David Kirkwood is a financial advisor at Ameriprise with 37 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing tailored written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis supported by a centralized consulting team to deliver these services, primarily for clients with assets managed within Ameriprise.

Michael Ogle III is a financial advisor with Equitable Advisors in Knoxville, TN, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors, he worked at Northwestern Mutual and Elavon, Inc. He is also an active organist at Central Baptist Bearden Church and serves as a member-at-large on the board of the Knoxville chapter of the American Guild of Organists. Equitable Advisors serves individual, corporate, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models, including third-party TAMPs and proprietary solutions, and serves clients ranging from non-high-net-worth individuals to pension and profit-sharing plans.

Robert Steele is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996 and is also involved with Avenger Logistics. Outside of advisory work, he receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes an operational model centered on tiered wrap fees and independent due diligence.

Andrew Thompson is a Financial Consultant currently with Fidelity Investments, where he has been employed since 2014. His roles at Fidelity include Financial Representative, Relationship Manager, Investment Consultant, Planning Consultant, and Financial Consultant. Prior to joining Fidelity Investments, Andrew worked as a Financial Representative at Northwestern Mutual in 2014. Andrew's experience encompasses various aspects of financial planning and investment consulting. He holds an Arkansas Insurance License, which supports his work in providing comprehensive financial advice tailored to clients' needs. Outside of his professional career, Andrew is engaged in activities such as biking, golf, running, swimming, and family activities, reflecting his interests in both personal fitness and family life.

Laura Osgood is a Series 66-licensed financial advisor with Ameriprise in Knoxville, TN, bringing 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she volunteers with the Blount County Rescue Squad. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized retirement-income consulting team.

Stanton Jacobs is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

David Hartman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through positions including Investment Consultant, Relationship Manager, and various Workplace Planning Consultant roles. Prior to joining Fidelity, he worked as a Financial Services Officer at State Employees Credit Union from 2018 to 2021. David focuses on partnering with individuals and families to understand their needs and preferences, aiming to co-create holistic financial plans. His approach involves uncovering what is important to clients and providing support to implement plans aligned with their goals. Outside of his professional work, David's personal interests include boating, fitness, football, parenthood, and pets.

Katherine Tracey is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2020, she worked at Blount Memorial Hospital and Covenant Health, each for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Roger Dolan is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2023, previously serving as a Financial Representative and Relationship Manager. Prior to joining Fidelity, he was an Account Executive at BHG Financial in 2022. In his current role, Roger works closely with clients to develop financial plans tailored to their needs during their working years and into retirement. He emphasizes understanding client concerns and building long-term relationships with clients and their families. Roger leverages both his experience and Fidelity's resources to support various investment strategies. Outside of his professional responsibilities, Roger has interests in baseball, cars, fishing, football, golf, and pets.

Daniel Griffey is a financial advisor with Raymond James Financial holding a Series 66 designation and 12 years of industry experience. He previously worked at Wealthcare Advisory Partners LLC and LPL Financial for nine years, and Wells Fargo Clearing for four years. Griffey founded Wealthcare Advisory Partners, LLC, an independent investment advisory firm. 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, and institutions. The firm uses tailored planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Robert Sheppard is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and having five years of industry experience. His background includes roles in financial services, mortgage lending, and insurance sales, alongside ownership of a cattle-raising operation. He is involved in multiple business activities, including mortgage origination and insurance. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients through a discretionary wrap-fee asset management program. The firm delivers model-based investment strategies primarily managed by third-party asset managers and supports account custody and trade execution with established financial institutions.

Kyle Walker is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies, with a notable program that integrates algorithmic automation under oversight to generate tailored retirement income recommendations.

William Farrell is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with UBS Financial Services since 1995. In addition to his advisory role, Farrell provides business advice to professional athletes through a partnership called Precise Advisory. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes fiduciary financial planning, proprietary research, and capital markets expertise.

Matthew Shaffstall is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Colonial National Mortgage and municipal positions with the cities of Pantego and Lake Dallas. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Derek McCubbins is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2020, serving in various positions including Investment Consultant, Investment Solutions Representative I, Stock Plan Consultant, High Net Worth Associate I, and Customer Relationship Advocate. Prior to joining Fidelity, Derek worked as a Producer at Family First Life and as an Agent at Mass Mutual in 2019. Derek's professional experience spans a range of financial consulting and investment roles. His approach involves helping clients create financial plans tailored to their most important goals, utilizing Fidelity's resources to support their financial journeys. Outside of his professional life, Derek enjoys boating, bowling, golf, outdoor adventures, and skiing.

John Wilson is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Wilson is an author working on a new book. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research options.

Robert Wallace is a financial advisor with Ameriprise in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory work, he has partial ownership and serves as secretary of Rocky Hill Properties LLC, a company formed to own a single piece of commercial real estate. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions and employs a centralized retirement-income consulting team that delivers algorithm-assisted, non-discretionary recommendation reports tailored to clients’ financial situations.

Hunter Ferry is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019, including roles at Charles Schwab Bank. Prior to his financial services career, Hunter held positions at Uber, Total Quality Logistics, and Alexander Bullitts Winery and Brewery. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Ken Shipley is a CFP® professional with 27 years of industry experience. He joined Osaic in 2025 after a 26-year tenure at Lincoln Financial Advisors Corporation. Outside of his advisory role, he coaches basketball at Hardin Valley Academy in Knoxville, TN. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include a variety of investment vehicles on both discretionary and non-discretionary bases.

George Frederick is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Pruco Securities, LLC for 40 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services supported by an integrated platform combining adviser programs with sales of financial products such as insurance.