Steven Schnupp is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds a Series 63 designation and has previously worked at firms including LPL Financial, Stratos Wealth Partners LTD, Buckhead Brokerage, and The Leaders Group Inc. Cambridge Investment Research Advisors serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment implementation options across multiple custody platforms and employs both proprietary and third-party strategies tailored to client objectives.

Alison Richardson is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process, serving a diverse client base through systematic methodologies and long-term asset allocation benchmarks.

Allan Cameron is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience at MassMutual Life Insurance Company. Outside of his advisory work, he is the owner of a vacation rental property. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning programs and educational seminars, focusing on collaborative, goal-based financial strategies.

Cord Johnson is a Financial Consultant currently working at Fidelity Investments since 2022. He has experience as a Registered Representative with New York Life Insurance Company from 2021 to 2022. Cord focuses on helping clients establish financial plans tailored to their needs and preferences, emphasizing the importance of building relationships based on trust and respect as the foundation of the financial planning process. His professional background includes roles that involve advising clients on financial matters and developing personalized strategies. Outside of his professional work, Cord has interests in art, movies, music, parenthood, and running.

Cindy Clowers is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 63 designation and 28 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she serves as an officer for CedarBrook Outreach, a charity focused on assisting at-risk families, and is involved in the management of her local homeowners association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

David Brown is a financial advisor with Wells Fargo Advisors in Knoxville, TN, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Advisors since 2018, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, special-needs analysis, and divorce planning.

James Munsey is a financial advisor with LPL Financial in Oak Ridge, TN, holding a Series 66 designation and 14 years of industry experience. His prior work includes positions at Edward Jones and AXA Advisors. Munsey also founded Munsey Financial LLC, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, including discretionary and non-discretionary management, supported by research and third-party subadvisors.

Ronald White is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at PFS Investments Inc. since 2010 and has been affiliated with Primerica Financial Services since 1987. His other business activities include part-time referrals of home security and automation products through Primerica client services and compensation from Primerica Mortgage for loan product sales. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Brian Osgood Jr. is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Chief and a member of the Board of Directors for the Blount County Rescue Squad. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized advice through a centralized retirement-income consulting team.

Sarah Hurley is a financial advisor with Fidelity in Knoxville, TN. She holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Fidelity, she worked at Vanderbilt Mortgage and Finance and Trustco Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

Danny Creswell is a financial advisor with Primerica Advisors in Farragut, Tennessee, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Primerica Advisors since 1981 and Primerica Financial Services since 1991. Outside of his advisory work, Creswell has operated Brannon Auto Sales since 1997 and boards horses at his personal residence. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Kristi Hill is a financial advisor with Ameriprise in Maryville, TN, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes roles at U.S. Bancorp Investments, LPL Financial, Tennessee Valley Asset Management Partners, and Quality Financial Concepts. Outside of her advisory work, she authored a faith-based book titled *Miles with the Master, 30 Devotionals for the Road of Faith*, published in 2025. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

James Dickerson is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he serves as the Finance Chair for the YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, operating a large network of advisors and offering services under a fiduciary standard.

Jeffrey Painter is a CFP® professional with 21 years of industry experience, currently affiliated with Raymond James & Associates since 2016. Prior to this, he worked at J.J.B. Hilliard, W.L. Lyons LLC for seven years. He serves as a future executor for relatives in a non-investment capacity. Raymond James & Associates is a large firm serving individuals, institutions, pension plans, and municipal entities with financial planning and non-discretionary investment consulting. The firm offers a range of portfolio management styles supported by affiliated research, and provides municipal advisory services alongside market-making and execution in municipal and government bonds.

Chelsea Shanahan is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her prior work includes roles at LPL Financial, Invest Financial Corporation, and United Community Advisory Service. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and provides specialized programs such as divorce planning and estate-settlement services.

Samuel Frogg II is a financial advisor at Edward Jones in Kingston, TN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a large network of financial advisors and branch offices nationwide.

Brandi Shipwash is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. She previously worked for TD Ameritrade from 2005 to 2021 before joining Raymond James in 2021. Outside of her advisory role, she owns and manages a rental property in Louisville, Tennessee. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning using analytical tools and supports a wide advisor network, with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Jonathan Smith is a financial advisor with Primerica Advisors in Powell, TN, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Primerica Financial Services, PFS Investments Inc., and Src Inc since 2008 and 2010 respectively. Outside of his advisory role, Smith serves as an elder at Redemption Life Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors for model implementation.

Kevin Sheffield is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His work history includes roles at Cetera, Summit Brokerage Services, Wells Fargo Advisors Financial Network, and managing Sheffield Wealth Management since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, 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 in-house and third-party research.

Catherine James is a financial advisor with LPL Financial and holds the Series 66 designation. She has seven years of industry experience, including seven years at Morgan Stanley and Morgan Stanley Private Bank. Prior to her current role, she also worked at United Community Bank and has entrepreneurial experience with Knotty Pine Motel. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management and supported by research from multiple sources.