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.

Schuyler Huck is a financial advisor at Gulfstream Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in managing Gulfstream Capital’s private investment funds since 2013. Outside of his advisory role, Huck serves on the board of directors of Tiger Intelligence, a cybersecurity firm, primarily in a governance capacity. Gulfstream Capital is a boutique registered investment adviser serving affluent families, high-net-worth individuals, businesses, and endowments. The firm employs a team-driven approach combining fundamental and quantitative analysis to create diversified, tailored asset allocations and manages multiple private funds, which are currently closed to new investors.

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.

James Horn is a financial advisor with Quality Financial Concepts and holds the CFP® and Series 63 credentials. He has 39 years of industry experience, including prior roles at LPL Financial and Crown Capital Securities LLP. Outside of his advisory work, he owns Topstock Vizslas, a non-investment related business. Quality Financial Concepts offers financial planning and portfolio management services to individuals, trusts, non-profits, and small businesses. The firm employs asset-allocation modeling to create customized portfolios and provides services such as retirement, education, and estate planning, as well as tax preparation and business consulting through an affiliated entity.

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.

Michael Cox is a financial advisor with CW Securities, LLC in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with CW Securities since 2002 and serves as its president. Outside of his advisory role, he is also an insurance agent with appointments at 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 financial planning and consulting services and implements client-specific investment policies across various asset classes using multiple management styles.

Douglas Mentzer is the sole advisor at The Mentzer Group, LLC in Knoxville, TN, holding a Series 65 designation with 18 years of industry experience. He has led The Mentzer Group since its founding in 2008. Outside of his advisory role, Mentzer serves on the Board of Directors for 4M Industrial Oxidation, a publicly traded company. The Mentzer Group provides investment supervisory services, financial planning, and retirement/IRA rollover advice to individuals, corporations, and charitable organizations. The firm manages approximately 242 client accounts, employing a combination of fundamental, technical, charting, and cyclical analysis with discretionary management and access to sub-advisor asset management through AE Wealth Management.

Paul Cochran is a financial advisor with Providence Wealth Management LLC in Knoxville, TN, holding a Series 65 designation and 15 years of industry experience. He has been with Providence Wealth Management since 2007 and also serves as president of Providence LTC Advisors, Inc., an insurance services business. Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing model-based strategies in collaboration with third-party money managers. The firm integrates affiliated tax and insurance services, including long-term care advisory, within its business structure.

Susan Foard is a financial advisor at Pugh Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has been with Pugh Wealth Management since 2019. In addition to her advisory role, she serves as Vice President at Pugh & Company, P.C., an affiliated CPA firm where she has been involved since 1999. Pugh Wealth Management advises individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans, managing approximately $54.5 million across about 25 client relationships. The firm employs a Modern Portfolio Theory-based investment approach, primarily using passively managed mutual funds and model portfolios, and is affiliated with the accounting firm Pugh CPAs, enabling coordinated tax and investment services.

Thomas Sherbakoff is a CFP® with 13 years of industry experience, currently serving as an advisor at The Nalls Sherbakoff Group, LLC in Knoxville, TN. He has been with the firm and its predecessor, The Nalls Group, LLC, since 2014. The Nalls Sherbakoff Group provides investment advisory and financial planning services to a diverse client base, including 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, with a focus on equities, corporate debt, mutual funds, and ETFs.

Chase Burton is a financial advisor at Rather & Kittrell, Inc. with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at the University of Tennessee and Northwestern Mutual. Outside of finance, he owns a sole proprietorship focused on pressure washing services. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and institutional investors. The firm uses globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Joseph Mccameron is a financial advisor at Visionary Horizons, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Farmers Insurance Agency, Purshe Kaplan Sterling Investments, and WCH Casualty Insurance. He is also a licensed insurance agent in Knoxville, TN, dedicating part of his time to this role. Visionary Horizons serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm uses tailored investment plans and model portfolios informed by fundamental, technical, and cyclical analysis, as well as algorithm-based research.

Michael Simpson is a CFP® with 16 years of industry experience, currently serving at Visionary Horizons, LLC in Knoxville, TN. He previously worked at Purshe Kaplan Sterling Investments from 2014 to 2017. Outside of his advisory role, Simpson is involved in several nonprofit organizations, including serving as chairman of the boards for Arab Christian Refugee Assistance, Friends Against Parental Alienation, Knoxville Downtown Sertoma Club, and Knoxville Habitat for Humanity. Visionary Horizons, LLC provides discretionary portfolio management, financial planning, and qualified retirement plan advisory services to individuals, high net worth clients, trusts, estates, and business entities. The firm employs tailored investment plans using a combination of fundamental, technical, cyclical analysis, and option strategies, supplemented by algorithm-based modeling, and offers fiduciary services to employers under ERISA guidelines.

Robin Clark is a financial advisor with Knox Wealth Partners Advisory, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with LPL Financial since 2008 and has been with Knox Wealth Partners Advisory since 2018. Outside of advisory services, he operates an independent insurance agency specializing in fixed insurance products. Knox Wealth Partners Advisory serves primarily high-net-worth individuals and business owners, managing approximately $231 million across a seven-advisor team. The firm employs an open-architecture investment approach that includes a variety of asset classes and strategies, and it offers both discretionary and non-discretionary management alongside financial planning and consulting services.

Macey Smith is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN, holding a Series 65 designation with two years of industry experience. Prior to joining Blue Ridge Wealth Planners, Smith worked at Gavino's and Saratoga Group and has experience in various roles including at Morehead State University and Milex Logistics. Smith also serves as an insurance agent offering insurance products and services to clients. Blue Ridge Wealth Planners is an SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement planning. The firm employs a mix of fundamental, technical, and charting analysis to tailor investment strategies and also provides educational materials and events to clients.

Laura Bolton is a financial advisor at Patriot Investment Management Group Inc with 21 years of industry experience. She has been with Patriot since 2001. Patriot Investment Management Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized portfolio management and financial planning services, employing fundamental and cyclical analysis to guide investment decisions and often operates under discretionary authority.

Jonathan Dockery is a Series 65-licensed advisor at LeConte Wealth Management, LLC with 11 years of industry experience. He is also a certified public accountant and principal of Jonathan K. Dockery, CPA, PLLC, where he dedicates a portion of his professional time providing accounting and tax preparation services. Dockery has been with LeConte Wealth Management since 2014. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations through a team of four advisors. The firm offers discretionary asset management using model portfolios, financial and tax planning, advisory consulting, and standalone tax-preparation services.