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.

Darrell Avery is a financial advisor with LPL Financial in Maryville, TN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2009 and has also been associated with Flagship Harbor Advisors, LLC since 2016. Avery serves as a nonprofit board member for Monroe County Schools in Tennessee. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a platform that integrates advisory and brokerage services.

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.

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.

Timothy Purvis is a financial advisor at Sequent Planning, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with NYLIFE Securities LLC and New York Life Insurance Company. His current roles include positions at Sequent Planning and AssureSource, LLC. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals—including high-net-worth clients—as well as retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, third-party model manager access, and comprehensive retirement-plan services within a structured risk framework.

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 63 and Series 65 licenses and has previously worked at Ameritas Investment Corp and Capital Choice Financial Services. Outside of advising, Scott serves as an Associate Marketing Director and financial coach at Capital Choice Financial Services, where he provides guidance on debt management, savings, investing, insurance, and retirement income protection. Corecap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party sub-advisors, with an investment approach focused on long-term, relationship-oriented strategies utilizing mutual funds, ETFs, equities, and bonds.

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.

Tamara Hackett is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. She holds a Series 66 designation and has previously worked at R. W. Baird, Janney Montgomery Scott, and Wells Fargo Advisors. Prospera Financial Services 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.

James Darlington II is a CFP® professional with 34 years of industry experience. He has worked at EverSource Wealth Advisors, LLC since 2021 and previously spent 13 years at UBS Financial Services. Outside of his financial advisory role, he is involved in managing a commercial real estate business. EverSource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services. The firm provides a range of investment programs and operates both as an adviser to outside RIAs and as a manager of private pooled investments.

Mark Seither is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and has been with Kingsview since 2017. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm combines in-house portfolio management with third-party strategies and offers a range of investment products, including proprietary ETFs and advisory services for retirement plans.

Cameron Natour is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds the Series 66 designation. Natour has previously been associated with Center Street Securities, Inc., The Benefits Group, LLC, and Capital Financial Group, LLC, and has worked in various roles since 2013, including time spent at the University of Tennessee and in the restaurant industry. Outside of advisory work, he assists in a family sandwich shop and is a partner in a surface mining business. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages assets primarily on a discretionary basis, using a mix of advisor-driven and proprietary rule-based model allocations, and incorporates third-party sub-advisers and private investments into client portfolios.