Barry McCarter is the principal of McCarter Investments, LLC, an independent firm based in Gatlinburg, TN. He holds the CFA® designation and has 15 years of industry experience, including over two decades leading his own firm. The firm provides investment advice and discretionary portfolio management to a variety of clients, including individuals, estates, trusts, and retirement accounts. McCarter Investments combines investment management with accounting expertise, holding CPA and CFA credentials to address both tax and estate considerations as part of its services.

Brigid Mulroy is a CFP® and PFS™ with 26 years of industry experience. She is a principal at Duet Advisory Services LLC and has held positions at Star Wealth Management Corporation and Kahn & Mulroy, PC, where she serves as president and 50% shareholder. Outside of financial advising, she is involved in accounting, tax, and consulting services through Kahn & Mulroy, PC. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $316 million in client assets and offers tailored investment strategies that include mutual funds, ETFs, individual equities, and third-party Independent Managers.

Andrew Wallace is a financial advisor at Silver Oak Securities, Incorporated with 24 years of industry experience. He holds the CFP® designation and has worked with firms including Comprehensive Financial Strategies, LLC and Cosey Financial Services, Inc. Wallace is also involved part-time in the life, long-term care, disability, and fixed insurance business. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a team of over 100 financial professionals. The firm offers customized portfolio management, a unified managed account program, financial planning, and solutions for managing held-away retirement plan assets.

Michael Smith is a Series 65-licensed advisor at Financial Gravity Family Office Services, LLC with three years of experience in financial advising. He has operated Michael B Smith CPA, PLLC, a tax preparation and planning firm, since 2000. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently employs third-party sub-advisors while maintaining client oversight.

Travis Jacques is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, providing access to a range of third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Jacob Bunch is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC, and has been involved with Bunch Family Holdings, LLC. Outside of his advisory work, he has held roles at the Haslam College of Business at the University of Tennessee and participated in community organizations such as the Helen Ross McNabb Center and Emerald Youth Foundation. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through a variety of discretionary and non-discretionary strategies.

Coby Harper is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked at firms including TriStar Strategic Group, LLC and Lion Street Financial. Outside of advisory roles, he owns Lion Street, Inc., which offers insurance products, and serves as a consultant providing fee-based planning for large medical organizations. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using a variety of investment strategies and custodial platforms.

Steven Champagne is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 26 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through various advisory programs and access to third-party asset managers and turnkey asset management platforms.

Jesse Tharp is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has extensive prior experience with FTB Advisors, Inc. and First Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Walker is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior firms include Grove Point Investments, H. Beck, and Lincoln Financial Securities Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large national network. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tyson Gillespie is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation. He has been with LPL Financial since 2025 and previously worked at First Horizon. Outside of finance, he has experience in the hospitality and retail industries, including roles at Ole Smoky Moonshine and Cracker Barrel. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Gathagan is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. His career includes roles at BB&T Investments and SmartBank, where he currently serves as an associate. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals.

John Ahearn III is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds a Series 63 designation and has been with UBS in various capacities since 2002. Outside of his advisory role, he serves as Treasurer on the Alumni Council for St. Mary's College of Maryland. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research, model-based asset allocations, and institutional trading capabilities to deliver tailored financial planning and portfolio management services.

Ann Stalans is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 2002. Outside of her advisory role, she is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platforms.

Lisa Helton is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016, following a brief tenure at Highlands Union Bank. Outside of her advisory role, she is involved in the rental of side-by-side UTVs in Sevierville, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating with a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

James Johnson is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward Jones since 1997 and holds Series 63, Series 65, and Series 66 designations. Outside of his advisory work, he is the sole proprietor of Flat Creek Publishing and has authored a book, with another in progress. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Tyler Helton is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services. His prior experience includes roles at First Horizon Advisors, FTB Advisors, Inc., and First Tennessee Bank. He serves on the boards of Sunshine Services and Summit View at Hodges Bend HOA and participates as a mentor with TN Achieves. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients nearing or in retirement.

Amanda Vititoe is a Series 66 licensed financial advisor with Edward Jones in Sevierville, TN, bringing six years of industry experience. She has been with Edward Jones since 2020 and previously worked there from 2004 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Nash is a CFP® professional currently with OSAIC, bringing nine years of industry experience. He has worked at several firms, including Edward Jones and BDL Advisors, and is involved in his own insurance and securities businesses. He also serves as a public notary. OSAIC serves a diverse client base ranging from individuals to institutions, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm employs a variety of asset-allocation tools and third-party solutions to manage portfolios across a wide range of investment types.

Jonathan Johnson is a financial advisor with Edward Jones in Pigeon Forge, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked with the Emerald Youth Foundation for three years and has held roles with the Atlanta Braves, Tennessee Athletics Media Relations, and several other organizations. 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 programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Michael Morgan is a financial advisor with Edward Jones in Seymour, TN, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is an owner of an overnight rental property in Knoxville, TN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

James Bales is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Westgate Resorts and Under Armour. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large network of financial advisors and branch offices across the United States.

John Johnson is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Sevierville, Tennessee, where he has worked since 2016. He has 14 years of industry experience. In addition to his advisory role, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a broad mix of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

Gregory Steisslinger is a financial advisor with LPL Financial, holding a Series 63 credential and 27 years of industry experience. He has previously worked with FTB Advisors, Inc. and First Tennessee Brokerage. 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 wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various technologies to support diversified investment strategies.

John Williams Jr. is a CFP® professional with 29 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as trustee for multiple family trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services with an IPS-driven approach grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options among its investment offerings.

James Ridley IV is a CFP®-certified financial advisor with 31 years of industry experience, currently with Cambridge Investment Research Advisors since 2014. He is also an independent insurance agent specializing in Medicare supplement products and serves as president and owner of Elkmont Wealth Management, PLLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Chad Dellinger II is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Raymond James Financial Services Advisors, Inc., CNB Wealth Management, and Citizen National Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets, offers a range of advisory strategies, and operates under a fiduciary standard.