Jacob Bunch is a financial advisor at Private Advisor Group, LLC with Series 66 credentials and three years of industry experience. His work history includes roles at LPL Financial and family business holdings. He has also been involved with nonprofit organizations such as the Helen Ross McNabb Center and the Emerald Youth Foundation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model using a range of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Andrew Chrisman is a financial advisor with Eagle Strategies (New York Life) based in Knoxville, TN. He holds the ChFC® designation and Series 63 license and has 39 years of industry experience. Chrisman has been with Eagle Strategies since 2010 and has worked with New York Life and its affiliated entities since 1986. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

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.

Thomas Dillon is a financial advisor with Truist Advisory Services in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with SunTrust Advisory Services and SunTrust Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support its investment processes.

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.

Taylor Heit is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC and KeyBank NA. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients. The firm uses a multi-provider model integrating discretionary and non-discretionary portfolio management, with services supported by KeyCorp affiliates.

Michael Mason is a financial advisor with Truist Advisory Services in Knoxville, TN, holding a Series 66 designation and seven years of industry experience. Before joining Truist Advisory Services and Truist Investment Services in 2018, he worked at the University of Tennessee Treasurer's Office and the University of Tennessee Knoxville. Truist Advisory Services provides investment consulting and advisory to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate services, to deliver its AMC Advantage manager-selection program and related fiduciary support.

Corbin Atwell is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Empower Retirement, E*TRADE Securities LLC, and TIAA-CREF. 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 annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

William Taylor Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Truist Advisory Services and its predecessor firms since 2013. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to provide investment policy analysis, fiduciary support, and managed account programs.

Annie Adams is a financial advisor with Transamerica Retirement Advisors, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Her prior experience includes multiple roles at Horace Mann Companies and its affiliated entities. Outside of her advisory work, she is an owner of a short-term rental business through TWO RAVENS LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs that utilize proprietary tools from Morningstar Investment Management to provide asset allocation, contribution guidance, and retirement planning recommendations.

Alexander Dalton is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He has also served as offensive coordinator for his alma mater’s middle school football team and holds a leadership role as vice president on the board of a local BNI networking chapter. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, with most assets managed on a non-discretionary basis and integrated insurance and advisory product offerings.

Jacob Harper is a financial advisor with Truist Advisory Services in Knoxville, TN, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior roles include positions at BB&T Securities, LLC, and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled tools to support asset allocation, investment policy analysis, and fiduciary services.

Bradford Buckshorn III is a financial advisor with Truist Advisory Services in Knoxville, TN, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Merrill, Bank of America, and SunTrust Investment Services prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary management strategies supported by third-party platforms and AI-enabled research tools.

Jorge Alban Palacios is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. Outside of his advisory role, he has a rental property investment in Texas. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of management options including model portfolios and customized portfolios managed under client-approved investment policies.

Arpit Trivedi is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding a Series 66 designation and one year of industry experience. He has held roles at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Company, Turiya Advisors LLC, Truist Bank, and ORNL FCU. Outside of his advisory work, Trivedi serves as a board member for a local cancer support organization and a networking group, and works as an independent contractor providing mentoring services to financial institutions. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Michael Hall is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bb&T Securities, LLC, and Bb&T Investment Services, Inc. He has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Cynthia Crossen is a financial advisor with Truist Advisory Services in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has worked at Truist and its predecessors, including Suntrust Advisory Services and Scottrade, with a career spanning from 2004 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and research tools.

Christopher Martin is a CFP® professional with 19 years of industry experience. He currently works at Creative Planning and previously held roles at Merrill, U.S. Bancorp Investments, Cetera Wealth Services, and Sageview Advisory Group. Martin is also involved with USA Prime Sports. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, implementing a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure.