Payton Ve Strand is a CFP® certificant and holds Series 65 and Series 63 licenses, currently serving as a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2025, Ve Strand worked at JPMorgan Securities, LLC, and PYA Waltman Capital, LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and managing approximately $2.74 trillion in client assets.

Derek Kennedy is a CFP® with 24 years of experience and the principal advisor at Kennedy Wealth Management in Knoxville, TN, where he has worked since 2000. He holds a Series 63 license and leads the firm as its sole advisor. Kennedy Wealth Management serves individual investors, trusts, charitable organizations, businesses, and retirement plan sponsors with financial planning, investment management, and retirement plan advisory services. The firm operates as a fee-only fiduciary, uses diversified asset allocation based on fundamental analysis and Modern Portfolio Theory, and provides pension consulting and employee education services uncommon among similar independent advisors.

David Burnett is a financial advisor at Shepherd's Financial LLC in Knoxville, TN, with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with Eagle Strategies LLC and NYLIFE Securities LLC. Outside of finance, Burnett serves as clergy at Old North Abbey and is an author of academic books on religious texts. Shepherd’s Financial serves individuals, clergy, churches, businesses, and charitable organizations, providing discretionary and non-discretionary asset management along with financial planning and consulting. The firm employs fundamental analysis, tax-aware techniques, and third-party model managers, with a focus on customized strategies for each client’s objectives and risk tolerance.

Grayson Niehaus is a CFA® charterholder and Series 63 licensee with approximately one year of industry experience. He is the founder, sponsor, and managing member of OneThirty Equity Fund L/S, LP, a privately offered pooled investment vehicle. Prior to founding Parity Investment Management, LLC, Niehaus worked at Invesco and William Blair and was employed by the University of Tennessee. Parity Investment Management, LLC provides portfolio management services primarily to individual and high-net-worth clients. The firm employs a documented investment process that incorporates fundamental analysis, modern portfolio theory, and quantitative methods, offering both ongoing discretionary management and limited-scope advisory consultations.

Steven King is a financial advisor at ICON Capital Management, LLC in Powell, Tennessee, with 21 years of industry experience. He holds the Series 63 designation and has been with ICON Capital Management since 1996. ICON Capital Management provides discretionary portfolio management, limited financial planning, and consulting services to individuals, trusts, estates, and retirement plans. The firm is noted for its work with pension and profit-sharing plan clients, including retirement plan consulting and ERISA fiduciary roles.

Nicholas Vantrease is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He has been with Provident Wealth, LLC since 2017 and previously worked at Clayton Bank and Trust from 2010 to 2017. Based in Knoxville, TN, he is the sole advisor at Provident Wealth. Provident Wealth provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers ERISA plan services, including education and plan monitoring as a 3(21) fiduciary and the option to serve as a 3(38) investment manager, with investment strategies focused on tailored portfolios using fundamental and cyclical analysis along with modern portfolio theory.

Amaya Yarid is a financial advisor at Turgeon & Co in Knoxville, TN, holding a Series 65 designation and beginning her industry career in 2025. Her prior work includes roles at CGI Federal Inc, Foundations for Life Principles LLC, Hamblen Family Medicine, and in education at a grade school. She maintains outside employment with a technology firm. Turgeon & Co provides investment advisory services to individuals, families, high-net-worth clients, trusts and estates, and small business owners, utilizing strategic model portfolios primarily composed of ETFs. The firm follows a long-term, disciplined investment approach based on strategic asset allocation, diversification, and modern portfolio theory, with ongoing portfolio monitoring and selective customization as needed.

Stephen Arnold is the sole advisor at Storehouse Advisory Group in Knoxville, TN, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has managed the firm since its founding in 2008. Outside of investment advisory services, Arnold is licensed to sell life, health, disability, fixed annuities, and long-term care insurance products. Storehouse Advisory Group is an independent registered investment adviser serving individual and high-net-worth clients with non-discretionary portfolio management and financial planning. The firm uses a planning-driven investment process with strategic asset allocation across stocks, ETFs, and mutual funds, and offers a socially responsible investing (SRI) option.

Leon Ebbert is the principal of Ebbert Asset Management, LP in Knoxville, TN, with 21 years of experience in financial advising. He holds the PFS™ designation and Series 63 license. In addition to his advisory role, he has been president of Leon E. Ebbert, PC, a certified public accounting firm, since 1997. Ebbert Asset Management provides personalized investment management and financial planning services to individuals and small businesses. The firm employs an active investment approach focused on equities, market timing, and trading strategies, and integrates investment management with tax and insurance services through its close affiliation with the principal’s accounting practice.

Kevin Alexander is the principal advisor at Alexander Advisory Services, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at firms including Capital Retirement Planning, LLC and Creative Financial Designs, Inc., and maintains an independent insurance agency. Alexander is also president of Thriving Foundation Ministries, where he conducts workshops and supports missionary communications. Alexander Advisory Services, LLC provides discretionary asset and portfolio management primarily to individual clients, as well as charitable organizations and corporate clients. The firm employs fundamental analysis to tailor portfolios to client goals, operates with discretionary authority, and offers custodial services through Charles Schwab.

