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 in Maryville, TN, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has a history with FTB Advisors, Inc. and First Tennessee Brokerage Inc, where he has been active for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and various investment strategies.

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 with OSAIC and holds Series 63 and Series 65 licenses. He has 38 years of industry experience and has previously worked at Trustfirst, Inc. and Greensview Wealth Management. He is also licensed in Tennessee to sell variable annuities and life insurance through Trustfirst, Inc. OSAIC serves a diverse client base including retail and institutional investors and offers integrated brokerage and advisory services. The firm utilizes proprietary asset-allocation tools and supports a variety of investment products and third-party platforms for portfolio management.

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 and holds the Series 66 designation. She has recent experience at several financial institutions, including Home Federal Bank and First Horizon Advisors. Her background also includes roles outside traditional finance, such as work at Solomons Daycare Center and Bryan College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

Alec Mizner is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013 and also works at Werner Enterprises. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Hunter Rock is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2017 to 2018. His professional experience also includes work as a Financial Advisor at Merrill Lynch from 2014 to 2017 and as a Retirement Plan Consultant at The Meltzer Group from 2009 to 2014. Hunter focuses on gaining a comprehensive understanding of his clients and their families to develop customized financial strategies. He leverages Fidelity's resources and technology to create effective plans tailored to the various aspects of his clients' financial lives. Outside of his professional work, Hunter has personal interests that include cars, family activities, fishing, football, golf, and snowboarding.

Robert Hester is a financial advisor at Raymond James & Associates in Knoxville, TN, with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2013. Outside of his advisory role, he is a 50% owner of a rental property in Knoxville, which he manages through a property management firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, leveraging a variety of portfolio management styles and affiliated research.

Bobby Sass serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He joined Fidelity in 2013 as an Investment Consultant before advancing to his current role. Prior to joining Fidelity, Bobby worked as a Financial Advisor at Edward Jones from 2007 to 2013. In his role, Bobby and his team assist clients in making well-informed decisions regarding their wealth by educating and empowering them through the financial planning process. He holds a California Insurance License. Outside of his professional responsibilities, Bobby has personal interests in food and traveling.

Paige Christenberry is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. She has worked with Cetera Investment Services LLC since 2013 and with Regions Bank since 2010. Christenberry is a board member and treasurer of Slated for Grace Ministries, Inc., and participates in fundraising and community awareness as a member of the Junior Advisory Boards of Great Starts of Helen Ross McNabb Center and the Cystic Fibrosis Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large nationwide network of advisors, utilizing various program platforms and investment strategies.

Robert Howard is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. He has been with Cetera and Cetera Investment Services since 2013 and 2014, respectively, and also has experience at Regions Bank beginning in 2012. Outside of his advisory work, he serves as the executor of the Robert Howard estate. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutions. The firm offers a multi-manager platform with various program options and manages over $256 billion in assets through a large network of independent advisors.

Evan Anderson is a Planning Consultant at Fidelity Investments, where he develops engagement strategies tailored to support each client's unique planning needs. In this role, he collaborates with Financial Consultants to assist clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. Evan has held several positions within Fidelity Investments, including Workplace Planning Consultant II starting in 2022, Team Leader of Client Services from 2023 to 2026, and earlier roles in Workplace Planning and Advice. His progression through these roles reflects his experience in client services and workplace planning. Outside of his professional responsibilities, Evan is interested in family activities, hiking, outdoor adventures, parenthood, and traveling.

Charles Sommer is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 63 and Series 65 designations. His prior work history includes roles at Jackson National Life Distributors, LLC and Bravo. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including both discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Cooper Hayes is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and is based in Knoxville, TN. Prior to joining Raymond James & Associates, his background includes periods of full-time education and roles at local golf and country clubs. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.