Shara White is a CFP® and ChFC® with eight years of experience at Edward Jones, where she has worked since 2008. She holds a Series 66 license and is based in Maryville, Tennessee. 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 through a broad network of financial advisors and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hannah Brock is a financial advisor with LPL Financial in Maryville, TN, holding a Series 66 designation and 11 years of industry experience. She has been with LPL Financial since 2025 and previously worked at FTB Advisors, Inc. for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Catherine James is a financial advisor with LPL Financial in Lenoir City, Tennessee, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Morgan Stanley and Morgan Stanley Private Bank from 2019 to 2026, as well as prior work in asset management and banking. She has engaged in entrepreneurial activities, including managing the Knotty Pine Motel for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory services, including financial planning, model portfolios, and institutional platforms, with over 22,800 advisors supporting more than $819 billion in discretionary assets.

Taylor Griffey is a financial advisor at Raymond James Financial with a Series 66 license and two years of industry experience. Prior to joining Raymond James, he worked at Wealthcare Advisory Partners LLC and LPL Financial LLC. Outside of advisory services, Griffey is a licensed insurance agent involved in insurance sales and implementation. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical modeling tools to support client goals and maintains specialized programs for municipal and public finance as well as SIMPLE IRA employer advisory services.

Sara Wade is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Roger Kiefer is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1993. Kiefer serves as Treasurer on the Board of Directors for the Northshore Hills Homeowners Association in Knoxville, TN. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jennifer Dickey is a financial advisor with Edward Jones in Knoxville, TN, holding the ChFC® and Series 66 designations and has seven years of industry experience. She worked at PL Marketing for six years prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Christopher King is a financial professional with 15 years of industry experience, currently affiliated with Cetera. He has held roles at several firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and New England Securities. King is also involved in other financial services activities, including insurance sales and operations under Financial Marketplace, Inc. and Millennium Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide 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, supporting discretionary and non-discretionary strategies across multiple program structures.

Jonathan Murray is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at CUNA Mutual Group and CUNA Brokerage Services, Inc. He is also actively engaged in retirement consulting and investment services. 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 and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Bradley Riley is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience with Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Gregory Tilley is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors and as Secretary of the Rotary Club of Farragut. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

B Crews Brooks is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 16 years and Visionary Horizons, LLC for one year. He is based in Knoxville, TN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services supported by research from Wells Fargo Investment Institute and third-party analytics.

Katelyn Houston is a financial advisor at Edward Jones in Maryville, TN, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked as a freelance graphic designer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices.

Jonathan Houghton is a financial advisor with Primerica Advisors in Knoxville, TN. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, all with Primerica since 2000. In addition to advisory services, he is involved in the sale of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-driven strategies managed by third-party asset managers and maintains approximately $15.5 billion in assets under management.

Michael Lemarbre is a financial advisor with Wells Fargo Clearing in Knoxville, TN, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Raymond James & Associates and Clayton Bank and Trust. He serves on the investment committee for The Friends of the Knox County Library and is a board member of the Knox County Parks & Recreation Advisory Board. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy development, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Garrett Beeson is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he leads a team of advisors focused on delivering a financial planning experience to clients and the community. Prior to his current role, Garrett served as Vice President Regional Planning Consultant at Fidelity Investments from 2023 to 2026. His experience with Fidelity Investments spans from 2015, starting as a Financial Representative, and progressing through roles including Financial Consultant and Relationship Manager. Garrett's professional background is concentrated within Fidelity Investments, where he has developed expertise in financial planning and advisory services. No additional information on his education, credentials, or personal interests has been provided.

Mark Graber is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 designation and has previously worked with firms including Grove Point Investments, H. Beck, and Landoak Securities. Graber also operates a financial planning service that has been active since 1983. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and 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.

Ashley Benson is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. In addition to her advisory role, she has been involved with East Tennessee Children's Hospital since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and maintains a large network of advisors and branch offices across the country.

Cindy Barnes is a financial advisor at Edward Jones with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Barnes previously worked at Washington National/PMA USA, Private Advisor Group, LLC, LPL Financial, and Mullins Wealth Management before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households with varying net worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and proprietary investment options, supported by a nationwide network of over 23,700 financial advisors.

Phillip Furlong is a Series 66-licensed financial advisor with over 11 years of industry experience, currently working at Raymond James Financial Services Advisors, Inc. He has previously held roles at Cetera and Regions Bank. Outside of his advisory work, he serves on the board and finance committee of the Volunteer Ministry Center, a nonprofit organization in Knoxville, TN. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored advisory solutions using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.