Hi, I’m Caroline (Murphy) Friedrich CPA, CFP®, a financial planner and founder of Hillvale Wealth Management. Growing up I was always brainstorming business ideas and loved organizing, which led to my first venture, “Caroline’s Closets.” My father, an accounting professor, suggested I become an accountant to organize numbers instead. Today, I organize much more than just closets and numbers – I help people achieve peace of mind through financial planning. A Knoxville native, I earned my accounting degree and master’s in taxation from the University of Tennessee. After graduation, I moved to New York City and spent a decade in public accounting at PwC and EY, reviewing thousands of personal tax returns as a CPA.  I then transitioned into wealth management, working at firms in Chicago and Knoxville, before launching Hillvale Wealth Management. Our Mission Many people leave meetings with financial advisors feeling overwhelmed by investment jargon and economic updates. When I transitioned into wealth management, I noticed a strong emphasis on investments, often at the expense of tax planning and client education. Leveraging my unique expertise in financial planning, investments, and tax strategies, I founded Hillvale Wealth Management to offer personalized recommendations tailored to your goals. My mission is to provide clients with clarity, understanding, and confidence in their financial decisions.

Derrick Hanson is a CFP® and ChFC® with six years of industry experience. He is the sole advisor at Oppna Wealth LLC, where he has worked since 2025. Prior to founding Oppna Wealth, Hanson held roles at Elevation Capital Advisory, LLC, and M Financial Group. He also maintains an affiliated insurance practice, dedicating approximately 10% of his time to insurance sales. Oppna Wealth LLC is a state-registered investment advisory firm offering discretionary asset management and financial planning services. The firm serves clients with a focus on estate planning, taxes, qualified plans, insurance, and retirement income, operating with a single advisory professional and requiring discretionary trading authority to implement investment programs.

Donald Taylor is a financial advisor at Trendz Advisors with Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Greensview Wealth Management and TrustFirst, where he remains active. Taylor is also involved in managing several investment-related LLCs. Trendz Advisors is a state-registered investment adviser managing approximately $58.5 million for individuals, retirement plans, charitable organizations, and business accounts. The firm uses a patented, rules-based algorithm called Trendz for tactical asset allocation and offers both model-driven and customized portfolio management services.

Charles Yurick is the sole advisor at International Discount Investors, an independent registered investment adviser based in Knoxville, TN. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Yurick has been with International Discount Investors since 1995. He is also a licensed insurance agent and may recommend insurance products to clients. International Discount Investors provides discretionary investment supervisory services and individual portfolio management to individuals, high-net-worth clients, charitable organizations, and corporate/business clients. The firm employs client-specific investment policies and a mix of asset allocation, fundamental and technical analysis, managing approximately $54.7 million in discretionary assets as of December 31, 2024.

Christi Shell is a financial advisor at Shell Capital Management, LLC in Knoxville, TN, holding a Series 65 designation with 14 years of industry experience. She has been with Shell Capital Management since 2011. Shell Capital Management serves high-net-worth individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations through discretionary portfolio management, utilizing quantitative, algorithmic investment strategies focused on trend-following, relative strength, and active risk management. The firm operates a wrap-fee separately managed account program and also acts as a model manager and sub-adviser to other registered investment advisers.

Chris Landry is a financial advisor with Wright Private Asset Management LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at Charles Schwab & Co., Charles Schwab Bank, Schwab Private Client Investment Advisory, and Visionary Planning & Investment, LLC. Outside of advisory work, he is involved with Panther Trax Delivery, dedicating a portion of his time monthly to this non-investment business. Wright Private Asset Management provides discretionary and non-discretionary portfolio management and advisory services to individuals, corporations, trusts, estates, charitable organizations, and employee benefit plans. The firm employs a proprietary corporate fundamental database and a defined “investment grade” list to guide investment decisions through a sub-advisory arrangement with its Investment Committee.

Thomas Sayres II is a financial advisor with Portfolio Audit, LLC in Knoxville, TN. He holds a Series 65 designation and has eight years of industry experience. Sayres has been with Portfolio Audit, LLC since 2008. Portfolio Audit, LLC provides discretionary fiduciary investment management primarily to individual and high-net-worth clients, managing approximately $38 million for about 40 families. The firm integrates economic planning with various investment strategies and incorporates research on selected Biblical and historical American economic teachings through its educational efforts.

Amanda Copeland is a financial advisor with NBZ Investment Advisors, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at Novinger Ball & Zivi PC since 2007, where she also serves as an administrative assistant. NBZ Investment Advisors provides discretionary investment management, financial planning, and consulting services to individuals—including high net worth clients—as well as pension and profit-sharing plans, trusts, and estates. The firm’s approach centers on asset allocation using mutual funds and ETFs, with most accounts managed on a discretionary basis.

Austin Mc Laughlin is a CFP® professional with four years of experience, currently advising at Retirement Planning Services in Knoxville, TN. His prior work includes roles with Cru and Perrone Pharmacy, Inc. He is also involved with Old North Abbey Church. Retirement Planning Services serves individual clients across wealth levels as well as charitable organizations and businesses, providing financial planning and discretionary asset management. The firm employs a collaborative, evidence-based approach and manages approximately $246 million in assets with a two-advisor team.

Bradley Haston is a CFP® with eight years of industry experience and is currently with NBZ Investment Advisors, LLC in Knoxville, TN. He has worked at Novinger, Ball & Zivi, PC since 2016, serving as a staff accountant involved in tax return preparation. NBZ Investment Advisors provides discretionary investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $370.8 million in discretionary assets. The firm’s approach emphasizes asset allocation using mutual funds and ETFs, with a proprietary “NBZ Index Plus” model that employs leveraged index funds and a stop-loss strategy.