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 the Series 66 designation and has worked previously at R. W. Baird, Janney Montgomery Scott, and Wells Fargo Clearing. Prospera Financial Services is a multi-team advisory firm with over 270 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities through financial planning, portfolio management, and various advisory programs.

Wesley Price is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with Geneos Wealth Management, Inc. and has worked with Prosperity Partners Wealth Management LLC and Tennessee Retirement Strategists. Outside of advisory work, he is an independent representative with various insurance carriers for fixed insurance products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through representative-managed accounts and wrap programs, and access to third-party money managers, utilizing a range of analytic strategies and discretionary trading authority.

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.

James Moore is a Series 66-licensed financial advisor at Silver Oak Securities, Inc. in Knoxville, TN, with 15 years of industry experience. He has held roles at Silver Oak Securities since 2021 and has been associated with Securities America entities and Securities Service Network since 2006. Moore also serves as a FINRA non-public arbitrator, participating in dispute resolution within the securities industry. Silver Oak Securities, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals. The firm manages about $2.4 billion in discretionary assets and offers a variety of advisory programs that emphasize discretionary, tailored investment management aligned with client objectives and risk tolerances.

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.

Robert Smith is a financial advisor at Modern Wealth Management, LLC with 15 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked for Coulter & Justus Financial Services, LLC from 2008 to 2024 before joining his current firm. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a broad range of services such as discretionary investment management, modular financial planning, tax planning, estate-planning assistance, and insurance solutions.

Leslie Turner is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has operated the National Care Insurance Agency since 1997, focusing on health insurance sales alongside his advisory role. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model that incorporates various analytical approaches to portfolio management.

Jonathan Tue is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Brokers International Financial Services, Regions Bank, Cetera, and Sunshine Bank. Tue is also an independent insurance agent involved in the sale of fixed insurance annuities. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory and consulting services, along with turnkey asset management, sub-advisory services, and a private markets platform focused on customized investment solutions and values-based strategies.

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 with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at The Benefits Group, LLC, M Holdings Securities, Inc., and Northwestern Mutual. Outside of his advisory work, he serves as Creative Director and Co-Producer for Oh Balls, LLC, an animated comedy production company. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists, tailoring investment solutions based on client objectives, timelines, and risk tolerances.

Aleen Swofford is a financial advisor with Geneos Wealth Management, Inc. in Knoxville, TN, holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. She has worked at Geneos Wealth Management since 2015 and at Prosperity Partners Wealth Management LLC since 2017, following a 33-year tenure at Swofford Financial. She serves as chapter president of the American Financial Education Alliance. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering comprehensive financial planning, asset management, and brokerage services. The firm employs a combination of continuous account monitoring, discretionary trading, and various analytic approaches, with customizable portfolios and access to third-party money managers.

Jeffrey King is a CFP® professional with 21 years of industry experience, currently serving at Modern Wealth Management, LLC since 2024. Prior to this, he spent 14 years at C & J Wealth Advisors. In addition to his advisory role, he has worked as an independent insurance agent since 1998, providing insurance products and services in Oak Ridge, TN. Modern Wealth Management offers investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and provides specialized services such as ERISA plan management and tax planning through affiliated entities.

Ryan Kemp is a CFP® and holds a Series 66 license with 11 years of industry experience. He currently works at Cyndeo Wealth Partners and previously spent nine years at UBS. Outside of his advisory work, he is involved with TKO Group, an e-commerce business, where he contributes to business development, product sourcing, and legal matters. Cyndeo Wealth Partners serves individuals, including high-net-worth clients, corporations, and middle-market business owners by providing portfolio management, financial planning, family office services, and business advisory offerings. The firm employs customized portfolios with both proprietary models and external sub-advisers, and it operates a private pooled investment vehicle targeting income and diversification beyond traditional fixed income.

Jennifer Huskey is a Series 66 registered financial advisor with Modern Wealth Management, LLC, based in Knoxville, TN. She has 18 years of industry experience, including 16 years at C & J Wealth Advisors before joining Modern Wealth Management in 2024. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion with about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and diverse portfolio management tools.

Jerry Goodman is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Prospera Financial Services, Inc. and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Goodman is also a public notary. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors overseeing 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.

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 at Geneos Wealth Management, Inc. She holds a Series 66 credential and has eight years of industry experience. Shawna has worked at Geneos Wealth Management and Priority Financial Solutions since 2016. Outside of advising, she is a certified Notary Public and a Jazzercise instructor. 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, utilizing a range of strategies including discretionary and non-discretionary account supervision.