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.

Roger Renfro is a Series 66 credentialed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 24 years of industry experience. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

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.

Daniel Macdonald is a financial advisor at OSAIC with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Trustfirst, Inc., Raymond James & Associates, and Morgan Keegan & Company, LLC. Macdonald maintains a Tennessee insurance license to sell variable annuities and life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing across various investment vehicles.

Scott Bye is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Co., Inc. for seven years. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Stephen Baker is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for over 30 years before joining Mass Mutual. In addition to his advisory role, he operates as an independent insurance agent selling life insurance part-time from his residence. Mass Mutual Investors Services 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, wrap and money-manager programs, and educational seminars.

Anna Mc Cready is a financial advisor with LPL Financial, holding a Series 66 designation and currently at the start of her advisory career. Her prior experience includes roles at First Horizon Advisors, Home Federal Bank, and Enrichment Federal Credit Union. She also has background in education from Bryan College and experience outside finance with AMEWAS, Inc and Solomons Daycare Center. 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.

Alec Mizner is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013 and also works at Werner Enterprises. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Hunter Rock is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2017 to 2018. His professional experience also includes work as a Financial Advisor at Merrill Lynch from 2014 to 2017 and as a Retirement Plan Consultant at The Meltzer Group from 2009 to 2014. Hunter focuses on gaining a comprehensive understanding of his clients and their families to develop customized financial strategies. He leverages Fidelity's resources and technology to create effective plans tailored to the various aspects of his clients' financial lives. Outside of his professional work, Hunter has personal interests that include cars, family activities, fishing, football, golf, and snowboarding.

Robert Hester is a financial advisor at Raymond James & Associates in Knoxville, TN, with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2013. Outside of his advisory role, he is a 50% owner of a rental property in Knoxville, which he manages through a property management firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, leveraging a variety of portfolio management styles and affiliated research.

Bobby Sass serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He joined Fidelity in 2013 as an Investment Consultant before advancing to his current role. Prior to joining Fidelity, Bobby worked as a Financial Advisor at Edward Jones from 2007 to 2013. In his role, Bobby and his team assist clients in making well-informed decisions regarding their wealth by educating and empowering them through the financial planning process. He holds a California Insurance License. Outside of his professional responsibilities, Bobby has personal interests in food and traveling.

Paige Christenberry is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and over 21 years of industry experience. She has worked with Cetera Investment Services LLC since 2013 and Regions Bank since 2010. Christenberry serves on the Junior Advisory Boards of the Great Starts of Helen Ross McNabb Center and the Cystic Fibrosis Foundation, contributing to fundraising and community awareness efforts. She also acts as board member and treasurer for Slated for Grace Ministries, Inc. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and consulting services through a multi-manager platform that includes discretionary and non-discretionary program structures with access to various third-party money managers.

Robert Howard is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. He has been with Cetera and Cetera Investment Services since 2013 and 2014, respectively, and also has experience at Regions Bank beginning in 2012. Outside of his advisory work, he serves as the executor of the Robert Howard estate. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutions. The firm offers a multi-manager platform with various program options and manages over $256 billion in assets through a large network of independent advisors.

Evan Anderson is a Planning Consultant at Fidelity Investments, where he develops engagement strategies tailored to support each client's unique planning needs. In this role, he collaborates with Financial Consultants to assist clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. Evan has held several positions within Fidelity Investments, including Workplace Planning Consultant II starting in 2022, Team Leader of Client Services from 2023 to 2026, and earlier roles in Workplace Planning and Advice. His progression through these roles reflects his experience in client services and workplace planning. Outside of his professional responsibilities, Evan is interested in family activities, hiking, outdoor adventures, parenthood, and traveling.

Charles Sommer is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Jackson National Life Distributors, LLC, Bravo, Mimi's Cafe, and NHC Farragut. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various strategies and advisory platforms.

Cooper Hayes is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and is based in Knoxville, TN. Prior to joining Raymond James & Associates, his background includes periods of full-time education and roles at local golf and country clubs. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Cory Gerlach is a financial advisor at Edward Jones with seven years of industry experience. He has held his current role at Edward Jones since 2018 and previously worked at Heil Trailer International from 2009 to 2018. He holds the Series 66 designation. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Renshaw is a financial advisor at Cetera with five years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2021. His prior experience includes roles at Regions Bank and Alumni Hall. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment platforms and third-party managers.

Connor Boynton is an Investment Consultant at Fidelity Investments, where he works with clients to clarify their financial goals and preferences, supporting them in making important financial decisions. He has held this role since 2026. Prior to his current position, Connor served as a Central Relationship Manager at Fidelity Investments from 2022 to 2025. Before that, he gained experience as a Registered Client Service Associate at Desert Financial Wealth Management from 2020 to 2022. Connor's personal interests include cars, family activities, fishing, motorcycles, outdoor adventures, and parenthood.

Bryan Herren is a financial advisor with Osaic Wealth, Inc. based in Knoxville, Tennessee. He holds a Series 66 designation and has 11 years of industry experience. His prior work includes roles at Securities America Advisors, Inc. and Securities Service Network, Inc. Osaic Wealth, Inc. serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing various asset-allocation tools and portfolio management strategies.