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.

Emily Williams is a financial advisor at Wells Fargo Clearing with Series 66 credentials and one year of industry experience. Prior to joining Wells Fargo, she was involved with the Boys & Girls Clubs of Dumplin Valley, Oak Ridge, and the Tennessee Valley from 2016 to 2026. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate managers and investment options, offering both brokerage and advisory solutions across a broad range of financial products and services.

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.