Alexander Minge is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 credential. He has worked at firms including LPL Financial, ORNL Federal Credit Union, and Odyssey Investment Advisors, where he also serves as president. Outside of finance, he is a co-owner of Continental Coffee Company, overseeing green coffee purchases and roasting profiles, and works as a social media personality focusing on photography and athletics. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, supported by over 10,000 advisors and assets under management exceeding $256 billion.

Jeffrey Thode is a financial advisor with Wells Fargo Clearing in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics to guide investment decisions.

Jennifer Laverghetta is a financial advisor at Edward Jones in Lenoir City, Tennessee, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

John Stamp is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera and its affiliated entities since 2015 and has a concurrent role at Regions Bank since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors and manages more than $256 billion in assets.

Joseph Siragusa is Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team focused on assisting individuals, families, and organizations with their wealth decisions. He has been with Fidelity Investments since 2000, holding various positions including Regional Planning Consultant, Vice President and Branch Office Manager, Assistant Branch Manager, Financial Planning Consultant, Investment Consultant, Financial Representative, and Stock Transfer Representative. His extensive experience spans over two decades within the company. No additional information on education, credentials, personal interests, or community involvement was provided.

Scott Schroeffel is a financial advisor with Raymond James Financial in Knoxville, TN, holding a Series 66 designation and 20 years of industry experience. He has worked with Raymond James and affiliated entities since 2018 and previously spent 10 years at Suntrust Investment Services. Outside of his advisory role, Schroeffel is an associate at Pinnacle Asset Management, where he builds relationships with partners and manages client investment accounts. 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, corporations, and institutions. The firm provides tailored, non-discretionary planning using analytical tools and supports clients through its advisory programs and institutional consulting.

Betsy Herzog is a financial advisor with Edward Jones in Knoxville, TN, holding the ChFC® and Series 66 designations and having 13 years of industry experience. She has been with Edward Jones since 2013. 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, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of financial advisors and branch offices.

Mason Bercaw is a financial advisor with LPL Financial in Lenoir City, TN, holding a Series 66 credential and three years of industry experience. His prior work includes positions at Edward Jones and the Knox County Sheriff’s Office. He is also active as a licensed REALTOR® in the Knoxville area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by various investment implementation options and operational technologies.

Laura Mollenhour is a financial advisor at Edward Jones in Farragut, TN, with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Wesley Wright is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cadaret, Grant & Co. Inc. and Raymond James Financial Services Advisors. Wright is a managing partner of Financial Concepts, an outside business activity noted in regulatory filings. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with investment strategies supported by both proprietary research and third-party subadvisors.

Stephen Kerutis is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has worked at several firms, including LPL Financial LLC and Truist Advisory Services, before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, institutional, and corporate clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing multiple program structures and manager platforms, with over $256 billion in assets under management and a substantial client base.

Brandon Hawk is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he was involved with the Dox N Jox Radio Show and The Forge Training Facility from 2014 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment options through a nationwide network of financial advisors and branch offices.

Patrick Sherrill is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Truist Investment Services from 2007 to 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu that includes cash-flow, retirement, education, risk, wealth-transfer, and specialized planning areas. The firm offers tailored recommendations supported by Wells Fargo research and planning tools, with clients able to choose from various implementation options.

Nicholas Gearhart is a financial advisor with Charles Schwab in Knoxville, TN, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at New York Life and Charles Schwab Bank, as well as involvement with Stricklers Ice and Beer. Outside of his advisory work, he serves as a referee for the West Bearden Basketball League, officiating youth basketball games. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset portfolios and alternative investment options.

Craig Beauregard serves as Vice President and Branch Leader, supporting a team of financial professionals in developing financial plans through advanced technology and strategies. He has held the position of Branch Office Manager at Fidelity Investments since 2012, following a year as Assistant Branch Manager. Prior to Fidelity, Craig gained experience in various roles including Performance Leader and Process Design Consultant at Merrill Edge, and multiple management positions at Bank of America Investments from 2003 to 2010. His career began in financial advisory roles at Dickinson & Company, Baraban Securities, and Barron Chase Securities in the mid-1990s. The biography does not include information on his education, credentials, personal interests, or community involvement.

Georgia White is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 65 and Series 66 licenses and has worked with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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 retirement-income recommendations.

Jayaprakash Patel is a financial advisor at Osaic Wealth, Inc. in Knoxville, Tennessee, with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors and SSN Advisory, Inc. Outside of his advisory role, Patel owns a CPA practice providing tax preparation, bookkeeping, and payroll services, and is involved as a partner in several hotel ventures. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

Alan Jordan is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and has operated Jordan Tax Service since 1999. Outside of advisory work, he is involved in sales of loan products and home security and automation service referrals through affiliated firms. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-based investment approach supported by third-party asset managers and provides custody and trade execution services through Pershing and BNY Mellon Advisors.

Wesley Parrish is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Parrish is involved in the sale of investment-related products and also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors for model implementation.

Lee Demastus is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has a total of one year of industry experience, including previous roles within Raymond James since 2012. 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, institutional plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.