2026 and previously worked in advertising, recruiting, and insurance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Craig Bales is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Henry Schein Dental for one year. Based in Maryville, TN, Bales focuses on wealth management services within his firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.