Trisha Fares

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 Series 63 and Series 65 licenses and has worked at firms including Avantax Advisory Services, Avantax Investment Services, and Capital Advisors. He is also the owner of Robert T. Green, CPA, PC, an accounting and tax preparation business. Additionally, he serves as executor and trustee for family estate and trust responsibilities. Roan Capital Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, focusing on retirement, estate, tax, college savings, and business planning. The firm employs primarily passive investment strategies using index mutual funds and ETFs, supplemented by fundamental, technical, cyclical, and charting analyses, and manages accounts based on client-specific 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 experience working at Carrier CPA + FIS since 2023, as well as prior roles at Roane State Community College and Haffs High School. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, using a multi-strategy investment process that includes fundamental, technical, charting, and cyclical analysis across various asset classes.

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 CFP® professional with 20 years of industry experience, currently affiliated with Commonwealth Financial Network and Cumberland Wealth Management. He previously worked at TIAA-CREF and TIAA for 13 years. Outside of his advisory role, he is involved in managing rental properties. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, enabling advisors to offer customized portfolio management and wealth planning services.