Troy Gentry is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Edward Jones and Knox Wealth Partners Advisory. In addition to his advisory work, he serves as a delegated health insurance agent selling senior products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various strategies and advisor-facing tools, while maintaining significant scale across advisory and non-advisory financial activities.

Gregory Zanolli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011, currently based in Lenoir City, Tennessee. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Susan Cromwell is a CFP® professional with 27 years of experience in the financial industry. She has worked at LPL Financial since 2018, following prior roles at Logix FCU, Invest Financial Corporation, and Concourse Financial Group Securities, Inc. She holds Series 63 and Series 66 licenses and is based in Knoxville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Chad Dellinger II is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Raymond James Financial Services Advisors, Inc., CNB Wealth Management, and Citizen National Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets, offers a range of advisory strategies, and operates under a fiduciary standard.

Mary Lyne is a financial advisor at Edward Jones in Powell, TN, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, she worked at AdaptHealth Patient Care Solutions and McKesson Patient Care Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Stephen Golliher is a financial advisor with Robert Baird & Co. in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior experience includes roles at J.J.B. Hilliard, W.L. Lyons LLC and Citigroup Global Markets. Outside of his advisory work, he owns and rents out farmland and a residential property in Powell, Tennessee. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with financial planning, portfolio management, and brokerage services. The firm employs manager-traded and model-traded strategies, tax-management, and unified fee arrangements, supported by internal research and investment tools, and manages approximately $394 billion in regulatory assets.