Bradley Riley is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors for nine years before joining LPL Financial in 2023. 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 range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources to provide both discretionary and non-discretionary management.

B Crews Brooks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Visionary Horizons, LLC and Edward Jones. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Katelyn Houston is a Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2017. She has eight years of industry experience and previously worked in freelance graphic design and insurance. 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.

Jonathan Houghton is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2000. Outside of advising, he is involved in the sale of home security and automation products as well as other home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trading and custody through BNY Mellon Advisors and Pershing.

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 at firms including Grove Point Investments, H. Beck, Inc., and Landoak Securities. Graber also maintains a non-variable insurance brokerage business that he has operated since 1983. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a variety of advisory programs and financial planning services supported by research and multiple management approaches.

Ashley Benson is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Benson also has a longstanding association with East Tennessee Children's Hospital. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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.

Ashley Anderson is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2014. 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 range of financial planning, advisory programs, and retirement plan consulting services supported by research and multiple portfolio management options.

Gary Stuart is a CFP® professional with over 21 years of experience, currently serving as a financial advisor at Edward Jones since 2004. He has taught financial workshops for individual investors through Pellissippi State Technical Community College and officiates high school and college volleyball games. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of advisors and branch offices.

Jamie Martin is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 65 and Series 63 licenses and 13 years of industry experience. His work history includes roles at Blake & Pendleton, Armorock, LLC, Generation Green Recycling, Vallen Distribution, and IDG Compressor. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm relies on model-delivery strategies created by unaffiliated asset managers and supports accounts through custody and trade execution partnerships, overseeing approximately $15.5 billion in assets under management.

Brandon Scarbro is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 credential and 18 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate agreements.

Arlis Steel is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has served in the US Naval Reserves since 2014. Outside of his advisory role, he co-owns a vacation home occasionally rented to supplement its cost. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Jacob Dotson is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation with five years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and previously had roles at the University of Colorado and New England College. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Brian Duncan is a financial advisor at Osaic with 14 years of industry experience. He holds Series 65 and Series 63 credentials and has prior experience at Woodbury Financial Services, PFS Investments, and Primerica Financial Services. Duncan is also involved in Integrity Wealth, a sole proprietorship focused on insurance sales, financial planning, and investment advisory services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with multiple platforms and uses asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Darin Patterson Sr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include 17 years at FTB Advisors and two years at LPL Financial. He is also associated with FirstBank in Knoxville, TN, where he works as a financial advisor and insurance agent. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Robert Steele is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996 and is also involved with Avenger Logistics. Outside of advisory work, he receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes an operational model centered on tiered wrap fees and independent due diligence.

Joseph Frost is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, Frost serves as a basketball coach at Seymour High School. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.