Barry Bartlett is a financial advisor with Knox Wealth Partners Advisory in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Knox Wealth Partners Advisory since 2020 and has also worked with LPL Financial since 2013. Bartlett is a principal agent for non-variable insurance. Knox Wealth Partners Advisory manages approximately $231 million for about 482 clients, focusing primarily on high-net-worth individuals and business owners. The firm offers discretionary and non-discretionary asset management, financial planning, and consulting services using an open-architecture approach that includes model portfolios, mutual funds, ETFs, fixed income, and specialty strategies.

Kimberlee Spencer is a CFP®-certified financial advisor at Equita Financial Network, Inc. with 22 years of industry experience. She has previously worked at The Nalls Sherbakoff Group, LLC and currently operates Next Step Financial LLC alongside her role at Equita. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to tailor portfolios according to client objectives and risk tolerance.

Alexander Willard is a financial advisor at LeConte Wealth Management, LLC in Maryville, TN, holding a Series 65 designation with eight years of industry experience. He has been with LeConte Wealth Management since 2016 in various roles. Outside of advising, he previously operated a pressure washing business. LeConte Wealth Management offers discretionary portfolio management, advisory consulting, and comprehensive financial planning to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services with investment management, employing a multi-method analytical approach and providing clients with personalized planning and reporting tools.

Trent Lowe is a financial advisor at WMG Financial Advisors, LLC in Knoxville, TN. He holds a Series 65 designation and has approximately one year of industry experience. Prior to joining WMG Financial Advisors, he worked at Patten and Patten Investments and held various roles outside the financial industry while completing his education. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm emphasizes long-term portfolio management using modern portfolio theory and manages discretionary accounts across a range of investment vehicles.

Tyler Fedrick is a CFP® professional with seven years of industry experience, currently serving at Visionary Horizons, LLC. His background includes roles at LPL Financial LLC, Smartria, and PFS Investments Inc. Outside of his advisory work, he provides interview coaching to individuals seeking to improve their job interview skills. Visionary Horizons offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities. The firm employs model portfolios based on third-party research and uses a range of investment vehicles, continuously monitoring and rebalancing accounts while incorporating AI tools and direct indexing strategies.

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 financial advisor with Silver Oak Securities, Inc., holding a Series 66 designation and over 25 years of industry experience. His career includes roles at Securities America Advisors, SSN Advisory Inc., and his own business, L.P. Financial Advisors Inc., where he also holds ownership in an insurance-related activity. He acts as a power of attorney for his parents' trust, managing their financial affairs as needed. Silver Oak Securities, Inc. serves a range of clients including individuals, pension plans, and business entities through a network of over 100 advisors, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs that emphasize discretionary, customized investment management tailored to client objectives and risk tolerances.

Samuel Knell is a financial advisor with SageSpring Wealth Partners in Knoxville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining SageSpring, he worked at Bass, Berry & Sims PLC and Egerton, McAfee, Armistead & Davis, P.C., and has completed advanced studies in taxation and law. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management, financial planning, and retirement plan consulting using tailored portfolios that incorporate a range of investment strategies and third-party manager relationships.

Nina Strickland is a financial advisor with Sound Income Strategies, LLC based in Knoxville, TN, holding a Series 65 credential and 12 years of industry experience. Her work history includes roles at SFG Capital Management, First American National Investment Advisors, and The Strickland Financial Group and Executive Benefits of America. She assists with her spouse’s businesses Financial Coach, LLC and Executive Benefits of America in a non-compensated administrative capacity. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, while providing customized portfolio management and risk oversight as well as specialized services such as family-office and special-needs planning.

Adam Koson is a financial advisor with Silver Oak Securities, Inc. who holds a Series 66 designation and has seven years of industry experience. He previously worked at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network. Outside of his advisory role, he also works as a rideshare and delivery driver on weekends. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs tailored to client objectives and risk tolerances, combining technology-driven model monitoring with both fee-based and commission services.

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 six years of industry experience. He holds a Series 66 designation and has worked previously at Gradient Advisors, LLC and Bankers Life. In addition to his advisory role, he is involved in insurance and estate planning through ownership of Local Retirement Group, LLC, serves as a regional sales manager at American Senior Benefits, and participates on a homeowners association board in Knoxville. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors and manages about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of investment strategies and third-party platforms.

Gabriel Wayne is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining M Holdings, he worked for ORNL Federal Credit Union for nine years. He is also involved with Wealth Benefits Group, LLC, a financial services venture based in Knoxville, TN. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, combining various investment management programs with financial planning and insurance advisory.

Kyle Griffin is a CFP® with 15 years of industry experience. He is currently with Nations Financial Group, Inc., where he has worked since 2022. Prior to that, he was with Wells Fargo Advisors and Wells Fargo Clearing for a combined total of 11 years. He is also the owner of Lightbridge Wealth Management, through which he serves as a trustee. Nations Financial Group, Inc. provides advisory services to a broad client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management options, pension consulting, and model portfolios utilizing fundamental, technical, quantitative, and tactical strategies.

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, Inc. in Knoxville, TN, holding a Series 63 designation and 29 years of industry experience. He previously worked at Securities America Advisors and SSN Advisory, Inc. He serves as Treasurer on the Harriman Industrial Development Board. Silver Oak Securities, Inc. manages approximately $2.4 billion in discretionary assets across a network of about 101 financial professionals. The firm serves individuals, pension plans, corporations, trusts, and estates, offering a range of advisory programs focused on discretionary investment management tailored to client objectives and risk tolerances.