Travis Bigwood is a Financial Consultant who works with individuals and families to navigate their financial futures. He collaborates with clients to identify their specific goals and develop plans using Fidelity's tools and resources. He has experience as an Investment Consultant at Fidelity Investments since 2020 and previously served as a Financial Advisor at Blue Ridge Wealth Planners from 2017 to 2020. Outside of his professional work, Travis enjoys attending concerts, watching movies, listening to music, and photography.

Hunter Nicholson is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity Investments in 2024 and has progressed through roles including Financial Representative and Relationship Manager before his current role. In his work, Hunter focuses on understanding each client's individual story, motivations, concerns, and goals to create personalized and adaptable financial strategies. Hunter's experience spans several years within Fidelity Investments, where he has developed expertise in financial planning and client relationship management. His approach emphasizes building strategies that align with what matters most to his clients. Outside of his professional role, Hunter enjoys activities such as camping, fitness, golf, hiking, spending time with pets, and traveling.

Clara Parker is a financial advisor at Raymond James Financial with Series 65 and Series 63 licenses and three years of industry experience. She previously worked at First Horizon Advisors, Regions Bank, and Citibank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

William Albright is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2024. Prior to joining Fidelity, he was involved with the University of Tennessee football program and has experience running a gutter cleaning business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Tyson Gillespie is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation. He has been with LPL Financial since 2025 and previously worked at First Horizon. Outside of finance, he has experience in the hospitality and retail industries, including roles at Ole Smoky Moonshine and Cracker Barrel. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Sean Wilson is a financial advisor with Edward Jones in Knoxville, TN, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Legacy Capital Advisors, LPL Financial, and Merrill Lynch, Pierce, Fenner & Smith/Bank of America. 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 and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Jeffrey Thode is a financial advisor with Wells Fargo Clearing in Knoxville, TN, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He serves as a trustee for a family trust outside of his advisory role. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Zachary Jamison is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He previously worked for Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. 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, and educational seminars, with engagements structured as annual, collaborative relationships using firm-approved tools to analyze client goals and provide written recommendations.

Joseph Siragusa is Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team focused on assisting individuals, families, and organizations with their wealth decisions. He has been with Fidelity Investments since 2000, holding various positions including Regional Planning Consultant, Vice President and Branch Office Manager, Assistant Branch Manager, Financial Planning Consultant, Investment Consultant, Financial Representative, and Stock Transfer Representative. His extensive experience spans over two decades within the company. No additional information on education, credentials, personal interests, or community involvement was provided.

Jefferson Cross is a Wealth Management Advisor at Merrill Lynch Wealth Management with more than 28 years of experience in the financial services industry. He works with individuals and families to organize, plan, and track their financial goals, focusing on education about market movements and maintaining a long-term investment perspective. He is part of the Cagle Cross Group, a team of nine professionals with over 70 years of combined industry experience, including members who hold the CERTIFIED FINANCIAL PLANNER® certification. Jefferson holds a Bachelor's Degree from the University of Tennessee and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His client focus areas include college education planning, family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of his professional work, Jefferson is a devoted family man who enjoys spending time with his wife and three children. He is a committed churchgoer and places his faith at the center of his life. Jefferson is also an enthusiastic supporter of University of Tennessee athletics, sharing this passion with his family.

Scott Schroeffel is a financial advisor with Raymond James Financial in Knoxville, TN, holding a Series 66 designation and 20 years of industry experience. He has worked with Raymond James and affiliated entities since 2018 and previously spent 10 years at Suntrust Investment Services. Outside of his advisory role, Schroeffel is an associate at Pinnacle Asset Management, where he builds relationships with partners and manages client investment accounts. 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 institutions. The firm provides tailored, non-discretionary planning using analytical tools and supports clients through its advisory programs and institutional consulting.

Wesley Wright is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked with firms including Cadaret, Grant & Co. Inc. and Raymond James Financial Services. Wright is also the owner and managing partner of Financial Concepts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

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.

Brandon Hawk is a Series 66-licensed financial advisor with Edward Jones in Farragut, TN, where he has worked since 2018. He has seven years of industry experience, including prior roles with the Dox N Jox Radio Show and The Forge Training Facility from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Rose Swanger is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with OSAIC since 2013. She also has ongoing roles with Advise Finance LLC and Emk Investment. Outside of her advisory work, she volunteers with programs focused on financial literacy for students and assists low-income individuals with tax preparation through the IRS Volunteer Program. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services, using sophisticated portfolio construction tools and offering both discretionary and non-discretionary account management.

Patrick Sherrill is a financial advisor with Wells Fargo Advisors in Knoxville, TN, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has worked with various Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools.

Nicholas Gearhart is a financial advisor with Charles Schwab in Knoxville, TN, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at New York Life and Charles Schwab Bank, as well as involvement with Stricklers Ice and Beer. Outside of his advisory work, he serves as a referee for the West Bearden Basketball League, officiating youth basketball games. Charles Schwab & Co., Inc. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset portfolios and alternative investment options.

Craig Beauregard serves as Vice President and Branch Leader, supporting a team of financial professionals in developing financial plans through advanced technology and strategies. He has held the position of Branch Office Manager at Fidelity Investments since 2012, following a year as Assistant Branch Manager. Prior to Fidelity, Craig gained experience in various roles including Performance Leader and Process Design Consultant at Merrill Edge, and multiple management positions at Bank of America Investments from 2003 to 2010. His career began in financial advisory roles at Dickinson & Company, Baraban Securities, and Barron Chase Securities in the mid-1990s. The biography does not include information on his education, credentials, personal interests, or community involvement.

Jayaprakash Patel is a financial advisor at Osaic Wealth, Inc. in Knoxville, Tennessee, with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors and SSN Advisory, Inc. Outside of his advisory role, Patel owns a CPA practice providing tax preparation, bookkeeping, and payroll services, and is involved as a partner in several hotel ventures. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

Alan Jordan is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and has operated Jordan Tax Service since 1999. Outside of advisory work, he is involved in sales of loan products and home security and automation service referrals through affiliated firms. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-based investment approach supported by third-party asset managers and provides custody and trade execution services through Pershing and BNY Mellon Advisors.