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Michael H

Series 66

Maryville, TN

Truist Advisory Services

Michael Hall is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bb&T Securities, LLC, and Bb&T Investment Services, Inc. He has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Founder/Business Owner Executive
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Craig B

CFP®, Series 66

Maryville, TN

Edward Jones

Craig Bales is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Henry Schein Dental for one year. Based in Maryville, TN, Bales focuses on wealth management services within his firm. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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John Michael S

Series 66

Maryville, TN

Edward Jones

John Michael Scott is a financial advisor with Edward Jones in Maryville, Tennessee, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in managing an LLC holding rental properties originally owned by his family. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Gina J

Series 63, Series 66

Maryville, TN

LPL Financial

Gina Johnston is a financial advisor with LPL Financial in Maryville, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She worked at SSN Advisory, Inc. for eight years before joining LPL Financial in 2013. Outside of her advisory role, she has a small investment interest in real estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert W

Series 63, Series 66

Walland, TN

LPL Financial

Robert Walker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, and Lincoln Financial Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a large network of representatives, utilizing a range of investment strategies, model portfolios, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Amanda W

Series 63, Series 65

Maryville, TN

Ameriprise

Amanda Webb is a financial advisor at Ameriprise with 25 years of industry experience. She has worked with Ameriprise and its affiliates since 2012. Webb is registered with Series 63 and Series 65 credentials. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering tailored recommendations through a centralized consulting team that integrates research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Alexander M

Series 66

Maryville, TN

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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John S

Series 66

Alcoa, TN

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Georgia W

Series 65, Series 66

Maryville, TN

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John A

Series 63

Townsend, TN

UBS Financial Services

John Ahearn III is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds a Series 63 designation and has been with UBS in various capacities since 2002. Outside of his advisory role, he serves as Treasurer on the Alumni Council for St. Mary's College of Maryland. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research, model-based asset allocations, and institutional trading capabilities to deliver tailored financial planning and portfolio management services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Julie P

Series 66

Alcoa, TN

Edward Jones

Julie Puryear is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, she worked for 16 years at My Family Dentistry. She holds the Series 66 designation. 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 through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Financial Professional Doctor or Medical Professional
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Adriel M

Series 66

Maryville, TN

LPL Financial

Adriel Mccord is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Truist Investment Services and FTB Advisors, Inc. Outside of his advisory role, he is a business owner of a mobile DJ service and serves as a board member for the Tellico Reservoir Development Agency, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary and third-party strategies across various asset classes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Susan B

Series 63, Series 65

Alcoa, TN

Ameriprise

Susan Bryant is a financial advisor with Ameriprise in Lenoir City, TN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts within its advisory solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Farrell S

Series 66

Maryville, TN

Edward Jones

Farrell Scott is a Series 66-licensed financial advisor with Edward Jones in Maryville, TN, holding four years of experience at the firm and a total of six years in the industry. Prior to his financial advisory career, he managed shifts and large catering orders at Brenz Pizza Company in Knoxville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Retirement withdrawal strategies Retired Founder/Business Owner Executive
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James J

Series 63, Series 65, Series 66

Pigeon Forge, TN

Edward Jones

James Johnson is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward Jones since 1997 and holds Series 63, Series 65, and Series 66 designations. Outside of his advisory work, he is the sole proprietor of Flat Creek Publishing and has authored a book, with another in progress. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Intergenerational Families
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David R

Series 65, Series 63

Maryville, TN

LPL Financial

David Reynolds is a financial advisor with LPL Financial in Maryville, TN, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has worked with First Tennessee Brokerage, Inc. and 1 St Tn Bank since the late 1990s. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tammy B

Series 66

Maryville, TN

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jackson T

Series 63, Series 66

Maryville, TN

Fisher Investments

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.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Bradley S

Series 63, Series 65

Maryville, TN

LPL Financial

Bradley Stafford is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at First Tennessee Brokerage Inc. since 2001 and was affiliated with Ftb Advisors, Inc. in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Timothy T

Series 66

Maryville, TN

Edward Jones

Timothy Tubbs is a financial advisor at Edward Jones with 11 years of industry experience and holds the Series 66 designation. His prior experience includes roles at TIAA, Cetera Investment Advisers LLC, Regions Bank, and Ameriprise Financial Services, among others. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Multi-generational wealth transfer General retirement planning Military & Veterans Educators, Teachers, and Academics
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