David Burnett is a financial advisor at Shepherd's Financial LLC in Knoxville, TN, with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with Eagle Strategies LLC and NYLIFE Securities LLC. Outside of finance, Burnett serves as clergy at Old North Abbey and is an author of academic books on religious texts. Shepherd’s Financial serves individuals, clergy, churches, businesses, and charitable organizations, providing discretionary and non-discretionary asset management along with financial planning and consulting. The firm employs fundamental analysis, tax-aware techniques, and third-party model managers, with a focus on customized strategies for each client’s objectives and risk tolerance.

Ramin Olson is a financial advisor at Nomad Financial with three years of industry experience. He holds a Series 65 designation and has worked at UBS Investment Bank and UBS Wealth Management, as well as the US International Development Finance Corporation. Olson also has a legal and regulatory background, including experience in regulatory and in-house counsel roles. Nomad Financial Advisors LLC provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes asset allocation with a preference for passive investment management, incorporating active strategies as appropriate, and offers various engagement options including ongoing wealth management, project-based planning, tax return preparation, and an Outsourced CIO service.

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.

Nicholas Vantrease is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He has been with Provident Wealth, LLC since 2017 and previously worked at Clayton Bank and Trust from 2010 to 2017. Based in Knoxville, TN, he is the sole advisor at Provident Wealth. Provident Wealth provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers ERISA plan services, including education and plan monitoring as a 3(21) fiduciary and the option to serve as a 3(38) investment manager, with investment strategies focused on tailored portfolios using fundamental and cyclical analysis along with modern portfolio theory.

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.

Leon Ebbert is the principal of Ebbert Asset Management, LP in Knoxville, TN, with 21 years of experience in financial advising. He holds the PFS™ designation and Series 63 license. In addition to his advisory role, he has been president of Leon E. Ebbert, PC, a certified public accounting firm, since 1997. Ebbert Asset Management provides personalized investment management and financial planning services to individuals and small businesses. The firm employs an active investment approach focused on equities, market timing, and trading strategies, and integrates investment management with tax and insurance services through its close affiliation with the principal’s accounting practice.

Kevin Alexander is the principal of Alexander Advisory Services, LLC in Knoxville, TN, with 12 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and has a background that includes roles at Capital Retirement Planning, Creative Financial Designs, and operating his own independent insurance agency since 1998. In addition to his advisory work, he serves as president of Thriving Foundation Ministries, where he conducts workshops and communicates with missionaries. Alexander Advisory Services, LLC is an independent registered investment adviser providing discretionary asset and portfolio management primarily to individual clients, as well as charitable organizations and corporate clients. The firm builds portfolios based on fundamental analysis tailored to clients’ goals and risk tolerance and manages approximately $10.3 million across 179 accounts.

Hi, I’m Caroline (Murphy) Friedrich CPA, CFP®, a financial planner and founder of Hillvale Wealth Management. Growing up I was always brainstorming business ideas and loved organizing, which led to my first venture, “Caroline’s Closets.” My father, an accounting professor, suggested I become an accountant to organize numbers instead. Today, I organize much more than just closets and numbers – I help people achieve peace of mind through financial planning. A Knoxville native, I earned my accounting degree and master’s in taxation from the University of Tennessee. After graduation, I moved to New York City and spent a decade in public accounting at PwC and EY, reviewing thousands of personal tax returns as a CPA.  I then transitioned into wealth management, working at firms in Chicago and Knoxville, before launching Hillvale Wealth Management. Our Mission Many people leave meetings with financial advisors feeling overwhelmed by investment jargon and economic updates. When I transitioned into wealth management, I noticed a strong emphasis on investments, often at the expense of tax planning and client education. Leveraging my unique expertise in financial planning, investments, and tax strategies, I founded Hillvale Wealth Management to offer personalized recommendations tailored to your goals. My mission is to provide clients with clarity, understanding, and confidence in their financial decisions.

Jackson Southard is a financial advisor at Graybridge Capital with a Series 65 credential and four years of industry experience. He is also a licensed real estate broker affiliated with Realty Executives, where he represents buyers and sellers in real estate transactions. Southard's background includes roles at Purdue Global University and the University of Tennessee, Knoxville. Graybridge Capital is a state-registered investment adviser providing discretionary asset management to individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, charting, cyclical, and quantitative analysis, using proprietary algorithms to monitor portfolios and customize investment strategies based on client objectives, time horizon, and risk tolerance.

