Jonathan Palk is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has one year of industry experience, previously working at Park Avenue Securities and with a background including roles at Shipt, Park West Church, and Accenture. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement consulting, and a range of investment advisory programs.

Thomas O'Connell Jr. is a financial advisor at Brookstone Capital Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Brookstone since 2019. Prior to that, he was with Comprehensive Capital Management, Inc. and Comprehensive Asset Management and Servicing, Inc. He is also president of International Financial Advisory Group, where he has been involved since 1996, and serves as chairman of the Better Business Bureau of New Jersey. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through a variety of model portfolios and managed accounts, supported by a large advisor network and a turnkey asset management platform.

Benjamin Vander Wal is a financial advisor with Guardian Life, holding a Series 65 designation. He began his career in 2026, having previously completed full-time education from 2016 to 2026. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Peachtree Planning. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs, including discretionary and non-discretionary models and a hybrid digital advisory solution.

Todd Redd is a CFP® with 30 years of experience in the financial services industry. He is currently with Mariner Wealth Advisors, where he has worked since 2022. His prior experience includes nearly a decade with Cetera Advisor Networks and Sageview Private Client Group. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm utilizes customized portfolios overseen by an Investment Committee and offers integrated tax and accounting services alongside traditional portfolio management.

Joseph Schulok is a financial advisor at Mariner in Knoxville, TN, holding a Series 65 credential. He has no prior industry experience and joined Mariner in 2026 after roles at Frazier Financial Advisors and Tricord Wealth Advisors. Schulok also worked with the Forest Hills Swim Club and has been a full-time student at The Ohio State University. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with specialized services such as tax integration and financial wellness platforms.

Erik Dickinson is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Hilti, Inc. for 12 years. Outside of his advisory work, he serves as a basketball referee for the Tennessee Secondary School Athletic Association (TSSAA). Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers various advisory programs and services, including custom portfolio solutions and retirement plan consulting, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Amanda Wright is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Her prior work includes positions at Fidelity Investments and Lexington Medical Center. Outside of her advisory role, she is an owner of a short-term rental property. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active strategies overseen by an internal Investment Committee.

James Collins is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Transamerica, he worked with Eagle Strategies (NY Life) and NYLIFE Securities LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Daniel Myers is a CFP® and holds a Series 65 license, currently with Savant Wealth Management in Knoxville, TN. He has two years of industry experience, previously working at Asset Planning Corporation and the Center for Financial Success. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust service entities.

Stephen Carlson is a financial advisor at Savant Wealth Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked nine years at Asset Planning Corporation. Carlson is based in Knoxville, TN. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies, supported by extensive in-house resources and affiliated entities offering accounting, legal, and trust services.

Wesley Nunley is a financial advisor at Edward Jones in Knoxville, TN, holding a Series 66 designation. He has been with Edward Jones since 2026 and previously worked in advertising, recruiting, and insurance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Kyle Baisley is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 66 designation and bringing 10 years of industry experience. In addition to his advisory role since 2020, he practices law as an attorney at Long, Ragsdale & Waters, P.C. and his own firm, Kyle A. Baisley, Attorney at Law. He also serves as a Reserve Deputy and Reserve Unit Legal Counsel for the Knox County Sheriff's Office. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, delivering written recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support client planning, with a focus on assets held in Ameriprise Managed Accounts.

Mary Yoder is a financial advisor at Osaic with 37 years of industry experience. She holds the Series 63 designation and has previously worked at Securities America Advisors, Securities Service Network, Raymond James Financial Services, and Synergy Wealth Management. Outside of her advisory role, Yoder is involved with Fort Loudon Financial LLC, providing administrative support. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, employing asset-allocation tools and multiple third-party platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Robert Bowman is a financial advisor at Raymond James & Associates holding a Series 66 designation. He joined the firm in 2026 and has prior experience including roles at the University of Tennessee, Vulcan Materials Company, Cellular Sales, and the United States House of Representatives. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base ranging from individuals to institutional and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Noell Lewis is a financial advisor with Edward Jones in Knoxville, TN, holding a Series 66 designation and 19 years of industry experience. Lewis has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Vincent Bonanno Jr. is a CFP® with 25 years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Ic Advisory Services Inc and The Investment Center Inc. He also operates Planning Matters LLC, which serves as his business entity for his LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm provides a wide range of advisory programs and financial planning services, incorporating both discretionary and non-discretionary management supported by extensive research and diversified investment strategies.

Katharina Snyder is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity in 2023 and has held several roles including Financial Representative and Relationship Manager prior to her current position. Before joining Fidelity, she worked as a Client Relationship Manager at Axiom Wealth Management from 2022 to 2023 and as a Financial Relationship Consultant at Regions Bank from 2019 to 2022. Her professional experience spans client relationship management and financial planning, with a focus on providing personalized guidance and thoughtful planning. Katharina emphasizes building trust by listening and translating complex financial information into clear advice, supporting clients as their financial situations evolve.

Randall White II is a CFP® professional with 13 years of industry experience, currently serving at Ameriprise since 2012. He holds a Series 66 license and manages operational development through his ownership of RTW Enterprises, LLC. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joshua Michael is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at MML Investors Services LLC and MassMutual Life Insurance Co since 2024. Outside of finance, he spent time at Soundtrax Records and has been involved with Carson-Newman University and Morristown Covenant Academy. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative, goal-focused approaches without investment discretion in planning engagements.

Craig Fowler is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2019. Outside of advisory work, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides multiple investment implementation options and proprietary model strategies, with documented controls for conflicts of interest related to affiliated strategies.