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.

Blake Mai is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked with Eagle Strategies since 2018 and has affiliations with NYLife Securities LLC and New York Life Insurance Company dating back to 2012. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs, emphasizing customized recommendations and fiduciary responsibility, with the majority of assets under management held on a non-discretionary basis.

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.

Anthony Browder is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 65 and Series 63 designations and two years of industry experience. Before joining Eagle Strategies, he worked at Eastman Chemical for over a decade. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm provides a range of advisory solutions tailored to client objectives, including fee-based hourly advice and retirement plan consulting, with a focus on non-discretionary asset management.

Joanna Beachly is a financial advisor with Principal Financial Services, holding a Series 66 designation and 13 years of industry experience. Her career includes roles at IronWorks Financial, Progressive Wealth Strategies, and Focused Financial, among others. She also participates as a speaker in educational workshops through Second Saturday, addressing budgeting and income considerations related to divorce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

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.

William Dobbs is a financial advisor at Centaurus Financial, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been self-employed since 2008. Outside of his advisory role, Dobbs is an insurance agent involved in life insurance underwriting and policy delivery. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, businesses, and foundations, offering financial planning, portfolio management, and specialized retirement-plan consulting through various platforms and third-party managers.

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.

Joshua Wallen is a financial advisor with Morgan Stanley in Knoxville, TN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, Wallen held positions at Pilot Flying J, the University of Tennessee, Palmetto Corporation, Boeing, Nolan Transportation Group, and Grande Dunes Ocean Club. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis methods.

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.

Robert Patrick is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at the University of Tennessee for 21 years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets supported by a nationwide network of over 23,700 financial advisors.

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.

Andrew Venable is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2009 and also works at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a silent partner in a local shredding business in Alcoa, Tennessee. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

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.

Mac Stevens is a financial advisor with Ameriprise in Knoxville, TN, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.