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.

Jonathan Hayes is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 66 credentials and bringing 15 years of industry experience. His career includes roles at Triad Hybrid Solutions, Triad Advisors, Pilot Travel Center, Wells Fargo Clearing, and UBS Financial Services. He is also involved as lead analyst and portfolio manager at Head Investment Partners, where he assists with daily portfolio activities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a variety of services including investment management, financial planning, retirement plan consulting, and related advisory offerings delivered through multiple program models with custody primarily arranged through Schwab and Fidelity.

Drew Sliwinski is a financial advisor with Guardian Life and holds a Series 65 license. He has experience working at Axis Incorporated and Peachtree Planning, and is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Drew is based in Knoxville, TN. Park Avenue Securities offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a mix of advisor-led discretionary management, model-based strategies, and digital advisory solutions, with access to proprietary programs, third-party platforms, and insurance products through its connection with Guardian Life.

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 with Valic Financial Advisors in Knoxville, TN. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at Edward Jones and Agia, where he is also involved in non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and a centralized technology platform.

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.

Andrew Chrisman is a ChFC® and Series 63–licensed financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, and has 40 years of industry experience. He has been with Eagle Strategies since 2010 and has maintained continuous professional roles with Nylife Securities Inc. and New York Life Insurance Company since 1986. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored solutions and predominantly non-discretionary asset management.

Cassandra Wyrick is a Series 66-licensed financial advisor at Empower Advisory Group with five years of industry experience. She has worked at Empower Advisory Group since 2024 and previously held positions at Empower Financial Services, Remotiv / Financial Soundings, and Fidelity Brokerage Services. 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 services emphasize long-term portfolio returns and integrate closely with Empower’s administrative platforms.

Brien Stewart is a financial advisor at Creative Planning with 18 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Creative Planning in 2025, Stewart spent 12 years at Cetera Wealth Services and has been associated with Creative Planning Institutional Advisors since 2008. Outside of his primary role, he serves as an advisory representative for registered investment advisors operating under the names SageView Advisory Group and SageView Private Client Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

John Majors is a CFA® charterholder with 24 years of experience in the financial services industry. He is currently with Creative Planning in Knoxville, TN, having joined in 2026, and previously worked at Cetera and Sageview Private Client Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Arie Buer is a financial advisor with Valic Financial Advisors in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMORGAN Chase Bank. Outside of his advisory work, he is also involved as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.