Jennifer Dickey is a financial advisor with Edward Jones in Knoxville, TN, holding the ChFC® and Series 66 designations and has seven years of industry experience. She worked at PL Marketing for six years prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Bradley Riley is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors for nine years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources to provide both discretionary and non-discretionary management.

Jonathan Houghton is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2000. Outside of advising, he is involved in the sale of home security and automation products as well as other home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trading and custody through BNY Mellon Advisors and Pershing.

Garrett Beeson is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he leads a team of advisors focused on delivering a financial planning experience to clients and the community. Prior to his current role, Garrett served as Vice President Regional Planning Consultant at Fidelity Investments from 2023 to 2026. His experience with Fidelity Investments spans from 2015, starting as a Financial Representative, and progressing through roles including Financial Consultant and Relationship Manager. Garrett's professional background is concentrated within Fidelity Investments, where he has developed expertise in financial planning and advisory services. No additional information on his education, credentials, or personal interests has been provided.

Mark Graber is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 designation and has previously worked at firms including Grove Point Investments, H. Beck, Inc., and Landoak Securities. Graber also maintains a non-variable insurance brokerage business that he has operated since 1983. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a variety of advisory programs and financial planning services supported by research and multiple management approaches.

Ashley Benson is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. In addition to her advisory role, she has been involved with East Tennessee Children's Hospital since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and maintains a large network of advisors and branch offices across the country.

Gary Stuart is a CFP® professional with over 21 years of experience, currently serving as a financial advisor at Edward Jones since 2004. He has taught financial workshops for individual investors through Pellissippi State Technical Community College and officiates high school and college volleyball games. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of advisors and branch offices.

Jamie Martin is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 65 and Series 63 licenses and 13 years of industry experience. His work history includes roles at Blake & Pendleton, Armorock, LLC, Generation Green Recycling, Vallen Distribution, and IDG Compressor. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm relies on model-delivery strategies created by unaffiliated asset managers and supports accounts through custody and trade execution partnerships, overseeing approximately $15.5 billion in assets under management.

Brian Duncan is a financial advisor at Osaic with 14 years of industry experience. He holds Series 65 and Series 63 credentials and has prior experience at Woodbury Financial Services, PFS Investments, and Primerica Financial Services. Duncan is also involved in Integrity Wealth, a sole proprietorship focused on insurance sales, financial planning, and investment advisory services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with multiple platforms and uses asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Robert Steele is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996 and is also involved with Avenger Logistics. Outside of advisory work, he receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes an operational model centered on tiered wrap fees and independent due diligence.

Andrew Thompson is a Financial Consultant currently with Fidelity Investments, where he has been employed since 2014. His roles at Fidelity include Financial Representative, Relationship Manager, Investment Consultant, Planning Consultant, and Financial Consultant. Prior to joining Fidelity Investments, Andrew worked as a Financial Representative at Northwestern Mutual in 2014. Andrew's experience encompasses various aspects of financial planning and investment consulting. He holds an Arkansas Insurance License, which supports his work in providing comprehensive financial advice tailored to clients' needs. Outside of his professional career, Andrew is engaged in activities such as biking, golf, running, swimming, and family activities, reflecting his interests in both personal fitness and family life.

Laura Osgood is a Series 66-licensed financial advisor with Ameriprise in Knoxville, TN, bringing 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she volunteers with the Blount County Rescue Squad. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized retirement-income consulting team.

David Hartman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through positions including Investment Consultant, Relationship Manager, and various Workplace Planning Consultant roles. Prior to joining Fidelity, he worked as a Financial Services Officer at State Employees Credit Union from 2018 to 2021. David focuses on partnering with individuals and families to understand their needs and preferences, aiming to co-create holistic financial plans. His approach involves uncovering what is important to clients and providing support to implement plans aligned with their goals. Outside of his professional work, David's personal interests include boating, fitness, football, parenthood, and pets.

Roger Dolan is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2023, previously serving as a Financial Representative and Relationship Manager. Prior to joining Fidelity, he was an Account Executive at BHG Financial in 2022. In his current role, Roger works closely with clients to develop financial plans tailored to their needs during their working years and into retirement. He emphasizes understanding client concerns and building long-term relationships with clients and their families. Roger leverages both his experience and Fidelity's resources to support various investment strategies. Outside of his professional responsibilities, Roger has interests in baseball, cars, fishing, football, golf, and pets.

James Fairweather is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at LPL Financial since 2010 and concurrently at Peoples Bank of East Tennessee since 2011. Fairweather serves as a board member for the East Tennessee Mutual Insurance Company, a non-profit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Daniel Griffey is a financial advisor with Raymond James Financial holding a Series 66 designation and 12 years of industry experience. He previously worked at Wealthcare Advisory Partners LLC and LPL Financial for nine years, and Wells Fargo Clearing for four years. Griffey founded Wealthcare Advisory Partners, LLC, an independent investment advisory firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm uses tailored planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Derek McCubbins is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2020, serving in various positions including Investment Consultant, Investment Solutions Representative I, Stock Plan Consultant, High Net Worth Associate I, and Customer Relationship Advocate. Prior to joining Fidelity, Derek worked as a Producer at Family First Life and as an Agent at Mass Mutual in 2019. Derek's professional experience spans a range of financial consulting and investment roles. His approach involves helping clients create financial plans tailored to their most important goals, utilizing Fidelity's resources to support their financial journeys. Outside of his professional life, Derek enjoys boating, bowling, golf, outdoor adventures, and skiing.

John Wilson is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Wilson is an author working on a new book. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research options.

Hunter Ferry is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019, including roles at Charles Schwab Bank. Prior to his financial services career, Hunter held positions at Uber, Total Quality Logistics, and Alexander Bullitts Winery and Brewery. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Ken Shipley is a CFP® professional with 27 years of industry experience. He joined Osaic in 2025 after a 26-year tenure at Lincoln Financial Advisors Corporation. Outside of his advisory role, he coaches basketball at Hardin Valley Academy in Knoxville, TN. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include a variety of investment vehicles on both discretionary and non-discretionary bases.