Christopher Cowan Banker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at IBM and Kimberly-Clark. Outside of his advisory role, he serves as president of the Governors Row Homeowners Association in Knoxville, TN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach and offers a range of brokerage and advisory solutions supported by its large scale and extensive resources.

Joseph Moore is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at LPL from 2012 to 2019 before joining Cambridge in 2019. Outside of advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, using a variety of portfolio management approaches and platform arrangements.

Jordan Ramsey is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Audi Knoxville for four years. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Kevin Denning is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Denning has an involvement with Antero Resources Corporation, a gas exploration and drilling company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a broad range of investment strategies and affiliated services under a fiduciary standard.

Cynthia Harless is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

Karen Houston is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with PFS Investments Inc since 2018 and has been affiliated with Primerica Financial Services since 1998. Outside of her advisory role, she is the owner and author of Root 66 Habit Highway, a book project based in Knoxville. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-delivery investment strategies supported by third-party asset managers and custodial services.

David Reynolds is a financial advisor with LPL Financial in Maryville, Tennessee, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked previously with First Tennessee Brokerage, Inc. and 1 St Tn Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Susan Aragon is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2008, including a brief role at the US Census Bureau in 2020. 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 options, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

William Lawson is a financial advisor with Raymond James & Associates in Knoxville, TN, 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 managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering tailored financial planning and consulting services supported by a nationwide adviser network.

Bryan Mayo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at UBS Financial Services for 16 years before joining Wells Fargo in 2020. Outside of his advisory role, Mayo is a silent owner of Mayo Garden Center in Knoxville, TN. Wells Fargo Clearing provides retirement plan consulting and fiduciary services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Curtis Montgomery is a Financial Consultant at Fidelity Investments, where he has been working since 2026. Prior to his current role, he held positions including Investment Consultant and Planning Consultant within the same firm. He has accumulated experience through various roles at Fidelity Investments since 2020, progressing from Customer Relationship Advocate to Financial Representative, and then to Relationship Manager. Montgomery's approach focuses on partnering with clients to understand their unique investment stories and to assist them in making informed and confident decisions regarding their wealth. He emphasizes listening closely to clients' needs, priorities, and concerns to co-create personalized strategies aimed at supporting successful and fulfilling retirements. Outside of his professional responsibilities, Curtis enjoys family activities, football, golf, movies, parenthood, and traveling.

Harold Joines is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy development, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit options in their investment menus.

Kenneth Supman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Westlands Condo Association in Knoxville, TN. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management options.

Tammy Bradberry is a financial advisor at Edward Jones in Maryville, TN. She holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, she worked with the YWCA Knoxville & the Tennessee Valley and the Fayette County Council for Domestic Violence, also known as Promise Place. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Gabriel Beeler is a CFP® professional affiliated with Raymond James & Associates in Knoxville, TN, with seven years of industry experience. He previously worked at Reliant Wealth Planning and was self-employed before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a range of portfolio management styles supported by affiliated research and model manager options.

Jessi Schaefer is a financial advisor at Edward Jones in Knoxville, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Schaefer served 20 years in the United States Air Force and provided non-investment financial planning services through Money Wellness, LLC. She and her husband also rent out a portion of their home to long-term tenants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services under a fiduciary standard through a nationwide network of over 23,000 financial advisors.

Jason Mooney is a financial advisor with Cetera who holds a Series 66 designation and has four years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2021 and has over 20 years of experience at Regions Bank. In addition to his advisory role, he is involved in customer service and lending activities at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party managers.

William Stuart is a financial advisor with Primerica Advisors in Maryville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1980. Outside of advisory work, he is involved with Steamboat Ski & Resort Corp., where he has had a role since 1978. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and operates an exclusively percentage-based, tiered wrap fee structure.

Jay Morris is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2018, serving in various roles including Relationship Manager, Financial Representative, and Central Relationship Manager. His professional focus is on working with individuals, families, business owners, and organizations to create customized, holistic financial plans. Jay emphasizes building strong relationships and sound planning to help clients pursue their goals and feel confident in managing life's uncertainties. His approach centers on earning clients' trust to serve as their primary financial advisor. Outside of his professional work, Jay enjoys family activities, exploring food, football, parenthood, reading, and volunteering.

Jackson Turner is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Edward Jones, TD Ameritrade Investment Management, and Scottrade. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses various risk management strategies, including tax-aware processes and defensive tactics.