Olivia Cordell is a Series 66-registered financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, she worked in education roles with Monroe County Schools and Sweetwater City Schools. 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 through a nationwide network of over 23,700 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Jeffrey Golliher is a financial advisor with Robert Baird & Co. in Knoxville, TN, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked at Robert Baird since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, LLC since 2009. His other activities include serving as successor trustee for a long-time friend’s trust. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The group uses a range of financial planning, portfolio management, and advisory strategies supported by ongoing manager selection and home-office research.

Riley Alexander is a Financial Consultant I at Fidelity Investments, a position held since 2025. Prior to this role, Riley has accumulated experience within Fidelity in various positions including Planning Consultant (2023-2025), Relationship Manager (2022-2023), and Workplace Planning Consultant (2021-2022). Riley's professional approach involves understanding each client's unique circumstances to guide them through the financial planning process with an emphasis on transparency, education, and efficient problem-solving. Their commitment is to ensure clients fully comprehend the support and services Fidelity offers, enabling informed financial decisions. Outside of work, Riley has interests in family activities, football, golf, pets, soccer, and traveling.

Curtis Shoemaker Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over fifty years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has affiliations dating back to 1981 with New England Securities and New England Life Insurance Company. Outside of his advisory role, he is active as an insurance agent in individual life, health, and property and casualty lines. Mass Mutual 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, and educational seminars, utilizing firm-approved software to deliver tailored recommendations without investment discretion.

Robert Ball is a financial advisor with Edelman Financial Engines, holding a Series 65 credential and three years of industry experience. He has worked at Edelman Financial Engines since 2022, including time at its predecessor, Financial Engines Advisors L.L.C. Outside of his advisory role, he maintains a real estate license with Realty Connect but does not engage in active duties there. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Ryan Kelly is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is a partner at NAD Ventures LLC, an investment and finance-related firm based in Knoxville, Tennessee. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning utilizing firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through a comprehensive advisory platform that includes Financial Advisors and Estate Planning Strategies.

Travis Bigwood is a Financial Consultant who works with individuals and families to navigate their financial futures. He collaborates with clients to identify their specific goals and develop plans using Fidelity's tools and resources. He has experience as an Investment Consultant at Fidelity Investments since 2020 and previously served as a Financial Advisor at Blue Ridge Wealth Planners from 2017 to 2020. Outside of his professional work, Travis enjoys attending concerts, watching movies, listening to music, and photography.

Hunter Nicholson is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity Investments in 2024 and has progressed through roles including Financial Representative and Relationship Manager before his current role. In his work, Hunter focuses on understanding each client's individual story, motivations, concerns, and goals to create personalized and adaptable financial strategies. Hunter's experience spans several years within Fidelity Investments, where he has developed expertise in financial planning and client relationship management. His approach emphasizes building strategies that align with what matters most to his clients. Outside of his professional role, Hunter enjoys activities such as camping, fitness, golf, hiking, spending time with pets, and traveling.

William Albright is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2024. Prior to joining Fidelity, he was involved with the University of Tennessee football program and has experience running a gutter cleaning business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Amanda De Bord is a Series 66-licensed financial advisor with Edward Jones, based in Lenoir City, TN. She has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Sean Wilson is a financial advisor with Edward Jones in Knoxville, TN, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Legacy Capital Advisors, LPL Financial, and Merrill Lynch, Pierce, Fenner & Smith/Bank of America. 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 strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Jeffrey Thode is a financial advisor with Wells Fargo Clearing in Knoxville, TN, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He serves as a trustee for a family trust outside of his advisory role. 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 advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

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.

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 with 12 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 a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 advisors.

Mason Bercaw is a financial advisor with LPL Financial based in Lenoir City, TN. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Edward Jones and the Knox County Sheriff's Office. Outside of advising, he is also active as a licensed REALTOR®. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, with access to diversified investment strategies and model portfolios.

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.