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.

Robert Green is a financial advisor at Roan Capital Partners with 25 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he owns and operates Robert T. Green, CPA, PC, an accounting and tax preparation business. Roan Capital Partners provides investment management and financial planning primarily to individual and high net-worth clients, offering services that include business planning, employee benefits optimization, and estate and tax planning. The firm uses a primarily passive investment approach with low-cost index funds and ETFs, emphasizing tax efficiency and customized investment policy statements.

Brian Mullins is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at LPL Financial, LLC since 2014 and previously at Private Advisor Group, LLC. Mullins is also the owner of Mullins Wealth Management, an independent advisory practice. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm uses a predominantly long-term, diversified investment approach incorporating fundamental analysis and modern portfolio theory, managing accounts through a combination of in-house and independent managers across various platforms.

Cooper Carrier is a financial advisor with Compass Financial Management LLC in Knoxville, TN. He holds a Series 65 designation and has three years of industry experience. Prior to joining Compass, he worked at Carrier CPA + FIS and held positions at Roane State Community College and Haffs High School. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and internally managed model portfolios.

Matthew Carrier is a financial advisor with Brookstone Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, and Carrier Financial & Insurance Services, where he also engages in insurance and annuity sales. Additionally, he prepares tax returns as an accountant at Carrier CPA Firm. Brookstone Wealth Advisors offers investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm employs a combination of active and passive strategies within a networked structure that includes affiliated asset management and law firms, providing discretionary management with documented client objectives.

Kenneth Bane is a financial advisor at Commonwealth Financial Network with 23 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Commonwealth and Cumberland Wealth Management in 2026, he worked at TIAA-CREF from 2013 to 2026. He is also a property landlord in Knoxville, TN. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement consulting, and back-office services.

Gary Gray is a financial advisor at TLG Advisors, Inc. with 42 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Nationwide Securities, LLC and Nationwide Insurance Company, as well as operating Gray Consulting Services since 2018, where he provides financial services consulting. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering investment supervisory services and portfolio management through a network of independent representatives and sub-advisors.

William Parkhurst is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 43 years of industry experience. He has worked at Cumberland Wealth Management and Commonwealth Financial Network since 2011. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment solutions such as discretionary model portfolios and personalized indexing, positioning itself as a platform provider for affiliated advisors.

Nathan Parkhurst is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He has worked at Cumberland Wealth Management and Commonwealth Financial Network since 2011. Outside of his advisory role, Parkhurst has ownership in PDP Partners, LLC, an entity related to securities practice. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, and compliance support, while advisors maintain discretion to construct client portfolios using various securities and insurance products.

Joanna Beachly is a financial advisor with Principal Financial Services, holding a Series 66 designation and 13 years of industry experience. Her career includes roles at IronWorks Financial, Progressive Wealth Strategies, and Focused Financial, among others. She also participates as a speaker in educational workshops through Second Saturday, addressing budgeting and income considerations related to divorce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Dechristopher Curtin is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 15 years of industry experience. His career includes roles at LPL Financial and Waddell & Reed, INC., and he is involved in coaching positions with Anderson County Schools and FC Alliance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across a broad client base, including individuals, trusts, estates, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs.

William Dobbs is a financial advisor at Centaurus Financial, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been self-employed since 2008. Outside of his advisory role, Dobbs is an insurance agent involved in life insurance underwriting and policy delivery. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, businesses, and foundations, offering financial planning, portfolio management, and specialized retirement-plan consulting through various platforms and third-party managers.

Robert Patrick is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at the University of Tennessee for 21 years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets supported by a nationwide network of over 23,700 financial advisors.

James Oneill is a financial advisor with LPL Financial, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Great Valley, Arthur Lea Investments, and an 11-year tenure at Fifth Third Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Joshua Moles is a financial advisor at Edward Jones in Clinton, TN, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at IBM for 18 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Delauna Pack is a financial advisor at Edward Jones with six years of industry experience. She has held her current position since 2019 and previously worked at Primary Energy Recycling from 2014 to 2018. Pack holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lisa Goins is a financial advisor at LPL Financial in Knoxville, TN, holding a Series 66 license with 14 years of industry experience. She previously worked at Sagepoint for 11 years and OSAIC for one year before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Mark Durfee is a financial advisor with LPL Financial based in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Sagepoint Financial, Inc. for 14 years and has been affiliated with Bob Johnson Insurance Inc. since 1996. Outside of advising, he has engaged in selling football cards on eBay as a non-investment related activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, incorporating discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Brandon Leonard is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at One Main Financial and held positions in hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Ramsey Walsh is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and previously held roles at Radio Systems PetSafe Europe Ltd, Radio Systems Corporation, Bosch Power Tools GmbH, the UT Conference Center, and the University of Tennessee. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.