Mallory Jackson is a CFP® professional with three years of industry experience, currently serving at Creative Planning. Prior to joining Creative Planning, Jackson worked at SageView Advisory Group and spent four years at the University of Tennessee, Knoxville. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by private market exposure and tax-efficient techniques.

Daniel Wagner is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial and Woodbury Financial Services. Wagner is based in Knoxville, Tennessee. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates.

Benjamin Dickinson is a financial advisor with Empower Advisory Group in Knoxville, TN. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Leading Edge Financial Planning, LLC and Insight Global. 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 certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates within an integrated model connected to Empower’s recordkeeping and administrative platforms.

Wayne Zussman is a CFP® professional with 24 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2018. His prior work includes roles at Bridgewater Wealth & Financial Management, Triton Wealth Management, and Medallion Advisory Services. Outside of his advisory work, he is engaged in photography through Zussman Photography, a compensated hobby focused on artwork sales. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework, offering access to a range of private funds and specialized portfolio tools.

Joanna Beachly is a financial advisor with Principal Financial Services, holding a Series 66 designation and 13 years of industry experience. Her career includes roles at IronWorks Financial, Progressive Wealth Strategies, and Focused Financial, among others. She also participates as a speaker in educational workshops through Second Saturday, addressing budgeting and income considerations related to divorce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Douglas Webster is a financial advisor with Creative Planning, holding a Series 63 designation and 23 years of industry experience. His previous roles include positions at Cetera, Sageview Private Client Group, and Retirement Plan Consultants, spanning over two decades. Outside of his advisory work, he serves on the board of the Cancer Support Community in East Tennessee and is a member of Nucleus Knoxville, a private club for young professionals. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing and buy-and-hold strategies, supported by specialized services such as private market investments and fiduciary retirement plan management.

Tracy Richter is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. She has worked within various Truist affiliates and BB&T entities since 2017. Richter also volunteers as a financial coach and board member for Wings for Widows, a nonprofit providing pro bono financial guidance to new widows and widowers. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools and inter-affiliate integration to support investment management and fiduciary services.

Theresa Rose Bolen is a financial advisor with Private Advisor Group, LLC and holds a Series 66 credential. She has five years of industry experience and has worked at firms including LPL Financial LLC and Union Place. Bolen also operates H. T. Bolen and Associates, which is associated with her LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and uses a range of strategies implemented through both in-house management and third-party managers.

Phillip Duncan is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 credentials. He has 26 years of industry experience and has worked with firms including Rogers & Kirby and FireSky Financial. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent Investment Adviser Representatives, offering advisory and brokerage services supported by multiple custodians and third-party money managers. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis.

Jackson Musrock is a financial advisor with Truist Advisory Services and holds the Series 66 designation. He has one year of industry experience. Prior to joining Truist Investment Services, he worked in educational roles at various institutions including the University of Tennessee Knoxville and Webb High School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and research tools.

Dechristopher Curtin is a financial advisor at Private Advisor Group, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked with LPL Financial and Waddell & Reed, INC. Outside of his advisory role, Curtin is active as a coach for Anderson County High and FC Alliance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions including its proprietary WealthSuite platform.

Monica Ivins is a CFP® with three years of experience in the financial advisory industry. She is currently with Creative Planning and has previously worked at SageView Advisory Group, Cetera Wealth Services, Rather & Kittrell, and Cetera Advisor Networks. Ivins serves as a board member for CASA of East Tennessee, a nonprofit organization focused on serving the community. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Henry Bolen is a CFP®-credentialed financial advisor with 35 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked with LPL Financial, Advantage Investment Management LLC, and operates his own firm, H. T. Bolen & Associates. Bolen is based in Knoxville, TN. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to diverse managed account solutions. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and technology platforms, often implementing advice through third-party managers.

Millicent Gunter is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. She has worked with various Truist entities since 2008, including Truist Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled equity research tools.

Thomas Siler Jr. is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with UBS since 2000. Outside of his advisory work, he is involved in managing a short-term vacation rental property through an LLC with his spouse. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based strategies to tailor client portfolios.

Anthony Doyley is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2021, he worked at Cetera and Allstate Insurance Company. Outside of his advisory role, he is involved with the United Way as Director of Workforce Engagement and serves as a basketball official for middle school and high school games in the Tennessee Valley. He is also the author of a self-published devotional book aimed at student athletes. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paris Takonis is a financial advisor at UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with UBS Financial since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Ashtyn Wright is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has previously worked at FSC Securities and held various roles at The University of Tennessee. Outside of her advisory work, she tutors math at the Christian Academy of Knoxville. OSAIC serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, offering a range of integrated brokerage and advisory services supported by multiple platforms and third-party money managers.

Gregory Kalosieh is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2024, following prior roles at Securities America, Inc. and Securities Service Network. Outside of his advisory work, he serves as president of the Steeplechase Homeowners Association. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing firm-provided tools and model portfolios across a variety of asset classes.

Matthew Mc Dowell is a Series 66-licensed advisor affiliated with Merrill and has approximately one year of experience in the financial services industry. His prior work includes roles at Bank of America, Northwestern Mutual, and several companies outside the financial sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.