Patrick Carmichael is a financial advisor with Strategic Wealth Investments, LLC in Knoxville, TN, holding a Series 65 designation and 12 years of industry experience. He has worked with Strategic Wealth Management since 2014 and was previously with Wealth and Retirement Investment, Inc. Mr. Carmichael also serves as president and insurance agent at Strategic Wealth Management, dedicating approximately 40% of his time to insurance product sales and services. Strategic Wealth Investments provides discretionary asset management and financial planning to individual and high-net-worth clients, managing roughly $7.36 million across about 60 accounts. The firm employs fundamental, charting, and cyclical analysis, along with periodic rebalancing and tax-loss harvesting, and offers public educational seminars and insurance products through its affiliated insurance business.

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.

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.

Samuel Pressley is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Ridgepath Capital Management LLC since 2016 and previously at Capital Investment Group, Inc. from 2012 to 2016, as well as Mumy Financial Advisors, LLC starting in 2012. Ridgepath Capital Management provides portfolio management and tax preparation services to individual and high-net-worth clients, employing a comprehensive investment approach that includes technical and fundamental analysis alongside options strategies and diversified asset allocations. The firm manages approximately $331.6 million in discretionary assets across about 110 client relationships.

James Blevins is a financial advisor with Soar Financial LLC in Knoxville, TN, holding Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at B and T Developments LLP, Summit Financial, Inc., and Summit Accounting Services, LLC, where he is also a certified public accountant and owner. Outside of advising, he is involved in credit card processing services and land development. Soar Financial LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm offers customized portfolios emphasizing long-term strategies with tactical adjustments and serves as both discretionary and non-discretionary managers for a range of clients.

Yvonne Marsh is a financial advisor at Marsh Wealth Management, LLC in Knoxville, TN, with 13 years of industry experience. She holds a Series 66 designation and is a Certified Public Accountant. Yvonne is also an independent licensed insurance agent and an owner of Marsh Professional Group, LLC. Marsh Wealth Management serves individual and high-net-worth households by providing portfolio management and comprehensive financial planning, including retirement-plan rollover advice. The firm uses a model-portfolio approach based on Modern Portfolio Theory and offers specialized services for employer-sponsored plan assets.

Adam Reed is a financial advisor with Providence Wealth Management LLC in Knoxville, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Providence Wealth Management, he worked at Northwestern Mutual Investment Services LLC and Axiom Wealth Management. Outside of his advisory role, he assists with marketing and website updates for Mitch Reed and Associates PLLC, a family business. Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, often acting as a co-advisor to third-party money managers. The firm employs model-based investment strategies combined with fundamental, technical, and cyclical analysis, and operates affiliated tax and insurance businesses that support its advisory 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.

Michael Smith is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He has worked at firms including LPL Financial LLC, Crown Capital Securities, and Securities America, and has been with Quality Financial Concepts since 2013. In addition to his advisory work, Smith holds a part-time outside employment role at the University of Tennessee in Knoxville. Quality Financial Concepts provides financial planning and portfolio management services to individuals, trusts, estates, non-profits, and small businesses. The firm focuses on tailored asset-allocation modeling and offers a range of investment strategies, including mutual funds, stocks, options, bonds, and alternative investments.

Michael Marsh is a financial advisor at Marsh Wealth Management, LLC in Knoxville, TN, with eight years of industry experience. He holds a Series 65 designation and has been with Marsh Wealth Management since 2017. In addition to his advisory role, Marsh is an owner and active manager of Marsh Professional Group, a Tennessee-based Certified Public Accounting firm that provides risk management and tax services to the community banking industry and other clients. Marsh Wealth Management serves individual and high-net-worth households with portfolio management and comprehensive financial planning, including retirement-plan rollover advice. The firm employs a model-portfolio approach based on Modern Portfolio Theory and offers specialized services for employer-sponsored plan assets through its 401K+ and 401K EZInvest programs.

Garrett Crawford is a financial advisor with Providence Wealth Management LLC in Knoxville, TN, holding the CFP® designation and Series 65 license. He has 12 years of industry experience and has been associated with Providence LTC Advisors, Inc. since 2014. His professional activities include insurance sales through Providence LTC Advisors. Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, often acting as a co-advisor to third-party money managers. The firm uses model-based investment strategies combined with fundamental, technical, and cyclical analysis, and coordinates portfolio administration and reporting alongside its third-party managers and custodians.

