Jesse Giles is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Raymond James, he worked at CogentBlue Wealth and Home Federal Bank of Tennessee. Outside of his advisory role, he assists at Marzolf Investment Group in Knoxville, supporting client service and business operations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to help clients assess potential outcomes, while supporting a wide network of advisors and maintaining notable municipal advisory and SIMPLE IRA consulting programs.

Brandon Bean is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 licenses and has 12 years of industry experience. His prior roles include positions at Regions Bank, MML Investors Services, MassMutual, Fifth Third Securities, and First Command Brokerage Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Timothy Massie is a financial advisor at Edward Jones in Knoxville, TN, with eight years of industry experience. He holds CFP® and Series 66 credentials and spent 24 years at Whirlpool Corporation prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Thomas Barnes is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2013. Barnes is a partner in a separate business venture, 71South, although his involvement is minimal. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers a range of financial planning and consulting services with a focus on non-discretionary investment advice supported by comprehensive research and diverse portfolio management strategies.

James Cunningham is a financial advisor with Mass Mutual Investors Services based in Knoxville, TN. He holds a Series 63 designation and has 42 years of industry experience. His prior work includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he is an agent specializing in group life, health, long-term disability insurance, supplemental, and dental products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

John Roszell is a financial advisor with Osaic Wealth, Inc. based in Knoxville, TN. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior work includes roles at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory work, he volunteers as a transporter for Adopt A Golden Knoxville, a golden retriever rescue organization. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options and uses various tools and third-party platforms to support client investment strategies.

Scott Shoemaker is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he operates as an independent insurance agent, selling disability, fixed annuities, life, accident, health, and long-term care insurance. 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 offers ongoing financial planning, asset management, and educational seminars, with a structured, collaborative approach to client financial planning.

Michelle Garlington is a financial advisor at Edward Jones in Knoxville, TN, holding a Series 66 designation and with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of advisory services under a fiduciary standard.

Richard Disharoon is a CFP® practitioner affiliated with Cambridge Investment Research Advisors, with 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, Disharoon serves as a board member of a nonprofit organization and works as an independent insurance agent, selling life, disability, and long-term care insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary portfolio strategies across multiple platforms.

Melissa Boniface is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Her prior roles include positions at Aetna, Inc., PerformLine, Inc., and involvement with Quinnipiac University across multiple departments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branches.

Jennifer Skiles is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at Edward Jones since 2021 and previously held roles at Brogan Financial and FTB Advisors, Inc. Outside of her advisory work, she is associated with Publishing Advantage Group in a non-operational capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ava Elkins is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. She has worked at Raymond James since 2019 and previously held roles in healthcare and community organizations. Outside of her advisory work, Elkins provides occasional swim lessons and nutrition consultations for children during the summer months. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser 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 comprehensive affiliate ecosystem.

Gary Emerson is a financial advisor with Primerica Advisors in Lenoir City, TN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of his advisory role, he works as an independent contractor for A1 Learning Connections. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selective 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, with portfolio implementation and trading delegated to BNY Mellon Advisors.

Casey Dout is a financial advisor with Primerica Advisors in Oak Ridge, TN. He holds Series 63 and Series 65 licenses and has professional experience since 2018, including roles at Bluemont Group, LLC and Starbucks Coffee Co. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients. The firm utilizes model-delivery strategies and third-party asset managers to provide diversified advisory services across a broad advisor network.

John Roberts is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked previously with firms including Equitable Advisors, Northwestern Mutual, and Sana Medical LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors.

Samuel Shelley is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience and a Series 66 designation. His prior roles include positions at The Trust Company of Tennessee, Truist Advisory Services, and Truist Investment Services. Outside of his advisory work, he is also an associate at Marzolf Investment Group, LLC in Knoxville, TN. 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, institutions, and corporations. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools and is noted for its municipal advisory affiliation and specialized SIMPLE IRA advisory services.

Nicholas Weissfeld is a financial advisor with OSAIC in Knoxville, TN, holding Series 63, Series 65, and Series 66 licenses and 18 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for eight years and MML Investors Services for one year. Outside of advisory work, he serves as an insurance agent offering accident and health, disability, traditional life, long-term care insurance, and voluntary employee benefits. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and access to third-party money managers and managed account solutions.

Amy McCarver is a Financial Consultant at Fidelity Investments, a position she has held since 2019. In her role, she works with individuals and families to assess their financial needs and goals through comprehensive financial planning. She aims to educate and empower her clients to make impactful wealth decisions throughout their lifetime. Amy's professional experience centers on financial consulting, where she applies her expertise to support clients in managing their financial futures. She brings a focus on personalized financial planning to her work at Fidelity Investments. Outside of her professional responsibilities, Amy has personal interests that include bowling, fitness, hiking, caring for pets, scuba diving, and traveling.

Christopher Shamblin is a financial advisor at Edward Jones in Oak Ridge, Tennessee, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked in education at several local schools from 2016 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Tubb is a Series 66-credentialed financial advisor with Edward Jones, based in Knoxville, TN. He has eight years of industry experience, including eight years at First Choice Automotive prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.