Derrick Hanson is a CFP® and ChFC® with six years of industry experience. He is the sole advisor at Oppna Wealth LLC, where he has worked since 2025. Prior to founding Oppna Wealth, Hanson held roles at Elevation Capital Advisory, LLC, and M Financial Group. He also maintains an affiliated insurance practice, dedicating approximately 10% of his time to insurance sales. Oppna Wealth LLC is a state-registered investment advisory firm offering discretionary asset management and financial planning services. The firm serves clients with a focus on estate planning, taxes, qualified plans, insurance, and retirement income, operating with a single advisory professional and requiring discretionary trading authority to implement investment programs.

David Zbonski is a financial advisor at First Advisors National, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Duck Hills Farms, Fortinet, Zones, and General Growth Properties. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party managers and uses fundamental analysis for supplemental individual security recommendations.

Donald Taylor is a financial advisor at Trendz Advisors with Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Greensview Wealth Management and TrustFirst, where he remains active. Taylor is also involved in managing several investment-related LLCs. Trendz Advisors is a state-registered investment adviser managing approximately $58.5 million for individuals, retirement plans, charitable organizations, and business accounts. The firm uses a patented, rules-based algorithm called Trendz for tactical asset allocation and offers both model-driven and customized portfolio management services.

Charles Yurick is the sole advisor at International Discount Investors, an independent registered investment adviser based in Knoxville, TN. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Yurick has been with International Discount Investors since 1995. He is also a licensed insurance agent and may recommend insurance products to clients. International Discount Investors provides discretionary investment supervisory services and individual portfolio management to individuals, high-net-worth clients, charitable organizations, and corporate/business clients. The firm employs client-specific investment policies and a mix of asset allocation, fundamental and technical analysis, managing approximately $54.7 million in discretionary assets as of December 31, 2024.

Thomas Sayres II is a financial advisor with Portfolio Audit, LLC in Knoxville, TN, holding a Series 65 designation and seven years of industry experience. He has been with Portfolio Audit since 2008 and has concurrently been a full-time college student since 2006. Portfolio Audit, LLC provides discretionary fiduciary investment management primarily to individual and high-net-worth clients, managing approximately $38 million across about 40 families. The firm employs a variety of investment strategies and offers an integrated economic planning service alongside a legacy fiduciary cash-management and bill-paying service.

Amanda Copeland is a financial advisor with NBZ Investment Advisors, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at Novinger Ball & Zivi PC since 2007, where she also serves as an administrative assistant. NBZ Investment Advisors provides discretionary investment management, financial planning, and consulting services to individuals—including high net worth clients—as well as pension and profit-sharing plans, trusts, and estates. The firm’s approach centers on asset allocation using mutual funds and ETFs, with most accounts managed on a discretionary basis.

Austin Mc Laughlin is a Series 65-licensed advisor at Retirement Planning Services with three years of industry experience. His prior work includes roles at Cru and Perrone Pharmacy, Inc. He is based in Knoxville, TN. Retirement Planning Services provides financial planning and discretionary asset management to individual clients, charitable organizations, corporations, and other business entities. The firm uses a collaborative, evidence-based approach that includes cash-flow and scenario modeling, behavioral coaching, and annual plan updates, with portfolios constructed from diversified equity and fixed-income allocations and access to specialized investment options.

Bradley Haston is a CFP® with eight years of industry experience and is currently with NBZ Investment Advisors, LLC in Knoxville, TN. He has worked at Novinger, Ball & Zivi, PC since 2016, serving as a staff accountant involved in tax return preparation. NBZ Investment Advisors provides discretionary investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $370.8 million in discretionary assets. The firm’s approach emphasizes asset allocation using mutual funds and ETFs, with a proprietary “NBZ Index Plus” model that employs leveraged index funds and a stop-loss strategy.

Carol Johnson is a CFP® professional with 16 years of experience, currently serving as an advisor at Oak Springs Wealth Management, LLC since 2012. She is also a part owner and CFO of Z Media Ventures, LLC, a media and production company where she oversees financial management and employee services. Oak Springs Wealth Management serves individuals, trusts, and estates, offering financial planning, portfolio management, and private wealth management with a focus on customized, long-term investment strategies primarily using ETFs. The firm operates as a two-advisor team providing comprehensive planning alongside cash-flow and bill-management services.

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.

Patrick Elliott is a CFP® with 17 years of industry experience, currently serving as an advisor at Uprise Advisers LLC. His prior roles include positions at Creative Planning, Facet Wealth, Mariner Wealth Advisors, and Origin Investment Advisory. Outside of financial advising, he owns Krinos Consulting, a business consulting firm focused on helping companies increase profits. Uprise Advisers LLC provides financial planning services primarily to individual clients through an online platform, delivering plans and ongoing consultation without managing client assets. The firm uses modern portfolio theory in its planning process and offers fixed pricing through direct subscriptions and strategic partnerships.