James Horn is a CFP® with 38 years of industry experience, currently serving at Quality Financial Concepts. His prior roles include positions at LPL Financial, Crown Capital Securities LLP, and Securities America, Inc. Outside of his advisory work, he owns and operates Topstock Vizslas, a business unrelated to investment activities. Quality Financial Concepts provides financial planning and portfolio management services to individuals, trusts, estates, non-profits, and small businesses. The firm employs an asset-allocation strategy tailored to client goals and risk tolerance, offering a range of investment options and a focus on client education and business-oriented financial services.

John Pressley is a financial advisor at Ridgepath Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Ridgepath since 2016, following six years at BPV Wealth Management. Pressley is also a licensed CPA and a partner and owner of Northshore Management Company. Ridgepath Capital Management provides portfolio management services to individual and high-net-worth clients, offering individualized Investment Policy Statements and discretionary account management. The firm integrates multiple analytical approaches and employs a range of trading strategies and investment vehicles to serve its client base.

Jeffrey Loos is a financial advisor with Marsh Wealth Management, LLC in Knoxville, TN, holding the ChFC® designation and Series 63 license, with 21 years of industry experience. He previously worked at Modern Wealth Management, LLC and Coulter & Justus Financial Services, LLC. Outside of his advisory role, he is also a licensed insurance agent. Marsh Wealth Management serves individual and high-net-worth households, providing portfolio management and comprehensive financial planning, including retirement-plan rollover advice. The firm uses a model-portfolio approach based on Modern Portfolio Theory and employs strategic asset allocation and rebalancing with regular account reviews.

Paul Cochran is a financial advisor with Providence Wealth Management LLC in Knoxville, TN, holding a Series 65 designation and 15 years of industry experience. He has been with Providence Wealth Management since 2007 and also serves as president of Providence LTC Advisors, Inc., an insurance services business. Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing model-based strategies in collaboration with third-party money managers. The firm integrates affiliated tax and insurance services, including long-term care advisory, within its business structure.

Jonathan Dockery is a Series 65-licensed advisor at LeConte Wealth Management, LLC with 11 years of industry experience. He is also a certified public accountant and principal of Jonathan K. Dockery, CPA, PLLC, where he dedicates a portion of his professional time providing accounting and tax preparation services. Dockery has been with LeConte Wealth Management since 2014. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations through a team of four advisors. The firm offers discretionary asset management using model portfolios, financial and tax planning, advisory consulting, and standalone tax-preparation services.

Douglas Whitten is a financial advisor with LeConte Wealth Management, LLC in Maryville, TN. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining LeConte Wealth Management, he worked at M Holdings Securities, Inc., C&J Wealth Advisors, and Securities America, Inc. Whitten is also an independent licensed insurance agent specializing in fixed insurance. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations with a team of four advisors. The firm offers discretionary asset management using model portfolios, financial and tax planning, advisory consulting, and standalone tax-preparation services, employing methods such as technical analysis, fundamental research, and cyclical analysis.

Jason Surdyk is a financial advisor at Brogan Financial in Knoxville, TN, holding a Series 66 designation. He has experience at several firms, including Commonwealth Financial Network and Vector Wealth Strategies. Outside of traditional financial roles, he has worked in various other industries such as food delivery services and retail. Brogan Financial serves individual clients—including high-net-worth individuals—as well as businesses, retirement plans, trusts, estates, and charitable organizations. The firm provides investment advisory, portfolio management, and financial planning services, emphasizing tailored advice based on client objectives and risk profiles.

Eric Belew is a financial advisor at Brogan Financial in Knoxville, TN, holding a Series 66 designation with six years of industry experience. Prior to joining Brogan Financial, he worked at Bank of America and Merrill Lynch from 2014 to 2021. Outside of his advisory role, he is a passive investor in a rental property business. Brogan Financial serves individuals, businesses, and various institutional clients by providing investment management and comprehensive financial planning services. The firm emphasizes tailored advice based on client objectives and risk profiles, with a focus on fundamental securities analysis and ongoing portfolio monitoring.

Aaron Sams is a CFA® charterholder with 15 years of experience in the financial industry. He has been with PYA Waltman Capital, LLC since 2011, working as part of a nine-advisor team based in Knoxville, TN. PYA Waltman Capital provides financial planning, investment supervisory and management services, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach focused on fundamental-value analysis with supplemental technical analysis for timing, managing portfolios on an individualized basis.