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.

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.

Robert Green is a financial advisor at Roan Capital Partners with 25 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he owns and operates Robert T. Green, CPA, PC, an accounting and tax preparation business. Roan Capital Partners provides investment management and financial planning primarily to individual and high net-worth clients, offering services that include business planning, employee benefits optimization, and estate and tax planning. The firm uses a primarily passive investment approach with low-cost index funds and ETFs, emphasizing tax efficiency and customized investment policy statements.

George Lee Jr. is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Oak Springs Wealth Management, LLC since 2012. The firm operates as a two-advisor team based in Knoxville, TN. Lee is also a licensed insurance agent and may recommend insurance products to clients as part of his professional activities. Oak Springs Wealth Management serves individuals, trusts, and estates, including both high-net-worth and non-HNW clients, providing financial planning, portfolio management, and private wealth management. The firm emphasizes customized financial profiles and investment plans, primarily utilizing ETFs within a long-term, strategic allocation framework, and offers ancillary services such as trust-related work and business consultation.

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.

Scott Branson is a financial advisor with Regal Advisory Services, Inc. in Knoxville, TN, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Regal Securities since 2012. Outside of advisory duties, he prepares tax returns through a separate financial services activity. Regal Advisory Services serves individuals, including high-net-worth clients, retirement plans, trusts, foundations, and business entities, providing financial planning, portfolio management, and retirement plan advisory services using a combination of fundamental and quantitative research. The firm offers various program structures and manages assets through proprietary offerings and third-party platforms, with many clients retaining final trading authority under non-discretionary arrangements.

Joseph Bedford is a financial advisor at Sovereign Financial Group, Inc. in Knoxville, TN. He holds a Series 65 designation and has experience in tax accounting and advisory services through his roles at Your Back Office Accounting and Strategic Resource Alliance. Prior to his current advisory role, he worked at Intuit Inc. and Pellissippi State Community College. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and alternative strategies.

William Eichhorn is a financial advisor at Rather & Kittrell, Inc. with 21 years of industry experience. He has been with Rather & Kittrell since 2005 and previously worked at Securities Service Network, Inc. from 2004 to 2020. Eichhorn serves as a board member for the Marine Corps Association and the East Tennessee Veterans Memorial Association, and he is involved in several local nonprofit and community organizations. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm uses globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and offers both discretionary and non-discretionary management.

Patricia Taylor is a financial advisor with Insight Strategic Wealth LLC in Knoxville, TN, holding the PFS™ and Series 65 credentials and bringing 15 years of industry experience. She has been with Insight Strategic Wealth since 2010 and previously worked at Conry Taylor & Morrow CPAs PC for 36 years. Insight Strategic Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, qualified plans, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, asset-class allocations primarily using passively managed mutual funds and ETFs, with portfolios managed mostly on a discretionary, buy-and-hold basis.

Daniel Maupin is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Rather & Kittrell, Inc. since 2020. Prior to joining Rather & Kittrell, he worked in real estate with Remax for one year. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement-plan advisory services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm uses a globally diversified, multi-asset-class investment approach guided by Modern Portfolio Theory and offers model portfolios tailored to client risk profiles.

John Perdue is a financial advisor at WMG Financial Advisors, LLC in Knoxville, TN, with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Lincoln Financial Securities Corporation. Outside of advising, he holds power of attorney for a family member and serves as a producer for insurance products including variable universal life. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm uses long-term trading strategies grounded in modern portfolio theory and manages a range of assets including mutual funds, ETFs, fixed income, real estate funds, and closed-end funds.

Chase Kerby is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Rather & Kittrell, Inc. since 2018. Prior to joining Rather & Kittrell, he worked at Travelers for five years. He is also a board member of the Shangri-La Therapeutic Academy of Riding, a nonprofit that uses horse therapy to assist individuals with disabilities or those at risk. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and offers both discretionary and non-discretionary management.