Dane Schmidt is a financial advisor with Eagle Strategies (New York Life) based in Knoxville, TN. He holds a Series 66 designation and has been with Eagle Strategies since 2026. His background includes experience with Door Dash, Amazon Flex, and operating Great Dane Jewelers LLC. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Bryan Sodomora is a financial advisor with Empower Advisory Group in Knoxville, TN, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior work includes roles at Woodbury Financial Services, Inc. and Worden, Rechenbach & Brooke. 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 retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Rodney Archer is a financial advisor with Eagle Strategies (NY Life) based in Knoxville, TN, holding a Series 66 designation and one year of industry experience. He has worked at Eagle Strategies and several New York Life affiliated entities since 2024. Outside of his advisory work, Archer serves as an instructor abroad with the USAID-funded Farmer to Farmer Program and holds board roles with Tennessee Members 1st and the Alliance for American Leadership, a nonprofit focused on U.S. foreign aid. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through its large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, managing a substantial portion of assets on a non-discretionary basis and maintaining fiduciary duties in retirement plan recommendations.

William Butler is a ChFC® credentialed financial advisor with 25 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and operates Mahoney Financial Organization, LLC, where he sells New York Life products and services. Butler also serves as an insurance broker for non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors and institutional sponsors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Gabriella Musrock is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with Truist Advisory Services and affiliated firms since 2010, including Bb&T Bank and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Justin Wohlford is a CFP® affiliated with Creative Planning in Knoxville, TN, with one year of industry experience. He previously worked at SageView Advisory Group and Regions Bank, where he spent a combined six years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm utilizes a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Jared Young is a financial advisor with Eagle Strategies (NY Life) based in Knoxville, TN, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at Eagle Strategies since 2025 and also volunteers as a youth basketball coach for a local elementary school through the Cocke County Schools and Recreation Department. Jared’s background includes roles at Nylife Securities, New York Life Insurance Company, and World Finance Corp. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, emphasizing non-discretionary management and fiduciary oversight, particularly for retirement investors.

Paula Juszczyk is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and with 26 years of industry experience. Her career includes roles at Cetera-affiliated firms, New York Life, and Raymond James. Transamerica Financial Advisors serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

Emily Beard is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Truist and Suncoast Credit Union. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches and utilizes third-party platforms and manager programs to support its offerings.

Aaron Buck is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. His background includes roles at Patriot Investment Management Group Inc, Northstar Investment Advisory LLC, Facet Wealth, and several other firms. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services through various platforms and employs a model-based approach that combines strategic asset allocation with both passive and active investment exposures.

Nichole Double is a Series 66-licensed financial advisor with Truist Advisory Services, based in Knoxville, TN. She has four years of industry experience, including roles at Truist Investment Services and Truist Bank. Prior to entering financial services, she worked at Aramark. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary strategies, supported by AI-enabled research tools and inter-affiliate integration.

Marian Geohegan is a CFP® professional with 26 years of experience in the financial industry. She is currently with Independent Financial Group, LLC and has previously worked at firms including IC Advisory Services Inc, The Investment Center Inc, and Woodbury Financial Services, Inc. Geohegan also operates Freedom Financial Group, a sole proprietorship providing investment services and selling fixed insurance products such as employee benefits. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate retirement plans. The firm utilizes both proprietary and third-party models for portfolio management and combines passive and active investment strategies across various risk profiles.

Brittani Dilliard is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, UBS Financial Services, and Ally Invest Securities. Outside of her advisory role, she operated Emerald Island Lawn Service for several years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

William Rutter is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 21 years of industry experience. His prior work includes four years at Merrill before joining VOYA Financial Advisors in 2014. Outside of his advisory role, he volunteers as a teacher for Junior Achievement, providing economic education. VOYA Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of in-house and external strategists, model portfolios, and technology-enabled tools to implement customized investment strategies.

Travis Jacques is a financial advisor with Private Advisor Group, LLC who holds a Series 66 credential and has 25 years of industry experience. He has worked with Private Advisor Group since 2016 and previously gained experience at Morgan Stanley and Morgan Keegan & Company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model utilizing multiple investment strategies and technology platforms while offering proprietary and third-party managed account solutions.

Matthew Quick is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked with Eagle Strategies since 2022 and NYLIFE Securities since 2018. Outside of his advisory roles, he was involved with Quick's Kettle Korn from 2017 to 2019 and is currently an MBA student at Duke University. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Derrick Byrd is a CFP® professional with 13 years of industry experience, currently advising at Creative Planning. He previously worked at Cetera Wealth Services, Sageview Advisory Group, and First Tennessee Brokerage. Byrd serves as a board member for Senior Citizen Home Assistance Service, Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Jacob Hicks is a financial advisor at Valic Financial Advisors in Knoxville, TN, holding a Series 66 designation with six years of industry experience. His work history includes roles at Edward Jones and Agia, where he also serves as an insurance agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Christian Sadowski is a financial advisor at Empower Advisory Group with a Series 66 credential and one year of industry experience. His prior experience includes roles at Goldleaf Investment Fund and Nourishing Biologicals, as well as a position at Flagler College. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services that include point-in-time financial plans and optional managed account solutions. The firm operates on a large scale with a model closely tied to Empower’s recordkeeping and administrative platforms.

Karlo Rodriguez is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His career includes roles at Truist Investment Services, The Trust Company of Tennessee, USI Consulting Group, and Rarity Bay. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.