Daniel Griffey is a financial advisor with Raymond James Financial holding a Series 66 designation and 12 years of industry experience. He previously worked at Wealthcare Advisory Partners LLC and LPL Financial for nine years, and Wells Fargo Clearing for four years. Griffey founded Wealthcare Advisory Partners, LLC, an independent investment advisory firm. 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, and institutions. The firm uses tailored planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Robert Sheppard is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and having five years of industry experience. His background includes roles in financial services, mortgage lending, and insurance sales, alongside ownership of a cattle-raising operation. He is involved in multiple business activities, including mortgage origination and insurance. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients through a discretionary wrap-fee asset management program. The firm delivers model-based investment strategies primarily managed by third-party asset managers and supports account custody and trade execution with established financial institutions.

Scott Farmer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Derek McCubbins is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2020, serving in various positions including Investment Consultant, Investment Solutions Representative I, Stock Plan Consultant, High Net Worth Associate I, and Customer Relationship Advocate. Prior to joining Fidelity, Derek worked as a Producer at Family First Life and as an Agent at Mass Mutual in 2019. Derek's professional experience spans a range of financial consulting and investment roles. His approach involves helping clients create financial plans tailored to their most important goals, utilizing Fidelity's resources to support their financial journeys. Outside of his professional life, Derek enjoys boating, bowling, golf, outdoor adventures, and skiing.

John Wilson is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Wilson is an author working on a new book. 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, institutional clients, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research options.

Anthony Jones is a CFP® with 25 years of experience in the financial industry. He is currently with Ameriprise Financial Services, LLC and previously worked for LPL Financial, LLC. He also serves as Vice President and committee member at Mountain Commerce Bank, where he has been active for more than 19 years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Robert Wallace is a financial advisor with Ameriprise in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory work, he has partial ownership and serves as secretary of Rocky Hill Properties LLC, a company formed to own a single piece of commercial real estate. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions and employs a centralized retirement-income consulting team that delivers algorithm-assisted, non-discretionary recommendation reports tailored to clients’ financial situations.

Hunter Ferry is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and various positions outside finance, such as at Uber and Alexander Bullitts Winery and Brewery. Hunter is based in Knoxville, Tennessee. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and alternative investments.

Ken Shipley is a CFP® professional with 27 years of industry experience. He joined Osaic in 2025 after a 26-year tenure at Lincoln Financial Advisors Corporation. Outside of his advisory role, he coaches basketball at Hardin Valley Academy in Knoxville, TN. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include a variety of investment vehicles on both discretionary and non-discretionary bases.

George Frederick is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Pruco Securities, LLC for 40 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services supported by an integrated platform combining adviser programs with sales of financial products such as insurance.

Matthew Williams is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Ameriprise since 2019. Prior to his advisory career, he worked at Beaty Chevrolet and studied at the University of Tennessee. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

Catherine Mc Conkey is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. She has been with Ameriprise Financial Services and its affiliates since 2007. Outside of her advisory role, she is involved in a retail home party business specializing in kitchen tools and sundries. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Heather Cook is a CFP®-certified financial advisor with six years of industry experience, all of which she has spent with Edward Jones. She began her career after completing her studies in 2019 and has been based in Farragut, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

John Criner is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2017, he worked at Northwestern Mutual Life Insurance Company and held academic positions at the University of Tennessee College of Business and College of Law. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, including proprietary research and capital markets activities.

Taylor Chandler is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Chandler worked at UBS Financial Services and spent six years in the retail sector with Lamon Jewelers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios. The firm engages in discretionary and non-discretionary management, fund advisory, and uses algorithmic methods and AI in its investment process.

James Hutchison is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding a Series 63 designation and 26 years of industry experience. He has been with MML Investors Services since 1999 and MassMutual Life Insurance Company since 1998. Outside of his advisory work, he is involved in life, health, and property and casualty insurance sales, and he owns a real estate business focused on purchasing and renovating homes for resale. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, using firm-approved tools and a collaborative approach to help clients with various planning needs.

Christopher Finley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, ETrade Financial, and Scottrade prior to joining Edward Jones. His background also includes seven years at East Tennessee State University. 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 strategies, separately managed accounts, and affiliated mutual funds.

Laila Zeman is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2023. In her role, she works with clients to guide them through their financial journeys by having open conversations to understand their needs and help them work toward their financial goals in an approachable and judgment-free manner. Laila's professional experience includes positions as a Financial Consultant and Investment Consultant at Fidelity Investments, as well as Financial Advisor at Visions Investment Services. Prior to that, she held roles at Visions Federal Credit Union, including Service and Sales Representative and Branch Member Account Specialist. Outside of her professional work, Laila enjoys attending concerts, cooking and baking, spending time with friends at social events, music, pets, and traveling.

Daniel Mccarthy Jr. is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and a Series 63 license. He has 35 years of industry experience, having worked with Mass Mutual since 1990. In addition to his advisory role, he is involved in life and health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships.

Mazin Mo is a financial advisor at Edward Jones in Farragut, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Toyota of Laramie and Dewey Pest Control and spent six years at the University of Laramie. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.