Curtis Montgomery is a Financial Consultant at Fidelity Investments, where he has been working since 2026. Prior to his current role, he held positions including Investment Consultant and Planning Consultant within the same firm. He has accumulated experience through various roles at Fidelity Investments since 2020, progressing from Customer Relationship Advocate to Financial Representative, and then to Relationship Manager. Montgomery's approach focuses on partnering with clients to understand their unique investment stories and to assist them in making informed and confident decisions regarding their wealth. He emphasizes listening closely to clients' needs, priorities, and concerns to co-create personalized strategies aimed at supporting successful and fulfilling retirements. Outside of his professional responsibilities, Curtis enjoys family activities, football, golf, movies, parenthood, and traveling.

Harold Joines is a financial advisor at Wells Fargo Clearing with 26 years of industry experience and holds a Series 66 designation. He previously worked at Morgan Stanley & Co. LLC and Morgan Stanley Dw Inc. from 2004 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 employs more than 14,000 financial advisors.

Jeffrey Francis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and 27 years of industry experience. He has worked at Pinnacle Bank since 2016 and has been with Raymond James since 2009. Francis is also involved with Align Private Wealth in a business development role and works with Pinnacle Asset Management building relationships and managing client assets. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals, with specialized services in municipal and public finance as well as SIMPLE IRA employer advisory programs.

Kenneth Supman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Westlands Condo Association in Knoxville, TN. 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, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management options.

Ben Campbell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds a Series 66 designation. Outside of his advisory role, he manages rental properties in Loudon, Tennessee. 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 under management and provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tammy Bradberry is a financial advisor at Edward Jones in Maryville, TN. She holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, she worked with the YWCA Knoxville & the Tennessee Valley and the Fayette County Council for Domestic Violence, also known as Promise Place. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Gabriel Beeler is a CFP® professional affiliated with Raymond James & Associates in Knoxville, TN, with seven years of industry experience. He previously worked at Reliant Wealth Planning and was self-employed before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a range of portfolio management styles supported by affiliated research and model manager options.

Hampton Peters is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 designation and three years of industry experience. His work history includes roles at Morgan Stanley Private Bank and other diverse positions outside finance, such as with Silver Screen Bottling Company and Old City Athletic Club. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery conversations and planning tools but generally does not provide individual security recommendations as part of standalone plans.

Jessi Schaefer is a financial advisor at Edward Jones in Knoxville, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Schaefer served 20 years in the United States Air Force and provided non-investment financial planning services through Money Wellness, LLC. She and her husband also rent out a portion of their home to long-term tenants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services under a fiduciary standard through a nationwide network of over 23,000 financial advisors.

Jason Mooney is a financial advisor with Cetera who holds a Series 66 designation and has four years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2021 and has over 20 years of experience at Regions Bank. In addition to his advisory role, he is involved in customer service and lending activities at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party managers.

William Stuart is a financial advisor with Primerica Advisors in Maryville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1980. Outside of advisory work, he is involved with Steamboat Ski & Resort Corp., where he has had a role since 1978. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and operates an exclusively percentage-based, tiered wrap fee structure.

Jay Morris is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2018, serving in various roles including Relationship Manager, Financial Representative, and Central Relationship Manager. His professional focus is on working with individuals, families, business owners, and organizations to create customized, holistic financial plans. Jay emphasizes building strong relationships and sound planning to help clients pursue their goals and feel confident in managing life's uncertainties. His approach centers on earning clients' trust to serve as their primary financial advisor. Outside of his professional work, Jay enjoys family activities, exploring food, football, parenthood, reading, and volunteering.

Jackson Turner is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Edward Jones, TD Ameritrade Investment Management, and Scottrade. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses various risk management strategies, including tax-aware processes and defensive tactics.

Bradley Stafford is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at First Tennessee Brokerage Inc. since 2001 and was affiliated with Ftb Advisors, Inc. in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Roger Renfro is a Series 66 credentialed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 24 years of industry experience. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Timothy Tubbs is a financial advisor at Edward Jones with 11 years of industry experience and holds the Series 66 designation. His prior experience includes roles at TIAA, Cetera Investment Advisers LLC, Regions Bank, and Ameriprise Financial Services, among others. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Macdonald is a financial advisor at OSAIC with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Trustfirst, Inc., Raymond James & Associates, and Morgan Keegan & Company, LLC. Macdonald maintains a Tennessee insurance license to sell variable annuities and life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing across various investment vehicles.

Scott Bye is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Co., Inc. for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Stephen Baker is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for over 30 years before joining Mass Mutual. In addition to his advisory role, he operates as an independent insurance agent selling life insurance part-time from his residence. 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, wrap and money-manager programs, and educational seminars.

Anna Mc Cready is a financial advisor with LPL Financial, holding a Series 66 designation and currently at the start of her advisory career. Her prior experience includes roles at First Horizon Advisors, Home Federal Bank, and Enrichment Federal Credit Union. She also has background in education from Bryan College and experience outside finance with AMEWAS, Inc and Solomons Daycare Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.