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.

Gary Gray is a financial advisor at TLG Advisors, Inc. with 42 years of industry experience. He holds a Series 66 designation and has worked at Nationwide Securities, LLC and Nationwide Insurance Company for a combined 40 years. Gray also operates Gray Consulting Services, where he provides financial services consulting. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including investment supervisory and portfolio management, financial and estate planning, and ERISA fiduciary services, with a distinctive mix of institutional and nontraditional client relationships.

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 in Knoxville, TN, holding a Series 66 license and 12 years of industry experience. Her career includes roles at firms such as IronWorks Financial and Progressive Wealth Strategies. She participates in educational workshops with Second Saturday, speaking on budgeting and income considerations related to divorce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by these third parties.

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 with Centaurus Financial, Inc. He holds Series 63 and Series 66 licenses and has 41 years of industry experience. Since 2008, he has been self-employed. In addition to his advisory work, he is an insurance agent involved in life insurance applications and underwriting. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party managers. The firm employs both fundamental and technical analysis and provides a range of advisory services through its network of independent representatives.

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 roles include positions at Fifth Third Bank and Arthur Lea Investments. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Joshua Moles is a financial advisor at Edward Jones in Clinton, TN, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent 18 years at IBM. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 Series 66-licensed financial advisor with 14 years of industry experience. She is currently with LPL Financial and previously worked at OSAIC and Sagepoint. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and combines advisory operations with non-advisory product offerings.

Mark Durfee is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His career includes roles at Sagepoint Financial, Inc., OSAIC, and Bob Johnson Insurance Inc. Outside of his advisory work, he has a side business selling football cards on eBay. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of financial planning and investment management solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Brandon Leonard is a financial advisor with Edward Jones in Knoxville, TN, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and has prior work experience at One Main Financial, Under Armour, and Dollywood’s Dream More Resort. 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 an extensive network of over 23,000 advisors and 15,000 branch offices nationwide.

Ramsey Walsh is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to his current role, he held positions at Radio Systems PetSafe Europe Ltd and Radio Systems Corporation in various capacities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.