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.

Garrick Ralston is a financial advisor with Morgan Stanley, holding a Series 66 license and 17 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including customized financial planning supported by firm-approved tools and methodologies.

John Roberts is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked previously with firms including Equitable Advisors, Northwestern Mutual, and Sana Medical LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors.

David Elias is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 2003 to 2009. Elias holds Series 63 and Series 65 licenses. He is the sole owner of Elias Development LLC, a software development business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in assets and provides planning through a structured process that includes scenario modeling and advisory support.

Samuel Shelley is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience and a Series 66 designation. His prior roles include positions at The Trust Company of Tennessee, Truist Advisory Services, and Truist Investment Services. Outside of his advisory work, he is also an associate at Marzolf Investment Group, LLC in Knoxville, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools and is noted for its municipal advisory affiliation and specialized SIMPLE IRA advisory services.

Nicholas Weissfeld is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Lincoln Financial Advisors Corp, MML Investors Services, TVAMP, LLC, LPL Financial, and Equitable Advisors. In addition to his advisory work, he offers accident and health, disability, traditional life, long-term care insurance, and voluntary employee benefits. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a wide network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, managed accounts, and access to third-party money managers using a variety of investment platforms and tools.

Amy McCarver is a Financial Consultant at Fidelity Investments, a position she has held since 2019. In her role, she works with individuals and families to assess their financial needs and goals through comprehensive financial planning. She aims to educate and empower her clients to make impactful wealth decisions throughout their lifetime. Amy's professional experience centers on financial consulting, where she applies her expertise to support clients in managing their financial futures. She brings a focus on personalized financial planning to her work at Fidelity Investments. Outside of her professional responsibilities, Amy has personal interests that include bowling, fitness, hiking, caring for pets, scuba diving, and traveling.

Taylor Shannon is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, Shannon was involved with Knox Ridge Apartments and has longstanding roles at the University of Tennessee Knoxville and Knoxville Catholic High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools to deliver tailored financial advice.

Locke Carter Jr. is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo since 2016, following a three-year tenure at Citigroup Global Markets from 2006 to 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jeffrey Tubb is a Series 66-credentialed financial advisor with Edward Jones, based in Knoxville, TN. He has eight years of industry experience, including eight years at First Choice Automotive prior to joining Edward Jones in 2017. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Christen Kiefer is a financial advisor at Ameriprise in Knoxville, TN, holding a Series 66 designation with 15 years at the firm and three years of industry experience. Outside of advising, Kiefer is co-owner of Sapphire Hill Stables, a farm and horse boarding facility. Ameriprise provides retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations, supported by a centralized consulting team and algorithmic tools.

Craig Mayfield is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Citigroup Global Markets from 1998 to 2009, followed by positions at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through employer partnerships.

Andrew Vollman is a financial advisor with LPL Financial based in Knoxville, TN, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Truist Investment Services, FirstBank Investment Partners, Raymond James Financial Services, and Nationwide Securities. He is also affiliated with United Community Bank. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered by a large network of investment adviser representatives using various strategies and tools.

Anthony Langford is a financial advisor at Cetera with four years of industry experience. He holds a Series 65 credential and has worked with Polaris Wealth Advisors and Avantax Advisory Services. In addition to his advisory role, Langford is the majority owner of Polaris Accounting & Tax LLC, where he manages the firm and provides tax, accounting, and business consulting services. Cetera Investment Advisers LLC is an 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 various portfolio management options, including model portfolios, third-party managers, discretionary and non-discretionary accounts, and a range of program structures.

John Kennedy III is a financial advisor at Osaic with 43 years of industry experience. He holds a Series 63 designation and has previously worked at Greensview Wealth Management and Trustfirst, Inc. Kennedy operates a sole proprietorship selling fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisors, utilizing various asset-allocation tools and offering access to third-party managers and unified managed accounts.

Kenneth Hayes is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Deanna Gonzalez is a financial advisor at Morgan Stanley in Knoxville, Tennessee, holding Series 63 and Series 66 credentials with 30 years of industry experience. She worked at First Tennessee Brokerage for 19 years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Mitchell Baker is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Keyence Corporation and serves in the Mississippi Air National Guard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

William Crowe is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America, Raymond James Financial Services, Truist Bank, and Edward Jones. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bill Hankins is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. In this role, he assists clients in working towards their financial goals by serving as a trusted partner throughout the financial planning process. His approach combines financial data analysis with in-depth discussions of clients' personal circumstances to tailor strategies that align with their definitions of success. Prior to joining Fidelity Investments, Bill gained experience as a Financial Advisor at several firms, including Office of Supervisory Jurisdiction Securities Service Network, Inc. from 2000 to 2010, CitiStreet Equities from 1999 to 2000, and American Express Financial Advisors from 1998 to 1999. He holds a California Insurance License, supporting his expertise in financial planning and insurance products. Outside of his professional work, Bill engages in family activities and maintains an active lifestyle through fitness, hiking, and running. He also participates in volunteering activities.