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.

Kevin Knoernschild is a financial advisor with Thrivent Investment Management in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of advising, he leases office space in Knoxville. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and separates its planning services from managed-account programs.

Thor Victorson is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with LPL Financial and has been affiliated with First Tennessee Brokerage and FTB Advisors, Inc. for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Karl Flatau is a financial advisor at Edward Jones in Oak Ridge, TN, holding a Series 66 designation with 14 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment advisory programs, managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of financial advisors, broad retail and institutional client base, and a variety of affiliated investment and fiduciary services.

Chad Brogdon is a financial advisor with Thrivent Investment Management in Knoxville, TN, holding a Series 66 designation and six years of industry experience. He has been with Thrivent since 2019 and previously worked in education and community service roles. Brogdon serves as a board member for the Seymour Hoops Club and the Seymour Volunteer Fire Department, where he participates in organizational and planning activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive, goal-based financial planning without discretionary trading authority.

Jack Hill is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 licenses and totaling 31 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2000 and leads The Retirement Planning Group, Inc., a support company serving as a holding company for his advisory business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports advisory programs with a breadth of services including municipal advisory and targeted employer plan consulting.

Amy Allen is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has 19 years of industry experience, including 16 years at Ameriprise Financial Services and five years at Ameriprise Financial Services, LLC. Outside of her advisory role, she has been involved with the Anderson County Fair since 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individual and high-net-worth clients to institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliated municipal advisor arrangement.

Linda Blanc is a financial advisor with Edward Jones in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Stephen Stanger is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and with 17 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, The Prudential Insurance Company of America, and PRUCO Securities. He is also involved with Optimum Senior Benefits Group, which provides Medicare Advantage and supplement plans. 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 range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by in-house and third-party research and technology.

Jennifer Skiles is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at Edward Jones since 2021 and previously held roles at Brogan Financial and FTB Advisors, Inc. Outside of her advisory work, she is associated with Publishing Advantage Group in a non-operational capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Charles Earle Jr. is a financial advisor with LPL Financial in Clinton, TN, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial and ORNL Federal Credit Union since 2017 and previously at INVEST Financial Corporation from 2015 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Christopher Shamblin is a financial advisor at Edward Jones in Oak Ridge, Tennessee, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked in education at several local schools from 2016 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Randall Scott is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 20 years of industry experience. He has worked at Cetera since 2022, with prior experience at Allianz Global Investors Distributors LLC from 2013 to 2022. 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 access to model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Carter Owens is a financial advisor with Ameriprise in Huntsville, TN, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, Owens serves as an elder and member of the Board of Directors at First Presbyterian Church of Huntsville. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on assets managed within Ameriprise accounts.

Debra Hall Fisher is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Outside of her advisory role, she serves as the executive director and founder of Project Dental Access, a nonprofit organization focused on dental care access. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large retail advisor and branch network across the United States.

James Dugan III is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. His career includes roles at Thrivent Financial since 2019, as well as previous positions at 21st Mortgage Corporation and independent contract work with the Cleveland Browns and University of Tennessee Football. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate services.

Derek Knoernschild is a Series 66 licensed financial advisor with 16 years of experience, currently serving at Thrivent Investment Management in Knoxville, TN. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning addressing a wide range of financial topics, with the option to combine planning services with managed accounts under a consolidated billing program called “WealthPlan.”

Ryan Keeton is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise in 2025, he worked for ten years at Plateau Electric Cooperative. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Trisha Fares is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2009, accumulating 17 years of industry experience. Based in Andersonville, TN, she is also a Mary Kay consultant outside of her advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and employs a structured financial planning process supported by proprietary tools and research.

Lucas Barton is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at CVS Health and Cawood Funeral Home. Edward Jones is a 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.