Cory Gerlach is a financial advisor at Edward Jones with seven years of industry experience. He has held his current role at Edward Jones since 2018 and previously worked at Heil Trailer International from 2009 to 2018. He holds the Series 66 designation. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Renshaw is a financial advisor at Cetera with five years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2021. His prior experience includes roles at Regions Bank and Alumni Hall. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment platforms and third-party managers.

Connor Boynton is an Investment Consultant at Fidelity Investments, where he works with clients to clarify their financial goals and preferences, supporting them in making important financial decisions. He has held this role since 2026. Prior to his current position, Connor served as a Central Relationship Manager at Fidelity Investments from 2022 to 2025. Before that, he gained experience as a Registered Client Service Associate at Desert Financial Wealth Management from 2020 to 2022. Connor's personal interests include cars, family activities, fishing, motorcycles, outdoor adventures, and parenthood.

Bryan Herren is a financial advisor at OSAIC with 11 years of industry experience. He holds the Series 66 designation and has worked at Securities Service Network, Inc., Securities America, Inc., and Securities America Advisors, Inc. prior to joining OSAIC. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm uses various asset-allocation tools and third-party platforms to construct portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Skylar Thompson is a financial advisor at J.P. Morgan Securities with three years of industry experience. Thompson holds a Series 66 designation and has worked at firms including LPL Financial and Community Bank Systems Inc. Outside of financial services, Thompson has experience working with municipal and educational organizations. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matt Hickey is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He is committed to helping clients make confident, well-informed financial decisions by gaining a deep understanding of their unique situations, priorities, and goals. Matt works closely with clients to design personalized strategies tailored specifically to their needs, focusing on building, managing, and preserving wealth over time. Prior to his current role, Matt held several positions at Fidelity Investments, including Planning Consultant, Relationship Manager, Financial Representative, and Investor Center Intern. This range of experience has provided him with a comprehensive understanding of investment consulting and financial planning. Outside of his professional activities, Matt enjoys camping and hiking.

Edward Jones is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2024. Prior to that, he was with Securities America Advisors, Inc. and SSN Advisory, Inc. Among his other activities, he serves as a principal and agent at an independent insurance agency and holds board positions with the Rotary Club of Farragut and its foundation. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment vehicles to construct portfolios tailored to client needs.

William Parrish Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009. Outside of his advisory work, he is involved in a separate business buying and selling classic Jeeps. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, deploying a range of strategies including proprietary models and third-party solutions tailored to client objectives.

Oliver Stephens is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at First Horizon Bank and Hudson Group. 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 broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Roger Williams is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Woodruff is a financial advisor at Ameriprise with 42 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and a combination of research, modeling, and tax-efficiency analysis.

William Mcdavid is a CFP® with 13 years of industry experience, currently serving at Wells Fargo Clearing since 2020. Prior to that, he worked at Edward Jones from 2012 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joel Searfoss is a financial advisor at Thrivent Investment Management with 25 years of industry experience. He has held positions at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a director for the Blount County Bee Association, which educates and promotes honey bee raising. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm offers goal-based planning covering various topics such as retirement, tax, and estate planning, while keeping planning services distinct from portfolio management.

Paula Moseley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held positions at Touchstone Securities and IFS Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Webb is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has been with Cetera since 2013. Webb is involved in community service as a member of the Rotary Club of Knoxville and serves on the board of Kid's Place at Sequoyah, Inc., an after-school program for elementary school children. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

James Allen is a financial advisor with LPL Financial in Knoxville, TN, holding the ChFC® and Series 63 credentials and bringing 34 years of industry experience. He has worked with LPL Financial since 2007. Allen operates as a sole proprietor offering life, health, disability income, and long-term care insurance, and also brokers property and casualty insurance through a separate business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Joshua Riley is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Consolidated Nuclear Security for nine years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Austin Loven is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Pilot Flying J and Chick-fil-A, and has been involved with the University of Tennessee since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Adam Smolnycki is a financial advisor with Charles Schwab in Knoxville, TN, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at TD Ameritrade and Scottrade Inc. He has been affiliated with Charles Schwab and its related entities since 2022. Charles Schwab & Co., Inc. serves primarily 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 offers a mix of non-discretionary and discretionary investment options, multi-asset model portfolios, and access to alternative investments, supported by a large integrated platform with centralized supervision and custody.

Robby Duncan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. In this role, he collaborates closely with clients to develop financial plans tailored to their individual needs throughout their working years and into retirement. Prior to joining Fidelity, he was a Financial Representative at First Tennessee Bank from 2009 to 2010. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Robby emphasizes building long-standing relationships with clients and their families by understanding their specific financial concerns and goals. Outside of his professional work, Robby enjoys activities such as beach outings, boating, cooking and baking, family activities, fitness, and traveling.