William Albright is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2024. Prior to joining Fidelity, he was involved with the University of Tennessee football program and has experience running a gutter cleaning business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Amanda De Bord is a Series 66-licensed financial advisor with Edward Jones, based in Lenoir City, TN. She has 11 years of industry experience and has been with Edward Jones since 2014. 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 and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Sean Wilson is a financial advisor with Edward Jones in Knoxville, TN, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Legacy Capital Advisors, LPL Financial, and Merrill Lynch, Pierce, Fenner & Smith/Bank of America. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Karl Flatau is a financial advisor at Edward Jones in Oak Ridge, TN, holding a Series 66 designation with 14 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment advisory programs, managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of financial advisors, broad retail and institutional client base, and a variety of affiliated investment and fiduciary services.

Jennifer Laverghetta is a financial advisor at Edward Jones in Lenoir City, Tennessee, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Joseph Siragusa is Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team focused on assisting individuals, families, and organizations with their wealth decisions. He has been with Fidelity Investments since 2000, holding various positions including Regional Planning Consultant, Vice President and Branch Office Manager, Assistant Branch Manager, Financial Planning Consultant, Investment Consultant, Financial Representative, and Stock Transfer Representative. His extensive experience spans over two decades within the company. No additional information on education, credentials, personal interests, or community involvement was provided.

Deric Runge is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he serves as a Major and Squadron Executive in the United States Army National Guard, where he coordinates training and operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through its nationwide network of over 23,700 advisors.

Betsy Herzog is a financial advisor with Edward Jones in Knoxville, TN, holding the ChFC® and Series 66 designations with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 advisors.

Mason Bercaw is a financial advisor with LPL Financial based in Lenoir City, TN. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Edward Jones and the Knox County Sheriff's Office. Outside of advising, he is also active as a licensed REALTOR®. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, with access to diversified investment strategies and model portfolios.

Laura Mollenhour is a financial advisor at Edward Jones in Farragut, TN, with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Brandon Hawk is a Series 66-licensed financial advisor with Edward Jones in Farragut, TN, where he has worked since 2018. He has seven years of industry experience, including prior roles with the Dox N Jox Radio Show and The Forge Training Facility from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Nicholas Gearhart is a financial advisor with Charles Schwab in Knoxville, TN, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at New York Life and Charles Schwab Bank, as well as involvement with Stricklers Ice and Beer. Outside of his advisory work, he serves as a referee for the West Bearden Basketball League, officiating youth basketball games. Charles Schwab & Co., Inc. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset portfolios and alternative investment options.

Evan Hayashi is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Crown Capital Securities, LP for 11 years. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Craig Beauregard serves as Vice President and Branch Leader, supporting a team of financial professionals in developing financial plans through advanced technology and strategies. He has held the position of Branch Office Manager at Fidelity Investments since 2012, following a year as Assistant Branch Manager. Prior to Fidelity, Craig gained experience in various roles including Performance Leader and Process Design Consultant at Merrill Edge, and multiple management positions at Bank of America Investments from 2003 to 2010. His career began in financial advisory roles at Dickinson & Company, Baraban Securities, and Barron Chase Securities in the mid-1990s. The biography does not include information on his education, credentials, personal interests, or community involvement.

Jayaprakash Patel is a financial advisor at Osaic Wealth, Inc. in Knoxville, Tennessee, with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors and SSN Advisory, Inc. Outside of his advisory role, Patel owns a CPA practice providing tax preparation, bookkeeping, and payroll services, and is involved as a partner in several hotel ventures. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

Alan Jordan is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and has operated Jordan Tax Service since 1999. Outside of advisory work, he is involved in sales of loan products and home security and automation service referrals through affiliated firms. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-based investment approach supported by third-party asset managers and provides custody and trade execution services through Pershing and BNY Mellon Advisors.

Wesley Parrish is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Parrish is involved in the sale of investment-related products and also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors for model implementation.

Lee Demastus is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has a total of one year of industry experience, including previous roles within Raymond James since 2012. 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 wide range of clients including individuals, institutional plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.

Jack Hill is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 licenses and totaling 31 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2000 and leads The Retirement Planning Group, Inc., a support company serving as a holding company for his advisory business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports advisory programs with a breadth of services including municipal advisory and targeted employer plan consulting.

Quentin Ledford is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2013 and at Valic Financial Advisors since 2010. Ledford is also involved as an independent insurance agent with AFC-MD Benefits Consultants LLC and has additional business activities related to insurance services. Cambridge Investment Research Advisors serves a broad mix of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers diversified investment implementation options, including proprietary models and access to unaffiliated strategists, and maintains institutional features such as advisor transition loans and equity participation arrangements.