Edward Jones is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2024. Prior to that, he was with Securities America Advisors, Inc. and SSN Advisory, Inc. Among his other activities, he serves as a principal and agent at an independent insurance agency and holds board positions with the Rotary Club of Farragut and its foundation. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment vehicles to construct portfolios tailored to client needs.

William Parrish Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009. Outside of his advisory work, he is involved in a separate business buying and selling classic Jeeps. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, deploying a range of strategies including proprietary models and third-party solutions tailored to client objectives.

Roger Williams is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joel Searfoss is a financial advisor at Thrivent Investment Management with 25 years of industry experience. He has held positions at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a director for the Blount County Bee Association, which educates and promotes honey bee raising. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm offers goal-based planning covering various topics such as retirement, tax, and estate planning, while keeping planning services distinct from portfolio management.

James Allen is a financial advisor with LPL Financial in Knoxville, TN, holding the ChFC® and Series 63 credentials and bringing 34 years of industry experience. He has worked with LPL Financial since 2007. Allen operates as a sole proprietor offering life, health, disability income, and long-term care insurance, and also brokers property and casualty insurance through a separate business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Joshua Riley is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Consolidated Nuclear Security for nine years. He holds the Series 66 designation. 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, supported by a large nationwide network of advisors and branch offices.

Adam Smolnycki is a financial advisor with Charles Schwab in Knoxville, TN, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at TD Ameritrade and Scottrade Inc. He has been affiliated with Charles Schwab and its related entities since 2022. 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 mix of non-discretionary and discretionary investment options, multi-asset model portfolios, and access to alternative investments, supported by a large integrated platform with centralized supervision and custody.

Robby Duncan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. In this role, he collaborates closely with clients to develop financial plans tailored to their individual needs throughout their working years and into retirement. Prior to joining Fidelity, he was a Financial Representative at First Tennessee Bank from 2009 to 2010. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Robby emphasizes building long-standing relationships with clients and their families by understanding their specific financial concerns and goals. Outside of his professional work, Robby enjoys activities such as beach outings, boating, cooking and baking, family activities, fitness, and traveling.

Virginia Burwitz is a financial advisor at LPL Financial with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at European Wax Center and Cyr/Woertz Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Curtis Bare III is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Thrive Lot, Inc., the University of Tennessee, and Weill Cornell Medicine. 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 programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Stephen Wallace is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

David Jones is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2015, with prior experience at UBS Financial Services from 2012 to 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, investment consulting, and fiduciary solutions supported by a nationwide adviser network.

Joshua Hornberger is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at The House Store for three years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Warren Cates is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and nine years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he is an independent insurance agent offering various insurance products. 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, focusing on collaborative, goal-based planning and offering services such as divorce planning and estate-settlement.

Brianna Hoyt is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her work history includes roles at Bank of America, N.A., Lipscomb University, Roane State Community College, and Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erin Barker is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and has worked at multiple firms including SagePoint Financial, Mortgage Investor Group, and SSN. Outside of finance, Barker serves as the lead pastor and a board member of Passion Church Ministries, a nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations through a broad network of advisors and advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various asset allocation tools and portfolio management strategies.

Quinn Toomey is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, PRUCO Securities, LLC, and Empire Wine. He also spent three years at Keuka College and two years at Hannaford. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Wade Wilkinson is a financial advisor at Osaic with 33 years of industry experience. He holds a Series 63 designation and has held prior roles at Securities America Advisors and SSN Advisory. Outside of his advisory work, he serves as a managing partner of Fort Loudon Financial LLC and is involved as a co-trustee for family trusts and as a general partner in his family’s real estate business. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of affiliated advisers and advisory platforms. The firm offers integrated brokerage, advisory, financial planning, and managed-account services with access to third-party money managers and a variety of investment options.

John Walker is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of his advisory role, he is a self-employed gardener in Knoxville. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options structured as a wrap-fee solution.

Richard Brittain is a financial advisor with OSAIC in Knoxville, TN, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lincoln Financial Advisor for six years and Valic Financial Advisors for seven years. In addition to his advisory role, Brittain is a licensed insurance agent involved in the sale and service of fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset allocation tools, risk assessments, and automated rebalancing across various investment types.