Your Neighbors, Your Advisors, Your Partners
Meet the dedicated professionals at East Tennessee Wealth Partners. We combine decades of institutional experience with a deep-seated commitment to the families and businesses that call this region home.
Meet the Team Behind Your Strategy
A dedicated group of professionals focused on clear guidance, thoughtful planning, and lasting relationships.
R. Todd Potter
Partner
Brian Moles
Partner
Brian Moles, CLF, LUTCF, is a Partner at East Tennessee Wealth Partners and Head of Agency Development for OneSouth Financial Group. Since joining the firm in 2017, he has led the growth of the Eastern Tennessee operation while supporting advisor development across multiple states. Brian began his career in 2008 with AIG Financial Network, where he advanced into leadership roles including Associate Manager and National Management Trainer. He focuses on training, advanced case design, and helping advisors build scalable, client-centered practices. He holds his Series 6 and 63 licenses and resides in Blountville, Tennessee.
Bryan Clark
Financial Advisor
Bryan Clark is a Financial Advisor at East Tennessee Wealth Partners with a decade of experience helping individuals and families build long-term financial strength. Born and raised in Kingsport, Tennessee, Bryan brings both local roots and global perspective to his practice, having earned his MBA in Glasgow, Scotland. He specializes in asset accumulation strategies designed to help families grow wealth with purpose and clarity. Known for his thoughtful, relationship-driven approach, Bryan is committed to guiding clients through every stage of life with confidence and care.
Joe Cassell
Financial Professional
Joe Cassell is a Financial Service Representative at East Tennessee Wealth Partners. Born and raised in Kingsport, Tennessee, Joe began his second career in financial services after a successful 20-year tenure with Eastman Chemical Company. He brings a disciplined, service-oriented mindset to his work, focusing on IRA rollovers, long-term care planning, and life insurance strategies to help families protect what matters most. Joe holds his Life and Health insurance license and is committed to building long-term relationships grounded in trust and clarity. He is married to Angela and is the proud father of two sons, Logan and Hayden. Outside of work, Joe has spent many years coaching youth basketball, pouring into young athletes and investing in his community.
Todd Potter is a Partner at East Tennessee Wealth Partners, bringing more than 30 years of leadership experience in the financial services industry. Throughout his career, Todd has built a reputation for steady guidance, integrity, and a strong commitment to serving both clients and advisors. He holds his Series 6 and 63 licenses and continues to play an active role in mentoring and developing others within the profession. Outside of the office, Todd is deeply committed to his faith and community, serving as a Deacon at Church on the Life. He and his wife, Wendy, are proud parents of two children and grandparents to two grandchildren, cherishing time spent with family.