Andrew Ashton is a financial advisor at EverSource Wealth Advisors, LLC in Knoxville, TN. He holds a Series 65 designation and joined EverSource in 2025 after 17 years at Doctors Management. EverSource serves a diverse range of clients, 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, with multiple investment programs and a private markets platform for clients with over $5 million in investable assets.

Priscilla Birt is a CFP® professional with eight years of experience in financial advising. She has worked at Donaldson Capital Management LLC since 2023 and previously held roles at The Mather Group, LLC and Resource Advisory Services. Donaldson Capital Management serves a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs a model-driven investment approach emphasizing dividend-paying equities and fixed income, and offers services such as ongoing investment management, financial planning, and retirement-plan fiduciary consulting.

Mark Mooring is a CFP® and Series 65-licensed financial advisor with six years of industry experience. He currently works at Compound Planning, Inc. and previously spent six years at Northstar Financial Management Inc. Mooring served in the U.S. Navy for eleven years prior to his financial career. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations tailored to client goals, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Ryan Manaker is a financial advisor with Creative Planning, holding a Series 63 license and bringing 25 years of industry experience. His prior experience includes roles at Cetera and Sageview Private Client Group. Outside of his advisory work, he serves as director and treasurer of the GlobeChek Foundation, a nonprofit focused on preventing blindness. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

Dean Skinner is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2019. Prior to his current role, his background includes positions in education and retail, such as Daniel's College of Business and Blick Art Materials. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management services, including customized portfolios managed under client-approved investment policies.

Nathan Smith is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Corecap Investments, Simplicity Wealth, The Leaders Group Inc, USA Financial Securities Corporation, and Stivers Financial Services. Outside of his advisory role, he is involved in employee group benefits and insurance sales through his ownership of Smiths Financial Solutions. Foundations Investment Advisors LLC provides financial planning and portfolio management to 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 along with model portfolios and an asymmetric rebalancing approach to manage client investments.

Kimberly Henry is a CFP® with 12 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. She has previously worked with Northwestern Mutual Wealth Management Company and holds experience dating back to 2012. Outside of her advisory role, Henry is an adjunct lecturer in finance at the University of Tennessee, Knoxville, and serves on the board of Knoxville's Community Development Corporation. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, financial and estate planning, and ERISA fiduciary services, with a research approach centered on fundamental analysis and Modern Portfolio Theory.

Bryan Sodomora is a financial advisor with Empower Advisory Group in Knoxville, TN, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior work includes roles at Woodbury Financial Services, Inc. and Worden, Rechenbach & Brooke. 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 retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Gabriella Musrock is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with Truist Advisory Services and affiliated firms since 2010, including Bb&T Bank and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Justin Wohlford is a CFP® affiliated with Creative Planning in Knoxville, TN, with one year of industry experience. He previously worked at SageView Advisory Group and Regions Bank, where he spent a combined six years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm utilizes a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Paula Juszczyk is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and with 26 years of industry experience. Her career includes roles at Cetera-affiliated firms, New York Life, and Raymond James. Transamerica Financial Advisors serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

Emily Beard is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Truist and Suncoast Credit Union. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches and utilizes third-party platforms and manager programs to support its offerings.

Aaron Buck is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. His background includes roles at Patriot Investment Management Group Inc, Northstar Investment Advisory LLC, Facet Wealth, and several other firms. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services through various platforms and employs a model-based approach that combines strategic asset allocation with both passive and active investment exposures.

Nichole Double is a Series 66-licensed financial advisor with Truist Advisory Services, based in Knoxville, TN. She has four years of industry experience, including roles at Truist Investment Services and Truist Bank. Prior to entering financial services, she worked at Aramark. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary strategies, supported by AI-enabled research tools and inter-affiliate integration.

Marian Geohegan is a CFP® professional with 26 years of experience in the financial industry. She is currently with Independent Financial Group, LLC and has previously worked at firms including IC Advisory Services Inc, The Investment Center Inc, and Woodbury Financial Services, Inc. Geohegan also operates Freedom Financial Group, a sole proprietorship providing investment services and selling fixed insurance products such as employee benefits. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate retirement plans. The firm utilizes both proprietary and third-party models for portfolio management and combines passive and active investment strategies across various risk profiles.

Brittani Dilliard is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, UBS Financial Services, and Ally Invest Securities. Outside of her advisory role, she operated Emerald Island Lawn Service for several years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

William Rutter is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 21 years of industry experience. His prior work includes four years at Merrill before joining VOYA Financial Advisors in 2014. Outside of his advisory role, he volunteers as a teacher for Junior Achievement, providing economic education. VOYA Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of in-house and external strategists, model portfolios, and technology-enabled tools to implement customized investment strategies.

Derrick Byrd is a CFP® professional with 13 years of industry experience, currently advising at Creative Planning. He previously worked at Cetera Wealth Services, Sageview Advisory Group, and First Tennessee Brokerage. Byrd serves as a board member for Senior Citizen Home Assistance Service, Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Jacob Hicks is a financial advisor with Valic Financial Advisors in Knoxville, TN. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at Edward Jones and Agia, where he is also involved in non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and a centralized technology platform.

Christian Sadowski is a financial advisor at Empower Advisory Group with a Series 66 credential and one year of industry experience. His prior experience includes roles at Goldleaf Investment Fund and Nourishing Biologicals, as well as a position at Flagler College. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services that include point-in-time financial plans and optional managed account solutions. The firm operates on a large scale with a model closely tied to Empower’s recordkeeping and administrative platforms.