Morgan Hill is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with multiple firms, including Center Street Advisors, Inc., and Brookstone Capital Management LLC. Morgan is also the owner and president of Hill & Hill Financial, LLC, where he sells fixed insurance products. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis, employing both advisor-driven and proprietary rule-based model allocations, while also offering access to third-party sub-advisers and acting as an ERISA fiduciary when applicable.

Kevin Leblanc is a financial advisor at Arete Wealth Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Center Street Securities, Inc., Securities America Advisors, and USAdvisors Wealth Management. Outside of his advisory roles, he operates LeBlanc Financial Alliance, an insurance sales agency. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

William Reuther is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Lamon & Stern, Private Client Services, and Securities Service Network. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals managing about $2.4 billion in discretionary assets. The firm offers a range of advisory programs and emphasizes discretionary, tailored investment management aligned with client objectives and risk tolerances.

Matthew Carrier is a financial advisor with Compass Financial Management LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes roles at Brookstone Wealth Advisors and Avantax, as well as operating Carrier Financial & Insurance Services and Carrier CPA Firm, where he also prepares tax returns and sells insurance and annuity products through Vertical Vision Management. Compass Financial Management LLC serves individual and high-net-worth clients, along with pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a multi-advisor approach, managing approximately $894 million with a range of strategies including individual equities, fixed income, mutual funds, ETFs, and both internal and third-party managed portfolios.

Michael Budnick is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Royal Fund Management since 2015 and previously at BPM Energy, LLC. In addition to his advisory role, he leads personal development workshops focused on prosperity and self-improvement. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment strategies tailored to client risk tolerances and offers services including third-party money manager recommendations and options-writing overlays.

Andrew Ashton is a financial advisor at EverSource Wealth Advisors, LLC in Knoxville, TN. He holds a Series 65 designation and joined EverSource in 2025 after 17 years at Doctors Management. EverSource serves a diverse range of clients, 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, with multiple investment programs and a private markets platform for clients with over $5 million in investable assets.

Anthony Hammer is a financial advisor with Geneos Wealth Management, Inc. in Knoxville, TN, holding a Series 66 designation and 19 years of industry experience. He has worked with Prosperity Partners Wealth Management LLC since 2017 and previously with Swofford Financial from 2015 to 2017. Outside of his advisory role, he operates under Prosperity Partners Wealth Management and acts as an independent representative for various insurance carriers specializing in 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 financial planning, investment advisory, and brokerage services with an investment approach that incorporates continuous account monitoring, discretionary trading, and a variety of analytic methods and strategies tailored to client needs.

Priscilla Birt is a CFP® professional with eight years of experience in financial advising. She has worked at Donaldson Capital Management LLC since 2023 and previously held roles at The Mather Group, LLC and Resource Advisory Services. Donaldson Capital Management serves a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs a model-driven investment approach emphasizing dividend-paying equities and fixed income, and offers services such as ongoing investment management, financial planning, and retirement-plan fiduciary consulting.

Mark Mooring is a CFP® and Series 65-licensed financial advisor with six years of industry experience. He currently works at Compound Planning, Inc. and previously spent six years at Northstar Financial Management Inc. Mooring served in the U.S. Navy for eleven years prior to his financial career. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations tailored to client goals, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Preston Price is a financial advisor with Geneos Wealth Management, Inc. based in Knoxville, TN. He holds the Series 66 designation and began his industry career in 2023 after working in education and finance. His prior experience includes roles at Vanderbilt Mortgage & Finance and teaching positions at the University of Tennessee, Pellissippi State Community College, and Christian Academy. Geneos Wealth Management is an SEC-registered firm serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and referrals to third-party money managers through various platform options, employing a range of investment strategies including fundamental and technical analysis.

Ryan Manaker is a financial advisor with Creative Planning, holding a Series 63 license and bringing 25 years of industry experience. His prior experience includes roles at Cetera and Sageview Private Client Group. Outside of his advisory work, he serves as director and treasurer of the GlobeChek Foundation, a nonprofit focused on preventing blindness. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

Jonathan Spahn is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and Edward Jones, and served in the United States Army for 12 years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

James Sutton is a financial advisor with Eagle Strategies (NY Life) based in Knoxville, TN, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Eagle Strategies since 2017 and also operates Sutton Financial, a business focused on selling New York Life products and brokering non-registered insurance products. Sutton serves on the boards of the West High School Foundation and the West Athletic Council, where he is involved in fundraising efforts to support local education and athletics, and he is a board member of Middlebrook United Methodist Church, contributing to its financial budgeting and fundraising. Eagle Strategies serves a broad client base including individual investors, defined contribution and benefit plans, as well as charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Dean Skinner is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2019. Prior to his current role, his background includes positions in education and retail, such as Daniel's College of Business and Blick Art Materials. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management services, including customized portfolios managed under client-approved investment policies.

Donald Borella is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes roles at Park Avenue Securities and Equitable Advisors, among others. Guardian Life's subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and providing access to insurance products and alternative investments.

Nathan Smith is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Corecap Investments, Simplicity Wealth, The Leaders Group Inc, USA Financial Securities Corporation, and Stivers Financial Services. Outside of his advisory role, he is involved in employee group benefits and insurance sales through his ownership of Smiths Financial Solutions. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach to manage client investments.

Carson Schumann is a financial advisor with Eagle Strategies (NY Life) based in Knoxville, TN. He holds Series 63 and Series 66 licenses and has two years of industry experience. Carson is involved with Sharetown, a business reselling sanitized returned mattresses directly to consumers, and serves as a volunteer firefighter at the Thomas Walker Volunteer Fire Department. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, with a focus on tailored solutions delivered primarily through non-discretionary asset management.

William Crass is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation. He has been in the industry since 2024 and previously has experience working with local churches and as a self-employed insurance agent. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm provides financial planning and consulting through both advisor-led discretionary management and model-based strategies, utilizing proprietary and third-party platforms.

Kimberly Henry is a CFP® with 12 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. She has previously worked with Northwestern Mutual Wealth Management Company and holds experience dating back to 2012. Outside of her advisory role, Henry is an adjunct lecturer in finance at the University of Tennessee, Knoxville, and serves on the board of Knoxville's Community Development Corporation. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, financial and estate planning, and ERISA fiduciary services, with a research approach centered on fundamental analysis and Modern Portfolio Theory.

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.