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.

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.

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.

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.

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.

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.

Jessica Shular is a financial advisor at Ferris Wheel Finance, Inc. in Knoxville, TN, holding a Series 65 designation with two years of industry experience. Her prior work includes various roles in hospitality and business services. Ferris Wheel Finance, Inc. provides discretionary asset management and financial planning to individuals, high-net-worth clients, and business entities, managing approximately $35.7 million across about 282 clients. The firm offers ongoing portfolio management, comprehensive and ad-hoc financial plans, and educational seminars and workshops.

Gassan Kassira is a CFP® with 22 years of industry experience and serves as an advisor at Kassira Wealth Management, LLC in Knoxville, TN. He has been with Kassira Wealth Management since 2012 and concurrently manages family-related real estate holding LLCs. Prior to this, he was involved with LLK Leasing, LLC and 360 Rigging, LLC. Kassira Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines fundamental, technical, and charting analysis with strategic and tactical asset allocation, offering portfolio supervision and customized financial plans, and is notable for sponsoring a wrap fee program and selectively using derivatives in separately managed accounts.

Thomas Sayres is a financial advisor with Portfolio Audit, LLC in Knoxville, TN, holding a Series 63 designation and 21 years of industry experience. He has worked at Portfolio Audit, LLC Private Wealth Management since 1999. The firm is a family-run advisory that integrates research from the Institute of Biblical Economy, a previously registered nonprofit, into its educational efforts. Portfolio Audit, LLC provides discretionary fiduciary investment management primarily to individual and high-net-worth clients, managing approximately $38 million for about 40 families. The firm employs diverse investment strategies alongside an integrated economic planning service and maintains a legacy fiduciary cash-management and bill-paying service.

Spencer Hall is a CFP® with 15 years of industry experience, currently serving at Retirement Planning Services in Knoxville, TN. His prior experience includes roles at Securities America Inc. and Securities Service Network, LLC. Outside of his advisory work, he serves as a deacon and clergy team member at Old North Abbey Church. Retirement Planning Services works with individual clients, charitable organizations, corporations, and other business entities, providing financial planning and discretionary asset management. The firm uses a collaborative, evidence-based approach that includes cash-flow and scenario modeling, behavioral coaching, and coordination with outside tax and estate professionals.

George Lee Jr. is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Oak Springs Wealth Management, LLC since 2012. The firm operates as a two-advisor team based in Knoxville, TN. Lee is also a licensed insurance agent and may recommend insurance products to clients as part of his professional activities. Oak Springs Wealth Management serves individuals, trusts, and estates, including both high-net-worth and non-HNW clients, providing financial planning, portfolio management, and private wealth management. The firm emphasizes customized financial profiles and investment plans, primarily utilizing ETFs within a long-term, strategic allocation framework, and offers ancillary services such as trust-related work and business consultation.

Scott Branson is a financial advisor with Regal Advisory Services, Inc. in Knoxville, TN, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at Regal Securities since 2012. Outside of his advisory role, Branson prepares tax returns, dedicating part of his time to tax preparation services. Regal Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm employs a blend of fundamental and quantitative research tailored to client goals, offering discretionary and non-discretionary portfolio management along with access to third-party managers and various investment strategies.

Wesley Brown is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with CogentBlue Wealth Advisors since 2019, including its prior formation as WEALTHCARE ADVISORY PARTNERS LLC, and previously worked at Rather & Kittrell, Inc. Outside of financial advising, he is a partner in Origin Offroad, LLC, a vehicle upfitting business. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach tailored to each client’s investment policy statement, utilizing outside managers and sub-advisors as appropriate.

Matthew Mcdaniel is a CFP® professional with eight years of industry experience, currently serving at Compass Ion Advisors, LLC since 2021. His prior experience includes roles at Vision Financial Consulting and JTEKT Corporation. Outside of his advisory work, he operates McDaniel Tax Advisory LLC, providing tax preparation and planning services. Compass Ion Advisors serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and trusts with integrated financial planning and investment advisory services. The firm employs a team-driven, asset-allocation focused approach that combines long-term portfolio management with financial planning and utilizes third-party research and sub-advisors.

Zack Payne is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Leading Edge Financial Planning LLC and previously held roles at Cerity Partners, LLC, ARGI Investments Services, LLC, and the nonprofit Que Buenos. Leading Edge Financial Planning LLC serves individuals, trusts, estates, and businesses by offering wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $360 million in assets across about 457 clients, employing strategic asset allocation and diversification with low-cost mutual funds, ETFs, and other securities to address specific client needs.

Kevin Gormley is a CFP® professional with 14 years of experience in financial planning and tax services. He is a managing member and owner of Leading Edge Tax Planning, LLC, where he provides tax planning and preparation. Gormley has worked at Leading Edge Financial Planning, LLC since 2015 and previously spent nine years with Accounting Consultants, Inc. Leading Edge Financial Planning LLC serves individuals, trusts, estates, and businesses by offering wealth management, financial planning, and discretionary portfolio management. The firm emphasizes strategic asset allocation and diversification, utilizing low-cost mutual funds and ETFs, and provides comprehensive planning across retirement, tax, estate, insurance, and cash-flow matters.