Roch Monnig Jr. is a CFP® and Series 66-registered financial advisor at Root Financial Partners with nine years of industry experience. He has held positions at several firms, including The Burney Company and PYA Waltman Capital, LLC. Root Financial Partners serves individual clients, trusts, estates, small businesses, and retirement plans by providing investment management and comprehensive financial planning. The firm emphasizes broadly diversified, passive investment approaches tailored to clients’ objectives and risk tolerance and offers educational programming and online academies separate from advisory services.

William Mcglothin is a financial advisor at NewEdge Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years. Outside of advisory services, he is also an agent offering fixed insurance and annuity products to clients. NewEdge Wealth primarily serves ultra-high-net-worth individuals, families, foundations, endowments, and other institutional clients. The firm provides comprehensive advisory services and employs an investment process that integrates asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Trevor Neufeld is a financial advisor at Harbour Investments, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Gradient Investments, Paladin Capital, and Neufeld Capital Management. In addition to his advisory role, he is an independent insurance agent. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and approved third-party managers.

Easton Upchurch is a financial advisor at EverSource Wealth Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining EverSource in 2025, he worked at Bank of America, Merrill Lynch, and Northwestern Mutual in various capacities from 2020 to 2025. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and platforms to meet client needs.

Sharon Jennings is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and bringing 24 years of industry experience. Her career includes roles at Priority Financial Solutions LLC, Ameriprise, FSC Securities Corporation, LPL Financial, Citigroup Global Markets, and J.J.B. Hilliard, W.L. Lyons, LLC. She is also an independent representative for fixed insurance products. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers through various traditional and wrap-fee programs.

Daniel Edmunds is a financial advisor at Prospera Financial Services, Inc. with 40 years of industry experience. He has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, International Advisory Consultants Inc., Anderson & Strudwick, and Citigroup Global Markets. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

John Baxley is a CFP® with 26 years of industry experience, currently serving at Merit Financial Advisors in Knoxville, TN. His career includes roles at firms such as Purshe Kaplan Sterling Investments, MFG Securities, LPL Financial, and Ladenburg Thalmann. He holds multiple compliance officer roles across affiliated firms and is also licensed to sell life, health, disability, long-term care insurance, and fixed annuities. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers a range of financial planning and advisory services.

Scott Marion is a financial advisor at Corecap Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameritas Investment Corp and Capital Choice Financial Services. Outside of advising, Scott serves as an Associate Marketing Director and financial coach at Capital Choice Financial Services, where he provides guidance on debt management, savings, investing, insurance, and retirement income protection. Corecap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party sub-advisors, with an investment approach focused on long-term, relationship-oriented strategies utilizing mutual funds, ETFs, equities, and bonds.

Ezekiel Ortiz Clark is a financial advisor at EverSource Wealth Advisors, LLC in Knoxville, TN, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Covenant Wealth Management and experience outside financial services at Hagner Conley Construction and Liberty University. EverSource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of advisors using multiple investment programs and also provides turnkey asset management, back-office support, and sub-advisory services.

James Darlington II is a CFP® professional with 34 years of industry experience. He has worked at EverSource Wealth Advisors, LLC since 2021 and previously spent 13 years at UBS Financial Services. Outside of his financial advisory role, he is involved in managing a commercial real estate business. EverSource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services. The firm provides a range of investment programs and operates both as an adviser to outside RIAs and as a manager of private pooled investments.

Cameron Natour is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds the Series 66 designation. Natour has previously been associated with Center Street Securities, Inc., The Benefits Group, LLC, and Capital Financial Group, LLC, and has worked in various roles since 2013, including time spent at the University of Tennessee and in the restaurant industry. Outside of advisory work, he assists in a family sandwich shop and is a partner in a surface mining business. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages assets primarily on a discretionary basis, using a mix of advisor-driven and proprietary rule-based model allocations, and incorporates third-party sub-advisers and private investments into client portfolios.

Jonathan Tue is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Brokers International Financial Services, Regions Bank, Cetera, and Sunshine Bank. Tue is also an independent insurance agent involved in the sale of fixed insurance annuities. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory and consulting services, along with turnkey asset management, sub-advisory services, and a private markets platform focused on customized investment solutions and values-based strategies.

Diane Blake is a financial advisor with CreativeOne Wealth, LLC in Knoxville, TN, holding a Series 65 credential and two years of industry experience. Prior to joining CreativeOne Wealth, she worked at Carlson Financial Services and Brogan Financial Wealth Management & Retirement. She is also involved with Transformational Stewardship, where she designs homeschool curriculum. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and charitable organizations, utilizing a mix of proprietary ETF-based models, third-party managers, and option strategies.

Peter Amrein is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at The Benefits Group, LLC, M Holdings Securities, Inc., and Northwestern Mutual. Outside of his advisory work, he serves as Creative Director and Co-Producer for Oh Balls, LLC, an animated comedy production company. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists, tailoring investment solutions based on client objectives, timelines, and risk tolerances.

Ryan Kemp is a CFP® and holds a Series 66 license with 11 years of industry experience. He currently works at Cyndeo Wealth Partners and previously spent nine years at UBS. Outside of his advisory work, he is involved with TKO Group, an e-commerce business, where he contributes to business development, product sourcing, and legal matters. Cyndeo Wealth Partners serves individuals, including high-net-worth clients, corporations, and middle-market business owners by providing portfolio management, financial planning, family office services, and business advisory offerings. The firm employs customized portfolios with both proprietary models and external sub-advisers, and it operates a private pooled investment vehicle targeting income and diversification beyond traditional fixed income.

Mollie Caldwell is a financial advisor at Donaldson Capital Management LLC with seven years of industry experience. She holds the Series 65 designation and previously worked at Bank of America/Merrill Lynch for four years. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement plans, banking institutions, and municipal sponsors.

Shawna Broadley is a financial advisor at Geneos Wealth Management, Inc. She holds a Series 66 credential and has eight years of industry experience. Shawna has worked at Geneos Wealth Management and Priority Financial Solutions since 2016. Outside of advising, she is a certified Notary Public and a Jazzercise instructor. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers, utilizing a range of strategies including discretionary and non-discretionary account supervision.

Kevin Leblanc is a financial advisor at Arete Wealth Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Center Street Securities, Inc., Securities America Advisors, and USAdvisors Wealth Management. Outside of his advisory roles, he operates LeBlanc Financial Alliance, an insurance sales agency. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Matthew Carrier is a financial advisor with Compass Financial Management LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes roles at Brookstone Wealth Advisors and Avantax, as well as operating Carrier Financial & Insurance Services and Carrier CPA Firm, where he also prepares tax returns and sells insurance and annuity products through Vertical Vision Management. Compass Financial Management LLC serves individual and high-net-worth clients, along with pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a multi-advisor approach, managing approximately $894 million with a range of strategies including individual equities, fixed income, mutual funds, ETFs, and both internal and third-party managed portfolios.

Michael Budnick is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Royal Fund Management since 2015 and previously at BPM Energy, LLC. In addition to his advisory role, he leads personal development workshops focused on prosperity and self-improvement. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment strategies tailored to client risk tolerances and offers services including third-party money manager recommendations and options-writing overlays.