John Tate is a CFP® with 14 years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC since 2023. Prior to this, he worked for 11 years at Patriot Investment Management Group Inc. He is also the owner of HOPE FINANCIAL, a financial consulting business providing services to churches, individuals, and businesses. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and other institutions through multiple advisory teams. The firm offers a range of asset management, financial planning, and consulting services, utilizing personalized asset-allocation strategies and various model-based platforms.

Michael Smith is a Series 65-licensed advisor at Financial Gravity Family Office Services, LLC with three years of experience in financial advising. He has operated Michael B Smith CPA, PLLC, a tax preparation and planning firm, since 2000. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently employs third-party sub-advisors while maintaining client oversight.

Mark Seither is a financial advisor with Kingsview Wealth Management, LLC, holding Series 65 and Series 63 registrations and bringing 11 years of industry experience. He has worked at Kingsview Wealth Management since 2017 and previously at Northwestern Mutual Investment Services LLC from 2015 to 2017. Based in Maryville, TN, he is currently part of a firm with a broad client base that includes individuals, retirement plans, trusts, foundations, and corporate entities. Kingsview Wealth Management provides wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group, employing a variety of investment strategies and third-party resources to serve its diverse clientele.

Cameron Natour is a financial advisor at Arete Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Center Street Securities, Inc., The Benefits Group, LLC, and Capital Financial Group, LLC. Outside of financial services, he assists with a family-owned sandwich shop and is a partner in a surface mining venture in Tennessee. 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 employs both advisor-driven and proprietary model-based portfolio management approaches and integrates affiliated financial businesses and product channels into its services.

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 at Concorde Asset Management, LLC with nine years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including The Benefits Group, LLC and M Holdings Securities, Inc. Outside of his advisory role, Amrein is the creative director and co-producer of Oh Balls, LLC, an animated comedy production company. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model-based strategies and serves as an overlay manager with discretionary trading and allocation responsibilities.

Ryan Kemp is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cyndeo Wealth Partners. He previously worked at UBS for nine years. Outside of his advisory role, Kemp is involved with TKO Group, LLC, an ecommerce business, where he contributes to business development, product sourcing, and legal matters. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, offering portfolio management, financial planning, family office services, and financial consulting. The firm manages approximately $2.58 billion and employs customized investment strategies that include equities, fixed income, alternatives, and digital assets, with a focus on ongoing monitoring and integration of planning and business advisory services.

Jerry Goodman is a CFP® professional with 43 years of experience in the financial services industry. He is currently with Prospera Financial Services, Inc., where he has worked since 2022, and previously spent seven years at Wells Fargo Advisors. In addition to his advisory role, he serves as a public notary. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

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 with Geneos Wealth Management, Inc. in Knoxville, TN, holding a Series 66 designation and seven years of industry experience. She has been with Geneos Wealth Management and Priority Financial Solutions since 2016. Outside of advising, she is a Jazercise instructor and a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers, utilizing a variety of investment strategies and both 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.

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.

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.

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-registered advisor with six years of industry experience. He currently works at Compound Planning, Inc. and has prior experience at Northstar Financial Management Inc. Mark also served 11 years in the U.S. Navy. Compound Planning, Inc. provides financial planning, discretionary portfolio management, and institutional plan advisory services to individuals, families, businesses, and retirement plans. The firm employs a customized, risk-based investment approach utilizing low-cost ETFs, direct indexing, and alternative strategies, supported by technology partnerships and third-party sub-advisors.

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.

James Sutton is a financial advisor with Eagle Strategies (NY Life) based in Knoxville, TN, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Eagle Strategies since 2017 and also operates Sutton Financial, a business focused on selling New York Life products and brokering non-registered insurance products. Sutton serves on the boards of the West High School Foundation and the West Athletic Council, where he is involved in fundraising efforts to support local education and athletics, and he is a board member of Middlebrook United Methodist Church, contributing to its financial budgeting and fundraising. Eagle Strategies serves a broad client base including individual investors, defined contribution and benefit plans, as well as charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

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.

Carson Schumann is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 63 and Series 66 licenses and has two years of industry experience. He has worked with Eagle Strategies and NYLIFE Securities LLC since 2024 and maintains an entrepreneurial venture reselling returned mattresses through Sharetown. Additionally, he volunteers with the Thomas Walker Volunteer Fire Department, assisting with fire calls as needed. Eagle Strategies serves a diverse clientele, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

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.