Nina Strickland is a financial advisor at Sound Income Strategies, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at firms including SFG Capital Management and First American National Investment Advisors. Outside of her advisory role, she assists with administrative duties for two spouse-owned businesses unrelated to investment activities. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis combined with equity review and offers customized portfolio management alongside financial planning and insurance services.

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 designation and 16 years of industry experience. His prior roles include positions at Center Street Securities, Cetera Investment Services, Regions Bank, and EQIS Capital Management. Outside of advisory work, he is involved with LeBlanc Financial Alliance as an agent and salesperson. 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 primarily manages assets on a discretionary basis using both advisor-driven and proprietary rule-based model allocations, and it integrates various affiliated financial businesses and product channels in its approach.

Jonathan Moore is an investment advisor representative with IAMS Wealth Management, LLC, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. He has previously worked with Dunn Bailey Lamb & Moore and operates several related businesses focused on tax preparation, bookkeeping, and QuickBooks coaching. Moore is also involved as an independent contractor in insurance sales, offering life, health, and annuities products. IAMS Wealth Management serves a diverse client base including individual investors, corporations, retirement plans, and trusts. The firm provides discretionary portfolio management using proprietary and third-party models, financial planning, and consulting services, employing a variety of investment instruments and operational tools such as AI for research and meeting transcription.

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, holding a Series 66 designation and bringing 18 years of industry experience. He has worked at several firms, including Center Street Advisors and Securities America, Inc. In addition to his advisory role, he is involved in insurance sales and serves as a health insurance agent conducting community meetings on health insurance options. 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, investment consulting, and retirement plan advisory services, utilizing both advisor-driven and proprietary model allocations along with third-party sub-advisers.

Kathryn Kavehrad is a CFP® and holds a Series 65 license, with four years of industry experience. She is currently with Root Financial Partners and has previously worked at Independent Advisor Alliance and Range Financial Group, LLC. Prior to her advisory career, she spent time with Northwest Christian Community Foundation and National Christian Foundation. Root Financial Partners provides investment management and financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes diversified, passive investment strategies tailored to client objectives and incorporates specialized techniques when appropriate.

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.

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.

Trevor Neufeld is a financial advisor at Harbour Investments, Inc. in Knoxville, TN, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Gradient Investments, Paladin Capital, and other firms. He is also involved in independent insurance agency work. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering a range of portfolio management and financial planning services supported by various investment strategies and multiple execution platforms.

Easton Upchurch is a financial advisor at EverSource Wealth Advisors, LLC in Knoxville, TN, holding Series 63 and Series 65 credentials with four years of industry experience. His prior work includes positions at Bank of America, Merrill Lynch, and Northwestern Mutual. Outside of his advisory role, he is a co-owner of a family rental property in Nashville. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, and institutional investors. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing a range of investment programs and a national network of representatives.

Andrew Wallace is a CFP®-designated financial advisor with 25 years of industry experience. He is affiliated with Silver Oak Securities, Inc. and has held roles at related firms including Comprehensive Financial Strategies, LLC and Cosey Financial Services, Inc. Outside of advisory work, he is involved part-time in life, long-term care, disability, and fixed insurance sales. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and other entities through a network of over 100 professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary, customized investment management tailored to client objectives and risk tolerances.

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.

Daniel Edmunds is a financial advisor at Prospera Financial Services, Inc. with 40 years of industry experience. He has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, International Advisory Consultants Inc., Anderson & Strudwick, and Citigroup Global Markets. 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 various advisory programs and third-party platforms.

John Baxley is a CFP® with 26 years of industry experience, currently serving at Merit Financial Advisors in Knoxville, TN. His career includes roles at firms such as Purshe Kaplan Sterling Investments, MFG Securities, LPL Financial, and Ladenburg Thalmann. He holds multiple compliance officer roles across affiliated firms and is also licensed to sell life, health, disability, long-term care insurance, and fixed annuities. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers a range of financial planning and advisory services.

Scott Marion is a financial advisor at CoreCap Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Ameritas Investment Corp and Capital Choice Financial Services. Outside of his advisory role, Marion serves as Associate Marketing Director and financial coach at Capital Choice Financial Services. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds, while also managing affiliated entities including a broker-dealer and insurance marketing organization.

Ezekiel Ortiz Clark is a financial advisor at EverSource Wealth Advisors, LLC in Knoxville, TN, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Covenant Wealth Management and experience outside financial services at Hagner Conley Construction and Liberty University. EverSource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of advisors using multiple investment programs and also provides turnkey asset management, back-office support, and sub-advisory services.