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 at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked with firms including Cadaret, Grant & Co. Inc. and Raymond James Financial Services. Wright is also the owner and managing partner of Financial Concepts. 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, offering a range of advisory programs and financial planning services.

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 Series 66-licensed financial advisor with Edward Jones in Farragut, TN, where he has worked since 2018. He has seven years of industry experience, including prior roles 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 over four million individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Patrick Sherrill is a financial advisor with Wells Fargo Advisors in Knoxville, TN, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has worked with various Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools.

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.

Christopher Whitman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including comprehensive financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to assist clients.

James Powers is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Greensview Wealth Management and TrustFirst, Inc. Powers serves as a board member for The Dream Connection, a nonprofit focused on fulfilling the wishes of children with life-threatening illnesses. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools, risk-tolerance analysis, and automated rebalancing across a variety of investment products and account management options.

Quentin Ledford is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2013 and has prior experience at Valic Financial Advisors dating back to 2010. Outside of advisory work, Ledford is involved in insurance-related services through independent activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services through a network of independent Financial Professionals using various portfolio management programs and tailored investment strategies.

Jesse Giles is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Raymond James, he worked at CogentBlue Wealth and Home Federal Bank of Tennessee. Outside of his advisory role, he assists at Marzolf Investment Group in Knoxville, supporting client service and business operations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to help clients assess potential outcomes, while supporting a wide network of advisors and maintaining notable municipal advisory and SIMPLE IRA consulting programs.

Brandon Bean is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior work includes roles at Regions Bank, MML Investors Services, MassMutual, and the Sevier County Sheriff's Department. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform. The firm manages over $256 billion in assets and supports more than 10,000 advisors nationwide.

Timothy Massie is a financial advisor at Edward Jones in Knoxville, TN, with eight years of industry experience. He holds CFP® and Series 66 credentials and spent 24 years at Whirlpool Corporation prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Thomas Barnes is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2013. Barnes is a partner in a separate business venture, 71South, although his involvement is minimal. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers a range of financial planning and consulting services with a focus on non-discretionary investment advice supported by comprehensive research and diverse portfolio management strategies.

James Cunningham is a financial advisor with Mass Mutual Investors Services based in Knoxville, TN. He holds a Series 63 designation and has 42 years of industry experience. His prior work includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he is an agent specializing in group life, health, long-term disability insurance, supplemental, and dental products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.