Barry McCarter is a CFA charterholder and principal of McCarter Investments, LLC, an independent advisory firm he has led since 2004. He has 14 years of industry experience and operates in Gatlinburg, Tennessee. The firm also holds registration as an accounting practice, allowing it to provide limited tax return preparation for select clients. McCarter Investments offers investment advisory services to individuals, partnerships, estates, trusts, IRAs, and defined contribution plan participants. The firm manages approximately $75 million in client assets with a focus on diversified, buy-and-hold portfolios that emphasize low-cost ETFs and index funds, complemented by value-oriented individual stock selection when appropriate.

Brigid Mulroy is a CFP® and PFS™ with 25 years of experience in financial advising. She has been with Duet Advisory Services LLC since 2016 and has held roles at several firms including VSR Financial Services and Private Client Services. Outside of her advisory work, she is president and a 50% shareholder of Kahn & Mulroy, PC, an accounting and consulting firm. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and business entities. The firm manages approximately $278 million for about 288 clients across five offices and offers tailored strategies including discretionary and non-discretionary management with allocations among mutual funds, ETFs, individual securities, 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 24 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

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.

Millicent Gunter is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently with Truist Advisory Services, where she has worked since 2021. Her prior experience includes roles at SunTrust Investment Services and SunTrust Advisory Services dating back to 2008. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that integrate firm-level model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Steven Champagne is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing various investment strategies and coordinating services through multiple custodians.

Jesse Tharp is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. He has worked at FTB Advisors, Inc. and First Tennessee since 2013 and 2009, respectively. Tharp is based in Knoxville, TN. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a variety of investment strategies and platforms.

Matthew Gathagan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 13 years of industry experience. He previously worked at BB&T Investments from 2011 to 2019 and has been associated with Raymond James since 2019. Gathagan is also employed as a financial advisor at SmartBank Investments. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory support rather than discretionary management.

Ann Stalans is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. She has 35 years of industry experience, including over two decades with Cambridge Investment Research Advisors and its affiliated broker-dealer. Outside of her advisory role, she is also an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a combination of model-based and individualized investment approaches.

Lisa Helton is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2016. Outside of her advisory role, she is involved in a UTV rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a national network of over 23,000 advisors.

James Johnson is a financial advisor at Edward Jones with 40 years of industry experience. He has been with Edward Jones since 1997 and holds Series 63, 65, and 66 licenses. Outside of his advisory work, he is the sole proprietor of Flat Creek Publishing, where he authored a book in 2008 and is working on another. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Bryce Bissell is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior roles include positions at Pilot Company, First Horizon Bank, Northwestern Mutual, and Townview Senior Living Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Tyler Helton is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at First Horizon Advisors, FTB Advisors, Inc., and First Tennessee Bank. Outside of his advisory work, he serves on the boards of Sunshine Services and the Summit View at Hodges Bend HOA, and participates as a mentor with TN Achieves. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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® with nine years of industry experience, currently serving as an advisor at OSAIC since 2023. His prior roles include positions at BDL Advisors, FSC Securities, Browne, Draper, Land Financial Concepts, and Edward Jones. Outside of his advisory work, Nash owns and operates separate securities and insurance businesses and serves as a public notary. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer supporting a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of products and services through a network of thousands of advisors.

Jonathan Johnson is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has previously worked with the Emerald Youth Foundation and in various roles including media relations for Tennessee Athletics. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his current role, he held positions at Westgate Resorts, Rew Materials, and Under Armour. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

John Johnson is a Series 66-credentialed financial advisor with 13 years of industry experience. He has worked with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2016, following a prior role at Edward Jones and a brief period as a self-employed advisor. In addition to his advisory work, Johnson operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary investment strategies.

Gregory Steisslinger is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He has worked at FTB Advisors, Inc. and First Tennessee Brokerage since 2009 and joined LPL Financial in 2025. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

James Ridley IV is a CFP® professional with 31 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2014. He also operates as an independent insurance agent specializing in Medicare supplement products. Ridley is the president and owner of Elkmont Wealth Management, PLLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan advisory, utilizing multiple account platforms and third-party strategists.

Chad Dellinger II is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. He has previously worked at Raymond James Financial, CNB Wealth Management, and Citizen National Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the country.