Aaron Hardy is a CFA® charterholder with experience at Belmont Acquisitions and prior roles at the Fujimi City Board of Education and Interac Network. He is based in Knoxville, TN and currently works with S.E.E.D. Planning Group, LLC, a 16-advisor team. S.E.E.D. Planning Group provides wealth management, investment advice, and consulting services to individuals, trusts, businesses, non-profits, and retirement plans. The firm employs fundamental analysis and a primarily long-term investment strategy through its Sift Investment Management division, integrating tax planning and client values into diversified portfolio management.

Nathan Smith is a Series 65-licensed financial advisor with 16 years of industry experience. He has been with Rather & Kittrell, Inc. in Knoxville, TN since 2015. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm manages approximately $1.855 billion in assets using globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory.

Benjamin Andrews is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Blue Ridge Wealth Planners, he worked at 21st Mortgage for four years and attended the University of Tennessee. Blue Ridge Wealth Planners is an SEC-registered advisory firm serving individual and high-net-worth clients. The seven-advisor team manages approximately $276 million across about 723 accounts, offering discretionary portfolio management and financial planning through proprietary and third-party model portfolios tailored to clients' objectives and risk tolerance.

Elizabeth De Wan is a financial advisor at WMG Financial Advisors, LLC in Knoxville, TN, with 14 years of industry experience and a Series 66 designation. Her prior work includes roles at Proequities Inc and Lincoln Financial Securities Corporation. WMG Financial Advisors is a team-based registered investment adviser that serves individuals, high-net-worth clients, retirement and profit-sharing plans, and brokerage customers. The firm uses individualized Investment Policy Statements and applies long-term trading strategies based on modern portfolio theory across a range of investment vehicles, including mutual funds, ETFs, fixed income, real estate funds, and closed-end funds.

Larry Prislovsky is a Series 66-credentialed financial advisor with 25 years of industry experience. He has worked at Silver Oak Securities, Incorporated since 2021 and has held prior roles at Securities America Advisors, SSN Advisory, and L.P. Financial Advisors, among others. Outside of his advisory work, he serves as a power of attorney for his parents’ trust and assists with insurance-related matters through his business, L.P. Financial Advisors Inc. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers personalized portfolio management and unified managed account programs, delivering investment advice primarily on a discretionary basis through a network of over 100 financial professionals.

Nina Strickland is a financial advisor at Sound Income Strategies, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at firms including SFG Capital Management and First American National Investment Advisors. Outside of her advisory role, she assists with administrative duties for two spouse-owned businesses unrelated to investment activities. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis combined with equity review and offers customized portfolio management alongside financial planning and insurance services.

Adam Koson is a financial advisor at Silver Oak Securities, Incorporated, with seven years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he is involved in ride-sharing and delivery driving on weekends. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals and manages approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Michelle Palmer is a financial advisor with Nations Financial Group, Inc. in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Wells Fargo Advisors from 2015 to 2022. Palmer also serves as a Branch Administrator for Wilkes & Griffin, LLC DBA Lightbridge Wealth Management, where she manages operational branch office needs and supervises support staff. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a network of investment adviser representatives who utilize proprietary model portfolios combined with outside managers to tailor strategies based on client objectives and risk tolerance.

Zachary Benge is a financial advisor with Altitude Capital Management LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Altitude Capital, he founded Benge Retirement Group, LLC, and gained experience at North American Senior Benefits. His background also includes roles in the hospitality and retail sectors. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a multi-team approach to tailor strategies based on client objectives and risk tolerance, utilizing various investment techniques and managing over $100 million in discretionary assets.

John Bunt is a financial advisor at Integrity Advisory Solutions with five years of industry experience. He holds a Series 66 designation and has worked previously at Bankers Life, Bankers Life Securities, Gradient Advisors, LLC, and other firms. Outside of his advisory role, he is involved in insurance and estate planning through ownership of Local Retirement Group, serves as a regional sales manager for American Senior Benefits, participates on a local homeowners association board, and assists clients with estate planning software through Familyestatedocs.com. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial and retirement plan consulting, and uses a network model of advisers who construct customized or model portfolios with access to various investment strategies and third-party platforms.

Gabriel Wayne is a financial advisor with M Holdings Securities, Inc. in Knoxville, TN, holding a Series 66 credential and three years of industry experience. He has previously worked at ORNL Federal Credit Union and is involved with The Benefits Group LLC. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple platforms and custodial providers.

Kyle Griffin is a CFP® and holds a Series 66 license with 14 years of industry experience. He currently works at Nations Financial Group, Inc., where he has been since 2022, following a seven-year tenure at Wells Fargo Advisors. Griffin is also the owner of Wilkes & Griffin, LLC, a business through which he offers investment and advisory services under the name Lightbridge Wealth Management. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and businesses. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor recommendations based on client goals, risk tolerance, and liquidity needs.

Timothy Johnson is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services from 2018 to 2022 and has experience outside finance, including roles at Trantanella Construction and Eagle Bend Apostolic Church. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsor clients, offering discretionary investment management, financial planning, and consulting services. The firm employs tailored portfolios that combine fundamental and technical analysis, utilizing a variety of investment vehicles and third-party manager relationships, supported by its multi-team scale and unique mix of client types.

Robert Ahler is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and SSN Advisory, Inc. He serves as Treasurer of the Harriman Industrial Development Board. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers personalized portfolio management, unified managed account programs, and financial planning, delivering investment advice primarily on a discretionary basis.

Dylan Jones is a financial advisor at Corecap Advisors with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Corecap Advisors, he worked at Capital Choice Financial Group and served eight years with the US Department of Interior - National Park Service. He is also licensed as a life and health insurance agent, selling life, disability, and long-term care insurance as well as fixed indexed annuity products. Corecap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors with a long-term, relationship-oriented approach focused on mutual funds, ETFs, equities, and bonds.

Lowell Williams is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 66 credentials and has two years of experience in the financial industry. Prior to joining Geneos Wealth Management, he worked at Prosperity Partners Wealth Management LLC and EdFinancial Services. His background also includes positions at Eastman Chemical and East Tennessee State University. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and access to third-party money managers. The firm employs a variety of analytical strategies and offers customizable and model-based investment solutions.

Darrell Avery is a financial advisor with LPL Financial in Maryville, TN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2009 and has also been associated with Flagship Harbor Advisors, LLC since 2016. Avery serves as a nonprofit board member for Monroe County Schools in Tennessee. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a platform that integrates advisory and brokerage services.

Andrea Carpenter is a financial advisor at Geneos Wealth Management, Inc. in Knoxville, TN, with 33 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Geneos in 2021, she worked at U.S. Bancorp Investments, Inc. from 2012 to 2021. She is also involved as an educator with the Association of Financial Educators. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining continuous account monitoring with discretionary trading authority for most client accounts.

Jennifer Rushing is a financial advisor at Silver Oak Securities, Incorporated with seven years of industry experience. She holds a Series 66 designation and has worked at several firms including Securities America, Inc. and Ladenburg Thalmann Asset Management. Outside of her advisory work, she officiates soccer games in Knox County and occasionally delivers groceries using the Spark Driver app. Silver Oak Securities serves a range of clients including individuals, pension plans, corporations, and trusts through a network of approximately 101 financial professionals managing around $2.4 billion in discretionary assets. The firm offers multiple advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

Timothy Purvis is a financial advisor at Sequent Planning, LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement services through a network of independent advisers using a diversified, risk-structured approach.