Matthew Williams is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Ameriprise since 2019. Prior to his advisory career, he worked at Beaty Chevrolet and studied at the University of Tennessee. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

Heather Cook is a CFP®-certified financial advisor with six years of industry experience, all of which she has spent with Edward Jones. She began her career after completing her studies in 2019 and has been based in Farragut, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

John Criner is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2017, he worked at Northwestern Mutual Life Insurance Company and held academic positions at the University of Tennessee College of Business and College of Law. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, including proprietary research and capital markets activities.

Taylor Chandler is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Chandler worked at UBS Financial Services for two years and was employed at Lamon Jewelers for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, with established oversight and governance processes.

James Hutchison is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding a Series 63 designation and 26 years of industry experience. He has been with MML Investors Services since 1999 and MassMutual Life Insurance Company since 1998. Outside of his advisory work, he is involved in life, health, and property and casualty insurance sales, and he owns a real estate business focused on purchasing and renovating homes for resale. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, using firm-approved tools and a collaborative approach to help clients with various planning needs.

Christopher Finley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, ETrade Financial, and Scottrade prior to joining Edward Jones. His background also includes seven years at East Tennessee State University. 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, separately managed accounts, and affiliated mutual funds.

Laila Zeman is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2023. In her role, she works with clients to guide them through their financial journeys by having open conversations to understand their needs and help them work toward their financial goals in an approachable and judgment-free manner. Laila's professional experience includes positions as a Financial Consultant and Investment Consultant at Fidelity Investments, as well as Financial Advisor at Visions Investment Services. Prior to that, she held roles at Visions Federal Credit Union, including Service and Sales Representative and Branch Member Account Specialist. Outside of her professional work, Laila enjoys attending concerts, cooking and baking, spending time with friends at social events, music, pets, and traveling.

Daniel Mccarthy Jr. is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and a Series 63 license. He has 35 years of industry experience, having worked with Mass Mutual since 1990. In addition to his advisory role, he is involved in life and health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships.

Mazin Mo is a financial advisor at Edward Jones in Farragut, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Toyota of Laramie and Dewey Pest Control and spent six years at the University of Laramie. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Jeremy Cox is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013 and with Thrivent Investment Management since 2012. Outside of his advisory role, Cox is co-owner of NMJ Tax Services LLC, a company providing tax and accounting services, where he serves in an administrative capacity. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm’s approach includes holistic, goal-based planning that can be combined with managed-account programs, while maintaining separate planning and investment management services.

Michael Smith is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB since 2011. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operations and extensive due diligence.

Randall Tisdale is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 63 designation and 43 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research from multiple sources.

Stephen Rosen is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Raymond James & Associates since 2012. Rosen serves as president of a nonprofit advisory board and holds board positions with the BBYO Fund for the Future and the East Tennessee Foundation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles and is noted for its municipal advisory services and affiliated research resources.

Charles Matthews is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. He previously worked at Grove Point Advisors, LLC and has been affiliated with Cornerstone Wealth Advisors since 2009. Outside of his advisory role, Matthews coaches softball and fitness at the Christian Academy of Knoxville and Daytona Beach Christian. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and planning services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jennifer Rainbolt is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation and 17 years of experience within the firm. She has an additional interest in wholesale wellness products, involving a small part-time activity outside of her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in their investment approach.

Briana Sprunger is a Series 66-licensed financial advisor at Edward Jones in Oak Ridge, Tennessee, with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

James Coffey is a Planning Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. Prior to joining Fidelity Investments, James worked as an Associate Wealth Management Advisor at TIAA from 2016 to 2020. His experience in these roles reflects a focus on financial planning and wealth management.

Jeffrey Marzolf is a financial advisor with Raymond James Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James Financial since 2004. Marzolf serves as a trustee and trust protector for family-related trusts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports advisory programs with advanced analytical tools and specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Franklin Denton is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding a Series 63 designation and 33 years of industry experience. His prior work includes 24 years at MetLife Securities Inc. and over a decade with MassMutual Life Insurance Co. In addition to his advisory role, he is involved in life and health insurance sales and assists customers with sales of life policies to a life settlement company. 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 ongoing financial planning and asset management, using firm-approved analytical tools and providing event-driven planning services such as estate settlement and employer-sponsored programs.

Robert Labout is a financial advisor with Ameriprise in Knoxville, TN, holding CFP® and ChFC® designations along with Series 63, 65, and 66 licenses. He has 17 years of industry experience, including prior roles at LPL Financial, Tennessee Valley Asset Management Adviser Partners, and Transamerica Capital. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.