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.

John Michael Scott is a financial advisor with Edward Jones in Maryville, Tennessee, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in managing an LLC holding rental properties originally owned by his family. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

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.

Vincent Bonanno Jr. is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Ic Advisory Services Inc and The Investment Center Inc. He is also involved with Planning Matters LLC, an entity related to his advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and portfolio management options, supported by research and technology tools, and serves over 22,800 advisors managing discretionary assets.

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.

Gina Johnston is a financial advisor with LPL Financial in Maryville, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She worked at SSN Advisory, Inc. for eight years before joining LPL Financial in 2013. Outside of her advisory role, she has a small investment interest in real estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Traci Hejna is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously held positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs, including tailored financial planning. The firm employs structured planning tools and models outcomes through techniques such as Monte Carlo simulations, managing approximately $2.74 trillion in client assets.

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.

David Gilliam is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 designation and seven years of industry experience. He joined Morgan Stanley in 2017 after three years at Jessup & Associates and has been with Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

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.

Kyle Jacobs is a Series 66-licensed financial advisor with UBS Financial Services in Knoxville, TN, having joined the firm in 2026. He has five years of prior experience at Burns & McDonnell and held positions at several other organizations, including The Navigators and Penn State University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

David Humphreys is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding Series 63 and Series 65 registrations. He has 39 years of industry experience, including over two decades with MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he is involved in life insurance brokerage under a separate business activity. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

William Silvan is a CFP® with 36 years of industry experience. He is currently with Cetera and has previously worked at Fiduciary Trust and Avantax Advisory Services, among others. In addition to his advisory work, he owns a tax preparation and consulting business and serves as treasurer of a local homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and consulting services, operating a multi-manager platform with access to both affiliated and third-party investment strategies.

Jeffrey Miller is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Thierry Sommer is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Next Financial Group Inc for 18 years and Raymond James Financial Services, Inc. for three years. Outside of his advisory role, Sommer is involved with Thierry V. Sommer & Associates, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Daniel Deck is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, he serves as a minister and works part-time as a service dog trainer. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Paul Ragone is a financial advisor at OSAIC with 29 years of industry experience. He previously worked at Woodbury Financial Services for 21 years before joining OSAIC in 2024. Ragone holds Series 63 and Series 65 designations. Outside of his advisory role, he is president of Integrity Wealth Services, a sole proprietorship focused on non-securities life insurance sales. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct portfolios that span multiple asset classes.

Davis Petersen is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 65 registrations and possessing 34 years of industry experience. His prior roles include positions at Raymond James & Associates and Morgan Keegan & Company, LLC. Petersen has been with Morgan Stanley and its Private Bank division since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Joshua Klinger is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. He has previously worked at Tennessee Valley Asset Management Partners, LPL Financial, Raymond James & Associates, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.