Mark Seither is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and has been with Kingsview since 2017. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm combines in-house portfolio management with third-party strategies and offers a range of investment products, including proprietary ETFs and advisory services for retirement plans.

Emily Forst is a CFP® professional with five years of industry experience. She has worked at The Mather Group, LLC since 2020 and previously spent four years at Resource Advisory Services. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and incorporates tax-synchronized portfolio construction along with customizable strategies such as direct indexing and ESG factor portfolios.

Herbert Catledge is a financial advisor at IAMS Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society. He is the founder and president of Foothills-Retirement Income Solutions LLC, a firm focused on life insurance and annuities sales. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios across multiple asset classes.

Michael Meilleur is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Riverdog Wealth, Visionary Horizons, Gradient Advisors, and New York Life Insurance Company. Outside of advising, he also conducts insurance services as an agent through Riverdog Insurance, LLC and works part-time as an Uber driver. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other advisers. The firm offers both model and custom investment strategies using quantitative analysis and tactical asset allocation, and provides a range of portfolio management and consulting services.

Samuel Tate is a financial advisor with OneAscent Financial Services LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining OneAscent, he was affiliated with Tate Financial Partners in the same year. Outside of his financial work, he serves as the head swim coach for Maryville High School. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions through multiple advisory teams. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting.

John Wilkes IV is a financial advisor with Nations Financial Group, Inc. in Knoxville, TN, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Nations Financial Group in 2022, he worked for Wells Fargo Advisors from 2015 to 2022. He is also the owner and trustee of Wilkes and Griffin LLC, operating as Lightbridge Wealth Management. Nations Financial Group, Inc. provides investment advisory services to individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach includes proprietary model portfolios and the option to select outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Joseph Ottaviano is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2026. Prior to joining Savant, he worked for nine years at Asset Planning Corporation. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Suzanne Hornick is a CFP® professional with 17 years of industry experience. She joined Savant Wealth Management in 2026 after a long tenure at Asset Planning Corporation, where she worked from 1999 to 2025. 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 substantial scale and integrated accounting, legal, and trust affiliates.

William Dicke is a CFP® with 39 years of industry experience. He has been with SPC since 2017 and previously worked at National Planning Corporation for 18 years. Outside of his advisory work, he owns a small farm property. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored investment advice through various account programs, including the SIGMA Managed Account.

Travis Jacques is a financial advisor with Private Advisor Group, LLC who holds a Series 66 credential and has 25 years of industry experience. He has worked with Private Advisor Group since 2016 and previously gained experience at Morgan Stanley and Morgan Keegan & Company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model utilizing multiple investment strategies and technology platforms while offering proprietary and third-party managed account solutions.

Jacob Bunch is a financial advisor at Private Advisor Group, LLC with Series 66 credentials and three years of industry experience. His work history includes roles at LPL Financial and family business holdings. He has also been involved with nonprofit organizations such as the Helen Ross McNabb Center and the Emerald Youth Foundation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model using a range of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Thomas Dillon is a financial advisor with Truist Advisory Services in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with SunTrust Advisory Services and SunTrust Investment Services since 2016. 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 combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support its investment processes.

Adam Kornegay is a CFP® with six years of industry experience. He is currently an advisor at Savant Wealth Management and previously worked at Asset Planning Corporation, Pathfinder, Inc., and Wells Fargo Clearing. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Michael Hall is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bb&T Securities, LLC, and Bb&T Investment Services, Inc. He has been with Truist Advisory Services and Truist Investment Services since 2021. 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, participant advice, and the AMC Advantage manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

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.

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.

Steven Champagne is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 26 years of industry experience. He previously worked at Morgan Stanley for seven years and Morgan Keegan & Company, LLC for five years. Champagne has been with Private Advisor Group and affiliated LPL Financial since 2016. 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 model that combines client goal assessment with portfolio management and offers managed account solutions including its proprietary WealthSuite platform.

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.

John Michael Scott is a financial advisor with Edward Jones in Maryville, Tennessee, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in managing an LLC holding rental properties originally owned by his family. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Noell Lewis is a financial advisor with Edward Jones in Knoxville, TN, holding a Series 66 designation and 19 years of industry experience. Lewis has been with Edward Jones since 2006. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.