Erin Kunz is a financial advisor at IWC Financial Planning with 10 years of industry experience. She holds the Series 63, 65, and 66 designations. Her prior experience includes two separate tenures at LPL Financial totaling nine years and a period of self-employment since 2015. Outside of her advisory work, Kunz owns and operates a bookkeeping business in Tracy City, Tennessee. IWC Financial Planning serves individuals, trusts, businesses, endowments, and nonprofit organizations by providing financial planning and participant plan consulting without managing client assets directly. The firm emphasizes asset-class allocation and a passive, low-cost indexing investment approach, offering plans on a project or subscription basis with optional ongoing support through a planning platform.

John Dixon is a financial advisor at ValueWealth Services, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Dempsey Lord Smith, LLC and Cosey Financial Services. Outside of his advisory role, Mr. Dixon is an independent insurance agent and co-owns a family farm involved in beekeeping, hay, and poultry. ValueWealth Services, LLC provides discretionary portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and select institutional accounts. The firm uses a multi-factor investment approach combining fundamental, technical, and cyclical analysis, implementing portfolios with mutual funds, equities, ETFs, structured notes, and options tailored to client goals and risk tolerance.

John Goodson is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Eudaimonia Partners, LLC. Outside of his advisory work, he serves on the board of Befferfi.co, a nonprofit providing microloans. Kingswood Wealth Advisors serves a diverse range of retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform, frequently utilizing third-party managers and sub-advisors, and maintains a distinctive operational model supporting insurance-linked account management alongside affiliated financial entities.

Gabriel Talley is a CFP® professional with nine years of experience in the financial advisory industry. He currently works at Kingswood Wealth Advisors, LLC and has previously served at Financial Engines Advisors L.L.C., Abound Wealth Management, and Preston & Cleveland Wealth Management. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform and integrates insurance-linked account management through its affiliated financial entities.

Veronica Aaron is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked for Householder Group Estate & Retirement Specialists and LPL Financial from 2013 to 2024. Outside of her advisory role, she serves as trustee of the Kofoed Family Trust. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Deborah Bradford is a financial advisor at &PARTNERS with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, Kingswood Wealth Advisors, and Kingswood Capital Partners. &PARTNERS serves a diverse client base ranging from high-net-worth individuals to institutional clients such as retirement plans and charitable organizations. The firm offers investment management and a range of financial services through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary account management approaches.

David Steinfeld is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. His career includes prior roles at Caldwell Advisors, Raymond James Financial, and Morgan Keegan & Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting advisors with various investment strategies and technology tools.

Marshall Casper is a CFP® with 25 years of industry experience and has been with Edward Jones since 2000. He is based in Winchester, TN, and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Melissa Bass is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having two years of industry experience. She has been associated with LPL Financial since 2023 and has served as a Senior Financial Services Officer at Ascend Federal Credit Union since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Jonas Harmond is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tandy Lewis Jr. is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. His prior business activities include partnerships and managing family assets through entities such as TABB EQUITIES LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal entities with financial planning and advisory services. The firm offers a range of portfolio management styles and municipal advisory services, supporting advisors with extensive research and tailored client solutions.

Roger Moreau is the sole advisor at Moreau Investment Management Co in Jasper, Tennessee, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has led the firm since its founding in 1994. Moreau Investment Management Co provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients. The firm manages approximately $61.8 million across 47 client accounts and maintains operating policies focused on trade execution and conflict management, including prohibitions on related-person transactions and pooled investments.