Michael Mickey Johnson is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in serving ultra-high-net-worth individuals and families. He advises business owners, entrepreneurs, executives, and their families on critical decisions related to managing, preserving, and transferring significant wealth. His expertise includes long-term wealth strategy, cash-flow projections and modeling, estate structuring, and pre- and post-liquidity event planning, along with offering access to customized lending through Bank of America, N.A. Mickey has been a financial advisor since 2001 and completed the rigorous training and accreditation within Merrill to serve clients of substantial means. He holds a B.A. in Logistics and Transportation and a B.S. in Agricultural Economics and Finance from the University of Tennessee Knoxville. He is a CERTIFIED FINANCIAL PLANNER® certificant and a Certified Exit Planning Advisor (CEPA), and he has received advanced training from the Money, Meaning and Choices Institute in facilitating family meetings and values retreats for ultra-high-net-worth families. In addition to his professional work, Mickey is active in the Knoxville community. He serves on the board of the Boys & Girls Clubs of the Tennessee Valley and is involved with the Knoxville Estate Planning Council. He has also contributed as a committee member for the East Tennessee Children’s Hospital and the Historic Tennessee Theatre and has served as a trustee for the Episcopal School of Knoxville. Mickey lives in Knoxville with his wife and two children.

James Morgan is a financial advisor with LPL Financial in Maryville, TN, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked with First Tennessee since 2006 and joined LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by a variety of model portfolios and research resources.

John Williams Jr. is a CFP® professional with 29 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as trustee for multiple family trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services with an IPS-driven approach grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options among its investment offerings.

James Ridley IV is a CFP®-certified financial advisor with 31 years of industry experience, currently with Cambridge Investment Research Advisors since 2014. He is also an independent insurance agent specializing in Medicare supplement products and serves as president and owner of Elkmont Wealth Management, PLLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Christian Corral is a financial advisor at Ameriprise with 11 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 2014. He holds the Series 66 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Brooke Holmes is a Series 66-licensed financial advisor with Edward Jones in Maryville, TN, and has 17 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Troy Gentry is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Flagship Harbor Advisors, LLC and Knox Wealth Partners Advisory. He is also a delegated health insurance agent selling senior products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gregory Zanolli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011, currently based in Lenoir City, Tennessee. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Susan Cromwell is a CFP® professional with 26 years of experience in the financial industry. She has worked at LPL Financial since 2018, following roles at Logix FCU and Invest Financial Corporation. She is based in Knoxville, TN and holds Series 63 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing strategic and tactical model portfolios supported by LPL Research and third-party subadvisors.

Chad Dellinger II is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Raymond James Financial Services Advisors, Inc., CNB Wealth Management, and Citizen National Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets, offers a range of advisory strategies, and operates under a fiduciary standard.

Emily Williams is a financial advisor at Wells Fargo Clearing with Series 66 credentials and one year of industry experience. Prior to joining Wells Fargo, she was involved with the Boys & Girls Clubs of Dumplin Valley, Oak Ridge, and the Tennessee Valley from 2016 to 2026. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate managers and investment options, offering both brokerage and advisory solutions across a broad range of financial products and services.