Randall White II is a CFP® professional with 13 years of industry experience, currently serving at Ameriprise since 2012. He holds a Series 66 license and manages operational development through his ownership of RTW Enterprises, LLC. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Lisa Goins is a financial advisor at LPL Financial in Knoxville, TN, holding a Series 66 license with 14 years of industry experience. She previously worked at Sagepoint for 11 years and OSAIC for one year before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Traci Hejna is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured planning tools and proprietary investment research.

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.

Micah Dennis is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation and three years of industry experience. He has worked previously at First Horizon Advisors and has an artistic side business as a musician and artist through MNDCraftyShop. Micah’s background also includes roles outside finance in the retail and restaurant sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Jason Jonson is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation and bringing one year of industry experience. His prior roles include positions at First Horizon Advisors and First Horizon Bank, as well as academic work at the University of Tennessee Humanities Center and Department of History. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutional organizations. The firm offers various financial planning and advisory programs supported by research and model portfolios, employing both discretionary and non-discretionary management strategies.

Mark Durfee is a financial advisor with LPL Financial based in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Sagepoint Financial, Inc. for 14 years and has been affiliated with Bob Johnson Insurance Inc. since 1996. Outside of advising, he has engaged in selling football cards on eBay as a non-investment related activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, incorporating discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Brent Christian is a CFP® professional with 16 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses and is based in Knoxville, TN. In addition to his advisory role, he is involved in group insurance sales, including group life, health, and long-term disability plans. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

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.

Brandon Leonard is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at One Main Financial and held positions in hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Ramsey Walsh is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and previously held roles at Radio Systems PetSafe Europe Ltd, Radio Systems Corporation, Bosch Power Tools GmbH, the UT Conference Center, and the University of Tennessee. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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 at Mass Mutual Investors Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MML Investors Services and MassMutual Life Insurance Company since 2005. Outside of his advisory role, he is involved in life insurance brokerage. 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 comprehensive financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning without discretionary investment management.

Jacob Franke is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial and TVAMP, LLC. Outside of advisory work, he has experience in various organizations including Texas A&M University and the General Services Administration. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing planning advice focusing on retirement income strategies and tax-aware withdrawals.

Michael Schaffer is a financial advisor at Edward Jones in Clinton, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked in higher education administration at The University of Tennessee and held various roles in political organizations and campaigns. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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, holding Series 63 and Series 65 credentials and 29 years of industry experience. Before joining LPL Financial in 2025, he worked for 18 years at Next Financial Group Inc. He is also involved in a non-variable insurance business, Thierry V. Sommer & Assoc., which he operates alongside his advisory work. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research and portfolio management options.

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.