George Frederick is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Pruco Securities, LLC for 40 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services supported by an integrated platform combining adviser programs with sales of financial products such as insurance.

Heather Cook is a CFP®-certified financial advisor with six years of industry experience, all of which she has spent with Edward Jones. She began her career after completing her studies in 2019 and has been based in Farragut, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Taylor Chandler is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Chandler worked at UBS Financial Services for two years and was employed at Lamon Jewelers for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, with established oversight and governance processes.

Laila Zeman is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2023. In her role, she works with clients to guide them through their financial journeys by having open conversations to understand their needs and help them work toward their financial goals in an approachable and judgment-free manner. Laila's professional experience includes positions as a Financial Consultant and Investment Consultant at Fidelity Investments, as well as Financial Advisor at Visions Investment Services. Prior to that, she held roles at Visions Federal Credit Union, including Service and Sales Representative and Branch Member Account Specialist. Outside of her professional work, Laila enjoys attending concerts, cooking and baking, spending time with friends at social events, music, pets, and traveling.

Mazin Mo is a financial advisor at Edward Jones in Farragut, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Toyota of Laramie and Dewey Pest Control and spent six years at the University of Laramie. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Michael Smith is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB since 2011. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operations and extensive due diligence.

Stephen Rosen is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Raymond James & Associates since 2012. Rosen serves as president of a nonprofit advisory board and holds board positions with the BBYO Fund for the Future and the East Tennessee Foundation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles and is noted for its municipal advisory services and affiliated research resources.

Scott Haley is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has served as a branch manager and owner of a support company, Mainsail Wealth Advisors. Haley’s prior experience includes three years at Gloucester County Schools. 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, corporations, and institutional investors. The firm utilizes tailored, non-discretionary planning and analytical tools to assist clients in making informed investment decisions.

Charles Matthews is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. He previously worked at Grove Point Advisors, LLC and has been affiliated with Cornerstone Wealth Advisors since 2009. Outside of his advisory role, Matthews coaches softball and fitness at the Christian Academy of Knoxville and Daytona Beach Christian. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and planning services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

James Coffey is a Planning Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. Prior to joining Fidelity Investments, James worked as an Associate Wealth Management Advisor at TIAA from 2016 to 2020. His experience in these roles reflects a focus on financial planning and wealth management.

Kevin Miller is Vice President, Wealth Planner at Fidelity Investments, where he focuses on comprehensive financial planning to help clients pursue peace of mind. He joined Fidelity Investments in 2022 and has held several roles including Financial Representative, Relationship Manager, and Planning Consultant before his current position. Prior to Fidelity, Kevin worked as a Client Service Associate at Asset Planning Corp from 2021 to 2022. He holds a California Insurance License. Outside of his professional responsibilities, Kevin enjoys camping, football, golf, hiking, reading, and values his role in parenthood.

William Bowen is a CFP® with 47 years of industry experience, currently serving as an Investment Advisor Representative at Cambridge Investment Research Advisors since 2023. He previously held roles at Cambridge Investment Research, Inc. and AMG Financial Strategies, Inc. Bowen also acts as an independent insurance agent and has served as a FINRA arbitrator since 2003. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services through a network of independent professionals, providing tailored strategies across various platform arrangements and incorporating both proprietary and third-party investment solutions.

Bradley Adams is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked with Primerica Financial Services since 2008 and has concurrent roles including work with PFS Investments Inc and independent contracting. Outside of advising, he is involved in sales of home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable accounts. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers a range of tactical and strategic portfolio options.

Joseph Thompson III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James since 2013 and served in FINRA Dispute Resolution for nine years. Thompson also serves as Chairman Emeritus on the Board of Directors for the East Tennessee Historical Foundation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

William Warner is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.