Samuel Frogg II is a financial advisor at Edward Jones in Kingston, TN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a large network of financial advisors and branch offices nationwide.

Brandi Shipwash is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. She previously worked for TD Ameritrade from 2005 to 2021 before joining Raymond James in 2021. Outside of her advisory role, she owns and manages a rental property in Louisville, Tennessee. 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, and institutional investors. The firm provides tailored, non-discretionary planning using analytical tools and supports a wide advisor network, with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Jonathan Smith is a financial advisor with Primerica Advisors in Powell, TN, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Primerica Financial Services, PFS Investments Inc., and Src Inc since 2008 and 2010 respectively. Outside of his advisory role, Smith serves as an elder at Redemption Life Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors for model implementation.

Catherine James is a financial advisor with LPL Financial and holds the Series 66 designation. She has seven years of industry experience, including seven years at Morgan Stanley and Morgan Stanley Private Bank. Prior to her current role, she also worked at United Community Bank and has entrepreneurial experience with Knotty Pine Motel. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management and supported by research from multiple sources.

Taylor Griffey is a financial advisor at Raymond James Financial with a Series 66 license and two years of industry experience. Prior to joining Raymond James, he worked at Wealthcare Advisory Partners LLC and LPL Financial LLC. Outside of advisory services, Griffey is a licensed insurance agent involved in insurance sales and implementation. 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 institutional investors. The firm employs tailored, non-discretionary planning and analytical modeling tools to support client goals and maintains specialized programs for municipal and public finance as well as SIMPLE IRA employer advisory services.

Sara Wade is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Roger Kiefer is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1993. Kiefer serves as Treasurer on the Board of Directors for the Northshore Hills Homeowners Association in Knoxville, TN. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jennifer Dickey is a financial advisor with Edward Jones in Knoxville, TN, holding the ChFC® and Series 66 designations and has seven years of industry experience. She worked at PL Marketing for six years prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than 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 solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Derek Keeton is a financial advisor with Ameriprise in Clinton, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Keeton serves on the board of Scott Appalachian Industries and is a youth administrator at White Rock Baptist Church. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

David Roessner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Cetera and affiliated entities since 2016. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets and more than 10,000 advisors across multiple program structures.

Bradley Riley is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors for nine years before joining LPL Financial in 2023. 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, and retirement consulting, utilizing model portfolios and research from various sources to provide both discretionary and non-discretionary management.

Gregory Tilley is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors and as Secretary of the Rotary Club of Farragut. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Newman is a financial advisor at Edward Jones in Oak Ridge, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Good Samaritan Society - Fairfield Glade and Caris HealthCare. 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, with a large nationwide network of financial advisors and branch offices.

Jonathan Houghton is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2000. Outside of advising, he is involved in the sale of home security and automation products as well as other home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trading and custody through BNY Mellon Advisors and Pershing.

Kyle Wentland is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Securities America Advisors and Primerica. Outside of his advisory role, Wentland serves as a board member of the Roane Alliance and is the president-elect of the Harriman Rotary Club. He also volunteers as a graphic designer for Partners Best Games and assists clients with Medicare enrollment through his role with Legacy On Main, LLC. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors. The firm offers a range of integrated brokerage and advisory services and utilizes various tools and platforms to construct portfolios tailored to client risk profiles, with options for discretionary or non-discretionary management.

Garrett Beeson is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he leads a team of advisors focused on delivering a financial planning experience to clients and the community. Prior to his current role, Garrett served as Vice President Regional Planning Consultant at Fidelity Investments from 2023 to 2026. His experience with Fidelity Investments spans from 2015, starting as a Financial Representative, and progressing through roles including Financial Consultant and Relationship Manager. Garrett's professional background is concentrated within Fidelity Investments, where he has developed expertise in financial planning and advisory services. No additional information on his education, credentials, or personal interests has been provided.

Mark Graber is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 designation and has previously worked at firms including Grove Point Investments, H. Beck, Inc., and Landoak Securities. Graber also maintains a non-variable insurance brokerage business that he has operated since 1983. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a variety of advisory programs and financial planning services supported by research and multiple management approaches.

Jamie Martin is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 65 and Series 63 licenses and 13 years of industry experience. His work history includes roles at Blake & Pendleton, Armorock, LLC, Generation Green Recycling, Vallen Distribution, and IDG Compressor. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm relies on model-delivery strategies created by unaffiliated asset managers and supports accounts through custody and trade execution partnerships, overseeing approximately $15.5 billion in assets under management.

Arlis Steel is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has served in the US Naval Reserves since 2014. Outside of his advisory role, he co-owns a vacation home occasionally rented to supplement its cost. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Brian Duncan is a financial advisor at Osaic with 14 years of industry experience. He holds Series 65 and Series 63 credentials and has prior experience at Woodbury Financial Services, PFS Investments, and Primerica Financial Services. Duncan is also involved in Integrity Wealth, a sole proprietorship focused on insurance sales, financial planning, and investment advisory services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with multiple platforms and uses asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.