Kevin Knoernschild is a financial advisor with Thrivent Investment Management in Knoxville, TN. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. Knoernschild has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across various topics, while keeping planning and managed-account services separate under a consolidated billing option.

Thor Victorson is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has worked at First Tennessee and its related entities since 2002 and joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options utilizing model portfolios, third-party subadvisors, and customized strategies.

Karl Flatau is a financial advisor with Edward Jones in Oak Ridge, Tennessee, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and emphasizes both advisory services and affiliated capabilities such as trust services and securities-based lending.

Chad Brogdon is a financial advisor with Thrivent Investment Management in Knoxville, TN, holding a Series 66 credential and seven years of industry experience. He has been with Thrivent since 2019 and previously worked in education and community organizations. Brogdon serves as a board member for the Seymour Hoops Club and the Seymour Volunteer Fire Department. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses across a range of financial planning topics. The firm combines planning with managed-account programs under a consolidated billing option called WealthPlan, while maintaining a separation between planning and portfolio management services.

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 affiliated with LPL Financial in Knoxville, TN, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, The Prudential Insurance Company of America, and Optimum Senior Benefit Group. He is also involved with ORNL Credit Union and Optimum Senior Benefits Group, which provides Medicare Advantage and supplemental PDP services. 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 portfolios, third-party asset management, and institutional platforms.

Jennifer Skiles is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has worked at multiple firms, including Edward Jones, Brogan Financial, FTB Advisors, First Tennessee, and Truist Investment Services. Outside of her advisory role, she is associated with Publishing Advantage Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies. The firm manages over $1 trillion in assets and operates a large network of advisors and offices nationwide.

Charles Earle Jr. is a Series 66 licensed financial advisor with over 20 years of industry experience. He is affiliated with LPL Financial and has held positions at several firms including INVEST Financial Corporation and Securities America Advisors, Inc. Since 2017, he has also been involved with ORNL Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment options, including model portfolios, third-party management programs, and institutional platforms, supported by advanced operational and research tools.

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.

Lee Martin is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, he spent nine years at Regions Bank and has experience in event catering. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party manager selections, and bespoke strategies.

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, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise in various capacities since 2004. Outside of his advisory work, Owens serves as an elder and board member of the First Presbyterian Church of Huntsville in Tennessee. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Natalie England is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Knoxville, TN. She has three years of industry experience, including prior work at Clayton Homes and Vanderbilt Mortgage. Outside of her advisory role, Natalie serves as Cheerleading Commissioner for a local youth sports organization, managing program coordination and communications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority, and allowing clients to combine planning with managed-account services under a consolidated billing option.