Kevin Miller is Vice President, Wealth Planner at Fidelity Investments, where he focuses on comprehensive financial planning to help clients pursue peace of mind. He joined Fidelity Investments in 2022 and has held several roles including Financial Representative, Relationship Manager, and Planning Consultant before his current position. Prior to Fidelity, Kevin worked as a Client Service Associate at Asset Planning Corp from 2021 to 2022. He holds a California Insurance License. Outside of his professional responsibilities, Kevin enjoys camping, football, golf, hiking, reading, and values his role in parenthood.

William Bowen is a CFP® with 47 years of industry experience, currently serving as an Investment Advisor Representative at Cambridge Investment Research Advisors since 2023. He previously held roles at Cambridge Investment Research, Inc. and AMG Financial Strategies, Inc. Bowen also acts as an independent insurance agent and has served as a FINRA arbitrator since 2003. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services through a network of independent professionals, providing tailored strategies across various platform arrangements and incorporating both proprietary and third-party investment solutions.

Bradley Adams is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked with Primerica Financial Services since 2008 and has concurrent roles including work with PFS Investments Inc and independent contracting. Outside of advising, he is involved in sales of home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable accounts. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers a range of tactical and strategic portfolio options.

Joseph Thompson III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James since 2013 and served in FINRA Dispute Resolution for nine years. Thompson also serves as Chairman Emeritus on the Board of Directors for the East Tennessee Historical Foundation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Lloyd Bucher is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS Securities LLC and Tennessee Technological University. Prior to his advisory career, he was involved with The Original Hotkaps for eight years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored by a network of Financial Advisors.

William Warner is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, institutional investors, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.