Vernon Henry is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and GWN Securities Inc. Henry is also an independent insurance agent and is involved in multiple insurance-related activities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs via its proprietary advisory platform.

Reese Marine is a Series 66 credentialed advisor with New Edge Wealth in Knoxville, TN, currently in the early stages of his financial advisory career. Prior to joining New Edge Wealth, he worked at the Garza Law Firm and was involved with the University of Tennessee Baseball program. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a broad range of advisory services with a focus on asset allocation, investor behavior, and integrating technology tools alongside adviser judgment.

Christopher Brown is a CFP® with 10 years of industry experience. He has held roles at Root Financial Partners since 2025 and previously worked at Clark Asset Management, Mariner Platform Solutions, and Patriot Investment Management Group. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives and risk tolerances, with specialized strategies available for clients with complex needs.

Matthew Canter is a financial advisor with Arete Wealth Advisors, LLC in Knoxville, TN, holding a Series 66 license and 17 years of industry experience. His career includes roles at Center Street Securities, Cetera Investment Services, Regions Bank, EQIS Capital Management, Curian Capital, and Legacy Tax and Financial Planning. He is also involved as an agent with LeBlanc Financial Alliance. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pensions, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, retirement plan advisory, and access to proprietary and third-party investment models, while integrating affiliated financial businesses and product channels in its offerings.

Jonathan Moore is an investment advisor representative at IAMS Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Dunn Bailey Lamb & Moore and Legacy Tax & Wealth Management. Outside of advisory roles, he operates separate businesses providing tax preparation, bookkeeping, payroll services, and QuickBooks coaching. IAMS Wealth Management, LLC offers investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm employs discretionary portfolio management with a diverse range of investment instruments and supports both model-based strategies and client-specific restrictions.

Christopher Demaria is a financial advisor at Kovack Advisors, Inc. with 27 years of industry experience. His background includes roles at Raymond James Financial Services, Inc. and Raymond James & Associates prior to joining Kovack Advisors in 2008. He is involved in publishing non-research articles on managing money and the market environment, as well as a business technology venture as a partner and founder. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities using a combination of internally created and third-party investment models supported by an Envestnet workflow.

Scott Beaty is a financial advisor with Arete Wealth Advisors, LLC in Knoxville, TN, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Center Street Securities, Center Street Advisors, and Securities America, among others. Outside of advisory services, he is involved in insurance sales and serves as a health insurance agent, conducting community meetings on Medicare supplement and prescription drug plans. 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 offers discretionary portfolio management, uses proprietary and advisor-driven allocation models, and integrates affiliated financial businesses and product channels in its service approach.

Kathryn Kavehrad is a CFP® practitioner at Root Financial Partners with five years of industry experience. She previously worked at Independent Advisor Alliance and Range Financial Group, LLC, and has experience with nonprofit foundations. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients, using a broadly diversified, passive investment approach tailored to client objectives and risk tolerance.

Cooper Carrier is a financial advisor with Compass Financial Management LLC in Knoxville, TN. He holds a Series 65 designation and has three years of industry experience. Prior to joining Compass, he worked at Carrier CPA + FIS and held positions at Roane State Community College and Haffs High School. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and internally managed model portfolios.

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.

Michael Fritts is a Series 65-licensed advisor with Gradient Advisors, LLC, based in Knoxville, TN. He has 10 years of industry experience and has worked at Gradient Advisors since 2023. His prior roles include positions at Goals Based Financial Planners, Brookstone Capital Management LLC, and Fritts Financial. He is also the owner and Investment Advisor Representative of Goals Based Financial Planners, where he provides financial planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

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.

Charles Jones is a financial advisor at Gradient Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Goals Based Financial Planners, Regions Bank, SunTrust Bank, and NovaCopy. Jones is also involved with Goals Based Financial Planners, LLC, where he provides financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model and a range of analytical tools to support client portfolios.

Lowell Williams is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 66 credentials and has two years of experience in the financial industry. Prior to joining Geneos Wealth Management, he worked at Prosperity Partners Wealth Management LLC and EdFinancial Services. His background also includes positions at Eastman Chemical and East Tennessee State University. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and access to third-party money managers. The firm employs a variety of analytical strategies and offers customizable and model-based investment solutions.

Andrea Carpenter is a financial advisor at Geneos Wealth Management, Inc. in Knoxville, TN, with 33 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Geneos in 2021, she worked at U.S. Bancorp Investments, Inc. from 2012 to 2021. She is also involved as an educator with the Association of Financial Educators. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining continuous account monitoring with discretionary trading authority for most client accounts.

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.

Alex Shore is a CFP® professional with 32 years of industry experience, currently advising at Prospera Financial Services, Inc. since 2022. He previously worked with Wells Fargo Advisors and Wells Fargo Clearing for a combined 21 years. Outside of his advisory role, Shore serves as a non-compensated board member for the Maryville Alcoa Flying Dolphins Swim Team Association and the Experimental Aircraft Association Chapter 17. 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 multiple advisory platforms and programs.

Jared Hubbard is a financial advisor at Prospera Financial Services, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked for Rodefer Moss & PLLC for ten years. In addition to his advisory role, Jared is a self-employed CPA providing tax return services through his own CPA tax business. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in assets for individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, combining traditional and wrap-fee management options with various model portfolios and sub-advisers.